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
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
38.6K+ 639.88% |
$15.7M - $17.2M
|
44.6K
$26.4M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
38.3K+ 18.15% |
$15.6M - $17.1M
|
249K
$148M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
38.3K+ 97.67% |
$15.6M - $17.1M
|
77.5K
$46M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
38.3K+ 20.0% |
$15.6M - $17.1M
|
230K
$136M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
37.3K+ 2.85% |
$15.2M - $16.6M
|
1.35M
$800M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
36KNew |
$14.6M - $16.1M
|
36K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
34.9K+ 14.56% |
$14.2M - $15.6M
|
275K
$163M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
34.8K+ 38.89% |
$14.1M - $15.5M
|
124K
$73.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
34.3KNew |
$13.9M - $15.3M
|
34.3K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
34K+ 59.02% |
$13.8M - $15.1M
|
91.5K
$54.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33.3K+ 12.16% |
$13.5M - $14.8M
|
307K
$182M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
32.5K+ 24.54% |
$13.2M - $14.5M
|
165K
$97.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
31.2K+ 200.01% |
$12.7M - $13.9M
|
46.9K
$27.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
30.9K+ 28.14% |
$12.6M - $13.8M
|
141K
$83.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30.7K+ 28.09% |
$12.5M - $13.7M
|
140K
$83M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
30.2K+ 6.39% |
$12.3M - $13.5M
|
504K
$299M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
30.1KNew |
$12.2M - $13.4M
|
30.1K
$17.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
BUY
|
- |
30K+ 192.87% |
$12.2M - $13.4M
|
45.6K
$27.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
29.7K+ 634.27% |
$12.1M - $13.2M
|
34.4K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.7K+ 75.14% |
$12.1M - $13.2M
|
69.2K
$41M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
29.4K+ 3456.24% |
$11.9M - $13.1M
|
30.2K
$17.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.1K+ 19.72% |
$11.8M - $13M
|
177K
$105M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.6K+ 49.47% |
$11.6M - $12.8M
|
86.4K
$51.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
28.6K+ 59.72% |
$11.6M - $12.7M
|
76.4K
$45.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.2K+ 0.83% |
$11.5M - $12.6M
|
3.43M
$2.04B
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27.2K+ 16.19% |
$11M - $12.1M
|
195K
$116M
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
26.6K+ 35.88% |
$10.8M - $11.8M
|
101K
$59.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
26.5K+ 13.35% |
$10.8M - $11.8M
|
225K
$133M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
26.1K+ 4.81% |
$10.6M - $11.6M
|
568K
$337M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.9K+ 3.34% |
$10.5M - $11.6M
|
803K
$477M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
25.5K+ 80.78% |
$10.4M - $11.4M
|
57.1K
$33.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
25.5K+ 54.91% |
$10.3M - $11.4M
|
71.9K
$42.6M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
24.6K+ 16.47% |
$9.97M - $10.9M
|
174K
$103M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
24.5KNew |
$9.97M - $10.9M
|
24.5K
$14.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
24.5KNew |
$9.95M - $10.9M
|
24.5K
$14.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
24.1K+ 8.16% |
$9.78M - $10.7M
|
319K
$189M
|
|
|
Aug 16, 2023
Q2 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
BUY
|
- |
23.8KNew |
$9.65M - $10.6M
|
23.8K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
23K+ 2.39% |
$9.34M - $10.2M
|
986K
$585M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
22.8K+ 13.72% |
$9.27M - $10.2M
|
189K
$112M
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
22.5K+ 7.41% |
$9.15M - $10M
|
326K
$194M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
22.1K+ 648.24% |
$8.97M - $9.84M
|
25.5K
$15.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.1K+ 11.17% |
$8.96M - $9.84M
|
220K
$130M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
22K+ 4.26% |
$8.95M - $9.82M
|
539K
$320M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
22KNew |
$8.94M - $9.81M
|
22K
$13M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5K+ 625.92% |
$8.74M - $9.59M
|
25K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
20.9K+ 372.23% |
$8.48M - $9.31M
|
26.5K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.7K+ 6.63% |
$8.41M - $9.23M
|
333K
$198M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.2K+ 210.38% |
$8.21M - $9M
|
29.8K
$17.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
20.1K+ 298.46% |
$8.17M - $8.96M
|
26.9K
$15.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20.1K+ 7.73% |
$8.15M - $8.95M
|
280K
$166M
|