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 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
475+ 3.56% |
$193K - $212K
|
13.8K
$8.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
475New |
$193K - $212K
|
475
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
475+ 1.07% |
$193K - $212K
|
44.8K
$26.5M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
474New |
$193K - $211K
|
474
$281K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
473New |
$192K - $211K
|
473
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
473New |
$192K - $211K
|
473
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
472New |
$192K - $210K
|
472
$279K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
472+ 46.97% |
$192K - $210K
|
1.48K
$874K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
471+ 24.28% |
$191K - $210K
|
2.41K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
471+ 0.26% |
$191K - $210K
|
184K
$109M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
470New |
$191K - $209K
|
470
$278K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
469+ 9.51% |
$190K - $209K
|
5.4K
$3.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
469New |
$190K - $209K
|
469
$278K
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
469New |
$190K - $209K
|
469
$278K
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
BUY
|
- |
468New |
$190K - $209K
|
468
$277K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
468+ 2.97% |
$190K - $209K
|
16.2K
$9.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
466+ 5.89% |
$189K - $208K
|
8.37K
$4.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
464New |
$188K - $207K
|
464
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
464New |
$188K - $207K
|
464
$275K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
461+ 87.64% |
$187K - $205K
|
987
$584K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
461New |
$187K - $205K
|
461
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
460+ 5.1% |
$187K - $205K
|
9.49K
$5.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
458+ 2.55% |
$186K - $204K
|
18.4K
$10.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
456New |
$185K - $203K
|
456
$270K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
456New |
$185K - $203K
|
456
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
454+ 2.52% |
$184K - $202K
|
18.5K
$10.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
451+ 5.54% |
$183K - $201K
|
8.59K
$5.09M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
451New |
$183K - $201K
|
451
$267K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
451+ 58.95% |
$183K - $201K
|
1.22K
$720K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
450New |
$183K - $201K
|
450
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
450+ 5.6% |
$183K - $201K
|
8.49K
$5.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
444+ 12.3% |
$180K - $198K
|
4.06K
$2.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
440+ 52.51% |
$179K - $196K
|
1.28K
$756K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
440+ 2.18% |
$179K - $196K
|
20.7K
$12.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
438+ 14.08% |
$178K - $195K
|
3.55K
$2.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
437+ 5.54% |
$177K - $195K
|
8.32K
$4.93M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
435+ 4.26% |
$177K - $194K
|
10.7K
$6.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
429+ 28.64% |
$174K - $191K
|
1.93K
$1.14M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
429+ 7.69% |
$174K - $191K
|
6.01K
$3.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
426+ 7.74% |
$173K - $190K
|
5.93K
$3.51M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
423+ 7.31% |
$172K - $189K
|
6.21K
$3.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
420+ 3.44% |
$171K - $187K
|
12.6K
$7.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
409+ 0.83% |
$166K - $182K
|
49.6K
$29.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
404+ 4.44% |
$164K - $180K
|
9.51K
$5.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
402+ 8.81% |
$163K - $179K
|
4.96K
$2.94M
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
400+ 5.91% |
$162K - $178K
|
7.17K
$4.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
400+ 0.21% |
$162K - $178K
|
194K
$115M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
399+ 6.37% |
$162K - $178K
|
6.67K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
394+ 1.47% |
$160K - $176K
|
27.1K
$16.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
393+ 0.89% |
$160K - $175K
|
44.8K
$26.5M
|