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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-20- 2.42% |
$8.12K - $8.91K
|
807
$450K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-21- 0.12% |
$8.53K - $9.36K
|
17K
$9.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-21- 0.25% |
$8.53K - $9.36K
|
8.47K
$4.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-21- 0.04% |
$8.53K - $9.36K
|
52.4K
$29.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-21- 0.03% |
$8.53K - $9.36K
|
61.1K
$34.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-22- 0.17% |
$8.94K - $9.81K
|
12.8K
$7.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-22- 1.9% |
$8.94K - $9.81K
|
1.14K
$633K
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-22- 0.41% |
$8.94K - $9.81K
|
5.31K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-22- 1.06% |
$8.94K - $9.81K
|
2.05K
$1.14M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-22- 0.73% |
$8.94K - $9.81K
|
2.99K
$1.67M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-23- 0.73% |
$9.34K - $10.3K
|
3.13K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-23- 0.66% |
$9.34K - $10.3K
|
3.49K
$1.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-24- 1.1% |
$9.75K - $10.7K
|
2.15K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-24- 0.68% |
$9.75K - $10.7K
|
3.49K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-24- 0.84% |
$9.75K - $10.7K
|
2.82K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-24- 0.22% |
$9.75K - $10.7K
|
10.8K
$6.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-25- 1.44% |
$10.2K - $11.1K
|
1.71K
$952K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25- 0.39% |
$10.2K - $11.1K
|
6.47K
$3.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-25- 50.0% |
$10.2K - $11.1K
|
25
$14K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-25- 0.93% |
$10.2K - $11.1K
|
2.66K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-25- 0.21% |
$10.2K - $11.1K
|
11.8K
$6.59M
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-25- 0.83% |
$10.2K - $11.1K
|
3K
$1.67M
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.35% |
$10.2K - $11.1K
|
7.16K
$4M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-26- 0.83% |
$10.6K - $11.6K
|
3.12K
$1.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-26- 4.14% |
$10.6K - $11.6K
|
602
$336K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-26- 0.17% |
$10.6K - $11.6K
|
14.9K
$8.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.3% |
$10.6K - $11.6K
|
8.76K
$4.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-26- 1.32% |
$10.6K - $11.6K
|
1.95K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-27- 0.71% |
$11K - $12K
|
3.79K
$2.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-28- 0.29% |
$11.4K - $12.5K
|
9.65K
$5.39M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-29- 5.64% |
$11.8K - $12.9K
|
485
$271K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-29- 2.23% |
$11.8K - $12.9K
|
1.27K
$709K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-29- 0.71% |
$11.8K - $12.9K
|
4.04K
$2.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-29- 0.16% |
$11.8K - $12.9K
|
18K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-30- 1.57% |
$12.2K - $13.4K
|
1.88K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 39.47% |
$12.2K - $13.4K
|
46
$25.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-31- 0.02% |
$12.6K - $13.8K
|
164K
$91.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-31- 0.81% |
$12.6K - $13.8K
|
3.79K
$2.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-32- 0.94% |
$13K - $14.3K
|
3.38K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-32- 0.52% |
$13K - $14.3K
|
6.09K
$3.4M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-32- 1.05% |
$13K - $14.3K
|
3.03K
$1.69M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-32- 1.05% |
$13K - $14.3K
|
3.03K
$1.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-33- 2.52% |
$13.4K - $14.7K
|
1.28K
$714K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-33- 0.56% |
$13.4K - $14.7K
|
5.83K
$3.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-34- 17.0% |
$13.8K - $15.2K
|
166
$92.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-34- 1.06% |
$13.8K - $15.2K
|
3.16K
$1.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-34- 4.2% |
$13.8K - $15.2K
|
775
$433K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-34- 3.53% |
$13.8K - $15.2K
|
928
$518K
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-34- 0.07% |
$13.8K - $15.2K
|
48.8K
$27.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-35- 0.54% |
$14.2K - $15.6K
|
6.46K
$3.6M
|