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
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.18% |
$1.22K - $1.34K
|
1.66K
$983K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3+ 0.36% |
$1.22K - $1.34K
|
832
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3+ 0.04% |
$1.22K - $1.34K
|
7.7K
$4.56M
|
|
|
Aug 15, 2023
Q2 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
3+ 42.86% |
$1.22K - $1.34K
|
10
$5.92K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2+ 0.29% |
$812 - $891
|
695
$411K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2+ 0.38% |
$812 - $891
|
527
$312K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2+ 0.15% |
$812 - $891
|
1.36K
$803K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$812 - $891
|
1.61K
$953K
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.02% |
$812 - $891
|
8.09K
$4.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.3% |
$812 - $891
|
661
$391K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$812 - $891
|
675
$400K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
2+ 0.05% |
$812 - $891
|
4.05K
$2.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.04% |
$812 - $891
|
5.24K
$3.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.14% |
$812 - $891
|
1.46K
$863K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.04% |
$812 - $891
|
5.67K
$3.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
2+ 0.05% |
$812 - $891
|
3.95K
$2.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.21% |
$812 - $891
|
950
$562K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.14% |
$812 - $891
|
1.46K
$863K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.23% |
$812 - $891
|
868
$514K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2+ 0.22% |
$812 - $891
|
930
$550K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2+ 0.14% |
$812 - $891
|
1.41K
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.26% |
$812 - $891
|
780
$462K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.26% |
$812 - $891
|
767
$454K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.04% |
$406 - $446
|
2.49K
$1.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.07% |
$406 - $446
|
1.48K
$875K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1+ 0.02% |
$406 - $446
|
5.98K
$3.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1+ 0.08% |
$406 - $446
|
1.32K
$782K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1+ 0.17% |
$406 - $446
|
579
$343K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.16% |
$406 - $446
|
624
$369K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$406 - $446
|
548
$324K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$406 - $446
|
1.99K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.14% |
$406 - $446
|
708
$419K
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1+ 0.01% |
$406 - $446
|
10.2K
$6.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.15% |
$406 - $446
|
655
$388K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.13% |
$406 - $446
|
758
$449K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$406 - $446
|
1.22K
$722K
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1+ 0.07% |
$406 - $446
|
1.47K
$873K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1+ 0.06% |
$406 - $446
|
1.71K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.35% |
$406 - $446
|
287
$170K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1+ 0.16% |
$406 - $446
|
618
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.15% |
$406 - $446
|
665
$394K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.15% |
$406 - $446
|
667
$395K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.13% |
$406 - $446
|
752
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 0.3% |
$406 - $446
|
337
$199K
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1+ 0.13% |
$406 - $446
|
794
$470K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 3.13% |
$406 - $446
|
33
$19.5K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.08% |
$406 - $446
|
1.32K
$782K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1- 0.08% |
$406 - $446
|
1.3K
$771K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1- 0.1% |
$406 - $446
|
1.01K
$598K
|