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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.14K- 3.3% |
$870K - $954K
|
62.7K
$37.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-2.15K- 8.42% |
$872K - $956K
|
23.4K
$13.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.15K- 4.03% |
$875K - $960K
|
51.3K
$30.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-2.2K- 3.23% |
$895K - $982K
|
66.1K
$39.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.21K- 11.22% |
$898K - $985K
|
17.5K
$10.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.25K- 3.28% |
$915K - $1M
|
66.4K
$39.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.27K- 3.53% |
$923K - $1.01M
|
62.1K
$36.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.28K- 1.38% |
$925K - $1.01M
|
162K
$96.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 9.4% |
$936K - $1.03M
|
22.2K
$13.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.32K- 28.99% |
$944K - $1.04M
|
5.69K
$3.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.33K- 2.44% |
$946K - $1.04M
|
92.9K
$55M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.35K- 3.87% |
$953K - $1.05M
|
58.2K
$34.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.35K- 9.88% |
$956K - $1.05M
|
21.5K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.37K- 0.67% |
$961K - $1.05M
|
350K
$207M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.37K- 2.63% |
$961K - $1.05M
|
87.5K
$51.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.44K- 13.8% |
$991K - $1.09M
|
15.2K
$9.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.44K- 12.94% |
$991K - $1.09M
|
16.4K
$9.72M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.46K- 0.03% |
$998K - $1.09M
|
7.93M
$4.69B
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.49K- 13.69% |
$1.01M - $1.11M
|
15.7K
$9.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.54K- 16.94% |
$1.03M - $1.13M
|
12.4K
$7.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.55K- 32.06% |
$1.04M - $1.14M
|
5.4K
$3.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.56K- 3.81% |
$1.04M - $1.14M
|
64.5K
$38.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-2.57K- 13.17% |
$1.04M - $1.14M
|
16.9K
$10M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.65K- 6.12% |
$1.07M - $1.18M
|
40.6K
$24M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 3.17% |
$1.08M - $1.18M
|
80.9K
$47.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 11.79% |
$1.08M - $1.19M
|
19.9K
$11.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.68K- 2.34% |
$1.09M - $1.19M
|
112K
$66.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.74K- 1.87% |
$1.11M - $1.22M
|
144K
$85.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.76K- 23.95% |
$1.12M - $1.23M
|
8.77K
$5.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.78K- 12.84% |
$1.13M - $1.24M
|
18.9K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.79K- 6.75% |
$1.13M - $1.24M
|
38.6K
$22.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.8K- 3.99% |
$1.14M - $1.25M
|
67.5K
$40M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-2.82K- 2.4% |
$1.14M - $1.26M
|
115K
$67.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.83K- 33.25% |
$1.15M - $1.26M
|
5.67K
$3.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.83K- 0.77% |
$1.15M - $1.26M
|
364K
$215M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.84K- 1.79% |
$1.15M - $1.26M
|
156K
$92.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-2.89K- 3.5% |
$1.17M - $1.29M
|
79.7K
$47.2M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.91K- 6.3% |
$1.18M - $1.29M
|
43.2K
$25.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.91K- 10.37% |
$1.18M - $1.3M
|
25.2K
$14.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.93K- 12.98% |
$1.19M - $1.3M
|
19.6K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.96K- 6.26% |
$1.2M - $1.32M
|
44.3K
$26.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.96K- 2.03% |
$1.2M - $1.32M
|
143K
$84.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.97K- 2.11% |
$1.21M - $1.32M
|
138K
$81.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-2.97K- 30.11% |
$1.21M - $1.32M
|
6.89K
$4.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.97K- 2.4% |
$1.21M - $1.33M
|
121K
$71.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.03K- 18.02% |
$1.23M - $1.35M
|
13.8K
$8.16M
|
|
|
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
$18.5M
|
|
|
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
$15.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-3.11K- 5.13% |
$1.26M - $1.38M
|
57.4K
$34M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.12K- 11.4% |
$1.27M - $1.39M
|
24.3K
$14.4M
|