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 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.5K- 47.78% |
$608K - $668K
|
1.64K
$1M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.5K- 66.67% |
$609K - $669K
|
750
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.55K- 8.38% |
$630K - $692K
|
17K
$10.4M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.56K- 7.82% |
$635K - $697K
|
18.4K
$11.3M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.57K- 6.63% |
$638K - $700K
|
22.1K
$13.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.58K- 5.72% |
$640K - $702K
|
26K
$15.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.58K- 9.83% |
$641K - $704K
|
14.5K
$8.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.59K- 2.25% |
$645K - $708K
|
69K
$42.3M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.59K- 2.25% |
$645K - $708K
|
69K
$42.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.6K- 15.13% |
$649K - $712K
|
8.96K
$5.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.61K- 3.1% |
$653K - $716K
|
50.3K
$30.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-1.61K- 1.08% |
$656K - $719K
|
148K
$90.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.62K- 1.52% |
$656K - $720K
|
105K
$64.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.62K- 0.39% |
$658K - $722K
|
414K
$254M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.64K- 8.99% |
$666K - $731K
|
16.6K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.64K- 5.68% |
$668K - $733K
|
27.3K
$16.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.65K- 13.59% |
$670K - $735K
|
10.5K
$6.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.65K- 12.91% |
$670K - $735K
|
11.1K
$6.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.66K- 7.59% |
$673K - $739K
|
20.2K
$12.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.69K- 13.12% |
$686K - $752K
|
11.2K
$6.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.7K- 23.21% |
$691K - $758K
|
5.63K
$3.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.71K- 18.82% |
$696K - $764K
|
7.39K
$4.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 6.18% |
$698K - $766K
|
26.1K
$16M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.72K- 6.2% |
$700K - $768K
|
26.1K
$16M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.74K- 11.82% |
$706K - $774K
|
13K
$7.94M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.76K- 5.66% |
$714K - $783K
|
29.3K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-1.77K- 4.73% |
$718K - $788K
|
35.6K
$21.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-1.77K- 1.39% |
$719K - $788K
|
125K
$76.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.78K- 7.1% |
$721K - $792K
|
23.2K
$14.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.78K- 0.79% |
$723K - $794K
|
223K
$137M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.82K- 2.11% |
$738K - $809K
|
84K
$51.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.82K- 3.57% |
$740K - $813K
|
49.3K
$30.2M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.83K- 40.67% |
$743K - $816K
|
2.67K
$1.64M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.84K- 8.77% |
$746K - $818K
|
19.1K
$11.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.84K- 14.13% |
$746K - $819K
|
11.2K
$6.84M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.86K- 2.02% |
$756K - $829K
|
90.3K
$55.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.89K- 3.18% |
$769K - $844K
|
57.7K
$35.3M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.92K- 8.09% |
$779K - $855K
|
21.8K
$13.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.93K- 38.25% |
$784K - $861K
|
3.12K
$1.91M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.95K- 7.31% |
$791K - $868K
|
24.7K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.95K- 5.02% |
$793K - $870K
|
36.9K
$22.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.95K- 5.36% |
$794K - $871K
|
34.5K
$21.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.98K- 1.38% |
$802K - $880K
|
141K
$86.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.99K- 2.09% |
$809K - $888K
|
93.3K
$57.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2K- 25.53% |
$810K - $889K
|
5.82K
$3.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-2K- 76.44% |
$812K - $891K
|
616
$377K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.03K- 2.45% |
$824K - $904K
|
80.7K
$49.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.05K- 3.57% |
$832K - $913K
|
55.3K
$33.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.05K- 7.65% |
$833K - $914K
|
24.8K
$15.2M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.07K- 7.1% |
$842K - $924K
|
27.1K
$16.6M
|