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 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-213- 0.9% |
$86.5K - $94.9K
|
23.4K
$14.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-213- 7.19% |
$86.5K - $94.9K
|
2.75K
$1.65M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-213- 18.59% |
$86.5K - $94.9K
|
933
$562K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-216- 3.58% |
$87.7K - $96.3K
|
5.83K
$3.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-218- 0.23% |
$88.5K - $97.2K
|
94.8K
$57M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-219- 0.76% |
$89K - $97.6K
|
28.7K
$17.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-222- 1.91% |
$90.2K - $98.9K
|
11.4K
$6.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-224- 1.27% |
$91K - $99.8K
|
17.4K
$10.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-224- 2.11% |
$91K - $99.8K
|
10.4K
$6.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-224- 3.71% |
$91K - $99.8K
|
5.82K
$3.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Pembroke Management, LTD
|
SELL
|
- |
-225- 0.81% |
$91.4K - $100K
|
27.4K
$16.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-227- 1.22% |
$92.2K - $101K
|
18.3K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-228- 31.19% |
$92.6K - $102K
|
503
$303K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-230- 6.54% |
$93.4K - $103K
|
3.29K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-230- 20.41% |
$93.4K - $103K
|
897
$540K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-231- 0.72% |
$93.8K - $103K
|
31.8K
$19.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-232- 34.52% |
$94.2K - $103K
|
440
$265K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-233- 32.09% |
$94.6K - $104K
|
493
$297K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-233- 3.98% |
$94.6K - $104K
|
5.62K
$3.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-233- 0.66% |
$94.6K - $104K
|
35.1K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-233- 4.07% |
$94.6K - $104K
|
5.49K
$3.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-234- 2.0% |
$95K - $104K
|
11.4K
$6.88M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-237- 10.68% |
$96.3K - $106K
|
1.98K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
SELL
|
- |
-237- 7.85% |
$96.3K - $106K
|
2.78K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-239- 5.16% |
$97.1K - $107K
|
4.39K
$2.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-240- 0.88% |
$97.5K - $107K
|
26.9K
$16.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-242- 7.29% |
$98.3K - $108K
|
3.08K
$1.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-242- 7.9% |
$98.3K - $108K
|
2.82K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-243- 0.89% |
$98.7K - $108K
|
27K
$16.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-244- 18.17% |
$99.1K - $109K
|
1.1K
$661K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-244- 3.33% |
$99.1K - $109K
|
7.09K
$4.26M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-245- 1.03% |
$99.5K - $109K
|
23.5K
$14.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-248- 5.2% |
$101K - $111K
|
4.53K
$2.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-250- 18.12% |
$102K - $111K
|
1.13K
$680K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-250- 4.57% |
$102K - $111K
|
5.23K
$3.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-250- 26.46% |
$102K - $111K
|
695
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-250- 11.75% |
$102K - $111K
|
1.88K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-252- 1.08% |
$102K - $112K
|
23.2K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-257- 9.67% |
$104K - $115K
|
2.4K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-258- 2.86% |
$105K - $115K
|
8.77K
$5.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-258- 5.46% |
$105K - $115K
|
4.47K
$2.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-258- 14.72% |
$105K - $115K
|
1.5K
$900K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-259- 2.97% |
$105K - $115K
|
8.46K
$5.09M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-261- 1.02% |
$106K - $116K
|
25.3K
$15.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-263- 0.75% |
$107K - $117K
|
35K
$21.1M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-263- 0.75% |
$107K - $117K
|
35K
$21.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
SELL
|
- |
-265- 10.2% |
$108K - $118K
|
2.33K
$1.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-265- 8.09% |
$108K - $118K
|
3.01K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-265- 12.45% |
$108K - $118K
|
1.86K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-266- 12.13% |
$108K - $119K
|
1.93K
$1.16M
|