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 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
31+ 1.08% |
$12.6K - $13.8K
|
2.9K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
29+ 1.09% |
$11.8K - $12.9K
|
2.69K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
28+ 2.64% |
$11.4K - $12.5K
|
1.09K
$650K
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
28+ 2.14% |
$11.4K - $12.5K
|
1.33K
$797K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
28+ 4.42% |
$11.4K - $12.5K
|
662
$396K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
26+ 0.98% |
$10.6K - $11.6K
|
2.69K
$1.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
26+ 4.17% |
$10.6K - $11.6K
|
650
$388K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
26+ 0.41% |
$10.6K - $11.6K
|
6.32K
$3.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
26+ 0.3% |
$10.6K - $11.6K
|
8.75K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
BUY
|
- |
26+ 0.07% |
$10.6K - $11.6K
|
35.5K
$21.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26+ 1.65% |
$10.6K - $11.6K
|
1.6K
$956K
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
BUY
|
- |
26+ 0.53% |
$10.6K - $11.6K
|
4.9K
$2.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
25+ 1.64% |
$10.2K - $11.1K
|
1.55K
$925K
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
24+ 1.95% |
$9.75K - $10.7K
|
1.26K
$751K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
24+ 1.36% |
$9.75K - $10.7K
|
1.8K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
24+ 1.11% |
$9.75K - $10.7K
|
2.19K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
23+ 0.07% |
$9.34K - $10.3K
|
34K
$20.3M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.59% |
$8.94K - $9.81K
|
3.78K
$2.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
22+ 0.02% |
$8.94K - $9.81K
|
103K
$61.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
22+ 3.08% |
$8.94K - $9.81K
|
737
$440K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21+ 3.13% |
$8.53K - $9.36K
|
691
$413K
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
20+ 0.37% |
$8.12K - $8.91K
|
5.44K
$3.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
20+ 0.89% |
$8.12K - $8.91K
|
2.27K
$1.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
19+ 1.44% |
$7.72K - $8.47K
|
1.34K
$801K
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
18+ 2.92% |
$7.31K - $8.02K
|
634
$379K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
17+ 0.46% |
$6.9K - $7.58K
|
3.68K
$2.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
16+ 0.06% |
$6.5K - $7.13K
|
28K
$16.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
16+ 0.23% |
$6.5K - $7.13K
|
6.84K
$4.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
16+ 0.55% |
$6.5K - $7.13K
|
2.94K
$1.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
16+ 2.12% |
$6.5K - $7.13K
|
769
$460K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
14+ 0.36% |
$5.69K - $6.24K
|
3.91K
$2.34M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
14+ 11.97% |
$5.69K - $6.24K
|
131
$78.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.2% |
$5.28K - $5.79K
|
6.57K
$3.92M
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
13+ 0.08% |
$5.28K - $5.79K
|
16.2K
$9.7M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
13+ 0.09% |
$5.28K - $5.79K
|
15K
$8.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.09% |
$4.87K - $5.35K
|
12.7K
$7.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
12+ 0.17% |
$4.87K - $5.35K
|
7.28K
$4.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
12+ 1.76% |
$4.87K - $5.35K
|
695
$415K
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
11+ 0.13% |
$4.47K - $4.9K
|
8.22K
$4.91M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
11+ 0.54% |
$4.47K - $4.9K
|
2.06K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
11+ 0.17% |
$4.47K - $4.9K
|
6.45K
$3.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
11+ 0.14% |
$4.47K - $4.9K
|
7.79K
$4.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10+ 0.14% |
$4.06K - $4.46K
|
7.03K
$4.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
10+ 0.02% |
$4.06K - $4.46K
|
56.8K
$33.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 1.64% |
$4.06K - $4.46K
|
621
$371K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
10+ 1.69% |
$4.06K - $4.46K
|
602
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$4.06K - $4.46K
|
4.67K
$2.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
9+ 0.62% |
$3.66K - $4.01K
|
1.46K
$870K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
9+ 0.38% |
$3.66K - $4.01K
|
2.4K
$1.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.3% |
$3.66K - $4.01K
|
3.01K
$1.8M
|