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 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.67K+ 3.67% |
$2.3M - $2.53M
|
160K
$94.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.65K+ 4.27% |
$2.29M - $2.52M
|
138K
$81.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
5.61K+ 5.83% |
$2.28M - $2.5M
|
102K
$60.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.6K+ 31.54% |
$2.27M - $2.49M
|
23.3K
$13.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.59K+ 12.22% |
$2.27M - $2.49M
|
51.3K
$30.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.59K+ 7.26% |
$2.27M - $2.49M
|
82.5K
$48.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
5.55K+ 33.19% |
$2.26M - $2.48M
|
22.3K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.54KNew |
$2.25M - $2.47M
|
5.54K
$3.28M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.5K+ 4.68% |
$2.23M - $2.45M
|
123K
$72.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.41K+ 4.86% |
$2.2M - $2.41M
|
117K
$69M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
5.36K+ 5.96% |
$2.18M - $2.39M
|
95.2K
$56.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
5.35K+ 1.56% |
$2.17M - $2.38M
|
348K
$206M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.35K+ 16.95% |
$2.17M - $2.38M
|
36.9K
$21.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.34K+ 7.75% |
$2.17M - $2.38M
|
74.2K
$43.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
5.34KNew |
$2.17M - $2.38M
|
5.34K
$3.16M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.33K+ 13.26% |
$2.16M - $2.38M
|
45.5K
$26.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
5.25K+ 1.74% |
$2.13M - $2.34M
|
307K
$181M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.18K+ 5.37% |
$2.1M - $2.31M
|
102K
$60.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.15K+ 5.78% |
$2.09M - $2.3M
|
94.4K
$55.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.1K+ 18.47% |
$2.07M - $2.27M
|
32.7K
$19.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.07K+ 3.96% |
$2.06M - $2.26M
|
133K
$78.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.03K+ 1.79% |
$2.04M - $2.24M
|
286K
$169M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4.99K+ 4.1% |
$2.03M - $2.22M
|
127K
$75M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.99K+ 2.43% |
$2.03M - $2.22M
|
210K
$124M
|
|
|
Jul 31, 2023
Q2 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
4.98K+ 54.54% |
$2.02M - $2.22M
|
14.1K
$8.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
4.94K+ 92.56% |
$2.01M - $2.2M
|
10.3K
$6.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.9K+ 0.76% |
$1.99M - $2.18M
|
646K
$382M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.88K+ 153.14% |
$1.98M - $2.18M
|
8.07K
$4.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.85KNew |
$1.97M - $2.16M
|
4.85K
$2.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.85KNew |
$1.97M - $2.16M
|
4.85K
$2.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
4.84K+ 2.31% |
$1.96M - $2.16M
|
214K
$127M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.82K+ 6.76% |
$1.96M - $2.15M
|
76.2K
$45.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.75K+ 286.38% |
$1.93M - $2.12M
|
6.41K
$3.79M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.73K+ 18932.0% |
$1.92M - $2.11M
|
4.76K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.71K+ 155.5% |
$1.91M - $2.1M
|
7.74K
$4.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.67KNew |
$1.9M - $2.08M
|
4.67K
$2.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
4.65K+ 2.48% |
$1.89M - $2.07M
|
192K
$114M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.57K+ 2.0% |
$1.86M - $2.04M
|
233K
$138M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.56K+ 17.65% |
$1.85M - $2.03M
|
30.4K
$18M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.52K+ 8.86% |
$1.84M - $2.02M
|
55.6K
$32.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4.49K+ 15.78% |
$1.82M - $2M
|
33K
$19.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.42K+ 0.74% |
$1.8M - $1.97M
|
603K
$357M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.42K+ 1.03% |
$1.79M - $1.97M
|
434K
$257M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.38K+ 43.7% |
$1.78M - $1.95M
|
14.4K
$8.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.38K+ 4.62% |
$1.78M - $1.95M
|
99.2K
$58.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.37K+ 4.14% |
$1.78M - $1.95M
|
110K
$65M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.32K+ 7.58% |
$1.75M - $1.92M
|
61.2K
$36.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$1.75M - $1.92M
|
4.3K
$2.55M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.29K+ 37.96% |
$1.74M - $1.91M
|
15.6K
$9.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
4.28K+ 0.57% |
$1.74M - $1.91M
|
759K
$449M
|