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 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.42K- 5.1% |
$606K - $652K
|
26.4K
$16M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.42K- 1.24% |
$609K - $655K
|
114K
$69M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.42K- 11.45% |
$609K - $655K
|
11K
$6.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.43K- 1.09% |
$610K - $656K
|
129K
$78.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.45K- 2.84% |
$622K - $669K
|
49.7K
$30.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.46K- 15.81% |
$623K - $670K
|
7.76K
$4.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.49K- 15.19% |
$637K - $686K
|
8.32K
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-1.5K- 30.0% |
$642K - $690K
|
3.5K
$2.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.51K- 17.25% |
$646K - $695K
|
7.24K
$4.39M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.52K- 6.96% |
$649K - $699K
|
20.3K
$12.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.53K- 1.7% |
$656K - $705K
|
88.8K
$53.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-1.55K- 10.13% |
$663K - $713K
|
13.7K
$8.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.56K- 2.87% |
$667K - $717K
|
52.7K
$31.9M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 28.22% |
$669K - $720K
|
3.98K
$2.41M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.63K- 56.09% |
$698K - $751K
|
1.28K
$774K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.64K- 2.06% |
$703K - $757K
|
78.3K
$47.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.66K- 53.82% |
$709K - $763K
|
1.42K
$862K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.66K- 4.86% |
$709K - $763K
|
32.4K
$19.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.67K- 2.06% |
$715K - $769K
|
79.4K
$48.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.68K- 4.87% |
$718K - $773K
|
32.8K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-1.7K- 1.53% |
$727K - $782K
|
109K
$66.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-1.71K- 1.3% |
$733K - $789K
|
130K
$78.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.72K- 2.56% |
$737K - $792K
|
65.7K
$39.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.73K- 55.88% |
$740K - $796K
|
1.37K
$828K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-1.83K- 18.39% |
$782K - $841K
|
8.11K
$4.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.85K- 4.85% |
$793K - $853K
|
36.4K
$22.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.85K- 0.83% |
$793K - $853K
|
221K
$134M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 6.24% |
$805K - $866K
|
28.3K
$17.1M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.89K- 1.0% |
$809K - $871K
|
187K
$114M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.9K- 1.26% |
$811K - $873K
|
149K
$90.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.9K- 7.16% |
$814K - $875K
|
24.7K
$15M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.94K- 3.86% |
$830K - $893K
|
48.3K
$29.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.95K- 9.55% |
$835K - $898K
|
18.5K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2K- 79.8% |
$853K - $918K
|
505
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2K- 8.65% |
$856K - $921K
|
21.2K
$12.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.02K- 4.61% |
$862K - $928K
|
41.7K
$25.3M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.02K- 4.61% |
$862K - $928K
|
41.7K
$25.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-2.02K- 1.08% |
$865K - $930K
|
185K
$112M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.02K- 5.25% |
$866K - $931K
|
36.5K
$22.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-2.06K- 4.52% |
$882K - $948K
|
43.6K
$26.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.07K- 40.29% |
$885K - $953K
|
3.07K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.08K- 5.64% |
$890K - $957K
|
34.8K
$21.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2.08K- 46.29% |
$891K - $958K
|
2.42K
$1.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 1.23% |
$891K - $959K
|
168K
$102M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.09K- 31.39% |
$896K - $964K
|
4.58K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.1K- 37.28% |
$897K - $965K
|
3.53K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.11K- 1.81% |
$902K - $971K
|
115K
$69.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.11K- 3.95% |
$903K - $971K
|
51.3K
$31.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.12K- 1.35% |
$906K - $974K
|
155K
$93.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.13K- 3.25% |
$909K - $978K
|
63.2K
$38.3M
|