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 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-267- 1.88% |
$108K - $119K
|
13.9K
$8.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-267- 2.91% |
$108K - $119K
|
8.89K
$5.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-268- 4.13% |
$109K - $119K
|
6.22K
$3.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-269- 3.59% |
$109K - $120K
|
7.23K
$4.32M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-269- 3.74% |
$109K - $120K
|
6.92K
$4.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-270- 15.94% |
$110K - $120K
|
1.42K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-270- 77.14% |
$110K - $120K
|
80
$47.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-271- 10.24% |
$110K - $121K
|
2.38K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-271- 2.49% |
$110K - $121K
|
10.6K
$6.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-272- 18.43% |
$110K - $121K
|
1.2K
$720K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-275- 1.06% |
$112K - $123K
|
25.6K
$15.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-278- 7.41% |
$113K - $124K
|
3.48K
$2.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-282- 21.38% |
$115K - $126K
|
1.04K
$620K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-282- 26.33% |
$115K - $126K
|
789
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-282- 0.15% |
$115K - $126K
|
182K
$109M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-282- 6.39% |
$115K - $126K
|
4.13K
$2.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-284- 1.71% |
$115K - $127K
|
16.3K
$9.75M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-287- 3.74% |
$117K - $128K
|
7.4K
$4.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-287- 29.11% |
$117K - $128K
|
699
$418K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-288- 7.59% |
$117K - $128K
|
3.51K
$2.09M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-289- 6.74% |
$117K - $129K
|
4K
$2.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-289- 4.69% |
$117K - $129K
|
5.87K
$3.51M
|
|
|
Aug 01, 2023
Q2 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-292- 11.51% |
$119K - $130K
|
2.25K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-297- 8.92% |
$121K - $132K
|
3.03K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-297- 3.18% |
$121K - $132K
|
9.04K
$5.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-298- 9.88% |
$121K - $133K
|
2.72K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-299- 5.67% |
$121K - $133K
|
4.97K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-300- 3.94% |
$122K - $134K
|
7.31K
$4.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-301- 4.41% |
$122K - $134K
|
6.52K
$3.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-302- 0.83% |
$123K - $135K
|
35.9K
$21.5M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-302- 22.71% |
$123K - $135K
|
1.03K
$614K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-306- 3.71% |
$124K - $136K
|
7.93K
$4.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-308- 15.77% |
$125K - $137K
|
1.65K
$983K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-309- 4.41% |
$126K - $138K
|
6.7K
$4M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-309- 3.44% |
$126K - $138K
|
8.68K
$5.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-310- 1.94% |
$126K - $138K
|
15.7K
$9.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-310- 12.27% |
$126K - $138K
|
2.22K
$1.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-310- 9.16% |
$126K - $138K
|
3.08K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-310- 8.26% |
$126K - $138K
|
3.44K
$2.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-311- 3.6% |
$126K - $139K
|
8.33K
$4.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-313- 7.5% |
$127K - $140K
|
3.86K
$2.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-315- 20.1% |
$128K - $140K
|
1.25K
$748K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-318- 4.79% |
$129K - $142K
|
6.31K
$3.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-320- 1.21% |
$130K - $143K
|
26.1K
$15.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-323- 12.61% |
$131K - $144K
|
2.24K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-327- 15.65% |
$133K - $146K
|
1.76K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-334- 6.17% |
$136K - $149K
|
5.08K
$3.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-335- 8.41% |
$136K - $149K
|
3.65K
$2.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-336- 13.68% |
$136K - $150K
|
2.12K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-336- 9.06% |
$136K - $150K
|
3.37K
$2.01M
|