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 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.12K+ 39.26% |
$1.27M - $1.39M
|
11.1K
$6.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.02K+ 1.68% |
$1.23M - $1.35M
|
183K
$111M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.02K+ 10.29% |
$1.22M - $1.34M
|
32.3K
$19.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.96K+ 0.25% |
$1.2M - $1.32M
|
1.18M
$713M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 324.03% |
$1.19M - $1.3M
|
3.83K
$2.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.9K+ 4.47% |
$1.18M - $1.29M
|
67.8K
$41M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.87K+ 6.6% |
$1.17M - $1.28M
|
46.4K
$28.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.85K+ 35.17% |
$1.16M - $1.27M
|
11K
$6.63M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.83K+ 3.67% |
$1.15M - $1.26M
|
79.9K
$48.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 20.61% |
$1.14M - $1.25M
|
16.4K
$9.93M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.8K+ 22.34% |
$1.14M - $1.25M
|
15.3K
$9.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.78K+ 4.27% |
$1.13M - $1.24M
|
67.8K
$41M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.78K+ 0.85% |
$1.13M - $1.24M
|
330K
$200M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.77KNew |
$1.13M - $1.24M
|
2.77K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.77K+ 18.63% |
$1.13M - $1.24M
|
17.7K
$10.7M
|
|
|
Jul 18, 2023
Q2 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
2.74K+ 147.76% |
$1.11M - $1.22M
|
4.6K
$2.78M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
2.74K+ 147.76% |
$1.11M - $1.22M
|
4.6K
$2.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
BUY
|
- |
2.73K+ 9.31% |
$1.11M - $1.22M
|
32.1K
$19.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.73K+ 1.97% |
$1.11M - $1.22M
|
141K
$85.5M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.73K+ 3.36% |
$1.11M - $1.22M
|
84K
$50.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 15.55% |
$1.11M - $1.22M
|
20.3K
$12.3M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.69K+ 388.6% |
$1.09M - $1.2M
|
3.39K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.68K+ 2.53% |
$1.09M - $1.2M
|
109K
$65.9M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
2.67K+ 4.69% |
$1.08M - $1.19M
|
59.6K
$36.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
2.67K+ 0.49% |
$1.08M - $1.19M
|
548K
$331M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.66K+ 8.05% |
$1.08M - $1.19M
|
35.7K
$21.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2.66K+ 2.92% |
$1.08M - $1.19M
|
93.9K
$56.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.65KNew |
$1.08M - $1.18M
|
2.65K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.65K+ 17.06% |
$1.08M - $1.18M
|
18.2K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.64K+ 9.55% |
$1.07M - $1.18M
|
30.3K
$18.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.61K+ 5.1% |
$1.06M - $1.16M
|
53.8K
$32.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.6K+ 29.19% |
$1.06M - $1.16M
|
11.5K
$6.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.6K+ 14.44% |
$1.05M - $1.16M
|
20.6K
$12.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.59K+ 105.41% |
$1.05M - $1.16M
|
5.05K
$3.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 1.48% |
$1.05M - $1.15M
|
177K
$107M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.58K+ 1.54% |
$1.05M - $1.15M
|
170K
$103M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.55K+ 6.16% |
$1.04M - $1.14M
|
44K
$26.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.54K+ 10.99% |
$1.03M - $1.13M
|
25.6K
$15.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
2.52KNew |
$1.02M - $1.12M
|
2.52K
$1.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
2.5K+ 49.98% |
$1.02M - $1.11M
|
7.51K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.5KNew |
$1.02M - $1.11M
|
2.5K
$1.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
2.5K+ 8.16% |
$1.02M - $1.11M
|
33.1K
$20M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.49K+ 10.53% |
$1.01M - $1.11M
|
26.1K
$15.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.48K+ 12.76% |
$1.01M - $1.1M
|
21.9K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.47K+ 14.76% |
$1M - $1.1M
|
19.2K
$11.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.46K+ 88.79% |
$1M - $1.1M
|
5.24K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.46KNew |
$998K - $1.09M
|
2.46K
$1.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.44K+ 3.75% |
$989K - $1.09M
|
67.4K
$40.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
2.42KNew |
$985K - $1.08M
|
2.42K
$1.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.42K+ 16.34% |
$983K - $1.08M
|
17.2K
$10.4M
|