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 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
205+ 38.32% |
$83.3K - $91.4K
|
740
$502K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
205+ 11.51% |
$83.3K - $91.4K
|
1.99K
$1.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
204+ 10.45% |
$82.9K - $90.9K
|
2.16K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
203+ 24.97% |
$82.5K - $90.5K
|
1.02K
$690K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
202+ 3.01% |
$82K - $90K
|
6.92K
$4.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
201+ 7.14% |
$81.6K - $89.6K
|
3.02K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
201+ 0.34% |
$81.6K - $89.6K
|
59.7K
$40.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
200+ 0.55% |
$81.2K - $89.1K
|
36.5K
$24.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
200+ 1.76% |
$81.2K - $89.1K
|
11.6K
$7.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
199+ 1.17% |
$80.8K - $88.7K
|
17.2K
$11.7M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
199+ 11.4% |
$80.8K - $88.7K
|
1.95K
$1.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
198+ 5.11% |
$80.4K - $88.3K
|
4.07K
$2.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
198+ 13.55% |
$80.4K - $88.3K
|
1.66K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
197+ 32.94% |
$80K - $87.8K
|
795
$540K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
197+ 0.46% |
$80K - $87.8K
|
42.7K
$29M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
194+ 0.62% |
$78.8K - $86.5K
|
31.5K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
194+ 9.24% |
$78.8K - $86.5K
|
2.29K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
194+ 0.15% |
$78.8K - $86.5K
|
130K
$88M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
192+ 0.9% |
$78K - $85.6K
|
21.6K
$14.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
191+ 1.69% |
$77.6K - $85.1K
|
11.5K
$7.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
191+ 18.47% |
$77.6K - $85.1K
|
1.23K
$832K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
188+ 17.69% |
$76.4K - $83.8K
|
1.25K
$849K
|
|
|
Aug 14, 2023
Q2 2023
|
26 North Partners LP
New York, NY |
BUY
|
- |
188+ 0.08% |
$76.4K - $83.8K
|
248K
$168M
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
187+ 8.88% |
$76K - $83.3K
|
2.29K
$1.56M
|
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
BUY
|
- |
186+ 33.1% |
$75.5K - $82.9K
|
748
$508K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
186+ 1.38% |
$75.5K - $82.9K
|
13.6K
$9.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
183+ 36.53% |
$74.3K - $81.6K
|
684
$464K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
183+ 1.25% |
$74.3K - $81.6K
|
14.8K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
182+ 0.81% |
$73.9K - $81.1K
|
22.5K
$15.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
181+ 7.82% |
$73.5K - $80.7K
|
2.5K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
180+ 2.08% |
$73.1K - $80.2K
|
8.84K
$6M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
180+ 4.96% |
$73.1K - $80.2K
|
3.81K
$2.59M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
176+ 0.63% |
$71.5K - $78.4K
|
28.1K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
175+ 1.14% |
$71.1K - $78K
|
15.5K
$10.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
172+ 0.37% |
$69.9K - $76.7K
|
46.8K
$31.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
172+ 2.71% |
$69.9K - $76.7K
|
6.53K
$4.43M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
171+ 4.01% |
$69.5K - $76.2K
|
4.44K
$3.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
170+ 3.69% |
$69K - $75.8K
|
4.78K
$3.24M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
169+ 12.88% |
$68.6K - $75.3K
|
1.48K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
166+ 0.29% |
$67.4K - $74K
|
57.8K
$39.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
164+ 9.86% |
$66.6K - $73.1K
|
1.83K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
163+ 32.15% |
$66.2K - $72.7K
|
670
$455K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
163+ 15.15% |
$66.2K - $72.7K
|
1.24K
$841K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
161+ 0.46% |
$65.4K - $71.8K
|
35.5K
$24.1M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
161+ 1.87% |
$65.4K - $71.8K
|
8.76K
$5.95M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160+ 9.55% |
$65K - $71.3K
|
1.84K
$1.25M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
155+ 2.68% |
$63K - $69.1K
|
5.95K
$4.04M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
154+ 3.44% |
$62.6K - $68.6K
|
4.64K
$3.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
154+ 20.59% |
$62.6K - $68.6K
|
902
$612K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
153+ 1.54% |
$62.1K - $68.2K
|
10.1K
$6.85M
|