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 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 1.64% |
$4.06K - $4.46K
|
621
$380K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
10+ 1.69% |
$4.06K - $4.46K
|
602
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$4.06K - $4.46K
|
4.67K
$2.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
9+ 0.62% |
$3.66K - $4.01K
|
1.46K
$892K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
9+ 0.38% |
$3.66K - $4.01K
|
2.4K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.3% |
$3.66K - $4.01K
|
3.01K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
9+ 0.25% |
$3.66K - $4.01K
|
3.6K
$2.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.12% |
$3.66K - $4.01K
|
7.45K
$4.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9+ 0.26% |
$3.66K - $4.01K
|
3.53K
$2.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
9+ 0.15% |
$3.66K - $4.01K
|
6.02K
$3.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9+ 0.72% |
$3.66K - $4.01K
|
1.26K
$774K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.55% |
$3.66K - $4.01K
|
1.64K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.18% |
$3.66K - $4.01K
|
4.98K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
9+ 0.22% |
$3.66K - $4.01K
|
4.09K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9+ 0.17% |
$3.66K - $4.01K
|
5.31K
$3.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$3.25K - $3.57K
|
2.95K
$1.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
8+ 0.3% |
$3.25K - $3.57K
|
2.7K
$1.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
8+ 0.32% |
$3.25K - $3.57K
|
2.51K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.69% |
$3.25K - $3.57K
|
1.17K
$717K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
8+ 1.18% |
$3.25K - $3.57K
|
684
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
8+ 88.89% |
$3.25K - $3.57K
|
17
$10.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8+ 1.92% |
$3.25K - $3.57K
|
425
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
8+ 0.48% |
$3.25K - $3.57K
|
1.68K
$1.03M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
8+ 26.67% |
$3.25K - $3.57K
|
38
$23.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
7+ 0.93% |
$2.84K - $3.12K
|
758
$464K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
7+ 0.21% |
$2.84K - $3.12K
|
3.27K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.17% |
$2.84K - $3.12K
|
4.15K
$2.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
7New |
$2.84K - $3.12K
|
7
$4.29K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.12% |
$2.84K - $3.12K
|
5.95K
$3.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7New |
$2.84K - $3.12K
|
7
$4.29K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.23% |
$2.84K - $3.12K
|
2.99K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.1% |
$2.84K - $3.12K
|
7.04K
$4.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6+ 1.13% |
$2.44K - $2.67K
|
535
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
6+ 0.04% |
$2.44K - $2.67K
|
15.6K
$9.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6+ 0.89% |
$2.44K - $2.67K
|
677
$415K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5+ 0.3% |
$2.03K - $2.23K
|
1.65K
$1.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
5+ 0.29% |
$2.03K - $2.23K
|
1.71K
$1.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.31% |
$2.03K - $2.23K
|
1.63K
$996K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.27% |
$2.03K - $2.23K
|
1.83K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 2.94% |
$2.03K - $2.23K
|
175
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.28% |
$2.03K - $2.23K
|
1.81K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.26% |
$2.03K - $2.23K
|
1.92K
$1.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.17% |
$1.62K - $1.78K
|
2.29K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.11% |
$1.62K - $1.78K
|
3.67K
$2.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$1.62K - $1.78K
|
1.36K
$833K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4+ 0.14% |
$1.62K - $1.78K
|
2.83K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4+ 0.06% |
$1.62K - $1.78K
|
6.23K
$3.82M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
4+ 0.18% |
$1.62K - $1.78K
|
2.18K
$1.34M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3+ 0.18% |
$1.22K - $1.34K
|
1.63K
$998K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
3+ 0.37% |
$1.22K - $1.34K
|
810
$496K
|