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
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-140- 0.34% |
$56.9K - $62.4K
|
40.8K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-141- 12.54% |
$57.3K - $62.8K
|
983
$549K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-142- 9.67% |
$57.7K - $63.3K
|
1.33K
$740K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-144- 0.38% |
$58.5K - $64.2K
|
38.2K
$21.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-144- 0.58% |
$58.5K - $64.2K
|
24.9K
$13.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-148- 0.25% |
$60.1K - $66K
|
59.9K
$33.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-148- 3.24% |
$60.1K - $66K
|
4.42K
$2.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-150- 7.68% |
$60.9K - $66.9K
|
1.8K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-150- 2.14% |
$60.9K - $66.9K
|
6.85K
$3.82M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-151- 22.78% |
$61.3K - $67.3K
|
512
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-152- 12.57% |
$61.7K - $67.7K
|
1.06K
$590K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-152- 4.92% |
$61.7K - $67.7K
|
2.94K
$1.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-153- 14.42% |
$62.1K - $68.2K
|
908
$507K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-155- 2.42% |
$63K - $69.1K
|
6.25K
$3.49M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-157- 1.65% |
$63.8K - $70K
|
9.37K
$5.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-158- 0.74% |
$64.2K - $70.4K
|
21.2K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-159- 2.83% |
$64.6K - $70.9K
|
5.45K
$3.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-160- 0.99% |
$65K - $71.3K
|
16.1K
$8.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-161- 0.79% |
$65.4K - $71.8K
|
20.1K
$11.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-166- 4.12% |
$67.4K - $74K
|
3.87K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-167- 1.5% |
$67.8K - $74.4K
|
10.9K
$6.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-168- 5.11% |
$68.2K - $74.9K
|
3.12K
$1.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-168- 1.39% |
$68.2K - $74.9K
|
11.9K
$6.64M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-168- 14.24% |
$68.2K - $74.9K
|
1.01K
$565K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-169- 9.98% |
$68.6K - $75.3K
|
1.53K
$851K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-169- 1.27% |
$68.6K - $75.3K
|
13.1K
$7.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-169- 0.24% |
$68.6K - $75.3K
|
71.4K
$39.9M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-169- 0.91% |
$68.6K - $75.3K
|
18.5K
$10.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-170- 2.51% |
$69K - $75.8K
|
6.61K
$3.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-172- 0.76% |
$69.9K - $76.7K
|
22.4K
$12.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-174- 1.89% |
$70.7K - $77.6K
|
9.03K
$5.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-174- 6.22% |
$70.7K - $77.6K
|
2.62K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-174- 8.13% |
$70.7K - $77.6K
|
1.97K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-175- 1.13% |
$71.1K - $78K
|
15.3K
$8.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-175- 0.53% |
$71.1K - $78K
|
32.9K
$18.4M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-176- 0.29% |
$71.5K - $78.4K
|
61.1K
$34.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-177- 2.72% |
$71.9K - $78.9K
|
6.32K
$3.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-179- 0.38% |
$72.7K - $79.8K
|
46.9K
$26.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-180- 14.96% |
$73.1K - $80.2K
|
1.02K
$571K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-181- 4.91% |
$73.5K - $80.7K
|
3.5K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-183- 0.9% |
$74.3K - $81.6K
|
20.1K
$11.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-184- 4.92% |
$74.7K - $82K
|
3.56K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-184- 0.35% |
$74.7K - $82K
|
52.9K
$29.5M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-185- 1.37% |
$75.1K - $82.5K
|
13.3K
$7.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-186- 3.71% |
$75.5K - $82.9K
|
4.83K
$2.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-187- 52.97% |
$76K - $83.3K
|
166
$92.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-188- 5.56% |
$76.4K - $83.8K
|
3.19K
$1.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-189- 5.26% |
$76.8K - $84.2K
|
3.41K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-191- 1.2% |
$77.6K - $85.1K
|
15.8K
$8.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-191- 2.03% |
$77.6K - $85.1K
|
9.21K
$5.14M
|