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 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.71MNew |
$1.91B - $2.1B
|
4.71M
$2.8B
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.77M+ 705.48% |
$1.53B - $1.68B
|
4.3M
$2.55B
|
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.3M+ 542.1% |
$935M - $1.03B
|
2.73M
$1.62B
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.46M+ 4.31% |
$595M - $653M
|
35.5M
$21B
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.39M+ 17.58% |
$565M - $620M
|
9.3M
$5.52B
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15M+ 4.25% |
$466M - $512M
|
28.2M
$16.7B
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.09M+ 18019.0% |
$444M - $487M
|
1.1M
$652M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
999K+ 5.29% |
$406M - $445M
|
19.9M
$11.8B
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
928K+ 6.97% |
$377M - $414M
|
14.2M
$8.45B
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
832K+ 17.17% |
$338M - $371M
|
5.68M
$3.37B
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
721KNew |
$293M - $321M
|
721K
$428M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
633K+ 1914.16% |
$257M - $282M
|
666K
$395M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
567K+ 120.56% |
$230M - $253M
|
1.04M
$616M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
545K+ 339.25% |
$221M - $243M
|
706K
$418M
|
|
|
Aug 04, 2023
Q2 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
511KNew |
$208M - $228M
|
511K
$303M
|
|
|
Jul 14, 2023
Q2 2023
|
Imc Chicago, LLC
|
BUY
|
- |
510K+ 2106.85% |
$207M - $227M
|
535K
$317M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
504K+ 35.24% |
$205M - $225M
|
1.93M
$1.15B
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
473K+ 17214.55% |
$192M - $211M
|
476K
$282M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
445K+ 533.87% |
$181M - $198M
|
529K
$314M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
438K+ 3.68% |
$178M - $195M
|
12.3M
$7.3B
|
|
|
Feb 05, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
364KNew |
$148M - $162M
|
364K
$216M
|
|
|
Feb 07, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
364KNew |
$148M - $162M
|
364K
$216M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
345K+ 20.2% |
$140M - $154M
|
2.05M
$1.22B
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
337K+ 6.19% |
$137M - $150M
|
5.79M
$3.43B
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
321K+ 14.32% |
$130M - $143M
|
2.56M
$1.52B
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
315K+ 24.83% |
$128M - $140M
|
1.58M
$938M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
267K+ 4.69% |
$108M - $119M
|
5.95M
$3.53B
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
252K+ 2.7% |
$102M - $112M
|
9.57M
$5.68B
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
239K+ 2081.51% |
$97M - $106M
|
250K
$148M
|
|
|
Aug 09, 2023
Q2 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
239K+ 24.38% |
$97M - $106M
|
1.22M
$722M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
237K+ 99.27% |
$96.3M - $106M
|
476K
$282M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
224K+ 20.19% |
$90.9M - $99.8M
|
1.33M
$790M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
220K+ 505.87% |
$89.3M - $98M
|
263K
$156M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
212KNew |
$86M - $94.3M
|
212K
$126M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
204KNew |
$82.8M - $90.9M
|
204K
$121M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
195K+ 5.67% |
$79.2M - $87M
|
3.64M
$2.16B
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
189KNew |
$76.8M - $84.3M
|
189K
$112M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
188KNew |
$76.4M - $83.8M
|
188K
$112M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
185K+ 10.1% |
$75M - $82.3M
|
2.01M
$1.19B
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
185K+ 209.04% |
$75M - $82.3M
|
273K
$162M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
180KNew |
$73.1M - $80.2M
|
180K
$107M
|
|
|
Aug 11, 2023
Q2 2023
|
University Of Wisconsin Foundation
Madison, WI |
BUY
|
- |
166K+ 157.3% |
$67.3M - $73.9M
|
271K
$161M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
153KNew |
$62.2M - $68.2M
|
153K
$90.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
149K+ 2.47% |
$60.4M - $66.3M
|
6.17M
$3.66B
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
143K+ 401.07% |
$58.2M - $63.9M
|
179K
$106M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 1.81% |
$58.2M - $63.9M
|
8.05M
$4.77B
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
140K+ 69.58% |
$56.8M - $62.3M
|
341K
$202M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
139KNew |
$56.5M - $62M
|
139K
$82.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
132K+ 3.74% |
$53.7M - $58.9M
|
3.67M
$2.17B
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
132K+ 5639.47% |
$53.5M - $58.7M
|
134K
$79.5M
|