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 17, 2023
Q2 2023
|
Client First Capital LLC
|
SELL
|
- |
-134- 0.87% |
$54.4K - $59.7K
|
15.2K
$10.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-134- 1.46% |
$54.4K - $59.7K
|
9.06K
$6.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-134- 0.7% |
$54.4K - $59.7K
|
19.1K
$12.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-136- 0.45% |
$55.2K - $60.6K
|
30.3K
$20.1M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-136- 4.72% |
$55.2K - $60.6K
|
2.74K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-137- 2.41% |
$55.6K - $61.1K
|
5.55K
$3.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-137- 3.86% |
$55.6K - $61.1K
|
3.41K
$2.26M
|
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-138- 1.6% |
$56.1K - $61.5K
|
8.5K
$5.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-139- 1.32% |
$56.5K - $62K
|
10.4K
$6.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-140- 0.34% |
$56.9K - $62.4K
|
40.8K
$27.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-141- 12.54% |
$57.3K - $62.8K
|
983
$653K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-142- 9.67% |
$57.7K - $63.3K
|
1.33K
$880K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-144- 0.38% |
$58.5K - $64.2K
|
38.2K
$25.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-144- 0.58% |
$58.5K - $64.2K
|
24.9K
$16.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-148- 0.25% |
$60.1K - $66K
|
59.9K
$39.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-148- 3.24% |
$60.1K - $66K
|
4.42K
$2.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-150- 7.68% |
$60.9K - $66.9K
|
1.8K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-150- 2.14% |
$60.9K - $66.9K
|
6.85K
$4.55M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-151- 22.78% |
$61.3K - $67.3K
|
512
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-152- 12.57% |
$61.7K - $67.7K
|
1.06K
$702K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-152- 4.92% |
$61.7K - $67.7K
|
2.94K
$1.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-153- 14.42% |
$62.1K - $68.2K
|
908
$603K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-155- 2.42% |
$63K - $69.1K
|
6.25K
$4.15M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-157- 1.65% |
$63.8K - $70K
|
9.37K
$6.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-158- 0.74% |
$64.2K - $70.4K
|
21.2K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-159- 2.83% |
$64.6K - $70.9K
|
5.45K
$3.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-160- 0.99% |
$65K - $71.3K
|
16.1K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-161- 0.79% |
$65.4K - $71.8K
|
20.1K
$13.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-166- 4.12% |
$67.4K - $74K
|
3.87K
$2.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-167- 1.5% |
$67.8K - $74.4K
|
10.9K
$7.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-168- 5.11% |
$68.2K - $74.9K
|
3.12K
$2.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-168- 1.39% |
$68.2K - $74.9K
|
11.9K
$7.9M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-168- 14.24% |
$68.2K - $74.9K
|
1.01K
$672K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-169- 9.98% |
$68.6K - $75.3K
|
1.53K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-169- 1.27% |
$68.6K - $75.3K
|
13.1K
$8.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-169- 0.24% |
$68.6K - $75.3K
|
71.4K
$47.4M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-169- 0.91% |
$68.6K - $75.3K
|
18.5K
$12.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-170- 2.51% |
$69K - $75.8K
|
6.61K
$4.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-172- 0.76% |
$69.9K - $76.7K
|
22.4K
$14.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-174- 1.89% |
$70.7K - $77.6K
|
9.03K
$6M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-174- 6.22% |
$70.7K - $77.6K
|
2.62K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-174- 8.13% |
$70.7K - $77.6K
|
1.97K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-175- 1.13% |
$71.1K - $78K
|
15.3K
$10.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-175- 0.53% |
$71.1K - $78K
|
32.9K
$21.8M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-176- 0.29% |
$71.5K - $78.4K
|
61.1K
$40.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-177- 2.72% |
$71.9K - $78.9K
|
6.32K
$4.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-179- 0.38% |
$72.7K - $79.8K
|
46.9K
$31.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-180- 14.96% |
$73.1K - $80.2K
|
1.02K
$679K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-181- 4.91% |
$73.5K - $80.7K
|
3.5K
$2.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-183- 0.9% |
$74.3K - $81.6K
|
20.1K
$13.3M
|