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 26, 2023 Q2 2023
Dean, Jacobson Financial Services, LLC

BUY
 -
562
New
$228K - $250K
562 $333K
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
562
New
$228K - $250K
562 $333K
Jul 13, 2023 Q2 2023
Schwab Charitable Fund

BUY
 -
558
+ 20.84%
$227K - $249K
3.24K $1.91M
Aug 07, 2023 Q2 2023
Leeward Financial Partners, LLC

BUY
 -
558
+ 13.3%
$227K - $249K
4.75K $2.81M
Aug 02, 2023 Q2 2023
Emerald Advisors, LLC

BUY
 -
556
+ 5.04%
$226K - $248K
11.6K $6.85M
Jul 25, 2023 Q2 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
554
+ 6.46%
$225K - $247K
9.12K $5.4M
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
552
+ 3.57%
$224K - $246K
16K $9.47M
Jul 13, 2023 Q2 2023
Paradigm Financial Partners, LLC

BUY
 -
548
+ 53.36%
$223K - $244K
1.58K $932K
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

BUY
 -
545
+ 1.62%
$221K - $243K
34.1K $20.2M
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
545
+ 7.17%
$221K - $243K
8.15K $4.82M
Dec 19, 2024 Q2 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
544
New
$221K - $242K
544 $322K
Aug 14, 2023 Q2 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
536
+ 0.86%
$218K - $239K
63.1K $37.3M
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
535
+ 1.64%
$217K - $238K
33.2K $19.7M
Aug 14, 2023 Q2 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
534
New
$217K - $238K
534 $316K
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
532
+ 0.77%
$216K - $237K
69.4K $41.1M
Jul 28, 2023 Q2 2023
Sterling Financial Planning, Inc.

BUY
 -
531
+ 4.21%
$216K - $237K
13.2K $7.79M
Jul 20, 2023 Q2 2023
Pacific Sage Partners, LLC

Shoreline, WA
BUY
 -
528
New
$214K - $235K
528 $313K
Jul 28, 2023 Q2 2023
Howland Capital Management LLC

BUY
 -
528
+ 52.07%
$214K - $235K
1.54K $913K
Aug 14, 2023 Q2 2023
Meridian Management CO

BUY
 -
527
+ 0.79%
$214K - $235K
67.7K $40M
Jul 25, 2023 Q2 2023
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
526
New
$214K - $234K
526 $311K
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
525
+ 17500.0%
$213K - $234K
528 $313K
Aug 04, 2023 Q2 2023
Riverview Capital Advisers, LLC

Boston, MA
BUY
 -
522
New
$212K - $233K
522 $309K
Jul 20, 2023 Q2 2023
C2 C Wealth Management, LLC

BUY
 -
519
+ 3.84%
$211K - $231K
14K $8.3M
Jul 31, 2023 Q2 2023
Noesis Capital Mangement Corp

BUY
 -
519
New
$211K - $231K
519 $307K
Aug 04, 2023 Q2 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
519
+ 0.7%
$211K - $231K
75K $44.4M
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
518
+ 0.72%
$210K - $231K
72K $42.6M
Aug 01, 2023 Q2 2023
Wiser Wealth Management, Inc

BUY
 -
513
+ 2.13%
$208K - $229K
24.6K $14.6M
Jul 11, 2023 Q2 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
512
New
$208K - $228K
512 $303K
Aug 14, 2023 Q2 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
512
+ 29.14%
$208K - $228K
2.27K $1.34M
Aug 02, 2023 Q2 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
510
+ 0.37%
$207K - $227K
137K $81.1M
Jul 13, 2023 Q2 2023
Affinity Capital Advisors, LLC

BUY
 -
507
New
$206K - $226K
507 $300K
Aug 11, 2023 Q2 2023
Capital International Investors

Los Angeles, CA
BUY
 -
505
+ 48.93%
$205K - $225K
1.54K $910K
Jul 19, 2023 Q2 2023
Hilltop Wealth Advisors, LLC

BUY
 -
504
+ 1.16%
$205K - $225K
43.8K $25.9M
Aug 14, 2023 Q2 2023
Waters Parkerson & Co., LLC

BUY
 -
501
+ 5.33%
$203K - $223K
9.9K $5.86M
Jul 13, 2023 Q2 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
500
+ 108.7%
$203K - $223K
960 $568K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
499
+ 2.89%
$203K - $222K
17.8K $10.5M
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
495
+ 2.43%
$201K - $221K
20.9K $12.4M
Aug 01, 2023 Q2 2023
Cutter & CO Brokerage, Inc.

BUY
 -
493
New
$200K - $220K
493 $292K
Jul 13, 2023 Q2 2023
Verde Capital Management

BUY
 -
492
New
$200K - $219K
492 $291K
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
492
+ 80.66%
$200K - $219K
1.1K $652K
Jul 17, 2023 Q2 2023
One Plus One Wealth Management, LLC

BUY
 -
486
New
$197K - $217K
486 $288K
Aug 11, 2023 Q2 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
486
New
$197K - $217K
486 $288K
Jul 14, 2023 Q2 2023
Astoria Portfolio Advisors Llc.

BUY
 -
485
New
$197K - $216K
485 $287K
Jul 18, 2023 Q2 2023
Cadent Capital Advisors, LLC

BUY
 -
484
+ 19.59%
$197K - $216K
2.96K $1.75M
Aug 10, 2023 Q2 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
481
+ 72.88%
$195K - $214K
1.14K $675K
Jul 28, 2023 Q2 2023
Mc Collum Christoferson Group LLC

Amherst, NY
BUY
 -
480
New
$195K - $214K
480 $284K
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
480
+ 5.96%
$195K - $214K
8.54K $5.06M
Jul 20, 2023 Q2 2023
Birch Hill Investment Advisors LLC

BUY
 -
479
+ 1.09%
$195K - $213K
44.3K $26.2M
Jul 10, 2023 Q2 2023
Allied Investment Advisors, LLC

BUY
 -
475
New
$193K - $212K
475 $281K

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