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 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-459- 35.64% |
$186K - $205K
|
829
$495K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-463- 7.38% |
$188K - $206K
|
5.81K
$3.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-464- 2.07% |
$188K - $207K
|
21.9K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-467- 12.41% |
$190K - $208K
|
3.3K
$1.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-469- 4.67% |
$190K - $209K
|
9.57K
$5.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-471- 8.52% |
$191K - $210K
|
5.06K
$3.02M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-484- 0.97% |
$197K - $216K
|
49.6K
$29.6M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-485- 0.6% |
$197K - $216K
|
80.1K
$47.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-486- 10.29% |
$197K - $217K
|
4.24K
$2.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-487- 6.3% |
$198K - $217K
|
7.24K
$4.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-499- 0.79% |
$203K - $222K
|
62.6K
$37.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-500- 19.94% |
$203K - $223K
|
2.01K
$1.2M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-500- 19.94% |
$203K - $223K
|
2.01K
$1.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-507- 0.77% |
$206K - $226K
|
65.5K
$39.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-507- 35.73% |
$206K - $226K
|
912
$545K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-509- 0.15% |
$207K - $227K
|
348K
$208M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-518- 39.78% |
$210K - $231K
|
784
$469K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-524- 32.98% |
$213K - $234K
|
1.07K
$636K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-526- 6.87% |
$214K - $234K
|
7.13K
$4.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-532- 2.0% |
$216K - $237K
|
26.1K
$15.6M
|
|
|
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
$1.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-542- 10.27% |
$220K - $242K
|
4.73K
$2.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-544- 2.01% |
$221K - $242K
|
26.6K
$15.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-545- 5.31% |
$221K - $243K
|
9.71K
$5.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-550- 9.71% |
$223K - $245K
|
5.11K
$3.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-551- 2.33% |
$224K - $246K
|
23.1K
$13.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-556- 4.3% |
$226K - $248K
|
12.4K
$7.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-558- 2.25% |
$227K - $249K
|
24.3K
$14.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-564- 2.24% |
$229K - $251K
|
24.6K
$14.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-565- 8.28% |
$229K - $252K
|
6.26K
$3.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-565- 0.15% |
$229K - $252K
|
385K
$230M
|
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-566- 5.14% |
$230K - $252K
|
10.4K
$6.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-570- 18.49% |
$232K - $254K
|
2.51K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-571- 21.88% |
$232K - $255K
|
2.04K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-579- 2.92% |
$235K - $258K
|
19.2K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-587- 4.04% |
$238K - $262K
|
14K
$8.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-589- 5.28% |
$239K - $263K
|
10.6K
$6.31M
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-600- 3.17% |
$244K - $267K
|
18.3K
$11M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-603- 1.1% |
$245K - $269K
|
54.2K
$32.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-616- 19.46% |
$250K - $275K
|
2.55K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-623- 8.52% |
$253K - $278K
|
6.69K
$4M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-624- 1.8% |
$253K - $278K
|
34K
$20.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-627- 16.9% |
$255K - $279K
|
3.08K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-632- 6.81% |
$257K - $282K
|
8.65K
$5.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-639- 19.26% |
$260K - $285K
|
2.68K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-641- 2.98% |
$260K - $286K
|
20.9K
$12.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-645- 34.88% |
$262K - $287K
|
1.2K
$720K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-646- 5.17% |
$262K - $288K
|
11.9K
$7.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-651- 0.26% |
$264K - $290K
|
252K
$151M
|