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 28, 2023 Q2 2023
Pachira Investments Inc.

BUY
 -
19.9K
New
$8.09M - $8.88M
19.9K $12.1M
Aug 28, 2024 Q2 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
19.4K
+ 3.11%
$7.89M - $8.66M
644K $390M
Aug 11, 2023 Q2 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
19.3K
+ 50.39%
$7.85M - $8.61M
57.7K $34.9M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
19.2K
+ 6.28%
$7.8M - $8.56M
325K $197M
Aug 09, 2023 Q2 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
19.2K
+ 51.36%
$7.79M - $8.55M
56.5K $34.2M
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
19.1K
+ 402.95%
$7.76M - $8.52M
23.9K $14.4M
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
19.1K
+ 50.78%
$7.75M - $8.5M
56.6K $34.3M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
18.6K
+ 47.97%
$7.54M - $8.28M
57.3K $34.7M
Aug 11, 2023 Q2 2023
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
18.5K
+ 727.84%
$7.53M - $8.26M
21.1K $12.8M
Aug 14, 2023 Q2 2023
Arrowstreet Capital, Limited Partnership

Boston, MA
BUY
 -
18.3K
+ 46.46%
$7.42M - $8.14M
57.5K $34.8M
Aug 08, 2023 Q2 2023
Haverford Trust CO

Radnor, PA
BUY
 -
18K
+ 7.41%
$7.32M - $8.03M
261K $158M
Aug 14, 2023 Q2 2023
Nsi Retail Advisors, LLC

Pittsburgh, PA
BUY
 -
17.9K
New
$7.27M - $7.98M
17.9K $10.8M
Jul 18, 2023 Q2 2023
Louisiana State Employees Retirement System

BUY
 -
17.8K
+ 32.42%
$7.23M - $7.93M
72.7K $44M
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

BUY
 -
17.4K
+ 5.15%
$7.06M - $7.75M
355K $215M
Jul 21, 2023 Q2 2023
First Command Bank

BUY
 -
17.4K
+ 5.15%
$7.06M - $7.75M
355K $215M
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
17K
+ 29.17%
$6.91M - $7.59M
75.4K $45.6M
Jul 31, 2023 Q2 2023
Asset Management One Co., Ltd.

BUY
 -
17K
+ 0.54%
$6.91M - $7.58M
3.16M $1.91B
Aug 02, 2023 Q2 2023
Ifs Advisors, LLC

BUY
 -
17K
+ 51.97%
$6.89M - $7.56M
49.6K $30M
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
16.9K
+ 284.16%
$6.85M - $7.52M
22.8K $13.8M
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
16.7K
+ 5.15%
$6.78M - $7.44M
341K $206M
Jul 27, 2023 Q2 2023
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
16.3K
+ 2043.41%
$6.61M - $7.26M
17.1K $10.3M
Aug 09, 2023 Q2 2023
Ledyard National Bank

BUY
 -
16.1K
+ 22.24%
$6.55M - $7.18M
88.6K $53.6M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
15.9K
+ 18.73%
$6.46M - $7.09M
101K $61M
Jul 27, 2023 Q2 2023
Colton Groome Financial Advisors, LLC

BUY
 -
15.8K
+ 30.56%
$6.44M - $7.06M
67.7K $41M
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
15.6K
+ 1.15%
$6.35M - $6.97M
1.38M $835M
Aug 08, 2023 Q2 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
15.5K
New
$6.31M - $6.92M
15.5K $9.4M
Aug 09, 2023 Q2 2023
Sykon Capital LLC

Harrison, NY
BUY
 -
15.3K
New
$6.22M - $6.83M
15.3K $9.27M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
15.3K
+ 11.1%
$6.21M - $6.81M
153K $92.5M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
15.3K
+ 6.4%
$6.2M - $6.81M
254K $154M
Aug 07, 2023 Q2 2023
Rkl Wealth Management LLC

BUY
 -
15.3K
+ 5.45%
$6.19M - $6.8M
295K $179M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
15.1K
+ 3.32%
$6.12M - $6.72M
469K $284M
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
15K
+ 5.66%
$6.08M - $6.67M
279K $169M
Aug 09, 2023 Q2 2023
Ssi Investment Management LLC

Los Angeles, CA
BUY
 -
14.7K
+ 8.17%
$5.96M - $6.54M
194K $118M
Jul 28, 2023 Q2 2023
Invst, LLC

Indianapolis, IN
BUY
 -
14.7K
+ 9.61%
$5.95M - $6.53M
167K $101M
Aug 01, 2023 Q2 2023
Shelter Mutual Insurance CO

BUY
 -
14.6K
+ 2085.0%
$5.93M - $6.51M
15.3K $9.25M
Jul 21, 2023 Q2 2023
Standpoint Asset Management, LLC

Scottsdale, AZ
BUY
 -
14.1K
+ 14.9%
$5.73M - $6.28M
109K $65.8M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
13.8K
+ 4.86%
$5.62M - $6.17M
299K $181M
Aug 10, 2023 Q2 2023
Axiom Financial Strategies, LLC

New Albany, IN
BUY
 -
13.7K
New
$5.57M - $6.11M
13.7K $8.3M
Jul 13, 2023 Q2 2023
Consilio Wealth Advisors, LLC

BUY
 -
13.7K
+ 27.75%
$5.57M - $6.11M
63.1K $38.2M
Jul 13, 2023 Q2 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
13.5K
+ 23.81%
$5.5M - $6.03M
70.4K $42.6M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
13.4K
+ 29.31%
$5.43M - $5.96M
59K $35.7M
Aug 01, 2023 Q2 2023
Spreng Capital Management, Inc.

BUY
 -
13.3K
+ 86.21%
$5.4M - $5.92M
28.7K $17.4M
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
13.1K
+ 9.77%
$5.31M - $5.82M
147K $88.9M
Jul 14, 2023 Q2 2023
Vera Bank, N.A.

BUY
 -
13K
+ 238.93%
$5.29M - $5.81M
18.5K $11.2M
Aug 09, 2023 Q2 2023
Mascoma Wealth Management LLC

BUY
 -
12.9K
+ 12.67%
$5.24M - $5.75M
115K $69.4M
Aug 14, 2023 Q2 2023
Atom Investors LP

Austin, TX
BUY
 -
12.6K
New
$5.13M - $5.63M
12.6K $7.64M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
12.4K
+ 2.47%
$5.05M - $5.55M
517K $313M
Aug 25, 2023 Q2 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
12.3K
New
$5M - $5.48M
12.3K $7.45M
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
12.3K
+ 21.56%
$4.98M - $5.47M
69.2K $41.9M

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