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 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-652- 2.0% |
$265K - $291K
|
32K
$19.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-653- 66.77% |
$265K - $291K
|
325
$194K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-655- 0.52% |
$266K - $292K
|
125K
$74.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-670- 0.73% |
$272K - $299K
|
91K
$54.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-671- 49.23% |
$273K - $299K
|
692
$414K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-672- 5.69% |
$273K - $300K
|
11.1K
$6.65M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-681- 17.68% |
$277K - $304K
|
3.17K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-693- 9.93% |
$281K - $309K
|
6.29K
$3.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-694- 0.57% |
$282K - $309K
|
121K
$72.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-695- 34.47% |
$282K - $310K
|
1.32K
$789K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-696- 42.36% |
$283K - $310K
|
947
$566K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-698- 29.58% |
$284K - $311K
|
1.66K
$993K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-699Closed |
$284K - $312K
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-702- 1.19% |
$285K - $313K
|
58.2K
$34.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-706- 1.66% |
$287K - $315K
|
41.8K
$25M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-711- 1.82% |
$289K - $317K
|
38.4K
$23M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-712- 18.29% |
$289K - $317K
|
3.18K
$1.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-726- 3.52% |
$295K - $324K
|
19.9K
$11.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-727- 15.47% |
$295K - $324K
|
3.97K
$2.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-728- 2.31% |
$296K - $324K
|
30.7K
$18.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-731- 49.49% |
$297K - $326K
|
746
$446K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-731- 2.26% |
$297K - $326K
|
31.6K
$18.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-732- 1.84% |
$297K - $326K
|
39.1K
$23.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-743- 4.57% |
$302K - $331K
|
15.5K
$9.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-745- 10.02% |
$303K - $332K
|
6.69K
$4M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-746- 3.73% |
$303K - $332K
|
19.3K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-752- 0.65% |
$305K - $335K
|
115K
$68.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-754- 47.75% |
$306K - $336K
|
825
$493K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-754- 55.04% |
$306K - $336K
|
616
$368K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-766- 6.94% |
$311K - $341K
|
10.3K
$6.14M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-773- 2.38% |
$314K - $345K
|
31.7K
$19M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-774- 5.26% |
$314K - $345K
|
13.9K
$8.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-782- 0.99% |
$318K - $349K
|
77.8K
$46.5M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-784- 23.52% |
$318K - $349K
|
2.55K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-786- 12.56% |
$319K - $350K
|
5.47K
$3.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-807- 11.47% |
$328K - $360K
|
6.23K
$3.72M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-809- 0.86% |
$329K - $361K
|
92.9K
$55.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-824- 1.07% |
$335K - $367K
|
75.9K
$45.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-836- 0.92% |
$340K - $373K
|
89.6K
$53.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-846- 2.42% |
$344K - $377K
|
34.1K
$20.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-848- 64.73% |
$344K - $378K
|
462
$276K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-850- 14.03% |
$345K - $379K
|
5.21K
$3.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-857- 0.52% |
$348K - $382K
|
165K
$98.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-868- 3.0% |
$353K - $387K
|
28K
$16.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-872- 63.37% |
$354K - $389K
|
504
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-877- 2.89% |
$356K - $391K
|
29.5K
$17.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-879- 3.98% |
$357K - $392K
|
21.2K
$12.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-890- 11.47% |
$361K - $397K
|
6.87K
$4.11M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-894- 28.44% |
$363K - $398K
|
2.25K
$1.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-901- 1.33% |
$366K - $402K
|
66.6K
$39.8M
|