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 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-60- 6.94% |
$24.4K - $26.7K
|
805
$484K
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-61- 3.0% |
$24.8K - $27.2K
|
1.98K
$1.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-61- 3.97% |
$24.8K - $27.2K
|
1.48K
$889K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-61- 15.17% |
$24.8K - $27.2K
|
341
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-61- 8.33% |
$24.8K - $27.2K
|
671
$404K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-62- 0.48% |
$25.2K - $27.6K
|
12.8K
$7.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-62- 3.32% |
$25.2K - $27.6K
|
1.81K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-62- 8.16% |
$25.2K - $27.6K
|
698
$420K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-62- 1.35% |
$25.2K - $27.6K
|
4.53K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-62- 0.41% |
$25.2K - $27.6K
|
15.2K
$9.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-62- 0.55% |
$25.2K - $27.6K
|
11.2K
$6.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-63- 1.18% |
$25.6K - $28.1K
|
5.28K
$3.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-63- 12.35% |
$25.6K - $28.1K
|
447
$269K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-64- 10.51% |
$26K - $28.5K
|
545
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 6.79% |
$26.4K - $29K
|
892
$537K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.57% |
$26.4K - $29K
|
4.08K
$2.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-66- 2.08% |
$26.8K - $29.4K
|
3.1K
$1.87M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-67- 0.68% |
$27.2K - $29.9K
|
9.75K
$5.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-67- 7.58% |
$27.2K - $29.9K
|
817
$492K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-68- 8.09% |
$27.6K - $30.3K
|
773
$465K
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-68- 4.41% |
$27.6K - $30.3K
|
1.47K
$887K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-69- 3.25% |
$28K - $30.8K
|
2.05K
$1.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-70- 11.42% |
$28.4K - $31.2K
|
543
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-71- 2.89% |
$28.8K - $31.6K
|
2.39K
$1.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-72- 4.69% |
$29.2K - $32.1K
|
1.46K
$881K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-72- 0.45% |
$29.2K - $32.1K
|
15.9K
$9.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-73- 1.11% |
$29.7K - $32.5K
|
6.5K
$3.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-73- 1.85% |
$29.7K - $32.5K
|
3.87K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-73- 2.64% |
$29.7K - $32.5K
|
2.69K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-73- 1.2% |
$29.7K - $32.5K
|
6K
$3.61M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-74- 7.28% |
$30.1K - $33K
|
942
$567K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-75- 5.47% |
$30.5K - $33.4K
|
1.3K
$779K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-75- 5.08% |
$30.5K - $33.4K
|
1.4K
$843K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-76- 0.35% |
$30.9K - $33.9K
|
21.5K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-76- 1.32% |
$30.9K - $33.9K
|
5.7K
$3.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-77- 4.96% |
$31.3K - $34.3K
|
1.48K
$888K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-78- 9.06% |
$31.7K - $34.8K
|
783
$471K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-78- 6.12% |
$31.7K - $34.8K
|
1.2K
$720K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-79- 1.35% |
$32.1K - $35.2K
|
5.79K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-79- 6.54% |
$32.1K - $35.2K
|
1.13K
$679K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-80- 5.61% |
$32.5K - $35.7K
|
1.35K
$810K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-82- 0.51% |
$33.3K - $36.5K
|
16.1K
$9.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-83- 0.28% |
$33.7K - $37K
|
29.3K
$17.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-83- 4.69% |
$33.7K - $37K
|
1.69K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-84- 1.56% |
$34.1K - $37.4K
|
5.29K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-84- 0.69% |
$34.1K - $37.4K
|
12.1K
$7.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-85- 5.88% |
$34.5K - $37.9K
|
1.36K
$819K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-86- 1.52% |
$34.9K - $38.3K
|
5.59K
$3.36M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-87- 1.31% |
$35.3K - $38.8K
|
6.58K
$3.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-87- 1.77% |
$35.3K - $38.8K
|
4.83K
$2.91M
|