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 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-387- 16.46% |
$157K - $172K
|
1.96K
$1.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-390- 16.99% |
$158K - $174K
|
1.91K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-392- 6.47% |
$159K - $175K
|
5.67K
$3.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-398- 0.68% |
$162K - $177K
|
58.1K
$38.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-401- 22.59% |
$163K - $179K
|
1.37K
$912K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-401- 2.12% |
$163K - $179K
|
18.5K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-408- 0.53% |
$166K - $182K
|
76.6K
$50.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-413- 33.15% |
$168K - $184K
|
833
$553K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
SELL
|
- |
-416- 32.91% |
$169K - $185K
|
848
$563K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-418- 1.15% |
$170K - $186K
|
35.8K
$23.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-418- 5.44% |
$170K - $186K
|
7.26K
$4.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-424- 48.02% |
$172K - $189K
|
459
$305K
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-426- 46.05% |
$173K - $190K
|
499
$331K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-430- 6.72% |
$175K - $192K
|
5.97K
$3.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-431- 38.45% |
$175K - $192K
|
690
$458K
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-434- 13.06% |
$176K - $193K
|
2.89K
$1.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-435- 45.55% |
$177K - $194K
|
520
$345K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-437- 4.21% |
$177K - $195K
|
9.94K
$6.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-437- 11.67% |
$177K - $195K
|
3.31K
$2.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-437- 0.82% |
$177K - $195K
|
53.1K
$35.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-438- 4.88% |
$178K - $195K
|
8.53K
$5.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-442- 6.89% |
$180K - $197K
|
5.98K
$3.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-449- 10.75% |
$182K - $200K
|
3.73K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-453- 5.42% |
$184K - $202K
|
7.9K
$5.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-454- 0.53% |
$184K - $202K
|
85.8K
$57M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-456- 5.08% |
$185K - $203K
|
8.53K
$5.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-459- 35.64% |
$186K - $205K
|
829
$550K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-463- 7.38% |
$188K - $206K
|
5.81K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-464- 2.07% |
$188K - $207K
|
21.9K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-467- 12.41% |
$190K - $208K
|
3.3K
$2.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-469- 4.67% |
$190K - $209K
|
9.57K
$6.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-471- 8.52% |
$191K - $210K
|
5.06K
$3.36M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-484- 0.97% |
$197K - $216K
|
49.6K
$32.9M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-485- 0.6% |
$197K - $216K
|
80.1K
$53.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-486- 10.29% |
$197K - $217K
|
4.24K
$2.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-487- 6.3% |
$198K - $217K
|
7.24K
$4.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-499- 0.79% |
$203K - $222K
|
62.6K
$41.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-500- 19.94% |
$203K - $223K
|
2.01K
$1.33M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-500- 19.94% |
$203K - $223K
|
2.01K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-507- 0.77% |
$206K - $226K
|
65.5K
$43.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-507- 35.73% |
$206K - $226K
|
912
$606K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-509- 0.15% |
$207K - $227K
|
348K
$231M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-518- 39.78% |
$210K - $231K
|
784
$521K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-524- 32.98% |
$213K - $234K
|
1.07K
$707K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-526- 6.87% |
$214K - $234K
|
7.13K
$4.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-532- 2.0% |
$216K - $237K
|
26.1K
$17.3M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-532Closed |
$216K - $237K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-541- 16.08% |
$220K - $241K
|
2.82K
$1.88M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-542- 10.27% |
$220K - $242K
|
4.73K
$3.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-544- 2.01% |
$221K - $242K
|
26.6K
$17.6M
|