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
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-50- 1.4% |
$20.3K - $22.3K
|
3.52K
$2.22M
|
|
|
Sep 19, 2023
Q2 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-50- 0.66% |
$20.3K - $22.3K
|
7.57K
$4.78M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-51- 0.42% |
$20.7K - $22.7K
|
12K
$7.56M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-51- 0.75% |
$20.7K - $22.7K
|
6.72K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-51- 3.91% |
$20.7K - $22.7K
|
1.26K
$793K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-52- 0.63% |
$21.1K - $23.2K
|
8.25K
$5.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-52- 1.14% |
$21.1K - $23.2K
|
4.51K
$2.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-53- 1.97% |
$21.5K - $23.6K
|
2.64K
$1.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-55- 3.32% |
$22.3K - $24.5K
|
1.6K
$1.01M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-55- 1.11% |
$22.3K - $24.5K
|
4.89K
$3.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-56- 0.19% |
$22.7K - $25K
|
30K
$19M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-56- 1.36% |
$22.7K - $25K
|
4.05K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-57- 3.26% |
$23.2K - $25.4K
|
1.69K
$1.07M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-58- 9.6% |
$23.6K - $25.9K
|
546
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-58- 3.88% |
$23.6K - $25.9K
|
1.44K
$908K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-59- 3.93% |
$24K - $26.3K
|
1.44K
$912K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-59- 1.21% |
$24K - $26.3K
|
4.81K
$3.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-60- 3.37% |
$24.4K - $26.7K
|
1.72K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-60- 6.94% |
$24.4K - $26.7K
|
805
$509K
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-61- 3.0% |
$24.8K - $27.2K
|
1.98K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-61- 3.97% |
$24.8K - $27.2K
|
1.48K
$933K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-61- 15.17% |
$24.8K - $27.2K
|
341
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-61- 8.33% |
$24.8K - $27.2K
|
671
$424K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-62- 0.48% |
$25.2K - $27.6K
|
12.8K
$8.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-62- 3.32% |
$25.2K - $27.6K
|
1.81K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-62- 8.16% |
$25.2K - $27.6K
|
698
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-62- 1.35% |
$25.2K - $27.6K
|
4.53K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-62- 0.41% |
$25.2K - $27.6K
|
15.2K
$9.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-62- 0.55% |
$25.2K - $27.6K
|
11.2K
$7.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-63- 1.18% |
$25.6K - $28.1K
|
5.28K
$3.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-63- 12.35% |
$25.6K - $28.1K
|
447
$282K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-64- 10.51% |
$26K - $28.5K
|
545
$344K
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 6.79% |
$26.4K - $29K
|
892
$564K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.57% |
$26.4K - $29K
|
4.08K
$2.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-66- 2.08% |
$26.8K - $29.4K
|
3.1K
$1.96M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-67- 0.68% |
$27.2K - $29.9K
|
9.75K
$6.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-67- 7.58% |
$27.2K - $29.9K
|
817
$516K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-68- 8.09% |
$27.6K - $30.3K
|
773
$488K
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-68- 4.41% |
$27.6K - $30.3K
|
1.47K
$931K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-69- 3.25% |
$28K - $30.8K
|
2.05K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-70- 11.42% |
$28.4K - $31.2K
|
543
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-71- 2.89% |
$28.8K - $31.6K
|
2.39K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-72- 4.69% |
$29.2K - $32.1K
|
1.46K
$925K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-72- 0.45% |
$29.2K - $32.1K
|
15.9K
$10M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-73- 1.11% |
$29.7K - $32.5K
|
6.5K
$4.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-73- 1.85% |
$29.7K - $32.5K
|
3.87K
$2.45M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-73- 2.64% |
$29.7K - $32.5K
|
2.69K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-73- 1.2% |
$29.7K - $32.5K
|
6K
$3.79M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-74- 7.28% |
$30.1K - $33K
|
942
$595K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-75- 5.47% |
$30.5K - $33.4K
|
1.3K
$818K
|