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
Jan 28, 2025 Q3 2023
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
553
+ 5.34%
$237K - $254K
10.9K $6.58M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
551
+ 1147.92%
$236K - $254K
599 $362K
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
549
New
$235K - $253K
549 $331K
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
545
+ 14.43%
$233K - $251K
4.32K $2.61M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
543
New
$232K - $250K
543 $328K
Oct 13, 2023 Q3 2023
Capital Investment Services Of America, Inc.

BUY
 -
542
+ 37.23%
$232K - $249K
2K $1.21M
Oct 25, 2023 Q3 2023
Geneva Partners, LLC

BUY
 -
542
+ 3.91%
$232K - $249K
14.4K $8.71M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
542
+ 4.75%
$232K - $249K
11.9K $7.21M
Oct 18, 2023 Q3 2023
Liberty Capital Management, Inc.

BUY
 -
539
+ 8.91%
$231K - $248K
6.59K $3.98M
Oct 24, 2023 Q3 2023
Advisor Resource Council

BUY
 -
539
+ 8.06%
$231K - $248K
7.23K $4.36M
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
533
+ 50.09%
$228K - $245K
1.6K $964K
Nov 01, 2023 Q3 2023
Madison Wealth Partners, Inc

BUY
 -
527
+ 1.89%
$225K - $243K
28.5K $17.2M
Nov 14, 2023 Q3 2023
Staley Capital Advisers Inc

BUY
 -
525
+ 36.71%
$225K - $242K
1.96K $1.18M
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
523
New
$224K - $241K
523 $316K
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
522
+ 1.36%
$223K - $240K
38.9K $23.5M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
521
+ 15.45%
$223K - $240K
3.89K $2.35M
Nov 02, 2023 Q3 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
517
+ 2.04%
$221K - $238K
25.9K $15.6M
Nov 07, 2023 Q3 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
511
+ 4.91%
$219K - $235K
10.9K $6.6M
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
511
+ 1.17%
$219K - $235K
44.1K $26.7M
Nov 16, 2023 Q3 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
509
New
$218K - $234K
509 $307K
Oct 27, 2023 Q3 2023
Blodgett Wealth Advisors, LLC

BUY
 -
505
+ 19.63%
$216K - $232K
3.08K $1.86M
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
502
+ 1.28%
$215K - $231K
39.7K $24M
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
501
New
$214K - $231K
501 $303K
Oct 12, 2023 Q3 2023
Violich Capital Management, Inc.

BUY
 -
500
+ 39.94%
$214K - $230K
1.75K $1.06M
Nov 14, 2023 Q3 2023
Lake Street Advisors Group, LLC

BUY
 -
500
+ 1.7%
$214K - $230K
29.9K $18.1M
Oct 24, 2023 Q3 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
499
+ 0.48%
$213K - $230K
104K $62.8M
Dec 13, 2024 Q3 2023
Smart Wealth LLC

Omaha, NE
BUY
 -
499
New
$213K - $230K
499 $301K
Oct 10, 2023 Q3 2023
Roth Financial Partners LLC

BUY
 -
497
+ 0.66%
$213K - $229K
76.2K $46M
Oct 30, 2023 Q3 2023
New World Advisors LLC

Hingham, MA
BUY
 -
492
+ 2.99%
$210K - $226K
17K $10.2M
Nov 06, 2023 Q3 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
491
New
$210K - $226K
491 $296K
Nov 14, 2023 Q3 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
489
+ 9.34%
$209K - $225K
5.73K $3.46M
Oct 18, 2023 Q3 2023
Washington Trust Advisors, Inc.

BUY
 -
488
+ 23.72%
$209K - $225K
2.55K $1.54M
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
488
New
$209K - $225K
488 $295K
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
486
+ 0.45%
$208K - $224K
109K $65.8M
Oct 24, 2023 Q3 2023
Wealth Management Partners, LLC

BUY
 -
484
+ 2.33%
$207K - $223K
21.3K $12.8M
Oct 31, 2023 Q3 2023
Leeward Financial Partners, LLC

BUY
 -
481
+ 10.12%
$206K - $221K
5.24K $3.16M
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
473
+ 7.48%
$202K - $218K
6.79K $4.1M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
473
+ 14.03%
$202K - $218K
3.84K $2.32M
Nov 08, 2023 Q3 2023
Tru Independence LLC

BUY
 -
473
+ 5.13%
$202K - $218K
9.69K $5.85M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
473
+ 4.09%
$202K - $218K
12K $7.27M
Oct 12, 2023 Q3 2023
Radnor Capital Management, LLC

BUY
 -
470
New
$201K - $216K
470 $284K
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
470
+ 2.93%
$201K - $216K
16.5K $9.99M
Nov 02, 2023 Q3 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
467
+ 14.75%
$200K - $215K
3.63K $2.19M
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
467
+ 3.71%
$200K - $215K
13.1K $7.89M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
466
+ 5.42%
$199K - $214K
9.06K $5.47M
Oct 30, 2023 Q3 2023
Cibc Asset Management Inc

Toronto, A6
BUY
 -
464
+ 1.05%
$198K - $214K
44.7K $27M
Oct 16, 2023 Q3 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
461
+ 26.88%
$197K - $212K
2.18K $1.31M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
454
+ 1.0%
$194K - $209K
45.9K $27.7M
Nov 03, 2023 Q3 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
450
New
$192K - $207K
450 $272K

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