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 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-766- 6.94% |
$311K - $341K
|
10.3K
$6.37M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-773- 2.38% |
$314K - $345K
|
31.7K
$19.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-774- 5.26% |
$314K - $345K
|
13.9K
$8.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-782- 0.99% |
$318K - $349K
|
77.8K
$48.3M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-784- 23.52% |
$318K - $349K
|
2.55K
$1.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-786- 12.56% |
$319K - $350K
|
5.47K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-807- 11.47% |
$328K - $360K
|
6.23K
$3.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-809- 0.86% |
$329K - $361K
|
92.9K
$57.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-824- 1.07% |
$335K - $367K
|
75.9K
$47.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-836- 0.92% |
$340K - $373K
|
89.6K
$55.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-846- 2.42% |
$344K - $377K
|
34.1K
$21.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-848- 64.73% |
$344K - $378K
|
462
$287K
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-850- 14.03% |
$345K - $379K
|
5.21K
$3.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-857- 0.52% |
$348K - $382K
|
165K
$102M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-868- 3.0% |
$353K - $387K
|
28K
$17.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-872- 63.37% |
$354K - $389K
|
504
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-877- 2.89% |
$356K - $391K
|
29.5K
$18.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-879- 3.98% |
$357K - $392K
|
21.2K
$13.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-890- 11.47% |
$361K - $397K
|
6.87K
$4.26M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-894- 28.44% |
$363K - $398K
|
2.25K
$1.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-901- 1.33% |
$366K - $402K
|
66.6K
$41.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-906- 17.49% |
$368K - $404K
|
4.27K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-921- 22.93% |
$374K - $410K
|
3.1K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-922- 3.21% |
$374K - $411K
|
27.8K
$17.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-926- 63.69% |
$376K - $413K
|
528
$328K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-929- 2.67% |
$377K - $414K
|
33.9K
$21.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-931- 10.37% |
$378K - $415K
|
8.04K
$4.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-947- 0.22% |
$385K - $422K
|
431K
$268M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-948- 23.03% |
$385K - $423K
|
3.17K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-957- 2.73% |
$389K - $427K
|
34.1K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-961- 6.28% |
$390K - $428K
|
14.4K
$8.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-962- 15.54% |
$391K - $429K
|
5.23K
$3.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-963- 29.32% |
$391K - $429K
|
2.32K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-963- 0.79% |
$391K - $429K
|
121K
$75.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-970- 16.26% |
$394K - $432K
|
5K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-972- 10.7% |
$395K - $433K
|
8.11K
$5.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-984- 3.56% |
$400K - $439K
|
26.7K
$16.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-985- 9.13% |
$400K - $439K
|
9.81K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-985- 1.69% |
$400K - $439K
|
57.2K
$35.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-999- 5.83% |
$406K - $445K
|
16.1K
$10M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1K- 11.08% |
$406K - $446K
|
8.03K
$4.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1K- 56.85% |
$406K - $446K
|
759
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 2.13% |
$408K - $448K
|
46.2K
$28.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.01K- 25.02% |
$409K - $448K
|
3.02K
$1.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.01K- 1.53% |
$409K - $449K
|
64.9K
$40.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.02K- 21.12% |
$415K - $455K
|
3.81K
$2.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.03K- 28.63% |
$418K - $459K
|
2.57K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.04K- 67.73% |
$422K - $463K
|
495
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-1.04K- 2.52% |
$422K - $464K
|
40.3K
$25M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.04K- 0.82% |
$424K - $465K
|
126K
$78.5M
|