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 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 11.79% |
$1.08M - $1.19M
|
19.9K
$13.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.68K- 2.34% |
$1.09M - $1.19M
|
112K
$74.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.74K- 1.87% |
$1.11M - $1.22M
|
144K
$95.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.76K- 23.95% |
$1.12M - $1.23M
|
8.77K
$5.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.78K- 12.84% |
$1.13M - $1.24M
|
18.9K
$12.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.79K- 6.75% |
$1.13M - $1.24M
|
38.6K
$25.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.8K- 3.99% |
$1.14M - $1.25M
|
67.5K
$44.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-2.82K- 2.4% |
$1.14M - $1.26M
|
115K
$76.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.83K- 33.25% |
$1.15M - $1.26M
|
5.67K
$3.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.83K- 0.77% |
$1.15M - $1.26M
|
364K
$242M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.84K- 1.79% |
$1.15M - $1.26M
|
156K
$104M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-2.89K- 3.5% |
$1.17M - $1.29M
|
79.7K
$52.9M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.91K- 6.3% |
$1.18M - $1.29M
|
43.2K
$28.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.91K- 10.37% |
$1.18M - $1.3M
|
25.2K
$16.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.93K- 12.98% |
$1.19M - $1.3M
|
19.6K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.96K- 6.26% |
$1.2M - $1.32M
|
44.3K
$29.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.96K- 2.03% |
$1.2M - $1.32M
|
143K
$95.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.97K- 2.11% |
$1.21M - $1.32M
|
138K
$91.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.97K- 30.11% |
$1.21M - $1.32M
|
6.89K
$4.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.97K- 2.4% |
$1.21M - $1.33M
|
121K
$80.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.03K- 18.02% |
$1.23M - $1.35M
|
13.8K
$9.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.04K- 8.86% |
$1.23M - $1.35M
|
31.2K
$20.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-3.05K- 10.24% |
$1.24M - $1.36M
|
26.8K
$17.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-3.11K- 5.13% |
$1.26M - $1.38M
|
57.4K
$38.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.12K- 11.4% |
$1.27M - $1.39M
|
24.3K
$16.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.13K- 27.37% |
$1.27M - $1.39M
|
8.3K
$5.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3.17K- 1.27% |
$1.29M - $1.41M
|
245K
$163M
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-3.23K- 59.74% |
$1.31M - $1.44M
|
2.18K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.25K- 0.56% |
$1.32M - $1.45M
|
580K
$385M
|
|
|
Jul 28, 2023
Q2 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-3.26K- 4.85% |
$1.32M - $1.45M
|
63.9K
$42.5M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-3.33K- 2.5% |
$1.35M - $1.48M
|
130K
$86.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-3.33K- 34.21% |
$1.35M - $1.49M
|
6.41K
$4.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-3.38K- 2.44% |
$1.37M - $1.5M
|
135K
$89.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.47K- 2.17% |
$1.41M - $1.55M
|
157K
$104M
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-3.49K- 19.42% |
$1.42M - $1.56M
|
14.5K
$9.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.5K- 5.49% |
$1.42M - $1.56M
|
60.2K
$40M
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-3.54K- 3.18% |
$1.44M - $1.58M
|
108K
$71.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.54K- 2.94% |
$1.44M - $1.58M
|
117K
$77.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.55K- 6.76% |
$1.44M - $1.58M
|
49K
$32.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.56K- 20.98% |
$1.45M - $1.59M
|
13.4K
$8.9M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.6K- 23.98% |
$1.46M - $1.6M
|
11.4K
$7.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.64K- 12.32% |
$1.48M - $1.62M
|
25.9K
$17.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.64K- 3.58% |
$1.48M - $1.62M
|
98.1K
$65.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.68K- 16.03% |
$1.5M - $1.64M
|
19.3K
$12.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-3.7K- 78.31% |
$1.5M - $1.65M
|
1.03K
$681K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.72K- 10.06% |
$1.51M - $1.66M
|
33.2K
$22.1M
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.75K- 33.84% |
$1.52M - $1.67M
|
7.33K
$4.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-3.78K- 4.8% |
$1.53M - $1.68M
|
74.9K
$49.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-3.78K- 2.53% |
$1.53M - $1.68M
|
146K
$96.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.78K- 4.67% |
$1.54M - $1.68M
|
77.1K
$51.2M
|