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 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-109- 5.71% |
$44.3K - $48.6K
|
1.8K
$1.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-109- 1.4% |
$44.3K - $48.6K
|
7.65K
$4.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-109- 9.74% |
$44.3K - $48.6K
|
1.01K
$627K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-109- 6.45% |
$44.3K - $48.6K
|
1.58K
$981K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-109- 3.38% |
$44.3K - $48.6K
|
3.11K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-110- 3.41% |
$44.7K - $49K
|
3.12K
$1.93M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-111- 6.15% |
$45.1K - $49.5K
|
1.69K
$1.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-113- 9.5% |
$45.9K - $50.4K
|
1.08K
$668K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-113- 3.08% |
$45.9K - $50.4K
|
3.55K
$2.2M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-113- 2.05% |
$45.9K - $50.4K
|
5.39K
$3.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-113- 5.3% |
$45.9K - $50.4K
|
2.02K
$1.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-114- 1.29% |
$46.3K - $50.8K
|
8.74K
$5.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-114- 4.74% |
$46.3K - $50.8K
|
2.29K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-115- 0.99% |
$46.7K - $51.3K
|
11.6K
$7.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-115- 0.49% |
$46.7K - $51.3K
|
23.1K
$14.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-118- 2.55% |
$47.9K - $52.6K
|
4.51K
$2.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-120- 51.95% |
$48.7K - $53.5K
|
111
$68.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-120- 1.96% |
$48.7K - $53.5K
|
6.01K
$3.73M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-120- 1.59% |
$48.7K - $53.5K
|
7.42K
$4.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-121- 1.31% |
$49.1K - $53.9K
|
9.11K
$5.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-121- 4.96% |
$49.1K - $53.9K
|
2.32K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-121- 1.07% |
$49.1K - $53.9K
|
11.2K
$6.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-121- 1.69% |
$49.1K - $53.9K
|
7.06K
$4.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-122- 4.46% |
$49.6K - $54.4K
|
2.61K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-122- 1.08% |
$49.6K - $54.4K
|
11.2K
$6.94M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-123- 1.09% |
$50K - $54.8K
|
11.1K
$6.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-123- 0.13% |
$50K - $54.8K
|
91.2K
$56.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-124- 14.34% |
$50.4K - $55.3K
|
741
$460K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-124- 1.72% |
$50.4K - $55.3K
|
7.07K
$4.39M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-125- 3.57% |
$50.8K - $55.7K
|
3.38K
$2.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-126- 4.94% |
$51.2K - $56.2K
|
2.42K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-126- 8.2% |
$51.2K - $56.2K
|
1.41K
$876K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-126- 4.41% |
$51.2K - $56.2K
|
2.73K
$1.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-127- 0.95% |
$51.6K - $56.6K
|
13.2K
$8.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-127- 5.05% |
$51.6K - $56.6K
|
2.39K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-127- 2.52% |
$51.6K - $56.6K
|
4.91K
$3.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-128- 1.93% |
$52K - $57.1K
|
6.5K
$4.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-129- 8.44% |
$52.4K - $57.5K
|
1.4K
$869K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-130- 2.2% |
$52.8K - $57.9K
|
5.77K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 3.94% |
$52.8K - $57.9K
|
3.17K
$1.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-131- 0.27% |
$53.2K - $58.4K
|
48.8K
$30.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-131- 19.35% |
$53.2K - $58.4K
|
546
$339K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-132- 1.67% |
$53.6K - $58.8K
|
7.76K
$4.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-132- 0.92% |
$53.6K - $58.8K
|
14.2K
$8.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-133- 5.12% |
$54K - $59.3K
|
2.47K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-133- 12.73% |
$54K - $59.3K
|
912
$566K
|
|
|
Jul 17, 2023
Q2 2023
|
Client First Capital LLC
|
SELL
|
- |
-134- 0.87% |
$54.4K - $59.7K
|
15.2K
$9.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-134- 1.46% |
$54.4K - $59.7K
|
9.06K
$5.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-134- 0.7% |
$54.4K - $59.7K
|
19.1K
$11.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-136- 0.45% |
$55.2K - $60.6K
|
30.3K
$18.8M
|