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
Capital Performance Advisors LLP

BUY
 -
102
+ 0.41%
$41.4K - $45.5K
24.8K $15.7M
Aug 09, 2023 Q2 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
101
+ 0.89%
$41K - $45K
11.5K $7.25M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
101
+ 1.11%
$41K - $45K
9.19K $5.81M
Jul 13, 2023 Q2 2023
Olio Financial Planning

BUY
 -
97
+ 11.86%
$39.4K - $43.2K
915 $578K
Jul 20, 2023 Q2 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
96
+ 9.47%
$39K - $42.8K
1.11K $701K
Aug 04, 2023 Q2 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
95
+ 8.0%
$38.6K - $42.3K
1.28K $811K
Aug 14, 2023 Q2 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
94
+ 13.26%
$38.2K - $41.9K
803 $507K
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

BUY
 -
93
+ 1.8%
$37.8K - $41.5K
5.27K $3.33M
Jul 18, 2023 Q2 2023
Wealth Effects LLC

BUY
 -
90
+ 1.76%
$36.6K - $40.1K
5.2K $3.28M
Aug 08, 2024 Q2 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
90
+ 5.55%
$36.6K - $40.1K
1.71K $1.08M
Aug 07, 2023 Q2 2023
Kaizen Financial Strategies

BUY
 -
88
+ 9.04%
$35.7K - $39.2K
1.06K $670K
Aug 08, 2023 Q2 2023
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
85
+ 3.58%
$34.5K - $37.9K
2.46K $1.55M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
84
+ 3.77%
$34.1K - $37.4K
2.31K $1.46M
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
84
+ 8.62%
$34.1K - $37.4K
1.06K $668K
Aug 14, 2023 Q2 2023
Centric Wealth Management

BUY
 -
84
+ 1.66%
$34.1K - $37.4K
5.14K $3.25M
Jul 18, 2023 Q2 2023
Future Financial Wealth Managment LLC

BUY
 -
81
+ 7.93%
$32.9K - $36.1K
1.1K $696K
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
81
+ 3.57%
$32.9K - $36.1K
2.35K $1.48M
Jul 13, 2023 Q2 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
80
+ 9.23%
$32.5K - $35.7K
947 $598K
Jul 26, 2023 Q2 2023
First American Trust, Fsb

BUY
 -
80
+ 4.35%
$32.5K - $35.7K
1.92K $1.21M
Jul 18, 2023 Q2 2023
Afg Fiduciary Services Limited Partnership

Hingham, MA
BUY
 -
79
+ 14.68%
$32.1K - $35.2K
617 $390K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
77
+ 4.43%
$31.3K - $34.3K
1.82K $1.15M
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
77
+ 3.31%
$31.3K - $34.3K
2.4K $1.52M
Aug 04, 2023 Q2 2023
Ceera Investments, LLC

Bellaire, TX
BUY
 -
77
+ 6.81%
$31.3K - $34.3K
1.21K $763K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
76
+ 1.9%
$30.9K - $33.9K
4.07K $2.57M
Aug 11, 2023 Q2 2023
Hemenway Trust CO LLC

BUY
 -
75
+ 11.81%
$30.5K - $33.4K
710 $449K
Aug 14, 2023 Q2 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
75
+ 5.19%
$30.5K - $33.4K
1.52K $961K
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
74
+ 1.26%
$30.1K - $33K
5.95K $3.76M
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
74
+ 0.07%
$30.1K - $33K
101K $63.8M
Jul 06, 2023 Q2 2023
Stonehearth Capital Management, LLC

BUY
 -
73
+ 14.43%
$29.7K - $32.5K
579 $366K
Jul 28, 2023 Q2 2023
Middleton & CO Inc

BUY
 -
73
+ 0.15%
$29.7K - $32.5K
50.1K $31.6M
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
73
+ 1.47%
$29.7K - $32.5K
5.05K $3.19M
Aug 10, 2023 Q2 2023
Davidson Trust CO

BUY
 -
73
+ 1.15%
$29.7K - $32.5K
6.43K $4.06M
Aug 07, 2023 Q2 2023
Cfo4 Life Group, LLC

BUY
 -
72
+ 12.5%
$29.2K - $32.1K
648 $409K
Jul 17, 2023 Q2 2023
Hengehold Capital Management LLC

BUY
 -
71
+ 0.33%
$28.8K - $31.6K
21.8K $13.8M
Jul 05, 2023 Q2 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
70
+ 7000.0%
$28.4K - $31.2K
71 $44.9K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
70
+ 61.95%
$28.4K - $31.2K
183 $116K
Jul 26, 2023 Q2 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
70
+ 5.18%
$28.4K - $31.2K
1.42K $898K
Aug 03, 2023 Q2 2023
Geneva Partners, LLC

BUY
 -
70
+ 0.51%
$28.4K - $31.2K
13.9K $8.77M
Feb 06, 2024 Q2 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
70
+ 2.33%
$28.4K - $31.2K
3.08K $1.94M
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
69
+ 0.22%
$28K - $30.8K
31.5K $19.9M
Aug 08, 2023 Q2 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
69
+ 4.73%
$28K - $30.8K
1.53K $965K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
68
+ 0.32%
$27.6K - $30.3K
21K $13.3M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
68
New
$27.6K - $30.3K
68 $43K
Jul 19, 2023 Q2 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
67
+ 4.16%
$27.2K - $29.9K
1.68K $1.06M
Jul 21, 2023 Q2 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
67
+ 0.2%
$27.2K - $29.9K
33K $20.9M
Aug 08, 2023 Q2 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
67
+ 5.59%
$27.2K - $29.9K
1.27K $799K
Aug 09, 2023 Q2 2023
Pittenger & Anderson Inc

BUY
 -
67
+ 0.63%
$27.2K - $29.9K
10.8K $6.81M
Aug 01, 2023 Q2 2023
Madison Asset Management, LLC

Madison, WI
BUY
 -
66
+ 1.03%
$26.8K - $29.4K
6.46K $4.08M
Jul 17, 2023 Q2 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
65
+ 3.16%
$26.4K - $29K
2.13K $1.34M

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