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
Nov 17, 2023 Q2 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
283
+ 1.09%
$115K - $126K
26.3K $15.7M
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
282
+ 0.89%
$115K - $126K
32K $19.1M
Jul 19, 2023 Q2 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
273
+ 36.11%
$111K - $122K
1.03K $615K
Aug 04, 2023 Q2 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
273
+ 1.26%
$111K - $122K
21.9K $13.1M
Aug 14, 2023 Q2 2023
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
266
+ 33.89%
$108K - $119K
1.05K $628K
Jul 24, 2023 Q2 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
262
+ 16.35%
$106K - $117K
1.86K $1.11M
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
260
+ 0.68%
$106K - $116K
38.7K $23.1M
Jul 20, 2023 Q2 2023
Telos Capital Management, Inc.

BUY
 -
259
+ 1.43%
$105K - $115K
18.4K $11M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
258
+ 0.41%
$105K - $115K
63.5K $37.9M
Aug 01, 2023 Q2 2023
Patron Partners, LLC

BUY
 -
258
+ 9.08%
$105K - $115K
3.1K $1.85M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
253
+ 21.31%
$103K - $113K
1.44K $861K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
253
+ 1.35%
$103K - $113K
19K $11.3M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
253
+ 1.35%
$103K - $113K
19K $11.3M
Jul 25, 2023 Q2 2023
Liberty Capital Management, Inc.

BUY
 -
250
+ 4.31%
$102K - $111K
6.05K $3.62M
Jul 27, 2023 Q2 2023
Hohimer Wealth Management, LLC

BUY
 -
250
+ 4.94%
$102K - $111K
5.31K $3.17M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
245
+ 3.58%
$99.5K - $109K
7.09K $4.24M
Aug 08, 2023 Q2 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
245
+ 100.41%
$99.5K - $109K
489 $292K
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
245
+ 4.29%
$99.5K - $109K
5.96K $3.56M
Jul 24, 2023 Q2 2023
Arlington Financial Advisors, LLC

BUY
 -
244
+ 4.28%
$99.1K - $109K
5.95K $3.55M
Jul 13, 2023 Q2 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
233
+ 0.22%
$94.6K - $104K
108K $64.3M
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
232
+ 1.83%
$94.2K - $103K
12.9K $7.7M
Jul 10, 2023 Q2 2023
Curated Wealth Partners LLC

BUY
 -
231
+ 4.5%
$93.8K - $103K
5.36K $3.2M
Aug 09, 2023 Q2 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
231
+ 8.91%
$93.8K - $103K
2.82K $1.69M
Jul 18, 2023 Q2 2023
Fsc Wealth Advisors, LLC

BUY
 -
230
+ 17.91%
$93.4K - $103K
1.51K $905K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
229
+ 10.0%
$93K - $102K
2.52K $1.51M
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
227
+ 37.46%
$92.2K - $101K
833 $498K
Aug 04, 2023 Q2 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
225
+ 7.27%
$91.4K - $100K
3.32K $1.98M
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
224
+ 27.15%
$91K - $99.8K
1.05K $627K
Jul 10, 2023 Q2 2023
Castle Rock Wealth Management, LLC

BUY
 -
223
+ 41.45%
$90.6K - $99.4K
761 $455K
Jul 20, 2023 Q2 2023
Bensler, LLC

Bellevue, WA
BUY
 -
217
+ 18.45%
$88.1K - $96.7K
1.39K $833K
Jul 21, 2023 Q2 2023
Busey Wealth Management

BUY
 -
216
+ 2.01%
$87.7K - $96.3K
11K $6.55M
Jul 19, 2023 Q2 2023
Sovereign Investment Advisors, LLC

BUY
 -
215
+ 0.31%
$87.3K - $95.8K
70.6K $42.2M
Jul 18, 2023 Q2 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
212
+ 0.21%
$86.1K - $94.5K
104K $61.9M
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
208
+ 10.99%
$84.5K - $92.7K
2.1K $1.26M
Aug 14, 2023 Q2 2023
Palisade Capital Management LLC

Fort Lee, NJ
BUY
 -
206
+ 9.68%
$83.7K - $91.8K
2.33K $1.39M
Aug 08, 2023 Q2 2023
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
205
+ 0.61%
$83.3K - $91.4K
33.6K $20.1M
Aug 11, 2023 Q2 2023
Financial Planning & Information Services, Inc.

BUY
 -
205
+ 38.32%
$83.3K - $91.4K
740 $442K
Jan 24, 2024 Q2 2023
Cedrus LLC

Littleton, CO
BUY
 -
205
+ 11.51%
$83.3K - $91.4K
1.99K $1.19M
Jul 14, 2023 Q2 2023
Bond & Devick Financial Network, Inc.

BUY
 -
204
+ 10.45%
$82.9K - $90.9K
2.16K $1.29M
Aug 02, 2023 Q2 2023
Mezzasalma Advisors, LLC

BUY
 -
203
+ 24.97%
$82.5K - $90.5K
1.02K $607K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
202
+ 3.01%
$82K - $90K
6.92K $4.14M
Aug 08, 2023 Q2 2023
Hyman Charles D

BUY
 -
201
+ 7.14%
$81.6K - $89.6K
3.02K $1.8M
Aug 09, 2023 Q2 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
201
+ 0.34%
$81.6K - $89.6K
59.7K $35.7M
Aug 02, 2023 Q2 2023
Cornerstone Wealth Group, LLC

BUY
 -
200
+ 0.55%
$81.2K - $89.1K
36.5K $21.8M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
200
+ 1.76%
$81.2K - $89.1K
11.6K $6.92M
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
199
+ 1.17%
$80.8K - $88.7K
17.2K $10.3M
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
199
+ 11.4%
$80.8K - $88.7K
1.95K $1.16M
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
198
+ 5.11%
$80.4K - $88.3K
4.07K $2.43M
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
198
+ 13.55%
$80.4K - $88.3K
1.66K $992K

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