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 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.45K+ 1.9% |
$588K - $645K
|
77.8K
$46.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.45K+ 2.91% |
$587K - $644K
|
51.1K
$30.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.44K+ 90.63% |
$586K - $643K
|
3.03K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.44K+ 14.18% |
$584K - $641K
|
11.6K
$6.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.43K+ 118.26% |
$579K - $635K
|
2.63K
$1.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.41K+ 33.6% |
$572K - $628K
|
5.6K
$3.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.4K+ 3.23% |
$570K - $626K
|
44.9K
$26.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.4K+ 5.68% |
$568K - $624K
|
26K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.4K+ 3.42% |
$567K - $623K
|
42.2K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.39K+ 0.46% |
$566K - $621K
|
302K
$179M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.39K+ 5.72% |
$563K - $618K
|
25.6K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.39KNew |
$563K - $617K
|
1.39K
$820K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.38K+ 2.95% |
$562K - $616K
|
48.2K
$28.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.38KNew |
$561K - $616K
|
1.38K
$817K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.38K+ 25.07% |
$559K - $613K
|
6.87K
$4.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.37K+ 0.68% |
$557K - $612K
|
202K
$120M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.35K+ 2.13% |
$547K - $600K
|
64.7K
$38.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.33K+ 1.53% |
$539K - $591K
|
88.3K
$52.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 70.82% |
$538K - $591K
|
3.2K
$1.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.31K+ 3.56% |
$533K - $585K
|
38.2K
$22.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.29K+ 13.16% |
$524K - $575K
|
11.1K
$6.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.28K+ 44.97% |
$519K - $570K
|
4.12K
$2.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.28K+ 6.16% |
$519K - $570K
|
22K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.28K+ 52.42% |
$518K - $569K
|
3.71K
$2.2M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.27K+ 48.37% |
$517K - $568K
|
3.91K
$2.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.27K+ 79.61% |
$517K - $567K
|
2.87K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.27K+ 0.7% |
$514K - $564K
|
181K
$107M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.26K+ 5.14% |
$513K - $563K
|
25.9K
$15.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 1.83% |
$510K - $560K
|
69.8K
$41.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.25K+ 2.39% |
$507K - $556K
|
53.4K
$31.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.25K+ 7.96% |
$506K - $556K
|
16.9K
$10M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.25K+ 6.69% |
$506K - $555K
|
19.9K
$11.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.23K+ 20.55% |
$501K - $550K
|
7.23K
$4.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.23K+ 2.66% |
$500K - $548K
|
47.4K
$28.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 4.34% |
$494K - $542K
|
29.2K
$17.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
BUY
|
- |
1.21K+ 0.28% |
$493K - $541K
|
434K
$257M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.21K+ 0.11% |
$493K - $541K
|
1.13M
$672M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.21K+ 4.68% |
$492K - $540K
|
27.1K
$16M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.2K+ 3.67% |
$487K - $534K
|
33.8K
$20M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.2K+ 6.0% |
$487K - $534K
|
21.2K
$12.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
1.2KNew |
$486K - $533K
|
1.2K
$708K
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
1.19K+ 1.77% |
$483K - $530K
|
68.5K
$40.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.19K+ 1.31% |
$482K - $529K
|
92K
$54.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.17K+ 0.86% |
$474K - $521K
|
137K
$81.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.16K+ 0.91% |
$471K - $517K
|
129K
$76.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.16K+ 46.93% |
$469K - $515K
|
3.62K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.15K+ 0.74% |
$468K - $513K
|
158K
$93.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 5.2% |
$467K - $512K
|
23.3K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.15K+ 1.13% |
$467K - $512K
|
103K
$61.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.15K+ 4.33% |
$466K - $511K
|
27.7K
$16.4M
|