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
Jul 24, 2023 Q2 2023
Wealth Management Partners, LLC

BUY
 -
675
+ 3.36%
$274K - $301K
20.8K $12.4M
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
669
+ 50.64%
$272K - $298K
1.99K $1.19M
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

BUY
 -
667
+ 2.84%
$271K - $297K
24.1K $14.4M
Jul 27, 2023 Q2 2023
Congress Asset Management CO

BUY
 -
659
New
$268K - $294K
659 $394K
Aug 10, 2023 Q2 2023
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
657
New
$267K - $293K
657 $393K
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
657
+ 51.45%
$267K - $293K
1.93K $1.16M
Aug 09, 2023 Q2 2023
Burney CO

Reston, VA
BUY
 -
656
+ 25.73%
$266K - $292K
3.21K $1.92M
Aug 09, 2023 Q2 2023
Geller Advisors LLC

New York, NY
BUY
 -
654
+ 10.08%
$266K - $291K
7.14K $4.27M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
649
+ 0.62%
$264K - $289K
106K $63.1M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
646
+ 3.34%
$262K - $288K
20K $11.9M
Aug 11, 2023 Q2 2023
Harvest Investment Services, LLC

BUY
 -
642
+ 100.31%
$261K - $286K
1.28K $766K
Nov 15, 2023 Q2 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
640
New
$260K - $285K
640 $382K
Jul 13, 2023 Q2 2023
Aprio Wealth Management, LLC

BUY
 -
637
+ 13.56%
$259K - $284K
5.34K $3.19M
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
635
+ 24.67%
$258K - $283K
3.21K $1.92M
Jul 24, 2023 Q2 2023
Wealthpoint, LLC

BUY
 -
634
+ 33.65%
$258K - $283K
2.52K $1.5M
Aug 09, 2023 Q2 2023
Journey Advisory Group, LLC

BUY
 -
634
+ 7.39%
$258K - $283K
9.21K $5.51M
Jul 17, 2023 Q2 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
632
+ 2.89%
$257K - $282K
22.5K $13.5M
Aug 11, 2023 Q2 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
632
+ 1.82%
$257K - $282K
35.4K $21.1M
Aug 07, 2023 Q2 2023
Univest Financial Corp

BUY
 -
630
New
$256K - $281K
630 $377K
Aug 11, 2023 Q2 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
630
+ 27.13%
$256K - $281K
2.95K $1.76M
Aug 02, 2023 Q2 2023
Nichols & Pratt Advisers LLP

BUY
 -
626
New
$254K - $279K
626 $374K
Jul 10, 2023 Q2 2023
David J Yvars Group

BUY
 -
620
+ 1.18%
$252K - $276K
53.3K $31.8M
Jul 17, 2023 Q2 2023
Strategic Wealth Investment Group, LLC

BUY
 -
616
+ 102.67%
$250K - $275K
1.22K $727K
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
614
+ 5.88%
$249K - $274K
11.1K $6.61M
Jul 13, 2023 Q2 2023
Xponance, Inc.

BUY
 -
613
+ 3.31%
$249K - $273K
19.1K $11.4M
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
612
+ 2.67%
$249K - $273K
23.6K $14.1M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
611
+ 8.54%
$248K - $272K
7.77K $4.64M
Aug 02, 2023 Q2 2023
Forum Private Client Group LLC

BUY
 -
602
+ 7.47%
$245K - $268K
8.67K $5.18M
Aug 04, 2023 Q2 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
602
+ 45.37%
$245K - $268K
1.93K $1.15M
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
598
+ 6.49%
$243K - $267K
9.81K $5.86M
Aug 07, 2023 Q2 2023
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
598
+ 5.5%
$243K - $267K
11.5K $6.85M
Jul 17, 2023 Q2 2023
Bremer Bank National Association

BUY
 -
597
+ 8.8%
$242K - $266K
7.38K $4.41M
Jul 19, 2023 Q2 2023
Armor Investment Advisors, LLC

BUY
 -
596
+ 6.01%
$242K - $266K
10.5K $6.28M
Aug 14, 2023 Q2 2023
Rptc Inc.

Jackson, WY
BUY
 -
595
+ 0.24%
$242K - $265K
244K $146M
Jul 31, 2023 Q2 2023
My Wealth Management Inc.

BUY
 -
593
+ 4.75%
$241K - $264K
13.1K $7.82M
Jul 17, 2023 Q2 2023
Elk River Wealth Management, LLC

BUY
 -
591
+ 1.01%
$240K - $263K
59K $35.3M
Jul 28, 2023 Q2 2023
Alpha Omega Wealth Management LLC

BUY
 -
591
New
$240K - $263K
591 $353K
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
588
+ 52.88%
$239K - $262K
1.7K $1.02M
Aug 07, 2023 Q2 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
588
+ 17.51%
$239K - $262K
3.95K $2.36M
Jul 13, 2023 Q2 2023
Ivc Wealth Advisors LLC

BUY
 -
582
New
$236K - $259K
582 $348K
Aug 08, 2023 Q2 2023
Legacy Financial Advisors, Inc.

BUY
 -
581
+ 5.77%
$236K - $259K
10.6K $6.36M
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
576
+ 50.35%
$234K - $257K
1.72K $1.03M
Jul 14, 2023 Q2 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
575
+ 1.14%
$234K - $256K
50.9K $30.4M
Aug 08, 2023 Q2 2023
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
573
+ 27.25%
$233K - $255K
2.68K $1.6M
Jul 13, 2023 Q2 2023
Gen Wealth Group, Inc.

BUY
 -
569
+ 1.63%
$231K - $254K
35.5K $21.2M
Aug 11, 2023 Q2 2023
Elco Management Co., LLC

New York, NY
BUY
 -
566
New
$230K - $252K
566 $338K
Jul 31, 2023 Q2 2023
Dagco, Inc.

BUY
 -
563
+ 3.38%
$229K - $251K
17.2K $10.3M
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
563
New
$229K - $251K
563 $336K
Jul 26, 2023 Q2 2023
Dean, Jacobson Financial Services, LLC

BUY
 -
562
New
$228K - $250K
562 $336K

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