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 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2K- 76.44% |
$812K - $891K
|
616
$349K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.03K- 2.45% |
$824K - $904K
|
80.7K
$45.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.05K- 3.57% |
$832K - $913K
|
55.3K
$31.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.05K- 7.65% |
$833K - $914K
|
24.8K
$14M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.07K- 7.1% |
$842K - $924K
|
27.1K
$15.4M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.1K- 2.52% |
$851K - $934K
|
81K
$45.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.1K- 14.6% |
$853K - $936K
|
12.3K
$6.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.11K- 1.38% |
$856K - $939K
|
151K
$85.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.11K- 4.06% |
$856K - $940K
|
49.8K
$28.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.14K- 9.03% |
$868K - $953K
|
21.5K
$12.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.14K- 8.36% |
$869K - $954K
|
23.5K
$13.3M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.14K- 3.3% |
$870K - $954K
|
62.7K
$35.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-2.15K- 8.42% |
$872K - $956K
|
23.4K
$13.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.15K- 4.03% |
$875K - $960K
|
51.3K
$29.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-2.2K- 3.23% |
$895K - $982K
|
66.1K
$37.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.21K- 11.22% |
$898K - $985K
|
17.5K
$9.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.25K- 3.28% |
$915K - $1M
|
66.4K
$37.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.27K- 3.53% |
$923K - $1.01M
|
62.1K
$35.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.28K- 1.38% |
$925K - $1.01M
|
162K
$92M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 9.4% |
$936K - $1.03M
|
22.2K
$12.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.32K- 28.99% |
$944K - $1.04M
|
5.69K
$3.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.33K- 2.44% |
$946K - $1.04M
|
92.9K
$52.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.35K- 3.87% |
$953K - $1.05M
|
58.2K
$33M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.35K- 9.88% |
$956K - $1.05M
|
21.5K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.37K- 0.67% |
$961K - $1.05M
|
350K
$198M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.37K- 2.63% |
$961K - $1.05M
|
87.5K
$49.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.44K- 13.8% |
$991K - $1.09M
|
15.2K
$8.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.44K- 12.94% |
$991K - $1.09M
|
16.4K
$9.31M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.46K- 0.03% |
$998K - $1.09M
|
7.93M
$4.49B
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.49K- 13.69% |
$1.01M - $1.11M
|
15.7K
$8.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.54K- 16.94% |
$1.03M - $1.13M
|
12.4K
$7.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.55K- 32.06% |
$1.04M - $1.14M
|
5.4K
$3.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.56K- 3.81% |
$1.04M - $1.14M
|
64.5K
$36.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-2.57K- 13.17% |
$1.04M - $1.14M
|
16.9K
$9.59M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.65K- 6.12% |
$1.07M - $1.18M
|
40.6K
$23M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 3.17% |
$1.08M - $1.18M
|
80.9K
$45.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 11.79% |
$1.08M - $1.19M
|
19.9K
$11.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.68K- 2.34% |
$1.09M - $1.19M
|
112K
$63.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.74K- 1.87% |
$1.11M - $1.22M
|
144K
$81.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.76K- 23.95% |
$1.12M - $1.23M
|
8.77K
$4.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.78K- 12.84% |
$1.13M - $1.24M
|
18.9K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.79K- 6.75% |
$1.13M - $1.24M
|
38.6K
$21.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.8K- 3.99% |
$1.14M - $1.25M
|
67.5K
$38.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-2.82K- 2.4% |
$1.14M - $1.26M
|
115K
$65M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.83K- 33.25% |
$1.15M - $1.26M
|
5.67K
$3.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.83K- 0.77% |
$1.15M - $1.26M
|
364K
$206M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.84K- 1.79% |
$1.15M - $1.26M
|
156K
$88.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-2.89K- 3.5% |
$1.17M - $1.29M
|
79.7K
$45.2M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.91K- 6.3% |
$1.18M - $1.29M
|
43.2K
$24.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.91K- 10.37% |
$1.18M - $1.3M
|
25.2K
$14.3M
|