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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
892+ 2.92% |
$362K - $398K
|
31.5K
$18.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
891+ 7.85% |
$362K - $397K
|
12.2K
$7.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
888+ 3.74% |
$361K - $396K
|
24.7K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
888+ 14.35% |
$361K - $396K
|
7.07K
$4.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
886+ 5.25% |
$360K - $395K
|
17.7K
$10.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
878+ 1.14% |
$357K - $391K
|
78.2K
$46.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
876+ 1.28% |
$356K - $390K
|
69.2K
$41M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
874New |
$355K - $390K
|
874
$518K
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
870+ 1.25% |
$353K - $388K
|
70.4K
$41.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
850+ 14.6% |
$345K - $379K
|
6.67K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
845+ 0.12% |
$343K - $377K
|
707K
$420M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
844+ 13.85% |
$343K - $376K
|
6.94K
$4.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
838+ 16.33% |
$340K - $374K
|
5.97K
$3.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
832+ 0.8% |
$338K - $371K
|
105K
$62.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
829New |
$337K - $369K
|
829
$492K
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
813+ 1.36% |
$330K - $362K
|
60.4K
$35.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
812+ 14.75% |
$330K - $362K
|
6.32K
$3.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
811New |
$329K - $361K
|
811
$481K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
808New |
$328K - $360K
|
808
$479K
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
800+ 100.88% |
$325K - $357K
|
1.59K
$945K
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
784New |
$318K - $349K
|
784
$465K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
776+ 9.25% |
$315K - $346K
|
9.16K
$5.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
768+ 3.53% |
$312K - $342K
|
22.5K
$13.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
763+ 3.31% |
$310K - $340K
|
23.8K
$14.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
762+ 2.26% |
$310K - $340K
|
34.4K
$20.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
757+ 3.94% |
$307K - $337K
|
20K
$11.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
754+ 6.02% |
$306K - $336K
|
13.3K
$7.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
752+ 12.53% |
$305K - $335K
|
6.76K
$4.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
748New |
$304K - $333K
|
748
$444K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
744+ 0.69% |
$302K - $332K
|
108K
$64.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
742+ 31.98% |
$301K - $331K
|
3.06K
$1.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
733+ 4.08% |
$298K - $327K
|
18.7K
$11.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
729New |
$296K - $325K
|
729
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
729+ 1.08% |
$296K - $325K
|
68.3K
$40.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
726+ 13.68% |
$295K - $324K
|
6.03K
$3.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
718+ 1.33% |
$292K - $320K
|
54.7K
$32.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
717+ 59.7% |
$291K - $320K
|
1.92K
$1.14M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
707+ 2.12% |
$287K - $315K
|
34.1K
$20.2M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
697+ 44.28% |
$283K - $311K
|
2.27K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
696+ 1.32% |
$283K - $310K
|
53.4K
$31.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
695+ 381.87% |
$282K - $310K
|
877
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
694New |
$282K - $309K
|
694
$412K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
690+ 2.8% |
$280K - $308K
|
25.4K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
690+ 2.72% |
$280K - $308K
|
26.1K
$15.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
BUY
|
- |
689+ 5.09% |
$280K - $307K
|
14.2K
$8.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
686+ 1.64% |
$279K - $306K
|
42.5K
$25.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
684+ 0.89% |
$278K - $305K
|
77.1K
$45.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
684+ 11.37% |
$278K - $305K
|
6.7K
$3.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
683+ 77.88% |
$277K - $304K
|
1.56K
$925K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
679+ 1.98% |
$276K - $303K
|
35K
$20.8M
|