Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 1777.94% |
$982K - $1.08M
|
2.55K
$1.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.41K+ 28.37% |
$978K - $1.07M
|
10.9K
$6.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.39KNew |
$971K - $1.07M
|
2.39K
$1.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.38K+ 7.97% |
$965K - $1.06M
|
32.2K
$19.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.37K+ 10.9% |
$962K - $1.06M
|
24.1K
$14.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.37K+ 9.25% |
$961K - $1.05M
|
27.9K
$16.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.37K+ 5.73% |
$961K - $1.05M
|
43.6K
$25.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.35K+ 2.11% |
$953K - $1.05M
|
114K
$67.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.35K+ 3.82% |
$953K - $1.05M
|
63.8K
$37.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.34K+ 4.87% |
$949K - $1.04M
|
50.4K
$29.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.33K+ 2.46% |
$946K - $1.04M
|
97.1K
$57.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
2.33K+ 11.07% |
$944K - $1.04M
|
23.3K
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.32K+ 28.68% |
$943K - $1.03M
|
10.4K
$6.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.31K+ 1.98% |
$939K - $1.03M
|
119K
$70.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.29K+ 3.0% |
$932K - $1.02M
|
78.8K
$46.8M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.29K+ 2.03% |
$930K - $1.02M
|
115K
$68.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
2.29K+ 93.05% |
$930K - $1.02M
|
4.75K
$2.82M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.25K+ 46.68% |
$915K - $1M
|
7.08K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.23K+ 21.44% |
$904K - $992K
|
12.6K
$7.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.22K+ 45.84% |
$900K - $988K
|
7.05K
$4.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.2K+ 5.63% |
$894K - $981K
|
41.3K
$24.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.2K+ 1.44% |
$893K - $980K
|
155K
$92.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
2.19K+ 25.0% |
$891K - $977K
|
11K
$6.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.19K+ 4.61% |
$887K - $974K
|
49.5K
$29.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.15K+ 18.39% |
$874K - $959K
|
13.9K
$8.22M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.13K+ 3.94% |
$865K - $949K
|
56.2K
$33.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
2.11K+ 2.86% |
$857K - $940K
|
75.7K
$44.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.1K+ 1.54% |
$852K - $935K
|
138K
$82.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.1K+ 1.38% |
$851K - $934K
|
154K
$91.3M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.08K+ 3.16% |
$844K - $926K
|
67.8K
$40.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.07K+ 44.77% |
$842K - $924K
|
6.71K
$3.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 3.35% |
$830K - $911K
|
63K
$37.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.03K+ 4.98% |
$824K - $904K
|
42.7K
$25.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.02K+ 0.87% |
$819K - $899K
|
234K
$139M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2K+ 40.0% |
$812K - $891K
|
7K
$4.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.99K+ 6.79% |
$809K - $888K
|
31.3K
$18.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.99K+ 0.91% |
$807K - $886K
|
221K
$131M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.98K+ 78.73% |
$803K - $881K
|
4.49K
$2.66M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.96KNew |
$796K - $873K
|
1.96K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.95K+ 4.42% |
$794K - $871K
|
46.2K
$27.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.94K+ 17.74% |
$788K - $865K
|
12.9K
$7.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
1.93K+ 3.43% |
$785K - $862K
|
58.2K
$34.5M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.93K+ 19.96% |
$783K - $859K
|
11.6K
$6.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.92K+ 2.48% |
$778K - $854K
|
79.1K
$46.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 1.65% |
$770K - $845K
|
117K
$69.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.87K+ 1.24% |
$761K - $835K
|
153K
$90.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.85K+ 13.0% |
$751K - $824K
|
16.1K
$9.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.85K+ 3.07% |
$750K - $823K
|
62.1K
$36.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.84K+ 5.74% |
$749K - $822K
|
34K
$20.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.83K+ 0.65% |
$745K - $817K
|
284K
$169M
|