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 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.17% |
$1.62K - $1.78K
|
2.29K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.11% |
$1.62K - $1.78K
|
3.67K
$2.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$1.62K - $1.78K
|
1.36K
$859K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4+ 0.14% |
$1.62K - $1.78K
|
2.83K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4+ 0.06% |
$1.62K - $1.78K
|
6.23K
$3.93M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
4+ 0.18% |
$1.62K - $1.78K
|
2.18K
$1.38M
|
|
|
Feb 26, 2025
Q2 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
4+ 0.33% |
$1.62K - $1.78K
|
1.21K
$764K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3+ 0.18% |
$1.22K - $1.34K
|
1.63K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
3+ 0.37% |
$1.22K - $1.34K
|
810
$512K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3+ 0.08% |
$1.22K - $1.34K
|
3.83K
$2.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.22K - $1.34K
|
5.12K
$3.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$1.22K - $1.34K
|
5.15K
$3.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.01% |
$1.22K - $1.34K
|
55.4K
$35M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.18% |
$1.22K - $1.34K
|
1.66K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3+ 0.36% |
$1.22K - $1.34K
|
832
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3+ 0.04% |
$1.22K - $1.34K
|
7.7K
$4.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
3+ 42.86% |
$1.22K - $1.34K
|
10
$6.32K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2+ 0.29% |
$812 - $891
|
695
$439K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2+ 0.38% |
$812 - $891
|
527
$333K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2+ 0.15% |
$812 - $891
|
1.36K
$857K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$812 - $891
|
1.61K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.02% |
$812 - $891
|
8.09K
$5.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.3% |
$812 - $891
|
661
$418K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$812 - $891
|
675
$426K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
2+ 0.05% |
$812 - $891
|
4.05K
$2.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.04% |
$812 - $891
|
5.24K
$3.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.14% |
$812 - $891
|
1.46K
$921K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2+ 0.04% |
$812 - $891
|
5.67K
$3.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Montgomery Investment Management Inc
|
BUY
|
- |
2+ 0.05% |
$812 - $891
|
3.95K
$2.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.21% |
$812 - $891
|
950
$600K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.14% |
$812 - $891
|
1.46K
$921K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2+ 0.23% |
$812 - $891
|
868
$548K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2+ 0.22% |
$812 - $891
|
930
$588K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2+ 0.14% |
$812 - $891
|
1.41K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.26% |
$812 - $891
|
780
$493K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.26% |
$812 - $891
|
767
$485K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.04% |
$406 - $446
|
2.49K
$1.57M
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.07% |
$406 - $446
|
1.48K
$934K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1+ 0.02% |
$406 - $446
|
5.98K
$3.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1+ 0.08% |
$406 - $446
|
1.32K
$835K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1+ 0.17% |
$406 - $446
|
579
$366K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.16% |
$406 - $446
|
624
$394K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$406 - $446
|
548
$346K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$406 - $446
|
1.99K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.14% |
$406 - $446
|
708
$447K
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1+ 0.01% |
$406 - $446
|
10.2K
$6.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.15% |
$406 - $446
|
655
$414K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1+ 0.13% |
$406 - $446
|
758
$479K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.08% |
$406 - $446
|
1.22K
$771K
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1+ 0.07% |
$406 - $446
|
1.47K
$931K
|