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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-187- 52.97% |
$76K - $83.3K
|
166
$103K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-188- 5.56% |
$76.4K - $83.8K
|
3.19K
$1.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-189- 5.26% |
$76.8K - $84.2K
|
3.41K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-191- 1.2% |
$77.6K - $85.1K
|
15.8K
$9.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-191- 2.03% |
$77.6K - $85.1K
|
9.21K
$5.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-193- 3.98% |
$78.4K - $86K
|
4.65K
$2.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-195- 3.05% |
$79.2K - $86.9K
|
6.2K
$3.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-198- 9.09% |
$80.4K - $88.3K
|
1.98K
$1.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-199- 16.31% |
$80.8K - $88.7K
|
1.02K
$634K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-200- 10.07% |
$81.2K - $89.1K
|
1.79K
$1.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-200- 3.85% |
$81.2K - $89.1K
|
5K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-200- 0.38% |
$81.2K - $89.1K
|
52.3K
$32.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-202- 15.89% |
$82K - $90K
|
1.07K
$663K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-203- 0.96% |
$82.5K - $90.5K
|
20.8K
$12.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-204- 10.93% |
$82.9K - $90.9K
|
1.66K
$1.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-205- 3.44% |
$83.3K - $91.4K
|
5.76K
$3.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-205- 2.23% |
$83.3K - $91.4K
|
8.97K
$5.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-206- 0.6% |
$83.7K - $91.8K
|
34K
$21.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-207- 14.62% |
$84.1K - $92.3K
|
1.21K
$750K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-209- 1.47% |
$84.9K - $93.2K
|
14K
$8.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-213- 0.9% |
$86.5K - $94.9K
|
23.4K
$14.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-213- 7.19% |
$86.5K - $94.9K
|
2.75K
$1.71M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-213- 18.59% |
$86.5K - $94.9K
|
933
$579K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-216- 3.58% |
$87.7K - $96.3K
|
5.83K
$3.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-218- 0.23% |
$88.5K - $97.2K
|
94.8K
$58.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-219- 0.76% |
$89K - $97.6K
|
28.7K
$17.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-222- 1.91% |
$90.2K - $98.9K
|
11.4K
$7.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-224- 1.27% |
$91K - $99.8K
|
17.4K
$10.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-224- 2.11% |
$91K - $99.8K
|
10.4K
$6.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-224- 3.71% |
$91K - $99.8K
|
5.82K
$3.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Pembroke Management, LTD
|
SELL
|
- |
-225- 0.81% |
$91.4K - $100K
|
27.4K
$17M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-227- 1.22% |
$92.2K - $101K
|
18.3K
$11.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-228- 31.19% |
$92.6K - $102K
|
503
$312K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-230- 6.54% |
$93.4K - $103K
|
3.29K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-230- 20.41% |
$93.4K - $103K
|
897
$557K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-231- 0.72% |
$93.8K - $103K
|
31.8K
$19.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-232- 34.52% |
$94.2K - $103K
|
440
$273K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-233- 32.09% |
$94.6K - $104K
|
493
$306K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-233- 3.98% |
$94.6K - $104K
|
5.62K
$3.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-233- 0.66% |
$94.6K - $104K
|
35.1K
$21.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-233- 4.07% |
$94.6K - $104K
|
5.49K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-234- 2.0% |
$95K - $104K
|
11.4K
$7.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-237- 10.68% |
$96.3K - $106K
|
1.98K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
SELL
|
- |
-237- 7.85% |
$96.3K - $106K
|
2.78K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-239- 5.16% |
$97.1K - $107K
|
4.39K
$2.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-240- 0.88% |
$97.5K - $107K
|
26.9K
$16.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-242- 7.29% |
$98.3K - $108K
|
3.08K
$1.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-242- 7.9% |
$98.3K - $108K
|
2.82K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-243- 0.89% |
$98.7K - $108K
|
27K
$16.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-244- 18.17% |
$99.1K - $109K
|
1.1K
$682K
|