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
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.14KNew |
$461K - $506K
|
1.14K
$679K
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
BUY
|
- |
1.12KNew |
$457K - $501K
|
1.12K
$672K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.12K+ 434.11% |
$455K - $499K
|
1.38K
$824K
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.12KNew |
$455K - $499K
|
1.12K
$669K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.11K+ 2.09% |
$451K - $495K
|
54.3K
$32.4M
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.1K+ 5.12% |
$446K - $490K
|
22.6K
$13.5M
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.09K+ 0.39% |
$444K - $487K
|
279K
$166M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.09K+ 21.88% |
$442K - $484K
|
6.06K
$3.62M
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.08K+ 5.98% |
$437K - $480K
|
19.1K
$11.4M
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
1.08K+ 30.73% |
$437K - $479K
|
4.57K
$2.73M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.07KNew |
$434K - $476K
|
1.07K
$638K
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.07K+ 21.07% |
$434K - $476K
|
6.14K
$3.67M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.07KNew |
$434K - $476K
|
1.07K
$638K
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.07K+ 1.95% |
$433K - $475K
|
55.6K
$33.2M
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.06KNew |
$432K - $474K
|
1.06K
$636K
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.06K+ 50.48% |
$431K - $473K
|
3.17K
$1.89M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.05K+ 22.73% |
$427K - $468K
|
5.68K
$3.39M
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.04KNew |
$420K - $461K
|
1.04K
$619K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.03K+ 168.08% |
$419K - $460K
|
1.65K
$984K
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.03K+ 0.8% |
$419K - $460K
|
130K
$77.9M
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
1.03K+ 7.2% |
$418K - $458K
|
15.3K
$9.15M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.02K+ 4.92% |
$416K - $456K
|
21.8K
$13M
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 6.17% |
$415K - $456K
|
17.6K
$10.5M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.02K+ 114.0% |
$413K - $454K
|
1.91K
$1.14M
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.01K+ 2.3% |
$412K - $452K
|
45.1K
$27M
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.01KNew |
$411K - $451K
|
1.01K
$605K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.01K+ 3.71% |
$411K - $451K
|
28.3K
$16.9M
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.01K+ 6.96% |
$410K - $450K
|
15.5K
$9.27M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.01K+ 72.02% |
$410K - $450K
|
2.41K
$1.44M
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
1.01K+ 16.79% |
$409K - $449K
|
7.01K
$4.19M
|
|
Aug 14, 2023
Q2 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.01K+ 1.02% |
$408K - $448K
|
100K
$59.8M
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
996+ 3.64% |
$405K - $444K
|
28.3K
$16.9M
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
992+ 32.06% |
$403K - $442K
|
4.09K
$2.44M
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
992+ 6.25% |
$403K - $442K
|
16.9K
$10.1M
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
990+ 37.73% |
$402K - $441K
|
3.61K
$2.16M
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
985+ 82.98% |
$400K - $439K
|
2.17K
$1.3M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
985+ 12.86% |
$400K - $439K
|
8.65K
$5.17M
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
976+ 4.14% |
$396K - $435K
|
24.6K
$14.7M
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
973+ 2.42% |
$395K - $434K
|
41.2K
$24.6M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
955+ 3.09% |
$388K - $426K
|
31.9K
$19M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
947+ 3.41% |
$385K - $422K
|
28.7K
$17.2M
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
946+ 2.54% |
$384K - $422K
|
38.2K
$22.8M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
937+ 0.88% |
$381K - $418K
|
108K
$64.4M
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
922+ 4.23% |
$374K - $411K
|
22.7K
$13.6M
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
920+ 2.87% |
$374K - $410K
|
32.9K
$19.7M
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
912+ 37.42% |
$370K - $406K
|
3.35K
$2M
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
906+ 9.89% |
$368K - $404K
|
10.1K
$6.02M
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
896+ 64.79% |
$364K - $399K
|
2.28K
$1.36M
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
BUY
|
- |
894+ 21.38% |
$363K - $398K
|
5.08K
$3.03M
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
893+ 3.47% |
$363K - $398K
|
26.7K
$15.9M
|