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 13, 2023 Q2 2023
Congress Park Capital LLC

BUY
 -
1.14K
+ 12.94%
$465K - $510K
9.98K $5.91M
Aug 15, 2023 Q2 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
1.14K
New
$461K - $506K
1.14K $672K
Jul 31, 2023 Q2 2023
Argent Capital Management LLC

BUY
 -
1.12K
New
$457K - $501K
1.12K $665K
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

BUY
 -
1.12K
+ 434.11%
$455K - $499K
1.38K $816K
Aug 02, 2023 Q2 2023
St. Louis Trust CO

BUY
 -
1.12K
New
$455K - $499K
1.12K $663K
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
1.11K
+ 2.09%
$451K - $495K
54.3K $32.1M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
1.1K
+ 5.12%
$446K - $490K
22.6K $13.4M
Jul 07, 2023 Q2 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
1.09K
+ 0.39%
$444K - $487K
279K $165M
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
1.09K
+ 21.88%
$442K - $484K
6.06K $3.58M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
1.08K
+ 5.98%
$437K - $480K
19.1K $11.3M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
1.07K
New
$434K - $476K
1.07K $632K
Aug 10, 2023 Q2 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
1.07K
+ 21.07%
$434K - $476K
6.14K $3.63M
Aug 14, 2023 Q2 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
1.07K
New
$434K - $476K
1.07K $632K
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
1.07K
+ 1.95%
$433K - $475K
55.6K $32.9M
Aug 07, 2023 Q2 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
1.06K
New
$432K - $474K
1.06K $630K
Aug 07, 2023 Q2 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
1.06K
+ 50.48%
$431K - $473K
3.17K $1.87M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
1.05K
+ 22.73%
$427K - $468K
5.68K $3.36M
Sep 07, 2023 Q2 2023
Sterling Financial Group, Inc.

Pasadena, CA
BUY
 -
1.04K
New
$420K - $461K
1.04K $613K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.03K
+ 168.08%
$419K - $460K
1.65K $974K
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
1.03K
+ 0.8%
$419K - $460K
130K $77.2M
Aug 07, 2023 Q2 2023
Coastline Trust CO

BUY
 -
1.03K
+ 7.2%
$418K - $458K
15.3K $9.06M
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
1.02K
+ 4.92%
$416K - $456K
21.8K $12.9M
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
1.02K
+ 6.17%
$415K - $456K
17.6K $10.4M
Aug 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
1.02K
+ 114.0%
$413K - $454K
1.91K $1.13M
Jul 03, 2023 Q2 2023
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
1.01K
+ 2.3%
$412K - $452K
45.1K $26.7M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
1.01K
New
$411K - $451K
1.01K $599K
Jul 31, 2023 Q2 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.01K
+ 3.71%
$411K - $451K
28.3K $16.7M
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
1.01K
+ 6.96%
$410K - $450K
15.5K $9.19M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
1.01K
+ 72.02%
$410K - $450K
2.41K $1.43M
Jul 25, 2023 Q2 2023
Straight Path Wealth Management

BUY
 -
1.01K
+ 16.79%
$409K - $449K
7.01K $4.15M
Aug 14, 2023 Q2 2023
New England Asset Management Inc

Farmington, CT
BUY
 -
1.01K
+ 1.02%
$408K - $448K
100K $59.2M
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
996
+ 3.64%
$405K - $444K
28.3K $16.8M
Jul 31, 2023 Q2 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
992
+ 32.06%
$403K - $442K
4.09K $2.42M
Aug 14, 2023 Q2 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
992
+ 6.25%
$403K - $442K
16.9K $9.98M
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

BUY
 -
990
+ 37.73%
$402K - $441K
3.61K $2.14M
Jul 27, 2023 Q2 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
985
+ 82.98%
$400K - $439K
2.17K $1.29M
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
985
+ 12.86%
$400K - $439K
8.65K $5.12M
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
976
+ 4.14%
$396K - $435K
24.6K $14.5M
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
973
+ 2.42%
$395K - $434K
41.2K $24.4M
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
955
+ 3.09%
$388K - $426K
31.9K $18.9M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
947
+ 3.41%
$385K - $422K
28.7K $17M
Jul 27, 2023 Q2 2023
Nova R Wealth, Inc.

BUY
 -
946
+ 2.54%
$384K - $422K
38.2K $22.6M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
937
+ 0.88%
$381K - $418K
108K $63.8M
Jul 13, 2023 Q2 2023
Harbor Group, Inc.

BUY
 -
922
+ 4.23%
$374K - $411K
22.7K $13.4M
Aug 10, 2023 Q2 2023
Tag Stone Capital, Inc.

BUY
 -
920
+ 2.87%
$374K - $410K
32.9K $19.5M
Jul 20, 2023 Q2 2023
Inspirion Wealth Advisors, LLC

BUY
 -
912
+ 37.42%
$370K - $406K
3.35K $1.98M
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
906
+ 9.89%
$368K - $404K
10.1K $5.96M
Jul 27, 2023 Q2 2023
Cwa Asset Management Group, LLC

BUY
 -
896
+ 64.79%
$364K - $399K
2.28K $1.35M
Aug 04, 2023 Q2 2023
Hemington Wealth Management

BUY
 -
894
+ 21.38%
$363K - $398K
5.08K $3M

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