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
Oct 19, 2023 Q3 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
141
+ 4.0%
$60.3K - $64.9K
3.67K $2.21M
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
137
+ 0.9%
$58.6K - $63K
15.4K $9.29M
Aug 13, 2024 Q3 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
137
+ 0.91%
$58.6K - $63K
15.1K $9.14M
Oct 27, 2023 Q3 2023
Planning Directions Inc

BUY
 -
136
+ 21.79%
$58.2K - $62.6K
760 $459K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
136
+ 0.72%
$58.2K - $62.6K
18.9K $11.4M
Oct 17, 2023 Q3 2023
Blue Sky Wealth Advisors, LLC

BUY
 -
135
+ 1.54%
$57.7K - $62.1K
8.89K $5.37M
Oct 20, 2023 Q3 2023
Ellsworth Advisors, LLC

BUY
 -
135
+ 20.0%
$57.7K - $62.1K
810 $489K
Nov 14, 2023 Q3 2023
Financial Advisors Network, Inc.

BUY
 -
135
+ 10.16%
$57.7K - $62.1K
1.46K $884K
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
135
+ 21.84%
$57.7K - $62.1K
753 $455K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
135
+ 46.39%
$57.7K - $62.1K
426 $257K
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
133
+ 1.48%
$56.9K - $61.2K
9.1K $5.5M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
132
+ 6.64%
$56.5K - $60.7K
2.12K $1.28M
Nov 07, 2023 Q3 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
129
+ 1.61%
$55.2K - $59.4K
8.16K $4.93M
Nov 08, 2023 Q3 2023
Idaho Trust Bank

Boise, ID
BUY
 -
129
+ 1.5%
$55.2K - $59.4K
8.71K $5.26M
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
127
+ 1.29%
$54.3K - $58.4K
9.94K $6M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
126
New
$53.9K - $58K
126 $76.1K
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
126
+ 0.63%
$53.9K - $58K
20.1K $12.1M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
126
New
$53.9K - $58K
126 $76.1K
Oct 19, 2023 Q3 2023
Blue Fin Capital, Inc.

BUY
 -
125
+ 5.13%
$53.5K - $57.5K
2.56K $1.55M
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
125
+ 3.08%
$53.5K - $57.5K
4.19K $2.53M
Oct 18, 2023 Q3 2023
White Lighthouse Investment Management Inc.

BUY
 -
123
+ 6.85%
$52.6K - $56.6K
1.92K $1.16M
Jun 25, 2024 Q3 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
123
+ 10.03%
$52.6K - $56.6K
1.35K $815K
Oct 17, 2023 Q3 2023
Atlas Brown,Inc.

BUY
 -
122
+ 2.58%
$52.2K - $56.1K
4.86K $2.93M
Oct 19, 2023 Q3 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
121
+ 2.38%
$51.8K - $55.7K
5.2K $3.14M
Nov 08, 2023 Q3 2023
Mc Collum Christoferson Group LLC

Amherst, NY
BUY
 -
120
+ 25.0%
$51.3K - $55.2K
600 $362K
Nov 13, 2023 Q3 2023
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
120
+ 4.88%
$51.3K - $55.2K
2.58K $1.56M
Nov 01, 2023 Q3 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
118
+ 3.08%
$50.5K - $54.3K
3.95K $2.38M
Nov 14, 2023 Q3 2023
Trail Ridge Investment Advisors, LLC

BUY
 -
118
+ 0.53%
$50.5K - $54.3K
22.3K $13.5M
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
117
+ 10.96%
$50K - $53.8K
1.19K $716K
Oct 25, 2023 Q3 2023
Boyd Wealth Management, LLC

BUY
 -
116
+ 0.68%
$49.6K - $53.4K
17.1K $10.4M
Nov 03, 2023 Q3 2023
Delta Financial Advisors LLC

BUY
 -
116
+ 9.08%
$49.6K - $53.4K
1.39K $842K
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
115
+ 280.49%
$49.2K - $52.9K
156 $94.2K
Nov 13, 2023 Q3 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
115
+ 8.16%
$49.2K - $52.9K
1.52K $920K
Oct 10, 2023 Q3 2023
Outlook Wealth Advisors, LLC

BUY
 -
111
+ 1.09%
$47.5K - $51.1K
10.3K $6.2M
Nov 01, 2023 Q3 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
109
+ 2.13%
$46.6K - $50.2K
5.23K $3.16M
Nov 09, 2023 Q3 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
109
+ 5.65%
$46.6K - $50.2K
2.04K $1.23M
Oct 30, 2023 Q3 2023
Richwood Investment Advisors, LLC

BUY
 -
108
+ 0.32%
$46.2K - $49.7K
34.2K $20.7M
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
107
+ 2.71%
$45.8K - $49.2K
4.05K $2.45M
Oct 10, 2023 Q3 2023
Farmers Trust CO

BUY
 -
104
+ 2.96%
$44.5K - $47.9K
3.62K $2.19M
Oct 19, 2023 Q3 2023
Jgp Wealth Management, LLC

BUY
 -
104
+ 2.91%
$44.5K - $47.9K
3.68K $2.22M
Nov 08, 2023 Q3 2023
Tanager Wealth Management LLP

BUY
 -
104
+ 11.08%
$44.5K - $47.9K
1.04K $630K
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
103
+ 4.65%
$44.1K - $47.4K
2.32K $1.4M
Oct 13, 2023 Q3 2023
Buckingham Capital Management, Inc.

BUY
 -
102
+ 9.84%
$43.6K - $46.9K
1.14K $688K
Oct 25, 2023 Q3 2023
Cutler Investment Counsel LLC

BUY
 -
102
+ 0.89%
$43.6K - $46.9K
11.6K $7.02M
Nov 01, 2023 Q3 2023
First National Bank & Trust CO Of Newtown

BUY
 -
100
+ 14.62%
$42.8K - $46K
784 $473K
Nov 13, 2023 Q3 2023
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
100
+ 21.14%
$42.8K - $46K
573 $346K
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
99
+ 4.8%
$42.3K - $45.6K
2.16K $1.31M
Nov 07, 2023 Q3 2023
South State Corp

BUY
 -
99
+ 0.22%
$42.3K - $45.6K
45.7K $27.6M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
97
+ 1.6%
$41.5K - $44.6K
6.15K $3.72M

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