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 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.26K+ 9.0% |
$1.73M - $1.9M
|
51.6K
$30.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
4.23K+ 3.32% |
$1.72M - $1.88M
|
132K
$77.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4.2K+ 4196.0% |
$1.7M - $1.87M
|
4.3K
$2.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
4.18K+ 3.09% |
$1.7M - $1.86M
|
140K
$82.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
4.18K+ 214.35% |
$1.7M - $1.86M
|
6.13K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.17K+ 100.7% |
$1.69M - $1.86M
|
8.31K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.15K+ 4.01% |
$1.69M - $1.85M
|
108K
$63.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.13K+ 16.68% |
$1.68M - $1.84M
|
28.9K
$17.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
4.13K+ 4.57% |
$1.68M - $1.84M
|
94.5K
$55.9M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4.06K+ 32.43% |
$1.65M - $1.81M
|
16.6K
$9.81M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4.04K+ 2.94% |
$1.64M - $1.8M
|
141K
$83.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.04K+ 6.49% |
$1.64M - $1.8M
|
66.2K
$39.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.03K+ 79.02% |
$1.64M - $1.8M
|
9.14K
$5.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.03K+ 4.49% |
$1.64M - $1.8M
|
93.8K
$55.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
3.99K+ 11.52% |
$1.62M - $1.78M
|
38.6K
$22.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.94K+ 101.03% |
$1.6M - $1.76M
|
7.84K
$4.64M
|
|
|
Jul 06, 2023
Q2 2023
|
Bank Of Finland
|
BUY
|
- |
3.93K+ 0.31% |
$1.59M - $1.75M
|
1.27M
$752M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.9K+ 5.67% |
$1.58M - $1.74M
|
72.6K
$43M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
3.89K+ 117.03% |
$1.58M - $1.73M
|
7.21K
$4.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.86KNew |
$1.57M - $1.72M
|
3.86K
$2.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.82K+ 116.07% |
$1.55M - $1.7M
|
7.11K
$4.21M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.82K+ 8.8% |
$1.55M - $1.7M
|
47.2K
$27.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.78K+ 16.04% |
$1.53M - $1.68M
|
27.3K
$16.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
3.77K+ 7.98% |
$1.53M - $1.68M
|
51.1K
$30.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.77K+ 24.68% |
$1.53M - $1.68M
|
19.1K
$11.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.73K+ 7.65% |
$1.52M - $1.66M
|
52.5K
$31.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.73K+ 3.99% |
$1.52M - $1.66M
|
97.4K
$57.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.73K+ 14.16% |
$1.51M - $1.66M
|
30.1K
$17.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.71K+ 5.27% |
$1.51M - $1.65M
|
74.1K
$43.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.69K+ 66.99% |
$1.5M - $1.64M
|
9.2K
$5.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
3.68K+ 7.24% |
$1.49M - $1.64M
|
54.5K
$32.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.67K+ 20.69% |
$1.49M - $1.64M
|
21.4K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
3.65K+ 37.31% |
$1.48M - $1.63M
|
13.4K
$7.95M
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
3.64KNew |
$1.48M - $1.62M
|
3.64K
$2.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.59K+ 1.2% |
$1.46M - $1.6M
|
304K
$180M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.58K+ 11.7% |
$1.45M - $1.6M
|
34.2K
$20.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.56KNew |
$1.45M - $1.59M
|
3.56K
$2.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
3.56K+ 1222.34% |
$1.44M - $1.59M
|
3.85K
$2.28M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.53K+ 7.66% |
$1.44M - $1.58M
|
49.7K
$29.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.51K+ 8.7% |
$1.43M - $1.57M
|
43.9K
$26M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.5K+ 3.07% |
$1.42M - $1.56M
|
117K
$69.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.37K+ 11.21% |
$1.37M - $1.5M
|
33.5K
$19.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
3.36K+ 345.83% |
$1.36M - $1.5M
|
4.33K
$2.56M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
3.33K+ 3.45% |
$1.35M - $1.48M
|
99.7K
$59M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
3.27K+ 27.12% |
$1.33M - $1.46M
|
15.3K
$9.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.26K+ 0.96% |
$1.32M - $1.45M
|
344K
$204M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
3.23K+ 4.15% |
$1.31M - $1.44M
|
80.9K
$47.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
3.22K+ 8.26% |
$1.31M - $1.44M
|
42.2K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.22K+ 2.83% |
$1.31M - $1.43M
|
117K
$69M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
3.19K+ 0.88% |
$1.3M - $1.42M
|
366K
$217M
|