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 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-78- 9.06% |
$31.7K - $34.8K
|
783
$437K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-78- 6.12% |
$31.7K - $34.8K
|
1.2K
$668K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-79- 1.35% |
$32.1K - $35.2K
|
5.79K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-79- 6.54% |
$32.1K - $35.2K
|
1.13K
$630K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-80- 5.61% |
$32.5K - $35.7K
|
1.35K
$751K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-82- 0.51% |
$33.3K - $36.5K
|
16.1K
$8.96M
|
|
|
Jul 10, 2023
Q2 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-83- 0.28% |
$33.7K - $37K
|
29.3K
$16.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-83- 4.69% |
$33.7K - $37K
|
1.69K
$940K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-84- 1.56% |
$34.1K - $37.4K
|
5.29K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-84- 0.69% |
$34.1K - $37.4K
|
12.1K
$6.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-85- 5.88% |
$34.5K - $37.9K
|
1.36K
$759K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-86- 1.52% |
$34.9K - $38.3K
|
5.59K
$3.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-87- 1.31% |
$35.3K - $38.8K
|
6.58K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-87- 1.77% |
$35.3K - $38.8K
|
4.83K
$2.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-88- 5.53% |
$35.7K - $39.2K
|
1.5K
$839K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-88- 0.84% |
$35.7K - $39.2K
|
10.4K
$5.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-88- 0.69% |
$35.7K - $39.2K
|
12.6K
$7.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-89- 0.58% |
$36.1K - $39.7K
|
15.3K
$8.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-90- 4.22% |
$36.6K - $40.1K
|
2.04K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-90- 5.65% |
$36.6K - $40.1K
|
1.5K
$839K
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-91- 5.02% |
$37K - $40.6K
|
1.72K
$961K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-92- 0.93% |
$37.4K - $41K
|
9.75K
$5.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-92- 2.55% |
$37.4K - $41K
|
3.52K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-92- 1.15% |
$37.4K - $41K
|
7.88K
$4.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-93- 15.25% |
$37.8K - $41.5K
|
517
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-94- 2.45% |
$38.2K - $41.9K
|
3.75K
$2.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-95- 0.48% |
$38.6K - $42.3K
|
19.5K
$10.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-96- 9.39% |
$39K - $42.8K
|
926
$517K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-96- 2.35% |
$39K - $42.8K
|
3.98K
$2.22M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-97- 1.18% |
$39.4K - $43.2K
|
8.14K
$4.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-98- 8.21% |
$39.8K - $43.7K
|
1.1K
$612K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-99- 0.51% |
$40.2K - $44.1K
|
19.4K
$10.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-100- 16.0% |
$40.6K - $44.6K
|
525
$293K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 2.89% |
$40.6K - $44.6K
|
3.37K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-100- 13.4% |
$40.6K - $44.6K
|
646
$361K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-100- 3.15% |
$40.6K - $44.6K
|
3.08K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-101- 0.2% |
$41K - $45K
|
50.7K
$28.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-102- 1.13% |
$41.4K - $45.5K
|
8.94K
$4.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-103- 1.65% |
$41.8K - $45.9K
|
6.15K
$3.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-104- 0.55% |
$42.2K - $46.4K
|
18.8K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-104- 3.47% |
$42.2K - $46.4K
|
2.89K
$1.61M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-105- 12.3% |
$42.6K - $46.8K
|
749
$418K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-105- 0.79% |
$42.6K - $46.8K
|
13.2K
$7.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-107- 5.5% |
$43.5K - $47.7K
|
1.84K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-108- 4.01% |
$43.9K - $48.1K
|
2.59K
$1.44M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-108- 1.44% |
$43.9K - $48.1K
|
7.41K
$4.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-109- 5.71% |
$44.3K - $48.6K
|
1.8K
$1M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-109- 1.4% |
$44.3K - $48.6K
|
7.65K
$4.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-109- 9.74% |
$44.3K - $48.6K
|
1.01K
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-109- 6.45% |
$44.3K - $48.6K
|
1.58K
$882K
|