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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.5K+ 13.94% |
$3.45M - $3.79M
|
69.5K
$41.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
8.4KNew |
$3.41M - $3.75M
|
8.4K
$4.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.32K+ 40.37% |
$3.38M - $3.71M
|
28.9K
$17.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
8.3K+ 24.36% |
$3.37M - $3.7M
|
42.4K
$25.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.24K+ 495.85% |
$3.35M - $3.67M
|
9.9K
$5.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.18K+ 0.46% |
$3.32M - $3.65M
|
1.78M
$1.05B
|
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
7.99K+ 11.72% |
$3.25M - $3.56M
|
76.2K
$45.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.95K+ 8.56% |
$3.23M - $3.54M
|
101K
$59.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7.82K+ 6.04% |
$3.17M - $3.48M
|
137K
$81.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.8K+ 512.83% |
$3.17M - $3.47M
|
9.32K
$5.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
7.74K+ 12.95% |
$3.15M - $3.45M
|
67.5K
$40.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.73K+ 22.96% |
$3.14M - $3.45M
|
41.4K
$24.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.72K+ 3.88% |
$3.13M - $3.44M
|
206K
$122M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.58K+ 38.88% |
$3.08M - $3.38M
|
27.1K
$16.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
7.38K+ 3.77% |
$3M - $3.29M
|
203K
$121M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.24K+ 18.15% |
$2.94M - $3.23M
|
47.1K
$27.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.17K+ 26.78% |
$2.91M - $3.19M
|
33.9K
$20.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.06K+ 9.05% |
$2.87M - $3.15M
|
85.1K
$50.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
7.03K+ 84.91% |
$2.85M - $3.13M
|
15.3K
$9.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
6.94K+ 9.49% |
$2.82M - $3.1M
|
80.1K
$47.5M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.83K+ 1.58% |
$2.77M - $3.04M
|
438K
$260M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
6.77KNew |
$2.75M - $3.02M
|
6.77K
$4.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
6.76K+ 47.18% |
$2.75M - $3.01M
|
21.1K
$12.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.73K+ 180.3% |
$2.73M - $3M
|
10.5K
$6.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6.72K+ 9.24% |
$2.73M - $2.99M
|
79.4K
$47.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.7K+ 179.22% |
$2.72M - $2.99M
|
10.4K
$6.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
6.66K+ 5.79% |
$2.71M - $2.97M
|
122K
$72.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.65K+ 8.37% |
$2.7M - $2.96M
|
86K
$51M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.6K+ 10.59% |
$2.68M - $2.94M
|
69K
$40.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
6.58K+ 6.41% |
$2.67M - $2.93M
|
109K
$64.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.55K+ 24.11% |
$2.66M - $2.92M
|
33.7K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.52K+ 26.92% |
$2.65M - $2.91M
|
30.7K
$18.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6.51K+ 10.39% |
$2.65M - $2.9M
|
69.2K
$41.1M
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6.51K+ 10.43% |
$2.65M - $2.9M
|
69K
$40.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.45K+ 13.45% |
$2.62M - $2.88M
|
54.4K
$32.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.43K+ 0.33% |
$2.61M - $2.87M
|
1.94M
$1.15B
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.18K+ 27.53% |
$2.51M - $2.76M
|
28.6K
$17M
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.04K+ 6.63% |
$2.45M - $2.69M
|
97.2K
$57.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
6.03K+ 4.79% |
$2.45M - $2.69M
|
132K
$78.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.03K+ 123.89% |
$2.45M - $2.69M
|
10.9K
$6.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
6.02KNew |
$2.45M - $2.68M
|
6.02K
$3.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.01KNew |
$2.44M - $2.68M
|
6.01K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
6K+ 45.59% |
$2.43M - $2.67M
|
19.1K
$11.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
5.91K+ 13.76% |
$2.4M - $2.63M
|
48.9K
$29M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.82K+ 11.78% |
$2.37M - $2.6M
|
55.3K
$32.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.78K+ 7.4% |
$2.35M - $2.58M
|
83.9K
$49.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.76K+ 0.58% |
$2.34M - $2.57M
|
993K
$589M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
5.75K+ 6.09% |
$2.33M - $2.56M
|
100K
$59.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
5.73K+ 13.21% |
$2.33M - $2.55M
|
49.1K
$29.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.67K+ 3.67% |
$2.3M - $2.53M
|
160K
$95M
|