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 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.16K+ 0.91% |
$471K - $517K
|
129K
$79.9M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.16K+ 46.93% |
$469K - $515K
|
3.62K
$2.24M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.15K+ 0.74% |
$468K - $513K
|
158K
$97.9M
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 5.2% |
$467K - $512K
|
23.3K
$14.4M
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.15K+ 1.13% |
$467K - $512K
|
103K
$64.1M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.15K+ 4.33% |
$466K - $511K
|
27.7K
$17.2M
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
BUY
|
- |
1.14K+ 12.94% |
$465K - $510K
|
9.98K
$6.2M
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.14KNew |
$461K - $506K
|
1.14K
$705K
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
BUY
|
- |
1.12KNew |
$457K - $501K
|
1.12K
$698K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.12K+ 434.11% |
$455K - $499K
|
1.38K
$855K
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
1.12KNew |
$455K - $499K
|
1.12K
$695K
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.11K+ 2.09% |
$451K - $495K
|
54.3K
$33.7M
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.1K+ 5.12% |
$446K - $490K
|
22.6K
$14M
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.09K+ 0.39% |
$444K - $487K
|
279K
$173M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.09K+ 21.88% |
$442K - $484K
|
6.06K
$3.76M
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.08K+ 5.98% |
$437K - $480K
|
19.1K
$11.8M
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
1.08K+ 30.73% |
$437K - $479K
|
4.57K
$2.84M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.07KNew |
$434K - $476K
|
1.07K
$663K
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.07K+ 21.07% |
$434K - $476K
|
6.14K
$3.81M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.07KNew |
$434K - $476K
|
1.07K
$663K
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.07K+ 1.95% |
$433K - $475K
|
55.6K
$34.5M
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.06KNew |
$432K - $474K
|
1.06K
$660K
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.06K+ 50.48% |
$431K - $473K
|
3.17K
$1.97M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.05K+ 22.73% |
$427K - $468K
|
5.68K
$3.52M
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
1.04KNew |
$420K - $461K
|
1.04K
$642K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.03K+ 168.08% |
$419K - $460K
|
1.65K
$1.02M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.03K+ 0.8% |
$419K - $460K
|
130K
$80.9M
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
1.03K+ 7.2% |
$418K - $458K
|
15.3K
$9.5M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.02K+ 4.92% |
$416K - $456K
|
21.8K
$13.5M
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 6.17% |
$415K - $456K
|
17.6K
$10.9M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.02K+ 114.0% |
$413K - $454K
|
1.91K
$1.19M
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.01K+ 2.3% |
$412K - $452K
|
45.1K
$28M
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.01KNew |
$411K - $451K
|
1.01K
$628K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.01K+ 3.71% |
$411K - $451K
|
28.3K
$17.5M
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.01K+ 6.96% |
$410K - $450K
|
15.5K
$9.63M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.01K+ 72.02% |
$410K - $450K
|
2.41K
$1.5M
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
1.01K+ 16.79% |
$409K - $449K
|
7.01K
$4.35M
|
|
Aug 14, 2023
Q2 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.01K+ 1.02% |
$408K - $448K
|
100K
$62.1M
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
996+ 3.64% |
$405K - $444K
|
28.3K
$17.6M
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
992+ 32.06% |
$403K - $442K
|
4.09K
$2.54M
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
992+ 6.25% |
$403K - $442K
|
16.9K
$10.5M
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
990+ 37.73% |
$402K - $441K
|
3.61K
$2.24M
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
985+ 82.98% |
$400K - $439K
|
2.17K
$1.35M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
985+ 12.86% |
$400K - $439K
|
8.65K
$5.37M
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
976+ 4.14% |
$396K - $435K
|
24.6K
$15.3M
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
973+ 2.42% |
$395K - $434K
|
41.2K
$25.6M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
955+ 3.09% |
$388K - $426K
|
31.9K
$19.8M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
947+ 3.41% |
$385K - $422K
|
28.7K
$17.8M
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
946+ 2.54% |
$384K - $422K
|
38.2K
$23.7M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
937+ 0.88% |
$381K - $418K
|
108K
$66.9M
|