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 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
9+ 0.25% |
$3.66K - $4.01K
|
3.6K
$2.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.12% |
$3.66K - $4.01K
|
7.45K
$4.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9+ 0.26% |
$3.66K - $4.01K
|
3.53K
$2.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
9+ 0.15% |
$3.66K - $4.01K
|
6.02K
$3.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9+ 0.72% |
$3.66K - $4.01K
|
1.26K
$755K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.55% |
$3.66K - $4.01K
|
1.64K
$980K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.18% |
$3.66K - $4.01K
|
4.98K
$2.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
9+ 0.22% |
$3.66K - $4.01K
|
4.09K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9+ 0.17% |
$3.66K - $4.01K
|
5.31K
$3.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$3.25K - $3.57K
|
2.95K
$1.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8+ 0.3% |
$3.25K - $3.57K
|
2.7K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.32% |
$3.25K - $3.57K
|
2.51K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.69% |
$3.25K - $3.57K
|
1.17K
$700K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
8+ 1.18% |
$3.25K - $3.57K
|
684
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8+ 88.89% |
$3.25K - $3.57K
|
17
$10.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8+ 1.92% |
$3.25K - $3.57K
|
425
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
8+ 0.48% |
$3.25K - $3.57K
|
1.68K
$1.01M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8+ 26.67% |
$3.25K - $3.57K
|
38
$22.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
7+ 0.93% |
$2.84K - $3.12K
|
758
$453K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7+ 0.21% |
$2.84K - $3.12K
|
3.27K
$1.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.17% |
$2.84K - $3.12K
|
4.15K
$2.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
7New |
$2.84K - $3.12K
|
7
$4.18K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.12% |
$2.84K - $3.12K
|
5.95K
$3.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7New |
$2.84K - $3.12K
|
7
$4.18K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.23% |
$2.84K - $3.12K
|
2.99K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.1% |
$2.84K - $3.12K
|
7.04K
$4.21M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6+ 1.13% |
$2.44K - $2.67K
|
535
$320K
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
6+ 0.04% |
$2.44K - $2.67K
|
15.6K
$9.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6+ 0.89% |
$2.44K - $2.67K
|
677
$405K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5+ 0.3% |
$2.03K - $2.23K
|
1.65K
$987K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.29% |
$2.03K - $2.23K
|
1.71K
$1.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.31% |
$2.03K - $2.23K
|
1.63K
$971K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.27% |
$2.03K - $2.23K
|
1.83K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 2.94% |
$2.03K - $2.23K
|
175
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.28% |
$2.03K - $2.23K
|
1.81K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.26% |
$2.03K - $2.23K
|
1.92K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.17% |
$1.62K - $1.78K
|
2.29K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.11% |
$1.62K - $1.78K
|
3.67K
$2.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$1.62K - $1.78K
|
1.36K
$812K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4+ 0.14% |
$1.62K - $1.78K
|
2.83K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4+ 0.06% |
$1.62K - $1.78K
|
6.23K
$3.72M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
4+ 0.18% |
$1.62K - $1.78K
|
2.18K
$1.3M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3+ 0.18% |
$1.22K - $1.34K
|
1.63K
$974K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
3+ 0.37% |
$1.22K - $1.34K
|
810
$484K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3+ 0.08% |
$1.22K - $1.34K
|
3.83K
$2.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.22K - $1.34K
|
5.12K
$3.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$1.22K - $1.34K
|
5.15K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.01% |
$1.22K - $1.34K
|
55.4K
$33.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.18% |
$1.22K - $1.34K
|
1.66K
$993K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3+ 0.36% |
$1.22K - $1.34K
|
832
$497K
|