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 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-906- 17.49% |
$368K - $404K
|
4.27K
$2.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-921- 22.93% |
$374K - $410K
|
3.1K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-922- 3.21% |
$374K - $411K
|
27.8K
$16.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-926- 63.69% |
$376K - $413K
|
528
$319K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-929- 2.67% |
$377K - $414K
|
33.9K
$20.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-931- 10.37% |
$378K - $415K
|
8.04K
$4.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-947- 0.22% |
$385K - $422K
|
431K
$260M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-948- 23.03% |
$385K - $423K
|
3.17K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-957- 2.73% |
$389K - $427K
|
34.1K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-961- 6.28% |
$390K - $428K
|
14.4K
$8.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-962- 15.54% |
$391K - $429K
|
5.23K
$3.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-963- 29.32% |
$391K - $429K
|
2.32K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-963- 0.79% |
$391K - $429K
|
121K
$73.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-970- 16.26% |
$394K - $432K
|
5K
$3.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-972- 10.7% |
$395K - $433K
|
8.11K
$4.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-984- 3.56% |
$400K - $439K
|
26.7K
$16.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-985- 9.13% |
$400K - $439K
|
9.81K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-985- 1.69% |
$400K - $439K
|
57.2K
$34.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-999- 5.83% |
$406K - $445K
|
16.1K
$9.74M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1K- 11.08% |
$406K - $446K
|
8.03K
$4.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1K- 56.85% |
$406K - $446K
|
759
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 2.13% |
$408K - $448K
|
46.2K
$27.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.01K- 25.02% |
$409K - $448K
|
3.02K
$1.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.01K- 1.53% |
$409K - $449K
|
64.9K
$39.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.02K- 21.12% |
$415K - $455K
|
3.81K
$2.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.03K- 28.63% |
$418K - $459K
|
2.57K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.04K- 67.73% |
$422K - $463K
|
495
$299K
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-1.04K- 2.52% |
$422K - $464K
|
40.3K
$24.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.04K- 0.82% |
$424K - $465K
|
126K
$76.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.05K- 1.19% |
$426K - $467K
|
87.3K
$52.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-1.05K- 3.21% |
$426K - $468K
|
31.6K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.06K- 0.64% |
$432K - $474K
|
166K
$100M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.06K- 6.93% |
$432K - $474K
|
14.3K
$8.62M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.06K- 6.93% |
$432K - $474K
|
14.3K
$8.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.08K- 7.31% |
$437K - $479K
|
13.6K
$8.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.08K- 7.41% |
$437K - $480K
|
13.4K
$8.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.08K- 40.27% |
$439K - $481K
|
1.6K
$967K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.08K- 17.14% |
$440K - $483K
|
5.24K
$3.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.09K- 8.42% |
$443K - $486K
|
11.9K
$7.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.1K- 12.52% |
$447K - $491K
|
7.69K
$4.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.11K- 45.26% |
$452K - $496K
|
1.35K
$813K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.12K- 11.48% |
$455K - $499K
|
8.64K
$5.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.13K- 38.37% |
$460K - $505K
|
1.82K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.14K- 0.93% |
$461K - $506K
|
121K
$73.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 25.18% |
$465K - $511K
|
3.41K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.16K- 7.88% |
$472K - $518K
|
13.6K
$8.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.17K- 4.55% |
$475K - $521K
|
24.5K
$14.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.17K- 5.43% |
$476K - $523K
|
20.4K
$12.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.18K- 5.33% |
$479K - $526K
|
21K
$12.7M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-1.18K- 2.53% |
$480K - $527K
|
45.6K
$27.5M
|