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 08, 2024 Q2 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
90
+ 5.55%
$36.6K - $40.1K
1.71K $1.01M
Aug 28, 2024 Q2 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
90
+ 1.91%
$36.6K - $40.1K
4.81K $2.85M
Aug 07, 2023 Q2 2023
Kaizen Financial Strategies

BUY
 -
88
+ 9.04%
$35.7K - $39.2K
1.06K $628K
Aug 08, 2023 Q2 2023
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
85
+ 3.58%
$34.5K - $37.9K
2.46K $1.45M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
84
+ 3.77%
$34.1K - $37.4K
2.31K $1.37M
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
84
+ 8.62%
$34.1K - $37.4K
1.06K $626K
Aug 14, 2023 Q2 2023
Centric Wealth Management

BUY
 -
84
+ 1.66%
$34.1K - $37.4K
5.14K $3.04M
Jul 18, 2023 Q2 2023
Future Financial Wealth Managment LLC

BUY
 -
81
+ 7.93%
$32.9K - $36.1K
1.1K $652K
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
81
+ 3.57%
$32.9K - $36.1K
2.35K $1.39M
Jul 13, 2023 Q2 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
80
+ 9.23%
$32.5K - $35.7K
947 $561K
Jul 18, 2023 Q2 2023
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
79
+ 14.68%
$32.1K - $35.2K
617 $365K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
77
+ 4.43%
$31.3K - $34.3K
1.82K $1.07M
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
77
+ 3.31%
$31.3K - $34.3K
2.4K $1.42M
Aug 04, 2023 Q2 2023
Ceera Investments, LLC

Bellaire, TX
BUY
 -
77
+ 6.81%
$31.3K - $34.3K
1.21K $715K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
76
+ 1.9%
$30.9K - $33.9K
4.07K $2.41M
Aug 11, 2023 Q2 2023
Hemenway Trust CO LLC

BUY
 -
75
+ 11.81%
$30.5K - $33.4K
710 $420K
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
75
+ 5.19%
$30.5K - $33.4K
1.52K $900K
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
74
+ 1.26%
$30.1K - $33K
5.95K $3.52M
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
74
+ 0.07%
$30.1K - $33K
101K $59.8M
Jul 06, 2023 Q2 2023
Stonehearth Capital Management, LLC

BUY
 -
73
+ 14.43%
$29.7K - $32.5K
579 $343K
Jul 28, 2023 Q2 2023
Middleton & CO Inc

BUY
 -
73
+ 0.15%
$29.7K - $32.5K
50.1K $29.6M
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
73
+ 1.47%
$29.7K - $32.5K
5.05K $2.99M
Aug 10, 2023 Q2 2023
Davidson Trust CO

BUY
 -
73
+ 1.15%
$29.7K - $32.5K
6.43K $3.8M
Aug 07, 2023 Q2 2023
Cfo4 Life Group, LLC

BUY
 -
72
+ 12.5%
$29.2K - $32.1K
648 $384K
Jul 17, 2023 Q2 2023
Hengehold Capital Management LLC

BUY
 -
71
+ 0.33%
$28.8K - $31.6K
21.8K $12.9M
Jul 05, 2023 Q2 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
70
+ 7000.0%
$28.4K - $31.2K
71 $42K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
70
+ 61.95%
$28.4K - $31.2K
183 $108K
Jul 26, 2023 Q2 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
70
+ 5.18%
$28.4K - $31.2K
1.42K $842K
Aug 03, 2023 Q2 2023
Geneva Partners, LLC

BUY
 -
70
+ 0.51%
$28.4K - $31.2K
13.9K $8.21M
Feb 06, 2024 Q2 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
70
+ 2.33%
$28.4K - $31.2K
3.08K $1.82M
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
69
+ 0.22%
$28K - $30.8K
31.5K $18.7M
Aug 08, 2023 Q2 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
69
+ 4.73%
$28K - $30.8K
1.53K $904K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
68
+ 0.32%
$27.6K - $30.3K
21K $12.5M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
68
New
$27.6K - $30.3K
68 $40.3K
Jul 19, 2023 Q2 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
67
+ 4.16%
$27.2K - $29.9K
1.68K $992K
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
67
+ 0.2%
$27.2K - $29.9K
33K $19.5M
Aug 08, 2023 Q2 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
67
+ 5.59%
$27.2K - $29.9K
1.27K $749K
Aug 09, 2023 Q2 2023
Pittenger & Anderson Inc

BUY
 -
67
+ 0.63%
$27.2K - $29.9K
10.8K $6.38M
Aug 01, 2023 Q2 2023
Madison Asset Management, LLC

Madison, WI
BUY
 -
66
+ 1.03%
$26.8K - $29.4K
6.46K $3.82M
Jul 17, 2023 Q2 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
65
+ 3.16%
$26.4K - $29K
2.13K $1.26M
Jul 17, 2023 Q2 2023
D. Scott Neal, Inc.

BUY
 -
65
+ 3.6%
$26.4K - $29K
1.87K $1.11M
Jul 19, 2023 Q2 2023
Gemmer Asset Management LLC

BUY
 -
64
+ 0.97%
$26K - $28.5K
6.69K $3.96M
Jul 27, 2023 Q2 2023
Bank Ozk

BUY
 -
63
+ 2.45%
$25.6K - $28.1K
2.63K $1.56M
Jul 24, 2023 Q2 2023
Schrum Private Wealth Management LLC

BUY
 -
62
+ 2.57%
$25.2K - $27.6K
2.48K $1.47M
Jul 11, 2023 Q2 2023
Cypress Financial Planning LLC

BUY
 -
60
+ 0.1%
$24.4K - $26.7K
62.8K $37.1M
Aug 01, 2023 Q2 2023
Cigna Investments Inc

Bloomfield, CT
BUY
 -
60
+ 3.03%
$24.4K - $26.7K
2.04K $1.21M
Aug 07, 2023 Q2 2023
Wells Financial Advisors Inc

BUY
 -
60
+ 1.51%
$24.4K - $26.7K
4.04K $2.39M
Jul 07, 2023 Q2 2023
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
59
+ 5.8%
$24K - $26.3K
1.08K $637K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
58
New
$23.6K - $25.9K
58 $34.3K

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