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 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.43K- 1.38% |
$580K - $636K
|
102K
$63.4M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.43K- 1.2% |
$582K - $638K
|
118K
$73M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 0.84% |
$585K - $642K
|
170K
$105M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 1.18% |
$589K - $646K
|
122K
$75.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.45K- 0.28% |
$590K - $647K
|
510K
$317M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 13.55% |
$594K - $652K
|
9.33K
$5.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.47K- 7.12% |
$595K - $653K
|
19.1K
$11.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.47K- 4.51% |
$596K - $654K
|
31K
$19.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-1.48K- 73.87% |
$602K - $660K
|
524
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.48K- 9.41% |
$602K - $660K
|
14.3K
$8.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-1.49K- 1.89% |
$606K - $665K
|
77.6K
$48.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.5K- 47.78% |
$608K - $668K
|
1.64K
$1.02M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.5K- 66.67% |
$609K - $669K
|
750
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.55K- 8.38% |
$630K - $692K
|
17K
$10.5M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.56K- 7.82% |
$635K - $697K
|
18.4K
$11.4M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.57K- 6.63% |
$638K - $700K
|
22.1K
$13.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.58K- 5.72% |
$640K - $702K
|
26K
$16.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.58K- 9.83% |
$641K - $704K
|
14.5K
$8.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.59K- 2.25% |
$645K - $708K
|
69K
$42.8M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.59K- 2.25% |
$645K - $708K
|
69K
$42.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.6K- 15.13% |
$649K - $712K
|
8.96K
$5.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.61K- 3.1% |
$653K - $716K
|
50.3K
$31.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.61K- 1.08% |
$656K - $719K
|
148K
$91.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.62K- 1.52% |
$656K - $720K
|
105K
$65.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.62K- 0.39% |
$658K - $722K
|
414K
$257M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.64K- 8.99% |
$666K - $731K
|
16.6K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.64K- 5.68% |
$668K - $733K
|
27.3K
$16.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.65K- 13.59% |
$670K - $735K
|
10.5K
$6.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.65K- 12.91% |
$670K - $735K
|
11.1K
$6.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.66K- 7.59% |
$673K - $739K
|
20.2K
$12.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.69K- 13.12% |
$686K - $752K
|
11.2K
$6.94M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.7K- 23.21% |
$691K - $758K
|
5.63K
$3.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.71K- 18.82% |
$696K - $764K
|
7.39K
$4.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 6.18% |
$698K - $766K
|
26.1K
$16.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.72K- 6.2% |
$700K - $768K
|
26.1K
$16.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.74K- 11.82% |
$706K - $774K
|
13K
$8.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.76K- 5.66% |
$714K - $783K
|
29.3K
$18.2M
|
|
|
Aug 14, 2023
Q2 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-1.77K- 4.73% |
$718K - $788K
|
35.6K
$22.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-1.77K- 1.39% |
$719K - $788K
|
125K
$77.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.78K- 7.1% |
$721K - $792K
|
23.2K
$14.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.78K- 0.79% |
$723K - $794K
|
223K
$139M
|
|
|
May 19, 2025
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.8K- 2.64% |
$731K - $802K
|
66.5K
$41.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.82K- 2.11% |
$738K - $809K
|
84K
$52.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.82K- 3.57% |
$740K - $813K
|
49.3K
$30.6M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.83K- 40.67% |
$743K - $816K
|
2.67K
$1.66M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.84K- 8.77% |
$746K - $818K
|
19.1K
$11.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.84K- 14.13% |
$746K - $819K
|
11.2K
$6.93M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.86K- 2.02% |
$756K - $829K
|
90.3K
$56.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.89K- 3.18% |
$769K - $844K
|
57.7K
$35.8M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.92K- 8.09% |
$779K - $855K
|
21.8K
$13.5M
|