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 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.83K+ 101.89% |
$744K - $816K
|
3.63K
$2.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.82K+ 8.68% |
$741K - $813K
|
22.8K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.82KNew |
$739K - $811K
|
1.82K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.82K+ 16.24% |
$738K - $810K
|
13K
$7.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.8K+ 53.65% |
$729K - $800K
|
5.14K
$3.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.77K+ 5.6% |
$721K - $791K
|
33.5K
$19.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 225.29% |
$713K - $782K
|
2.53K
$1.5M
|
|
|
Jul 31, 2023
Q2 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.75K+ 11.91% |
$712K - $781K
|
16.5K
$9.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.75K+ 10.06% |
$710K - $779K
|
19.1K
$11.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.71K+ 50.22% |
$695K - $763K
|
5.12K
$3.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.71K+ 17.44% |
$695K - $763K
|
11.5K
$6.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.71K+ 4.42% |
$695K - $762K
|
40.4K
$24M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.69K+ 121.5% |
$686K - $753K
|
3.08K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.68K+ 76.05% |
$681K - $747K
|
3.88K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.66K+ 10.66% |
$674K - $740K
|
17.2K
$10.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.65K+ 1.17% |
$671K - $736K
|
143K
$84.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.64K+ 1.58% |
$665K - $730K
|
105K
$62.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.62K+ 6.1% |
$656K - $720K
|
28.1K
$16.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.6K+ 7.99% |
$650K - $714K
|
21.6K
$12.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.6K+ 15.39% |
$650K - $713K
|
12K
$7.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.6K+ 4.41% |
$649K - $713K
|
37.8K
$22.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.59KNew |
$647K - $710K
|
1.59K
$944K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.59K+ 10.96% |
$645K - $708K
|
16.1K
$9.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.58K+ 20.7% |
$643K - $706K
|
9.23K
$5.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.57K+ 29.95% |
$639K - $702K
|
6.83K
$4.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.57K+ 6.89% |
$639K - $701K
|
24.4K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.56K+ 0.99% |
$635K - $697K
|
159K
$94.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.56KNew |
$633K - $694K
|
1.56K
$924K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.55K+ 13.76% |
$631K - $693K
|
12.8K
$7.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.55K+ 3.48% |
$628K - $690K
|
46K
$27.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.55KNew |
$628K - $689K
|
1.55K
$916K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.54K+ 215.52% |
$626K - $687K
|
2.26K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.54K+ 129.87% |
$625K - $686K
|
2.72K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.53K+ 11.62% |
$622K - $683K
|
14.7K
$8.73M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.53K+ 28.31% |
$622K - $683K
|
6.94K
$4.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
BUY
|
- |
1.52KNew |
$616K - $676K
|
1.52K
$899K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
1.51K+ 2.72% |
$614K - $673K
|
57.1K
$33.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.5K+ 60.93% |
$610K - $669K
|
3.97K
$2.35M
|
|
|
Jul 20, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.5K+ 200.0% |
$609K - $669K
|
2.25K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.48K+ 18.62% |
$602K - $661K
|
9.44K
$5.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 5.41% |
$602K - $661K
|
28.9K
$17.1M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
1.48KNew |
$599K - $657K
|
1.48K
$875K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.48K+ 2.8% |
$599K - $657K
|
54.2K
$32.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
1.47K+ 6.18% |
$598K - $657K
|
25.3K
$15M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.47K+ 0.88% |
$597K - $655K
|
168K
$99.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.47K+ 1.01% |
$596K - $654K
|
147K
$86.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
1.46K+ 3.83% |
$594K - $652K
|
39.6K
$23.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.46K+ 1.4% |
$592K - $650K
|
106K
$62.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
1.45K+ 2.54% |
$591K - $648K
|
58.7K
$34.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.45K+ 1.9% |
$588K - $645K
|
77.8K
$46.2M
|