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 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
198
+ 5.11%
$80.4K - $88.3K
4.07K $2.41M
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
198
+ 13.55%
$80.4K - $88.3K
1.66K $982K
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

BUY
 -
197
+ 32.94%
$80K - $87.8K
795 $471K
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
197
+ 0.46%
$80K - $87.8K
42.7K $25.3M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
194
+ 0.62%
$78.8K - $86.5K
31.5K $18.6M
Aug 14, 2023 Q2 2023
Lcnb Corp

Lebanon, OH
BUY
 -
194
+ 9.24%
$78.8K - $86.5K
2.29K $1.36M
Aug 14, 2023 Q2 2023
Bontempo Ohly Capital Mgmt LLC

Bethesda, MD
BUY
 -
194
+ 0.15%
$78.8K - $86.5K
130K $76.7M
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
192
+ 0.9%
$78K - $85.6K
21.6K $12.8M
Jul 25, 2023 Q2 2023
Cutler Investment Counsel LLC

BUY
 -
191
+ 1.69%
$77.6K - $85.1K
11.5K $6.82M
Aug 07, 2023 Q2 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
191
+ 18.47%
$77.6K - $85.1K
1.23K $725K
Aug 14, 2023 Q2 2023
26 North Partners LP

New York, NY
BUY
 -
188
+ 0.08%
$76.4K - $83.8K
248K $147M
Aug 09, 2023 Q2 2023
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
187
+ 8.88%
$76K - $83.3K
2.29K $1.36M
Jul 12, 2023 Q2 2023
Epiq Partners, LLC

BUY
 -
186
+ 33.1%
$75.5K - $82.9K
748 $443K
Jul 13, 2023 Q2 2023
Transform Wealth, LLC

BUY
 -
186
+ 1.38%
$75.5K - $82.9K
13.6K $8.08M
Jul 19, 2023 Q2 2023
Black Swift Group, LLC

Boulder, CO
BUY
 -
183
+ 36.53%
$74.3K - $81.6K
684 $405K
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
183
+ 1.25%
$74.3K - $81.6K
14.8K $8.78M
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
182
+ 0.81%
$73.9K - $81.1K
22.5K $13.3M
Jul 14, 2023 Q2 2023
Sightline Wealth Advisors, LLC

BUY
 -
181
+ 7.82%
$73.5K - $80.7K
2.5K $1.48M
Aug 08, 2023 Q2 2023
Mitchell Capital Management CO

BUY
 -
180
+ 2.08%
$73.1K - $80.2K
8.84K $5.23M
Aug 15, 2023 Q2 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
180
+ 4.96%
$73.1K - $80.2K
3.81K $2.26M
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
176
+ 0.63%
$71.5K - $78.4K
28.1K $16.6M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
175
+ 1.14%
$71.1K - $78K
15.5K $9.18M
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
172
+ 0.37%
$69.9K - $76.7K
46.8K $27.7M
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
172
+ 2.71%
$69.9K - $76.7K
6.53K $3.86M
Jul 21, 2023 Q2 2023
North Crest Asset Manangement, LLC

BUY
 -
171
+ 4.01%
$69.5K - $76.2K
4.44K $2.63M
Aug 01, 2023 Q2 2023
Paulson Wealth Management Inc.

BUY
 -
170
+ 3.69%
$69K - $75.8K
4.78K $2.83M
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
169
+ 12.88%
$68.6K - $75.3K
1.48K $877K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
166
+ 0.29%
$67.4K - $74K
57.8K $34.2M
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
164
+ 9.86%
$66.6K - $73.1K
1.83K $1.08M
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
163
+ 32.15%
$66.2K - $72.7K
670 $397K
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
163
+ 15.15%
$66.2K - $72.7K
1.24K $733K
Jul 12, 2023 Q2 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
161
+ 0.46%
$65.4K - $71.8K
35.5K $21M
Aug 24, 2023 Q2 2023
Strategy Asset Managers LLC

BUY
 -
161
+ 1.87%
$65.4K - $71.8K
8.76K $5.19M
Aug 14, 2023 Q2 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
160
+ 9.55%
$65K - $71.3K
1.84K $1.09M
Dec 18, 2023 Q2 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
155
+ 2.68%
$63K - $69.1K
5.95K $3.52M
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
154
+ 3.44%
$62.6K - $68.6K
4.64K $2.74M
Jul 31, 2023 Q2 2023
Lee Danner & Bass Inc

BUY
 -
154
+ 20.59%
$62.6K - $68.6K
902 $534K
Aug 14, 2023 Q2 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
153
+ 1.54%
$62.1K - $68.2K
10.1K $5.98M
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
152
+ 0.16%
$61.7K - $67.7K
97.7K $57.8M
Aug 01, 2023 Q2 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
151
+ 3.04%
$61.3K - $67.3K
5.12K $3.03M
Aug 04, 2023 Q2 2023
Lyell Wealth Management, LP

BUY
 -
150
+ 2.59%
$60.9K - $66.9K
5.94K $3.52M
Aug 07, 2023 Q2 2023
Grandfield & Dodd, LLC

BUY
 -
150
+ 5.15%
$60.9K - $66.9K
3.06K $1.81M
Aug 08, 2023 Q2 2023
Mc Naughton Wealth Management, LLC

BUY
 -
150
+ 0.63%
$60.9K - $66.9K
23.9K $14.2M
Aug 09, 2023 Q2 2023
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
150
+ 22.73%
$60.9K - $66.9K
810 $479K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
149
+ 4.62%
$60.5K - $66.4K
3.37K $2M
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
149
+ 5.16%
$60.5K - $66.4K
3.03K $1.8M
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
146
+ 30.1%
$59.3K - $65.1K
631 $374K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
145
+ 1.22%
$58.9K - $64.6K
12K $7.1M
Jul 10, 2023 Q2 2023
Foster Group, Inc.

BUY
 -
141
+ 0.24%
$57.3K - $62.8K
57.7K $34.2M

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