Purchases and Sales Made in Q2 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.15K
+ 0.74%
$468K - $513K
158K $88M
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

BUY
 -
1.15K
+ 5.2%
$467K - $512K
23.3K $13M
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
1.15K
+ 1.13%
$467K - $512K
103K $57.6M
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.15K
+ 4.33%
$466K - $511K
27.7K $15.4M
Jul 13, 2023 Q2 2023
Congress Park Capital LLC

BUY
 -
1.14K
+ 12.94%
$465K - $510K
9.98K $5.57M
Aug 15, 2023 Q2 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
1.14K
New
$461K - $506K
1.14K $634K
Jul 31, 2023 Q2 2023
Argent Capital Management LLC

BUY
 -
1.12K
New
$457K - $501K
1.12K $627K
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

BUY
 -
1.12K
+ 434.11%
$455K - $499K
1.38K $769K
Aug 02, 2023 Q2 2023
St. Louis Trust CO

BUY
 -
1.12K
New
$455K - $499K
1.12K $625K
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
1.11K
+ 2.09%
$451K - $495K
54.3K $30.3M
Jul 07, 2023 Q2 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
1.09K
+ 0.39%
$444K - $487K
279K $155M
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
1.09K
+ 21.88%
$442K - $484K
6.06K $3.38M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
1.08K
+ 5.98%
$437K - $480K
19.1K $10.6M
Jul 07, 2023 Q2 2023
Fulcrum Equity Management

BUY
 -
1.08K
+ 30.73%
$437K - $479K
4.57K $2.55M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
1.07K
New
$434K - $476K
1.07K $596K
Aug 10, 2023 Q2 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
1.07K
+ 21.07%
$434K - $476K
6.14K $3.43M
Aug 14, 2023 Q2 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
1.07K
New
$434K - $476K
1.07K $596K
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
1.07K
+ 1.95%
$433K - $475K
55.6K $31M
Aug 07, 2023 Q2 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
1.06K
New
$432K - $474K
1.06K $594K
Aug 07, 2023 Q2 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
1.06K
+ 50.48%
$431K - $473K
3.17K $1.77M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
1.05K
+ 22.73%
$427K - $468K
5.68K $3.17M
Sep 07, 2023 Q2 2023
Sterling Financial Group, Inc.

Pasadena, CA
BUY
 -
1.04K
New
$420K - $461K
1.04K $578K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.03K
+ 168.08%
$419K - $460K
1.65K $919K
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
1.03K
+ 0.8%
$419K - $460K
130K $72.8M
Aug 07, 2023 Q2 2023
Coastline Trust CO

BUY
 -
1.03K
+ 7.2%
$418K - $458K
15.3K $8.55M
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
1.02K
+ 4.92%
$416K - $456K
21.8K $12.2M
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
1.02K
+ 6.17%
$415K - $456K
17.6K $9.81M
Aug 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
1.02K
+ 114.0%
$413K - $454K
1.91K $1.07M
Jul 03, 2023 Q2 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
1.01K
+ 2.3%
$412K - $452K
45.1K $25.2M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
1.01K
New
$411K - $451K
1.01K $565K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.01K
+ 3.71%
$411K - $451K
28.3K $15.8M
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
1.01K
+ 6.96%
$410K - $450K
15.5K $8.66M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
1.01K
+ 72.02%
$410K - $450K
2.41K $1.35M
Jul 25, 2023 Q2 2023
Straight Path Wealth Management

BUY
 -
1.01K
+ 16.79%
$409K - $449K
7.01K $3.91M
Aug 14, 2023 Q2 2023
New England Asset Management Inc

Farmington, CT
BUY
 -
1.01K
+ 1.02%
$408K - $448K
100K $55.8M
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
996
+ 3.64%
$405K - $444K
28.3K $15.8M
Jul 31, 2023 Q2 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
992
+ 32.06%
$403K - $442K
4.09K $2.28M
Aug 14, 2023 Q2 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
992
+ 6.25%
$403K - $442K
16.9K $9.41M
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

BUY
 -
990
+ 37.73%
$402K - $441K
3.61K $2.02M
Jul 27, 2023 Q2 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
985
+ 82.98%
$400K - $439K
2.17K $1.21M
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
985
+ 12.86%
$400K - $439K
8.65K $4.83M
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
976
+ 4.14%
$396K - $435K
24.6K $13.7M
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
973
+ 2.42%
$395K - $434K
41.2K $23M
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
955
+ 3.09%
$388K - $426K
31.9K $17.8M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
947
+ 3.41%
$385K - $422K
28.7K $16M
Jul 27, 2023 Q2 2023
Nova R Wealth, Inc.

BUY
 -
946
+ 2.54%
$384K - $422K
38.2K $21.3M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
937
+ 0.88%
$381K - $418K
108K $60.2M
Jul 13, 2023 Q2 2023
Harbor Group, Inc.

BUY
 -
922
+ 4.23%
$374K - $411K
22.7K $12.7M
Aug 10, 2023 Q2 2023
Tag Stone Capital, Inc.

BUY
 -
920
+ 2.87%
$374K - $410K
32.9K $18.4M

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