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 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-250- 4.57% |
$102K - $111K
|
5.23K
$2.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-250- 26.46% |
$102K - $111K
|
695
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-250- 11.75% |
$102K - $111K
|
1.88K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-252- 1.08% |
$102K - $112K
|
23.2K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-257- 9.67% |
$104K - $115K
|
2.4K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-258- 2.86% |
$105K - $115K
|
8.77K
$4.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-258- 5.46% |
$105K - $115K
|
4.47K
$2.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-258- 14.72% |
$105K - $115K
|
1.5K
$834K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-259- 2.97% |
$105K - $115K
|
8.46K
$4.72M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-261- 1.02% |
$106K - $116K
|
25.3K
$14.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-263- 0.75% |
$107K - $117K
|
35K
$19.6M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-263- 0.75% |
$107K - $117K
|
35K
$19.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
SELL
|
- |
-265- 10.2% |
$108K - $118K
|
2.33K
$1.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-265- 8.09% |
$108K - $118K
|
3.01K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-265- 12.45% |
$108K - $118K
|
1.86K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-266- 12.13% |
$108K - $119K
|
1.93K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-267- 1.88% |
$108K - $119K
|
13.9K
$7.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-267- 2.91% |
$108K - $119K
|
8.89K
$4.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-268- 4.13% |
$109K - $119K
|
6.22K
$3.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-269- 3.59% |
$109K - $120K
|
7.23K
$4.04M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-269- 3.74% |
$109K - $120K
|
6.92K
$3.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-270- 15.94% |
$110K - $120K
|
1.42K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-270- 77.14% |
$110K - $120K
|
80
$44.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-271- 10.24% |
$110K - $121K
|
2.38K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-271- 2.49% |
$110K - $121K
|
10.6K
$5.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-272- 18.43% |
$110K - $121K
|
1.2K
$672K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-275- 1.06% |
$112K - $123K
|
25.6K
$14.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-278- 7.41% |
$113K - $124K
|
3.48K
$1.94M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-282- 21.38% |
$115K - $126K
|
1.04K
$579K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-282- 26.33% |
$115K - $126K
|
789
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-282- 0.15% |
$115K - $126K
|
182K
$102M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-282- 6.39% |
$115K - $126K
|
4.13K
$2.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-284- 1.71% |
$115K - $127K
|
16.3K
$9.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-287- 3.74% |
$117K - $128K
|
7.4K
$4.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-287- 29.11% |
$117K - $128K
|
699
$390K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-288- 7.59% |
$117K - $128K
|
3.51K
$1.96M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-289- 6.74% |
$117K - $129K
|
4K
$2.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-289- 4.69% |
$117K - $129K
|
5.87K
$3.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-292- 11.51% |
$119K - $130K
|
2.25K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-297- 8.92% |
$121K - $132K
|
3.03K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-297- 3.18% |
$121K - $132K
|
9.04K
$5.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-298- 9.88% |
$121K - $133K
|
2.72K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-299- 5.67% |
$121K - $133K
|
4.97K
$2.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-300- 3.94% |
$122K - $134K
|
7.31K
$4.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-301- 4.41% |
$122K - $134K
|
6.52K
$3.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-302- 0.83% |
$123K - $135K
|
35.9K
$20.1M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-302- 22.71% |
$123K - $135K
|
1.03K
$574K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-306- 3.71% |
$124K - $136K
|
7.93K
$4.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-308- 15.77% |
$125K - $137K
|
1.65K
$918K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-309- 4.41% |
$126K - $138K
|
6.7K
$3.74M
|