Purchases and Sales Made in Q3 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
846
+ 2.0%
$362K - $389K
43.1K $26M
Oct 04, 2023 Q3 2023
Aletheian Wealth Advisors LLC

BUY
 -
843
+ 5.0%
$361K - $388K
17.7K $10.7M
Apr 25, 2024 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
837
+ 1.21%
$358K - $385K
69.8K $42.2M
Nov 03, 2023 Q3 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
834
New
$357K - $384K
834 $504K
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
834
+ 3.2%
$357K - $384K
26.9K $16.2M
Nov 13, 2023 Q3 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
832
+ 2.71%
$356K - $383K
31.6K $19.1M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
825
+ 6.74%
$353K - $380K
13.1K $7.89M
Nov 13, 2023 Q3 2023
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
821
New
$351K - $378K
821 $496K
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
818
+ 5.1%
$350K - $376K
16.9K $10.2M
Nov 13, 2023 Q3 2023
Bryant Woods Investment Advisors, LLC

BUY
 -
816
+ 1.17%
$349K - $376K
70.6K $42.6M
Nov 06, 2023 Q3 2023
Firestone Capital Management

BUY
 -
808
+ 33.33%
$346K - $372K
3.23K $1.95M
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
800
+ 41.71%
$342K - $368K
2.72K $1.64M
Nov 21, 2023 Q3 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
798
New
$341K - $367K
798 $482K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
797
+ 32.45%
$341K - $367K
3.25K $1.96M
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
797
+ 0.58%
$341K - $367K
138K $83.2M
Nov 14, 2023 Q3 2023
Aaf Wealth Management, LLC

BUY
 -
796
+ 1.2%
$340K - $366K
66.9K $40.4M
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
793
+ 5.18%
$339K - $365K
16.1K $9.72M
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
793
+ 36.09%
$339K - $365K
2.99K $1.81M
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
789
+ 1.66%
$338K - $363K
48.2K $29.1M
Nov 08, 2023 Q3 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
789
+ 7.97%
$338K - $363K
10.7K $6.46M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
777
+ 88.6%
$332K - $358K
1.65K $999K
Oct 16, 2023 Q3 2023
Buttonwood Financial Advisors Inc.

BUY
 -
775
New
$332K - $357K
775 $468K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
774
+ 1.25%
$331K - $356K
62.8K $37.9M
Nov 13, 2023 Q3 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
774
+ 9.52%
$331K - $356K
8.91K $5.38M
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
764
+ 12.85%
$327K - $352K
6.71K $4.05M
Oct 10, 2023 Q3 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
763
+ 80.91%
$326K - $351K
1.71K $1.03M
Nov 08, 2023 Q3 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
756
+ 0.98%
$323K - $348K
77.9K $47M
Nov 14, 2023 Q3 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
754
+ 3.72%
$323K - $347K
21K $12.7M
Nov 13, 2023 Q3 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
752
+ 7.45%
$322K - $346K
10.8K $6.55M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
751
+ 0.97%
$321K - $346K
77.8K $47M
Oct 25, 2023 Q3 2023
Northstar Asset Management LLC

BUY
 -
750
New
$321K - $345K
750 $453K
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
750
+ 0.95%
$321K - $345K
79.6K $48M
Oct 23, 2023 Q3 2023
Waypoint Wealth Partners Inc.

BUY
 -
749
New
$320K - $345K
749 $452K
Oct 10, 2023 Q3 2023
Peddock Capital Advisors, LLC

BUY
 -
748
+ 2.59%
$320K - $344K
29.6K $17.9M
Nov 14, 2023 Q3 2023
Smith Shellnut Wilson LLC

BUY
 -
743
+ 2.48%
$318K - $342K
30.7K $18.6M
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
742
+ 7.78%
$317K - $341K
10.3K $6.2M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
738
+ 1.29%
$316K - $340K
57.9K $35M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
737
+ 8.02%
$315K - $339K
9.93K $5.99M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
736
+ 30.81%
$315K - $339K
3.13K $1.89M
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
734
+ 28.97%
$314K - $338K
3.27K $1.97M
Oct 13, 2023 Q3 2023
Dash Acquisitions Inc.

BUY
 -
731
+ 52.93%
$313K - $336K
2.11K $1.28M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
724
+ 1.15%
$310K - $333K
63.4K $38.3M
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
717
+ 28.13%
$307K - $330K
3.27K $1.97M
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
717
+ 28.13%
$307K - $330K
3.27K $1.97M
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
715
+ 4.07%
$306K - $329K
18.3K $11M
Oct 16, 2023 Q3 2023
Traynor Capital Management, Inc.

BUY
 -
714
+ 14.66%
$305K - $329K
5.59K $3.37M
Oct 17, 2023 Q3 2023
Riverview Trust CO

BUY
 -
705
+ 564.0%
$302K - $324K
830 $501K
Nov 02, 2023 Q3 2023
Pittenger & Anderson Inc

BUY
 -
698
+ 6.47%
$299K - $321K
11.5K $6.93M
Nov 14, 2023 Q3 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
689
New
$295K - $317K
689 $416K

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