Purchases and Sales Made in Q3 2023 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-14- 0.09% |
$5.99K - $6.44K
|
16.4K
$9.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-14- 0.63% |
$5.99K - $6.44K
|
2.23K
$1.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-14- 1.66% |
$5.99K - $6.44K
|
828
$500K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-14- 1.56% |
$5.99K - $6.44K
|
884
$534K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-14- 2.56% |
$5.99K - $6.44K
|
532
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-14- 0.45% |
$5.99K - $6.44K
|
3.11K
$1.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-15- 0.28% |
$6.42K - $6.9K
|
5.33K
$3.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-15- 1.0% |
$6.42K - $6.9K
|
1.49K
$899K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-15- 1.62% |
$6.42K - $6.9K
|
913
$551K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 3.06% |
$6.42K - $6.9K
|
475
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-15- 0.63% |
$6.42K - $6.9K
|
2.38K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-16- 1.56% |
$6.84K - $7.36K
|
1.01K
$609K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-16- 2.93% |
$6.84K - $7.36K
|
531
$321K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-17- 5.78% |
$7.27K - $7.82K
|
277
$167K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-17- 10.24% |
$7.27K - $7.82K
|
149
$90K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-17- 3.13% |
$7.27K - $7.82K
|
526
$318K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-18- 0.27% |
$7.7K - $8.28K
|
6.68K
$4.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-18- 54.55% |
$7.7K - $8.28K
|
15
$9.06K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.29% |
$7.7K - $8.28K
|
6.13K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-18- 0.26% |
$7.7K - $8.28K
|
6.93K
$4.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-19- 1.3% |
$8.13K - $8.74K
|
1.44K
$869K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-19- 1.55% |
$8.13K - $8.74K
|
1.21K
$728K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-20- 0.21% |
$8.56K - $9.2K
|
9.73K
$5.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-20- 0.32% |
$8.56K - $9.2K
|
6.3K
$3.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-20- 0.39% |
$8.56K - $9.2K
|
5.11K
$3.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-20- 0.19% |
$8.56K - $9.2K
|
10.6K
$6.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-20- 1.28% |
$8.56K - $9.2K
|
1.54K
$929K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-20- 2.15% |
$8.56K - $9.2K
|
910
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 2.18% |
$8.56K - $9.2K
|
899
$543K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-20- 0.54% |
$8.56K - $9.2K
|
3.71K
$2.24M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-20- 0.31% |
$8.56K - $9.2K
|
6.34K
$3.83M
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-20- 2.18% |
$8.56K - $9.2K
|
899
$543K
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-21- 2.59% |
$8.98K - $9.66K
|
789
$476K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-21- 0.31% |
$8.98K - $9.66K
|
6.79K
$4.1M
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
SELL
|
- |
-21- 0.28% |
$8.98K - $9.66K
|
7.38K
$4.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-22- 0.42% |
$9.41K - $10.1K
|
5.28K
$3.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-22- 0.38% |
$9.41K - $10.1K
|
5.7K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-22- 0.11% |
$9.41K - $10.1K
|
20.2K
$12.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-23- 0.32% |
$9.84K - $10.6K
|
7.21K
$4.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-23- 0.06% |
$9.84K - $10.6K
|
35.4K
$21.4M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-23- 60.53% |
$9.84K - $10.6K
|
15
$9.06K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-24- 1.59% |
$10.3K - $11K
|
1.49K
$900K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-24- 2.4% |
$10.3K - $11K
|
974
$588K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-24- 0.99% |
$10.3K - $11K
|
2.41K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25- 0.58% |
$10.7K - $11.5K
|
4.28K
$2.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-25- 1.76% |
$10.7K - $11.5K
|
1.4K
$844K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-25- 3.25% |
$10.7K - $11.5K
|
744
$449K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-25- 3.64% |
$10.7K - $11.5K
|
662
$400K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-26- 1.63% |
$11.1K - $12K
|
1.57K
$946K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-26- 0.7% |
$11.1K - $12K
|
3.7K
$2.24M
|