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 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
129K+ 5.28% |
$52.2M - $57.3M
|
2.56M
$1.52B
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
115K+ 21.93% |
$46.7M - $51.3M
|
639K
$378M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
112K+ 13.71% |
$45.6M - $50M
|
931K
$551M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
102K+ 5.55% |
$41.2M - $45.3M
|
1.93M
$1.14B
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
97.8K+ 5.33% |
$39.7M - $43.6M
|
1.93M
$1.14B
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
96.6K+ 3.9% |
$39.2M - $43.1M
|
2.57M
$1.52B
|
|
|
Jul 21, 2023
Q2 2023
|
Cisco Systems, Inc.
San Jose, CA |
BUY
|
- |
95KNew |
$38.6M - $42.3M
|
95K
$56.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
85.8K+ 13836.61% |
$34.8M - $38.2M
|
86.4K
$51.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
84.1K+ 9.16% |
$34.2M - $37.5M
|
1M
$593M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
77.9K+ 11217.58% |
$31.6M - $34.7M
|
78.5K
$46.5M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
75.3K+ 2300.79% |
$30.6M - $33.6M
|
78.6K
$46.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
74.8K+ 35.93% |
$30.4M - $33.3M
|
283K
$167M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
73.7K+ 4.07% |
$29.9M - $32.8M
|
1.88M
$1.12B
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
71.9K+ 7.2% |
$29.2M - $32.1M
|
1.07M
$633M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
71.6K+ 47.07% |
$29.1M - $31.9M
|
224K
$132M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
71.5K+ 2.05% |
$29M - $31.9M
|
3.55M
$2.1B
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
70.2K+ 11.04% |
$28.5M - $31.3M
|
706K
$418M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
70.2KNew |
$28.5M - $31.3M
|
70.2K
$41.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
69.8K+ 41.39% |
$28.3M - $31.1M
|
238K
$141M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
68.9K+ 817.23% |
$28M - $30.7M
|
77.3K
$45.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
67KNew |
$27.2M - $29.8M
|
67K
$39.6M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
65.3KNew |
$26.5M - $29.1M
|
65.3K
$38.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
62.2K+ 68.38% |
$25.2M - $27.7M
|
153K
$90.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
60.6K+ 24.88% |
$24.6M - $27M
|
304K
$180M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57.8K+ 14.73% |
$23.5M - $25.8M
|
450K
$266M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
56.6K+ 4.71% |
$23M - $25.2M
|
1.26M
$745M
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
55.5K+ 19.86% |
$22.5M - $24.7M
|
335K
$198M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
53.3KNew |
$21.7M - $23.8M
|
53.3K
$31.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.2K+ 18.3% |
$21.6M - $23.7M
|
344K
$204M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
52.5K+ 22.11% |
$21.3M - $23.4M
|
290K
$172M
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
51.3KNew |
$20.9M - $22.9M
|
51.3K
$30.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
50.2K+ 410.14% |
$20.4M - $22.4M
|
62.4K
$36.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50.1K+ 32.48% |
$20.3M - $22.3M
|
204K
$121M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
49.6K+ 874.54% |
$20.2M - $22.1M
|
55.3K
$32.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
47.6K+ 25.53% |
$19.3M - $21.2M
|
234K
$138M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
47.1K+ 12.02% |
$19.1M - $21M
|
439K
$260M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
46.7K+ 35.89% |
$19M - $20.8M
|
177K
$105M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
46.6K+ 2.42% |
$18.9M - $20.8M
|
1.97M
$1.17B
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.5K+ 75.58% |
$18.9M - $20.7M
|
108K
$63.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.2K+ 3.07% |
$18.4M - $20.1M
|
1.52M
$897M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
45K+ 2.51% |
$18.3M - $20.1M
|
1.84M
$1.09B
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
44.9K+ 25.73% |
$18.3M - $20M
|
220K
$130M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
44.9KNew |
$18.2M - $20M
|
44.9K
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
41.5K+ 302.67% |
$16.8M - $18.5M
|
55.2K
$32.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
41.4K+ 66.07% |
$16.8M - $18.5M
|
104K
$61.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
40.2K+ 3838.49% |
$16.3M - $17.9M
|
41.2K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40K+ 1.85% |
$16.2M - $17.8M
|
2.2M
$1.3B
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
39.9K+ 27.54% |
$16.2M - $17.8M
|
185K
$109M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
39.5K+ 4.48% |
$16M - $17.6M
|
920K
$545M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
39.1KNew |
$15.9M - $17.4M
|
39.1K
$23.2M
|