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 01, 2023 Q2 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
12.2K
+ 1.94%
$4.96M - $5.45M
644K $385M
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
12.1K
+ 21.72%
$4.92M - $5.4M
67.9K $40.6M
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
12K
+ 301175.0%
$4.89M - $5.37M
12.1K $7.2M
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
11.9K
New
$4.85M - $5.32M
11.9K $7.14M
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
11.9K
+ 205.04%
$4.85M - $5.32M
17.7K $10.6M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
11.8K
New
$4.8M - $5.26M
11.8K $7.06M
Aug 02, 2023 Q2 2023
Ashford Advisors, LLC

BUY
 -
11.7K
+ 3.03%
$4.76M - $5.22M
398K $238M
Feb 12, 2024 Q2 2023
Ashford Advisors, LLC

BUY
 -
11.7K
+ 3.03%
$4.76M - $5.22M
398K $238M
Aug 11, 2023 Q2 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
11.6K
+ 14.48%
$4.72M - $5.17M
91.8K $54.9M
Aug 14, 2023 Q2 2023
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
11.6K
New
$4.7M - $5.16M
11.6K $6.92M
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
11.3K
+ 10.62%
$4.6M - $5.04M
118K $70.4M
Jul 13, 2023 Q2 2023
Parisi Gray Wealth Management

BUY
 -
11.3K
+ 72.81%
$4.59M - $5.04M
26.8K $16M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
11.2K
New
$4.53M - $4.98M
11.2K $6.67M
Jul 20, 2023 Q2 2023
Blb&B Advisors, LLC

BUY
 -
11.1K
+ 7.64%
$4.52M - $4.96M
157K $93.7M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
11.1K
+ 40.54%
$4.52M - $4.96M
38.6K $23M
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
10.9K
+ 7.72%
$4.44M - $4.87M
152K $91.1M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
10.6K
+ 20.9%
$4.32M - $4.74M
61.5K $36.8M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
10.6K
+ 20.9%
$4.32M - $4.74M
61.5K $36.8M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
10.5K
+ 6.4%
$4.27M - $4.68M
175K $104M
Jul 24, 2023 Q2 2023
Meridian Financial Partners LLC

BUY
 -
10.5K
New
$4.26M - $4.68M
10.5K $6.27M
Jul 24, 2023 Q2 2023
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
10.4K
New
$4.22M - $4.63M
10.4K $6.21M
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
10.2K
+ 19.31%
$4.13M - $4.53M
62.8K $37.5M
Aug 14, 2023 Q2 2023
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
10.1K
+ 31.27%
$4.12M - $4.52M
42.6K $25.5M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
10K
+ 2.91%
$4.08M - $4.47M
355K $212M
Nov 13, 2023 Q2 2023
Titan Global Capital Management Usa LLC

New York, NY
BUY
 -
9.73K
+ 82.58%
$3.95M - $4.34M
21.5K $12.9M
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
9.71K
+ 32.48%
$3.94M - $4.33M
39.6K $23.7M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
9.58K
+ 5.18%
$3.89M - $4.27M
195K $116M
Aug 04, 2023 Q2 2023
Insight 2811, Inc.

Chicago, IL
BUY
 -
9.57K
+ 427.94%
$3.89M - $4.27M
11.8K $7.06M
Aug 02, 2023 Q2 2023
Jsf Financial, LLC

BUY
 -
9.56K
+ 10.68%
$3.88M - $4.26M
99.1K $59.2M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
9.53K
New
$3.87M - $4.25M
9.53K $5.7M
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
9.52K
+ 9.46%
$3.87M - $4.24M
110K $65.9M
Jul 26, 2023 Q2 2023
Cahaba Wealth Management, Inc.

BUY
 -
9.3K
+ 1.69%
$3.78M - $4.14M
559K $334M
Jul 10, 2023 Q2 2023
Outlook Wealth Advisors, LLC

BUY
 -
9.14K
+ 894.42%
$3.71M - $4.07M
10.2K $6.07M
Aug 14, 2023 Q2 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
9.13K
New
$3.71M - $4.07M
9.13K $5.45M
Aug 14, 2023 Q2 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
9.12K
+ 56.65%
$3.7M - $4.07M
25.2K $15.1M
Aug 09, 2023 Q2 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
8.99K
+ 138.1%
$3.65M - $4.01M
15.5K $9.27M
Aug 02, 2023 Q2 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
8.98K
+ 52.67%
$3.65M - $4M
26K $15.6M
Aug 14, 2023 Q2 2023
Treasurer Of The State Of North Carolina

BUY
 -
8.93K
+ 38.72%
$3.63M - $3.98M
32K $19.1M
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
8.87K
+ 1.92%
$3.6M - $3.95M
471K $282M
Aug 11, 2023 Q2 2023
Accuvest Global Advisors

Provo, UT
BUY
 -
8.86K
+ 24.09%
$3.6M - $3.95M
45.6K $27.3M
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
8.84K
+ 0.66%
$3.59M - $3.94M
1.35M $808M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
8.83K
+ 1529.46%
$3.58M - $3.93M
9.4K $5.62M
Jul 18, 2023 Q2 2023
Catalyst Private Wealth, LLC

BUY
 -
8.82K
+ 79.06%
$3.58M - $3.93M
20K $11.9M
Jul 26, 2023 Q2 2023
Eq LLC

Mercer Island, WA
BUY
 -
8.69K
+ 26.65%
$3.53M - $3.87M
41.3K $24.7M
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
8.62K
+ 5.03%
$3.5M - $3.84M
180K $108M
Aug 22, 2023 Q2 2023
Idaho Trust Bank

Boise, ID
BUY
 -
8.58K
New
$3.49M - $3.83M
8.58K $5.13M
Aug 10, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
8.54K
+ 3.01%
$3.47M - $3.8M
292K $174M
Nov 13, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
8.54K
+ 3.01%
$3.47M - $3.8M
292K $174M
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

BUY
 -
8.52K
+ 10.03%
$3.46M - $3.8M
93.4K $55.8M

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