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 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-115- 0.99% |
$46.7K - $51.3K
|
11.6K
$6.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-115- 0.49% |
$46.7K - $51.3K
|
23.1K
$13.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-118- 2.55% |
$47.9K - $52.6K
|
4.51K
$2.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-120- 51.95% |
$48.7K - $53.5K
|
111
$65.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-120- 1.96% |
$48.7K - $53.5K
|
6.01K
$3.56M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-120- 1.59% |
$48.7K - $53.5K
|
7.42K
$4.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-121- 1.31% |
$49.1K - $53.9K
|
9.11K
$5.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-121- 4.96% |
$49.1K - $53.9K
|
2.32K
$1.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-121- 1.07% |
$49.1K - $53.9K
|
11.2K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-121- 1.69% |
$49.1K - $53.9K
|
7.06K
$4.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-122- 4.46% |
$49.6K - $54.4K
|
2.61K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-122- 1.08% |
$49.6K - $54.4K
|
11.2K
$6.62M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-123- 1.09% |
$50K - $54.8K
|
11.1K
$6.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-123- 0.13% |
$50K - $54.8K
|
91.2K
$54M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-124- 14.34% |
$50.4K - $55.3K
|
741
$439K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-124- 1.72% |
$50.4K - $55.3K
|
7.07K
$4.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-125- 3.57% |
$50.8K - $55.7K
|
3.38K
$2M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-126- 4.94% |
$51.2K - $56.2K
|
2.42K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-126- 8.2% |
$51.2K - $56.2K
|
1.41K
$835K
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-126- 4.41% |
$51.2K - $56.2K
|
2.73K
$1.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-127- 0.95% |
$51.6K - $56.6K
|
13.2K
$7.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-127- 5.05% |
$51.6K - $56.6K
|
2.39K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-127- 2.52% |
$51.6K - $56.6K
|
4.91K
$2.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-128- 1.93% |
$52K - $57.1K
|
6.5K
$3.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-129- 8.44% |
$52.4K - $57.5K
|
1.4K
$829K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-130- 2.2% |
$52.8K - $57.9K
|
5.77K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 3.94% |
$52.8K - $57.9K
|
3.17K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-131- 0.27% |
$53.2K - $58.4K
|
48.8K
$28.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-131- 19.35% |
$53.2K - $58.4K
|
546
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-132- 1.67% |
$53.6K - $58.8K
|
7.76K
$4.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-132- 0.92% |
$53.6K - $58.8K
|
14.2K
$8.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-133- 5.12% |
$54K - $59.3K
|
2.47K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-133- 12.73% |
$54K - $59.3K
|
912
$540K
|
|
|
Jul 17, 2023
Q2 2023
|
Client First Capital LLC
|
SELL
|
- |
-134- 0.87% |
$54.4K - $59.7K
|
15.2K
$9.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-134- 1.46% |
$54.4K - $59.7K
|
9.06K
$5.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-134- 0.7% |
$54.4K - $59.7K
|
19.1K
$11.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-136- 0.45% |
$55.2K - $60.6K
|
30.3K
$18M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-136- 4.72% |
$55.2K - $60.6K
|
2.74K
$1.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-137- 2.41% |
$55.6K - $61.1K
|
5.55K
$3.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-137- 3.86% |
$55.6K - $61.1K
|
3.41K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-139- 1.32% |
$56.5K - $62K
|
10.4K
$6.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-140- 0.34% |
$56.9K - $62.4K
|
40.8K
$24.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-141- 12.54% |
$57.3K - $62.8K
|
983
$582K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-142- 9.67% |
$57.7K - $63.3K
|
1.33K
$785K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-144- 0.38% |
$58.5K - $64.2K
|
38.2K
$22.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-144- 0.58% |
$58.5K - $64.2K
|
24.9K
$14.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-148- 0.25% |
$60.1K - $66K
|
59.9K
$35.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-148- 3.24% |
$60.1K - $66K
|
4.42K
$2.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-150- 7.68% |
$60.9K - $66.9K
|
1.8K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-150- 2.14% |
$60.9K - $66.9K
|
6.85K
$4.06M
|