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 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
56+ 0.17% |
$22.7K - $25K
|
33.7K
$20.1M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
56+ 0.31% |
$22.7K - $25K
|
18.1K
$10.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
55+ 1.84% |
$22.3K - $24.5K
|
3.05K
$1.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
54+ 2.51% |
$21.9K - $24.1K
|
2.2K
$1.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
54+ 1.12% |
$21.9K - $24.1K
|
4.87K
$2.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
53+ 2.29% |
$21.5K - $23.6K
|
2.37K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
53+ 5.84% |
$21.5K - $23.6K
|
961
$574K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
53+ 5.08% |
$21.5K - $23.6K
|
1.1K
$656K
|
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
52+ 3.43% |
$21.1K - $23.2K
|
1.57K
$936K
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
51+ 5.4% |
$20.7K - $22.7K
|
995
$595K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
51+ 0.27% |
$20.7K - $22.7K
|
18.8K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
51+ 1.07% |
$20.7K - $22.7K
|
4.81K
$2.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
50+ 1.35% |
$20.3K - $22.3K
|
3.76K
$2.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
50+ 1.56% |
$20.3K - $22.3K
|
3.27K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
50+ 2.28% |
$20.3K - $22.3K
|
2.24K
$1.34M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
50+ 1.47% |
$20.3K - $22.3K
|
3.45K
$2.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
48+ 18.46% |
$19.5K - $21.4K
|
308
$184K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
48New |
$19.5K - $21.4K
|
48
$28.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$19.1K - $20.9K
|
47
$28.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
44+ 0.61% |
$17.9K - $19.6K
|
7.24K
$4.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
44+ 1.03% |
$17.9K - $19.6K
|
4.33K
$2.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
44+ 0.7% |
$17.9K - $19.6K
|
6.3K
$3.76M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
43+ 2.98% |
$17.5K - $19.2K
|
1.49K
$889K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
43+ 2.23% |
$17.5K - $19.2K
|
1.97K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
43+ 1.37% |
$17.5K - $19.2K
|
3.17K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
43+ 134.38% |
$17.5K - $19.2K
|
75
$44.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.69% |
$17.1K - $18.7K
|
6.14K
$3.67M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
42+ 1.07% |
$17.1K - $18.7K
|
3.96K
$2.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
42+ 0.47% |
$17.1K - $18.7K
|
9.07K
$5.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
42New |
$17.1K - $18.7K
|
42
$25.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
41+ 4.49% |
$16.7K - $18.3K
|
954
$570K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
40+ 0.11% |
$16.2K - $17.8K
|
35.8K
$21.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
40+ 1.76% |
$16.2K - $17.8K
|
2.31K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
40+ 0.76% |
$16.2K - $17.8K
|
5.32K
$3.18M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
39+ 0.22% |
$15.8K - $17.4K
|
17.6K
$10.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
39+ 1.46% |
$15.8K - $17.4K
|
2.71K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
38+ 14.84% |
$15.4K - $16.9K
|
294
$176K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
37+ 0.27% |
$15K - $16.5K
|
13.8K
$8.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
37+ 0.18% |
$15K - $16.5K
|
20.3K
$12.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
36+ 3.19% |
$14.6K - $16K
|
1.16K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
36+ 4.92% |
$14.6K - $16K
|
767
$458K
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
35+ 0.08% |
$14.2K - $15.6K
|
41.2K
$24.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
34New |
$13.8K - $15.2K
|
34
$20.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
34+ 1.27% |
$13.8K - $15.2K
|
2.72K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
34+ 1.09% |
$13.8K - $15.2K
|
3.17K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
34+ 1.44% |
$13.8K - $15.2K
|
2.39K
$1.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
33+ 0.55% |
$13.4K - $14.7K
|
6.02K
$3.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
32+ 0.49% |
$13K - $14.3K
|
6.61K
$3.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
32+ 0.33% |
$13K - $14.3K
|
9.79K
$5.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
32+ 0.11% |
$13K - $14.3K
|
29.4K
$17.6M
|