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 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10- 0.05% |
$4.06K - $4.46K
|
18.3K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-10- 1.09% |
$4.06K - $4.46K
|
905
$541K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-10- 0.53% |
$4.06K - $4.46K
|
1.86K
$1.11M
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-10- 0.61% |
$4.06K - $4.46K
|
1.62K
$968K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-11- 2.24% |
$4.47K - $4.9K
|
480
$287K
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-11- 0.2% |
$4.47K - $4.9K
|
5.39K
$3.22M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-12- 0.05% |
$4.87K - $5.35K
|
22.4K
$13.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-12- 0.07% |
$4.87K - $5.35K
|
16.9K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
SELL
|
- |
-12- 0.44% |
$4.87K - $5.35K
|
2.71K
$1.62M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.36% |
$4.87K - $5.35K
|
3.34K
$2M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-13- 2.12% |
$5.28K - $5.79K
|
601
$359K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-14- 0.44% |
$5.69K - $6.24K
|
3.14K
$1.88M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.58% |
$5.69K - $6.24K
|
2.38K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-15- 0.24% |
$6.09K - $6.69K
|
6.35K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-15- 1.92% |
$6.09K - $6.69K
|
765
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-15- 0.15% |
$6.09K - $6.69K
|
9.95K
$5.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-16- 0.51% |
$6.5K - $7.13K
|
3.13K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-16- 0.05% |
$6.5K - $7.13K
|
30.7K
$18.4M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-16- 1.9% |
$6.5K - $7.13K
|
827
$494K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-17- 0.16% |
$6.9K - $7.58K
|
10.3K
$6.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-17- 2.88% |
$6.9K - $7.58K
|
573
$342K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-17- 0.19% |
$6.9K - $7.58K
|
9.09K
$5.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-17- 0.56% |
$6.9K - $7.58K
|
3.01K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-17- 0.36% |
$6.9K - $7.58K
|
4.64K
$2.77M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-18- 0.34% |
$7.31K - $8.02K
|
5.28K
$3.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-18- 0.51% |
$7.31K - $8.02K
|
3.49K
$2.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-18- 0.11% |
$7.31K - $8.02K
|
16.1K
$9.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-19- 0.07% |
$7.72K - $8.47K
|
29K
$17.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-19- 0.36% |
$7.72K - $8.47K
|
5.24K
$3.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-19- 3.77% |
$7.72K - $8.47K
|
485
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-19- 3.69% |
$7.72K - $8.47K
|
496
$296K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.97% |
$8.12K - $8.91K
|
2.04K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-20- 0.9% |
$8.12K - $8.91K
|
2.21K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-20- 1.21% |
$8.12K - $8.91K
|
1.64K
$978K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-20- 0.24% |
$8.12K - $8.91K
|
8.42K
$5.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-20- 0.88% |
$8.12K - $8.91K
|
2.25K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-20- 1.15% |
$8.12K - $8.91K
|
1.73K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 0.43% |
$8.12K - $8.91K
|
4.59K
$2.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-20- 0.31% |
$8.12K - $8.91K
|
6.36K
$3.8M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-20- 2.42% |
$8.12K - $8.91K
|
807
$482K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-21- 0.12% |
$8.53K - $9.36K
|
17K
$10.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-21- 0.25% |
$8.53K - $9.36K
|
8.47K
$5.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-21- 0.04% |
$8.53K - $9.36K
|
52.4K
$31.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-21- 0.03% |
$8.53K - $9.36K
|
61.1K
$36.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-22- 0.17% |
$8.94K - $9.81K
|
12.8K
$7.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-22- 1.9% |
$8.94K - $9.81K
|
1.14K
$678K
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-22- 0.41% |
$8.94K - $9.81K
|
5.31K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-22- 1.06% |
$8.94K - $9.81K
|
2.05K
$1.22M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-22- 0.73% |
$8.94K - $9.81K
|
2.99K
$1.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-23- 0.73% |
$9.34K - $10.3K
|
3.13K
$1.87M
|