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 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
136+ 4.9% |
$55.2K - $60.6K
|
2.91K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
135+ 2.14% |
$54.8K - $60.2K
|
6.44K
$3.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
134+ 15.47% |
$54.4K - $59.7K
|
1K
$598K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
131+ 10.09% |
$53.2K - $58.4K
|
1.43K
$854K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
131+ 0.1% |
$53.2K - $58.4K
|
137K
$82.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
130+ 7.7% |
$52.8K - $57.9K
|
1.82K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
130+ 7.44% |
$52.8K - $57.9K
|
1.88K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
130+ 13.14% |
$52.8K - $57.9K
|
1.12K
$669K
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
128+ 22.22% |
$52K - $57.1K
|
704
$421K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
126+ 6.5% |
$51.2K - $56.2K
|
2.06K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
125+ 84.46% |
$50.8K - $55.7K
|
273
$163K
|
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
125+ 1.58% |
$50.8K - $55.7K
|
8.05K
$4.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
BUY
|
- |
123+ 2.44% |
$50K - $54.8K
|
5.16K
$3.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
123+ 0.12% |
$50K - $54.8K
|
98.7K
$59M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
122+ 12.71% |
$49.6K - $54.4K
|
1.08K
$647K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
121+ 1.83% |
$49.1K - $53.9K
|
6.75K
$4.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
118+ 0.65% |
$47.9K - $52.6K
|
18.4K
$11M
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
117+ 10.48% |
$47.5K - $52.1K
|
1.23K
$737K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
117+ 10.84% |
$47.5K - $52.1K
|
1.2K
$715K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
116+ 0.15% |
$47.1K - $51.7K
|
75.2K
$44.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
115+ 4.66% |
$46.7K - $51.3K
|
2.59K
$1.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
114+ 22.53% |
$46.3K - $50.8K
|
620
$371K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
113+ 0.98% |
$45.9K - $50.4K
|
11.6K
$6.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
112+ 2.23% |
$45.5K - $49.9K
|
5.14K
$3.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
111+ 8.82% |
$45.1K - $49.5K
|
1.37K
$818K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
110+ 4.8% |
$44.7K - $49K
|
2.4K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
110New |
$44.7K - $49K
|
110
$65.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
108+ 5.65% |
$43.9K - $48.1K
|
2.02K
$1.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
107+ 13.53% |
$43.5K - $47.7K
|
898
$537K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
107+ 0.48% |
$43.5K - $47.7K
|
22.4K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
107+ 0.1% |
$43.5K - $47.7K
|
103K
$61.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
106+ 0.14% |
$43.1K - $47.2K
|
76.6K
$45.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
106+ 1.54% |
$43.1K - $47.2K
|
7K
$4.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
105+ 1.11% |
$42.6K - $46.8K
|
9.53K
$5.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
104+ 8.6% |
$42.2K - $46.4K
|
1.31K
$785K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
103+ 8.21% |
$41.8K - $45.9K
|
1.36K
$811K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
103+ 0.77% |
$41.8K - $45.9K
|
13.5K
$8.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
102+ 4.01% |
$41.4K - $45.5K
|
2.65K
$1.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
102+ 6.0% |
$41.4K - $45.5K
|
1.8K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
102+ 0.41% |
$41.4K - $45.5K
|
24.8K
$14.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
101+ 0.89% |
$41K - $45K
|
11.5K
$6.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
101+ 1.11% |
$41K - $45K
|
9.19K
$5.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
97+ 11.86% |
$39.4K - $43.2K
|
915
$547K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
96+ 9.47% |
$39K - $42.8K
|
1.11K
$663K
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
95+ 8.0% |
$38.6K - $42.3K
|
1.28K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
94+ 13.26% |
$38.2K - $41.9K
|
803
$480K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
93+ 1.8% |
$37.8K - $41.5K
|
5.27K
$3.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
90+ 1.76% |
$36.6K - $40.1K
|
5.2K
$3.11M
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
90+ 5.55% |
$36.6K - $40.1K
|
1.71K
$1.02M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
90+ 1.91% |
$36.6K - $40.1K
|
4.81K
$2.87M
|