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 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
454+ 1.0% |
$194K - $209K
|
45.9K
$24.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
450New |
$192K - $207K
|
450
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
450+ 10.62% |
$192K - $207K
|
4.69K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
450+ 2.14% |
$192K - $207K
|
21.5K
$11.4M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
443+ 4.66% |
$189K - $204K
|
9.96K
$5.26M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
441+ 78.33% |
$189K - $203K
|
1K
$531K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
433+ 1.37% |
$185K - $199K
|
31.9K
$16.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
432+ 7.71% |
$185K - $199K
|
6.03K
$3.19M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
431+ 9.82% |
$184K - $198K
|
4.82K
$2.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
427+ 3.9% |
$183K - $196K
|
11.4K
$6.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
425+ 6.61% |
$182K - $196K
|
6.85K
$3.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
422+ 1.31% |
$181K - $194K
|
32.6K
$17.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
420+ 4.4% |
$180K - $193K
|
9.96K
$5.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
420+ 3.01% |
$180K - $193K
|
14.4K
$7.6M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
420+ 1400.0% |
$180K - $193K
|
450
$238K
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
418+ 19.19% |
$179K - $192K
|
2.6K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
417+ 32.53% |
$178K - $192K
|
1.7K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
416+ 22.77% |
$178K - $191K
|
2.24K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
414+ 1.35% |
$177K - $191K
|
31.1K
$16.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
413+ 24.64% |
$177K - $190K
|
2.09K
$1.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
412+ 38.58% |
$176K - $190K
|
1.48K
$782K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
410+ 6.97% |
$175K - $189K
|
6.29K
$3.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
410+ 4.19% |
$175K - $189K
|
10.2K
$5.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
410+ 10.44% |
$175K - $189K
|
4.34K
$2.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
406+ 33.72% |
$174K - $187K
|
1.61K
$851K
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
401+ 2.58% |
$172K - $185K
|
15.9K
$8.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
401+ 13.01% |
$172K - $185K
|
3.48K
$1.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
400+ 54.27% |
$171K - $184K
|
1.14K
$601K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
397+ 4.3% |
$170K - $183K
|
9.63K
$5.09M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
394+ 3.62% |
$169K - $181K
|
11.3K
$5.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
389+ 1.69% |
$166K - $179K
|
23.5K
$12.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
382+ 53.95% |
$163K - $176K
|
1.09K
$576K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
381+ 7.44% |
$163K - $175K
|
5.5K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
379+ 4.6% |
$162K - $174K
|
8.62K
$4.56M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
378New |
$162K - $174K
|
378
$200K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
377+ 5.8% |
$161K - $173K
|
6.88K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
376+ 4.41% |
$161K - $173K
|
8.91K
$4.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
BUY
|
- |
373+ 1.06% |
$160K - $172K
|
35.4K
$18.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
373+ 7.24% |
$160K - $172K
|
5.53K
$2.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
371+ 11.94% |
$159K - $171K
|
3.48K
$1.84M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
371+ 11.33% |
$159K - $171K
|
3.65K
$1.93M
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
369+ 6.98% |
$158K - $170K
|
5.65K
$2.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
367+ 38.19% |
$157K - $169K
|
1.33K
$702K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
367+ 18.87% |
$157K - $169K
|
2.31K
$1.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
366+ 27.29% |
$157K - $168K
|
1.71K
$902K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
366+ 11.1% |
$157K - $168K
|
3.66K
$1.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
365+ 1.08% |
$156K - $168K
|
34.1K
$18M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
361+ 17.25% |
$154K - $166K
|
2.45K
$1.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
361+ 3.34% |
$154K - $166K
|
11.2K
$5.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
358+ 20.04% |
$153K - $165K
|
2.14K
$1.13M
|