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
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-3.3K- 4.32% |
$1.41M - $1.52M
|
73.2K
$44.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.33K- 9.81% |
$1.43M - $1.53M
|
30.6K
$18.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.4K- 1.44% |
$1.45M - $1.56M
|
232K
$141M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.43K- 5.7% |
$1.47M - $1.58M
|
56.8K
$34.4M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.45KClosed |
$1.48M - $1.59M
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.47K- 4.21% |
$1.48M - $1.6M
|
79K
$47.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.5K- 3.21% |
$1.5M - $1.61M
|
105K
$63.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.52K- 4.1% |
$1.51M - $1.62M
|
82.3K
$49.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.53K- 1.15% |
$1.51M - $1.62M
|
303K
$184M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.54K- 2.28% |
$1.51M - $1.63M
|
152K
$92M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.57K- 5.68% |
$1.53M - $1.64M
|
59.2K
$35.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-3.6K- 12.56% |
$1.54M - $1.66M
|
25.1K
$15.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.61K- 0.88% |
$1.54M - $1.66M
|
406K
$246M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.63K- 4.67% |
$1.55M - $1.67M
|
74.2K
$45M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.68K- 4.3% |
$1.58M - $1.69M
|
82K
$49.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-3.7K- 3.91% |
$1.58M - $1.7M
|
91K
$55.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.76K- 1.63% |
$1.61M - $1.73M
|
227K
$138M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.78K- 2.07% |
$1.62M - $1.74M
|
179K
$109M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.8K- 1.66% |
$1.63M - $1.75M
|
226K
$137M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.82K- 8.09% |
$1.63M - $1.76M
|
43.3K
$26.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.97K- 0.32% |
$1.7M - $1.82M
|
1.22M
$741M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.99K- 3.49% |
$1.71M - $1.84M
|
110K
$66.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-4.04K- 4.1% |
$1.73M - $1.86M
|
94.7K
$57.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.06K- 23.28% |
$1.74M - $1.87M
|
13.4K
$8.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-4.07K- 4.3% |
$1.74M - $1.87M
|
90.4K
$54.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-4.17K- 25.47% |
$1.78M - $1.92M
|
12.2K
$7.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.29K- 27.51% |
$1.83M - $1.97M
|
11.3K
$6.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-4.32K- 25.06% |
$1.85M - $1.99M
|
12.9K
$7.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-4.4K- 31.17% |
$1.88M - $2.02M
|
9.72K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.48K- 13.49% |
$1.92M - $2.06M
|
28.7K
$17.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.5K- 5.59% |
$1.92M - $2.07M
|
76.1K
$46.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.56K- 0.87% |
$1.95M - $2.1M
|
519K
$315M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4.63K- 3.89% |
$1.98M - $2.13M
|
114K
$69.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-4.64K- 5.07% |
$1.99M - $2.14M
|
86.9K
$52.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.69K- 1.01% |
$2.01M - $2.16M
|
460K
$279M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.71K- 1.29% |
$2.01M - $2.17M
|
359K
$218M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-4.73K- 10.79% |
$2.02M - $2.17M
|
39.1K
$23.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.74K- 1.82% |
$2.03M - $2.18M
|
257K
$156M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.83K- 13.1% |
$2.07M - $2.22M
|
32.1K
$19.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.9K- 76.51% |
$2.1M - $2.26M
|
1.51K
$913K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.93K- 70.2% |
$2.11M - $2.27M
|
2.09K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-5.09K- 6.35% |
$2.18M - $2.34M
|
75K
$45.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.16K- 3.3% |
$2.21M - $2.37M
|
151K
$91.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-5.26K- 51.15% |
$2.25M - $2.42M
|
5.02K
$3.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-5.39K- 51.87% |
$2.31M - $2.48M
|
5K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.59K- 15.63% |
$2.39M - $2.57M
|
30.2K
$18.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-5.6K- 3.15% |
$2.39M - $2.57M
|
172K
$104M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-5.63K- 22.82% |
$2.41M - $2.59M
|
19K
$11.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.65K- 65.42% |
$2.42M - $2.6M
|
2.99K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.93K- 4.9% |
$2.54M - $2.73M
|
115K
$69.7M
|