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 25, 2023
Q2 2023
|
Mcia Inc
|
BUY
|
- |
393+ 54.21% |
$160K - $175K
|
1.12K
$662K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
389+ 7.05% |
$158K - $173K
|
5.9K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
387+ 0.57% |
$157K - $172K
|
68.6K
$40.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
386+ 0.45% |
$157K - $172K
|
85.7K
$50.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
385+ 0.27% |
$156K - $172K
|
141K
$83.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
381+ 7620.0% |
$155K - $170K
|
386
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
381+ 49.54% |
$155K - $170K
|
1.15K
$681K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
379+ 1.47% |
$154K - $169K
|
26.1K
$15.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
377+ 9.37% |
$153K - $168K
|
4.4K
$2.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
374+ 4.08% |
$152K - $167K
|
9.54K
$5.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
374+ 11.87% |
$152K - $167K
|
3.53K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
372+ 12.15% |
$151K - $166K
|
3.43K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
372+ 19.11% |
$151K - $166K
|
2.32K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
368+ 24.6% |
$149K - $164K
|
1.86K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
368+ 21.69% |
$149K - $164K
|
2.07K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
365+ 19.92% |
$148K - $163K
|
2.2K
$1.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
364New |
$148K - $162K
|
364
$215K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
363+ 0.71% |
$147K - $162K
|
51.1K
$30.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
361+ 6.54% |
$147K - $161K
|
5.88K
$3.48M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
351+ 20.92% |
$143K - $156K
|
2.03K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
350+ 58.92% |
$142K - $156K
|
944
$559K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
347+ 1.16% |
$141K - $155K
|
30.1K
$17.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
345+ 2.34% |
$140K - $154K
|
15.1K
$8.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
344+ 33.99% |
$140K - $153K
|
1.36K
$803K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
343New |
$139K - $153K
|
343
$203K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
342+ 9.19% |
$139K - $152K
|
4.06K
$2.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
340+ 17.85% |
$138K - $152K
|
2.25K
$1.33M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
340+ 34.07% |
$138K - $152K
|
1.34K
$792K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
338+ 30.04% |
$137K - $151K
|
1.46K
$866K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
337+ 5.1% |
$137K - $150K
|
6.95K
$4.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
335+ 12.06% |
$136K - $149K
|
3.11K
$1.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
334+ 2.27% |
$136K - $149K
|
15K
$8.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
328+ 4.73% |
$133K - $146K
|
7.26K
$4.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
328+ 15.95% |
$133K - $146K
|
2.38K
$1.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
327+ 12.37% |
$133K - $146K
|
2.97K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
322+ 1.61% |
$131K - $144K
|
20.3K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
320+ 13.1% |
$130K - $143K
|
2.76K
$1.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
319+ 3.03% |
$130K - $142K
|
10.8K
$6.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
317+ 7.13% |
$129K - $141K
|
4.77K
$2.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
315+ 2.44% |
$128K - $140K
|
13.2K
$7.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
311+ 2.27% |
$126K - $139K
|
14K
$8.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
310+ 7.57% |
$126K - $138K
|
4.41K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
310+ 20.44% |
$126K - $138K
|
1.83K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
307+ 31.04% |
$125K - $137K
|
1.3K
$767K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
304+ 0.07% |
$123K - $135K
|
409K
$242M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
300+ 0.8% |
$122K - $134K
|
37.9K
$22.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
300+ 7.15% |
$122K - $134K
|
4.5K
$2.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
297+ 0.89% |
$121K - $132K
|
33.7K
$20M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
295+ 8.98% |
$120K - $131K
|
3.58K
$2.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
291+ 4.53% |
$118K - $130K
|
6.72K
$3.98M
|