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 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.93K- 38.25% |
$784K - $861K
|
3.12K
$1.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.95K- 7.31% |
$791K - $868K
|
24.7K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.95K- 5.02% |
$793K - $870K
|
36.9K
$22.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.95K- 5.36% |
$794K - $871K
|
34.5K
$21.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.98K- 1.38% |
$802K - $880K
|
141K
$87.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.99K- 2.09% |
$809K - $888K
|
93.3K
$57.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2K- 25.53% |
$810K - $889K
|
5.82K
$3.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2K- 76.44% |
$812K - $891K
|
616
$382K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.03K- 2.45% |
$824K - $904K
|
80.7K
$50.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.05K- 3.57% |
$832K - $913K
|
55.3K
$34.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.05K- 7.65% |
$833K - $914K
|
24.8K
$15.4M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.07K- 7.1% |
$842K - $924K
|
27.1K
$16.8M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.1K- 2.52% |
$851K - $934K
|
81K
$50.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.1K- 14.6% |
$853K - $936K
|
12.3K
$7.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.11K- 1.38% |
$856K - $939K
|
151K
$93.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.11K- 4.06% |
$856K - $940K
|
49.8K
$30.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.14K- 9.03% |
$868K - $953K
|
21.5K
$13.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.14K- 8.36% |
$869K - $954K
|
23.5K
$14.6M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.14K- 3.3% |
$870K - $954K
|
62.7K
$38.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-2.15K- 8.42% |
$872K - $956K
|
23.4K
$14.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.15K- 4.03% |
$875K - $960K
|
51.3K
$31.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-2.2K- 3.23% |
$895K - $982K
|
66.1K
$41M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.21K- 11.22% |
$898K - $985K
|
17.5K
$10.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.25K- 3.28% |
$915K - $1M
|
66.4K
$41.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.27K- 3.53% |
$923K - $1.01M
|
62.1K
$38.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.28K- 1.38% |
$925K - $1.01M
|
162K
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.3K- 9.4% |
$936K - $1.03M
|
22.2K
$13.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.32K- 28.99% |
$944K - $1.04M
|
5.69K
$3.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.33K- 2.44% |
$946K - $1.04M
|
92.9K
$57.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.35K- 3.87% |
$953K - $1.05M
|
58.2K
$36.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.35K- 9.88% |
$956K - $1.05M
|
21.5K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.37K- 0.67% |
$961K - $1.05M
|
350K
$217M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.37K- 2.63% |
$961K - $1.05M
|
87.5K
$54.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.44K- 13.8% |
$991K - $1.09M
|
15.2K
$9.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.44K- 12.94% |
$991K - $1.09M
|
16.4K
$10.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.46K- 0.03% |
$998K - $1.09M
|
7.93M
$4.92B
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.49K- 13.69% |
$1.01M - $1.11M
|
15.7K
$9.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-2.54K- 16.94% |
$1.03M - $1.13M
|
12.4K
$7.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.55K- 32.06% |
$1.04M - $1.14M
|
5.4K
$3.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.56K- 3.81% |
$1.04M - $1.14M
|
64.5K
$40M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-2.57K- 13.17% |
$1.04M - $1.14M
|
16.9K
$10.5M
|
|
|
May 15, 2025
Q2 2023
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-2.6K- 9.59% |
$1.06M - $1.16M
|
24.5K
$15.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.65K- 6.12% |
$1.07M - $1.18M
|
40.6K
$25.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 3.17% |
$1.08M - $1.18M
|
80.9K
$50.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 11.79% |
$1.08M - $1.19M
|
19.9K
$12.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.68K- 2.34% |
$1.09M - $1.19M
|
112K
$69.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.74K- 1.87% |
$1.11M - $1.22M
|
144K
$89.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.76K- 23.95% |
$1.12M - $1.23M
|
8.77K
$5.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.78K- 12.84% |
$1.13M - $1.24M
|
18.9K
$11.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.79K- 6.75% |
$1.13M - $1.24M
|
38.6K
$23.9M
|