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 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-61- 1.12% |
$26.1K - $28.1K
|
5.38K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-61- 8.73% |
$26.1K - $28.1K
|
638
$385K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-62- 37.35% |
$26.5K - $28.5K
|
104
$62.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-63- 4.42% |
$26.9K - $29K
|
1.36K
$822K
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
SELL
|
- |
-63- 3.0% |
$26.9K - $29K
|
2.04K
$1.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-64- 2.2% |
$27.4K - $29.5K
|
2.85K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-64- 0.06% |
$27.4K - $29.5K
|
108K
$65.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-65- 5.35% |
$27.8K - $29.9K
|
1.15K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-65- 2.83% |
$27.8K - $29.9K
|
2.23K
$1.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-66- 1.32% |
$28.2K - $30.4K
|
4.93K
$2.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-68- 2.15% |
$29.1K - $31.3K
|
3.09K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-69- 2.62% |
$29.5K - $31.8K
|
2.56K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-69- 10.19% |
$29.5K - $31.8K
|
608
$367K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-70- 2.67% |
$29.9K - $32.2K
|
2.55K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-70- 2.27% |
$29.9K - $32.2K
|
3.01K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-71- 6.4% |
$30.4K - $32.7K
|
1.04K
$627K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-71- 10.96% |
$30.4K - $32.7K
|
577
$348K
|
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-71- 0.33% |
$30.4K - $32.7K
|
21.5K
$13M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-72- 6.02% |
$30.8K - $33.1K
|
1.13K
$679K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-73- 0.29% |
$31.2K - $33.6K
|
25.2K
$15.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-73- 0.67% |
$31.2K - $33.6K
|
10.9K
$6.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-73- 2.29% |
$31.2K - $33.6K
|
3.12K
$1.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-74- 1.24% |
$31.7K - $34.1K
|
5.9K
$3.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-74- 0.06% |
$31.7K - $34.1K
|
121K
$73M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 8.41% |
$32.1K - $34.5K
|
817
$493K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-75- 5.66% |
$32.1K - $34.5K
|
1.25K
$755K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-75- 2.76% |
$32.1K - $34.5K
|
2.64K
$1.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-75- 8.31% |
$32.1K - $34.5K
|
827
$499K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-76- 4.24% |
$32.5K - $35K
|
1.72K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-76- 2.76% |
$32.5K - $35K
|
2.67K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-76- 6.8% |
$32.5K - $35K
|
1.04K
$629K
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
SELL
|
- |
-77- 1.9% |
$32.9K - $35.4K
|
3.97K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-77- 18.12% |
$32.9K - $35.4K
|
348
$210K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-78- 1.77% |
$33.4K - $35.9K
|
4.33K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-79- 4.39% |
$33.8K - $36.4K
|
1.72K
$1.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-79- 5.82% |
$33.8K - $36.4K
|
1.28K
$772K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-79- 1.53% |
$33.8K - $36.4K
|
5.08K
$3.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-79- 2.89% |
$33.8K - $36.4K
|
2.65K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-80- 3.49% |
$34.2K - $36.8K
|
2.21K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-81- 0.62% |
$34.6K - $37.3K
|
13.1K
$7.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-81- 0.75% |
$34.6K - $37.3K
|
10.7K
$6.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-82- 11.75% |
$35.1K - $37.7K
|
616
$372K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-83- 1.0% |
$35.5K - $38.2K
|
8.23K
$4.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-83- 1.18% |
$35.5K - $38.2K
|
6.92K
$4.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-85- 0.11% |
$36.4K - $39.1K
|
75.8K
$45.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-85Closed |
$36.4K - $39.1K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-86- 0.66% |
$36.8K - $39.6K
|
13K
$7.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-87- 5.06% |
$37.2K - $40K
|
1.63K
$986K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-88- 0.8% |
$37.6K - $40.5K
|
11K
$6.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-88- 0.14% |
$37.6K - $40.5K
|
64.6K
$39M
|