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 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
404
+ 4.44%
$164K - $180K
9.51K $5.9M
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
402
+ 8.81%
$163K - $179K
4.96K $3.08M
Jul 12, 2023 Q2 2023
Sage Capital Advisors,Llc

BUY
 -
400
+ 5.91%
$162K - $178K
7.17K $4.45M
Aug 15, 2023 Q2 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
400
+ 0.21%
$162K - $178K
194K $120M
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

BUY
 -
399
+ 6.37%
$162K - $178K
6.67K $4.14M
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
394
+ 1.47%
$160K - $176K
27.1K $16.8M
Jul 20, 2023 Q2 2023
Holland Advisory Services, Inc.

BUY
 -
393
+ 0.89%
$160K - $175K
44.8K $27.8M
Jul 25, 2023 Q2 2023
Mcia Inc

BUY
 -
393
+ 54.21%
$160K - $175K
1.12K $694K
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
389
+ 7.05%
$158K - $173K
5.9K $3.66M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
387
+ 0.57%
$157K - $172K
68.6K $42.6M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
385
+ 0.27%
$156K - $172K
141K $87.6M
Jul 28, 2023 Q2 2023
Apcm Wealth Management For Individuals

BUY
 -
381
+ 7620.0%
$155K - $170K
386 $240K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
381
+ 49.54%
$155K - $170K
1.15K $714K
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
379
+ 1.47%
$154K - $169K
26.1K $16.2M
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
377
+ 9.37%
$153K - $168K
4.4K $2.73M
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
374
+ 4.08%
$152K - $167K
9.54K $5.92M
Jul 28, 2023 Q2 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
374
+ 11.87%
$152K - $167K
3.53K $2.19M
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
372
+ 12.15%
$151K - $166K
3.43K $2.13M
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
372
+ 19.11%
$151K - $166K
2.32K $1.44M
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

BUY
 -
368
+ 24.6%
$149K - $164K
1.86K $1.16M
Jul 26, 2023 Q2 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
368
+ 21.69%
$149K - $164K
2.07K $1.28M
Jul 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
365
+ 19.92%
$148K - $163K
2.2K $1.36M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
364
New
$148K - $162K
364 $226K
Jul 17, 2023 Q2 2023
Silverhawk Asset Management, LLC

BUY
 -
363
+ 0.71%
$147K - $162K
51.1K $31.7M
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
361
+ 6.54%
$147K - $161K
5.88K $3.65M
Aug 28, 2024 Q2 2023
Farmers National Bank

Danville, KY
BUY
 -
351
+ 20.92%
$143K - $156K
2.03K $1.26M
Jul 31, 2023 Q2 2023
Americana Partners, LLC

Houston, TX
BUY
 -
350
+ 58.92%
$142K - $156K
944 $586K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
347
+ 1.16%
$141K - $155K
30.1K $18.7M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
345
+ 2.34%
$140K - $154K
15.1K $9.37M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
344
+ 33.99%
$140K - $153K
1.36K $842K
Aug 08, 2023 Q2 2023
First Pacific Financial

BUY
 -
343
New
$139K - $153K
343 $213K
Aug 11, 2023 Q2 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
342
+ 9.19%
$139K - $152K
4.06K $2.52M
Jul 20, 2023 Q2 2023
Investment Research & Advisory Group, Inc.

BUY
 -
340
+ 17.85%
$138K - $152K
2.25K $1.39M
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
340
+ 34.07%
$138K - $152K
1.34K $830K
Jul 17, 2023 Q2 2023
Oak Harvest Investment Services

BUY
 -
338
+ 30.04%
$137K - $151K
1.46K $908K
Jul 13, 2023 Q2 2023
First United Bank & Trust

BUY
 -
337
+ 5.1%
$137K - $150K
6.95K $4.31M
Aug 09, 2023 Q2 2023
Camden National Bank

Camden, ME
BUY
 -
335
+ 12.06%
$136K - $149K
3.11K $1.93M
Jul 28, 2023 Q2 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
334
+ 2.27%
$136K - $149K
15K $9.33M
Aug 07, 2023 Q2 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
328
+ 4.73%
$133K - $146K
7.26K $4.5M
Aug 09, 2023 Q2 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
328
+ 15.95%
$133K - $146K
2.38K $1.48M
Jul 25, 2023 Q2 2023
Benchmark Financial Wealth Advisors, LLC

BUY
 -
327
+ 12.37%
$133K - $146K
2.97K $1.84M
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
322
+ 1.61%
$131K - $144K
20.3K $12.6M
Aug 04, 2023 Q2 2023
Iowa State Bank

BUY
 -
320
+ 13.1%
$130K - $143K
2.76K $1.71M
Aug 10, 2023 Q2 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
319
+ 3.03%
$130K - $142K
10.8K $6.73M
Jul 17, 2023 Q2 2023
Archvest Wealth Advisors, Inc.

BUY
 -
317
+ 7.13%
$129K - $141K
4.77K $2.96M
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
315
+ 2.44%
$128K - $140K
13.2K $8.2M
Jul 17, 2023 Q2 2023
Sterling Investment Counsel, LLC

BUY
 -
311
+ 2.27%
$126K - $139K
14K $8.7M
Aug 14, 2023 Q2 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
310
+ 7.57%
$126K - $138K
4.41K $2.74M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
310
+ 20.44%
$126K - $138K
1.83K $1.13M

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