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 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-7- 0.55% |
$2.84K - $3.12K
|
1.28K
$865K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7- 0.18% |
$2.84K - $3.12K
|
3.81K
$2.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-8- 0.63% |
$3.25K - $3.57K
|
1.26K
$854K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-8- 1.3% |
$3.25K - $3.57K
|
606
$411K
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-8- 1.58% |
$3.25K - $3.57K
|
498
$338K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-8- 1.03% |
$3.25K - $3.57K
|
769
$522K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8- 0.34% |
$3.25K - $3.57K
|
2.38K
$1.61M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-8- 0.15% |
$3.25K - $3.57K
|
5.4K
$3.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-9- 0.07% |
$3.66K - $4.01K
|
13.2K
$8.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-9- 0.9% |
$3.66K - $4.01K
|
987
$670K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-9- 0.47% |
$3.66K - $4.01K
|
1.91K
$1.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-9- 0.57% |
$3.66K - $4.01K
|
1.57K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-9- 1.03% |
$3.66K - $4.01K
|
864
$586K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-9- 0.07% |
$3.66K - $4.01K
|
13.2K
$8.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.28% |
$4.06K - $4.46K
|
3.51K
$2.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-10- 0.66% |
$4.06K - $4.46K
|
1.51K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-10- 0.34% |
$4.06K - $4.46K
|
2.93K
$1.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-10- 1.56% |
$4.06K - $4.46K
|
633
$430K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-10- 0.05% |
$4.06K - $4.46K
|
20.6K
$14M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10- 0.05% |
$4.06K - $4.46K
|
18.3K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-10- 1.09% |
$4.06K - $4.46K
|
905
$614K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-10- 0.53% |
$4.06K - $4.46K
|
1.86K
$1.26M
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-10- 0.61% |
$4.06K - $4.46K
|
1.62K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-11- 2.24% |
$4.47K - $4.9K
|
480
$326K
|
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-11- 0.2% |
$4.47K - $4.9K
|
5.39K
$3.66M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-12- 0.05% |
$4.87K - $5.35K
|
22.4K
$15.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-12- 0.07% |
$4.87K - $5.35K
|
16.9K
$11.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
SELL
|
- |
-12- 0.44% |
$4.87K - $5.35K
|
2.71K
$1.84M
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.36% |
$4.87K - $5.35K
|
3.34K
$2.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-13- 2.12% |
$5.28K - $5.79K
|
601
$408K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-14- 0.44% |
$5.69K - $6.24K
|
3.14K
$2.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.58% |
$5.69K - $6.24K
|
2.38K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-15- 0.24% |
$6.09K - $6.69K
|
6.35K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-15- 1.92% |
$6.09K - $6.69K
|
765
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-15- 0.15% |
$6.09K - $6.69K
|
9.95K
$6.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-16- 0.51% |
$6.5K - $7.13K
|
3.13K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-16- 0.05% |
$6.5K - $7.13K
|
30.7K
$20.8M
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-16- 1.9% |
$6.5K - $7.13K
|
827
$561K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-17- 0.16% |
$6.9K - $7.58K
|
10.3K
$6.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-17- 2.88% |
$6.9K - $7.58K
|
573
$389K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-17- 0.19% |
$6.9K - $7.58K
|
9.09K
$6.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-17- 0.56% |
$6.9K - $7.58K
|
3.01K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-17- 0.36% |
$6.9K - $7.58K
|
4.64K
$3.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-18- 0.34% |
$7.31K - $8.02K
|
5.28K
$3.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-18- 0.51% |
$7.31K - $8.02K
|
3.49K
$2.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-18- 0.11% |
$7.31K - $8.02K
|
16.1K
$10.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-19- 0.07% |
$7.72K - $8.47K
|
29K
$19.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-19- 0.36% |
$7.72K - $8.47K
|
5.24K
$3.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-19- 3.77% |
$7.72K - $8.47K
|
485
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-19- 3.69% |
$7.72K - $8.47K
|
496
$337K
|