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 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
485New |
$197K - $216K
|
485
$301K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
484+ 19.59% |
$197K - $216K
|
2.96K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
481+ 72.88% |
$195K - $214K
|
1.14K
$708K
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
480New |
$195K - $214K
|
480
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
480+ 5.96% |
$195K - $214K
|
8.54K
$5.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
479+ 1.09% |
$195K - $213K
|
44.3K
$27.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
475New |
$193K - $212K
|
475
$295K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
475+ 3.56% |
$193K - $212K
|
13.8K
$8.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
475New |
$193K - $212K
|
475
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
475+ 1.07% |
$193K - $212K
|
44.8K
$27.8M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
474New |
$193K - $211K
|
474
$294K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
473New |
$192K - $211K
|
473
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
473New |
$192K - $211K
|
473
$294K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
472New |
$192K - $210K
|
472
$293K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
472+ 46.97% |
$192K - $210K
|
1.48K
$917K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
471+ 24.28% |
$191K - $210K
|
2.41K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
471+ 0.26% |
$191K - $210K
|
184K
$114M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
470New |
$191K - $209K
|
470
$292K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
469+ 9.51% |
$190K - $209K
|
5.4K
$3.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
469New |
$190K - $209K
|
469
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
469New |
$190K - $209K
|
469
$291K
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
BUY
|
- |
468New |
$190K - $209K
|
468
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
468+ 2.97% |
$190K - $209K
|
16.2K
$10.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
466+ 5.89% |
$189K - $208K
|
8.37K
$5.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
464New |
$188K - $207K
|
464
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
464New |
$188K - $207K
|
464
$288K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
461+ 87.64% |
$187K - $205K
|
987
$613K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
461New |
$187K - $205K
|
461
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
460+ 5.1% |
$187K - $205K
|
9.49K
$5.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
458+ 2.55% |
$186K - $204K
|
18.4K
$11.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
456New |
$185K - $203K
|
456
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
456New |
$185K - $203K
|
456
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
454+ 2.52% |
$184K - $202K
|
18.5K
$11.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
451+ 5.54% |
$183K - $201K
|
8.59K
$5.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
451New |
$183K - $201K
|
451
$280K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
451+ 58.95% |
$183K - $201K
|
1.22K
$755K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
450New |
$183K - $201K
|
450
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
450+ 5.6% |
$183K - $201K
|
8.49K
$5.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
444+ 12.3% |
$180K - $198K
|
4.06K
$2.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
440+ 52.51% |
$179K - $196K
|
1.28K
$793K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
440+ 2.18% |
$179K - $196K
|
20.7K
$12.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
438+ 14.08% |
$178K - $195K
|
3.55K
$2.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
437+ 5.54% |
$177K - $195K
|
8.32K
$5.17M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
435+ 4.26% |
$177K - $194K
|
10.7K
$6.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
429+ 28.64% |
$174K - $191K
|
1.93K
$1.2M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
429+ 7.69% |
$174K - $191K
|
6.01K
$3.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
426+ 7.74% |
$173K - $190K
|
5.93K
$3.68M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
423+ 7.31% |
$172K - $189K
|
6.21K
$3.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
420+ 3.44% |
$171K - $187K
|
12.6K
$7.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
409+ 0.83% |
$166K - $182K
|
49.6K
$30.8M
|