Purchases and Sales Made in Q1 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 Q1 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
May 15, 2023 Q1 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
481
+ 0.79%
$183K - $201K
61.4K $37M
May 17, 2024 Q1 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
481
+ 0.79%
$183K - $201K
61.4K $37M
May 12, 2023 Q1 2023
Objective Capital Management, LLC

BUY
 -
480
+ 1.84%
$183K - $201K
26.6K $16M
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
470
+ 6.57%
$179K - $197K
7.63K $4.59M
Apr 21, 2023 Q1 2023
Moneywise, Inc.

BUY
 -
466
+ 14.21%
$178K - $195K
3.75K $2.25M
May 03, 2023 Q1 2023
Lyell Wealth Management, LP

BUY
 -
464
+ 8.71%
$177K - $194K
5.79K $3.49M
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
460
New
$175K - $193K
460 $277K
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
456
+ 1.66%
$174K - $191K
27.9K $16.8M
Apr 21, 2023 Q1 2023
Courage Miller Partners, LLC

BUY
 -
456
+ 8.14%
$174K - $191K
6.06K $3.65M
May 15, 2023 Q1 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
455
+ 50.22%
$173K - $190K
1.36K $819K
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
453
+ 12.69%
$173K - $190K
4.02K $2.42M
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
452
+ 10.81%
$172K - $189K
4.63K $2.79M
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
442
+ 2.49%
$168K - $185K
18.2K $11M
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
435
+ 1.44%
$166K - $182K
30.7K $18.5M
Apr 18, 2023 Q1 2023
Fsc Wealth Advisors, LLC

BUY
 -
432
+ 50.7%
$165K - $181K
1.28K $773K
Apr 20, 2023 Q1 2023
Lincoln Capital Corp

BUY
 -
432
+ 17.08%
$165K - $181K
2.96K $1.78M
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
431
+ 30.76%
$164K - $180K
1.83K $1.1M
May 01, 2023 Q1 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
426
+ 1.95%
$162K - $178K
22.3K $13.4M
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
425
New
$162K - $178K
425 $256K
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
422
+ 11.81%
$161K - $177K
3.99K $2.4M
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
418
+ 15.82%
$159K - $175K
3.06K $1.84M
Feb 28, 2024 Q1 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
416
+ 2.33%
$159K - $174K
18.3K $11M
Apr 21, 2023 Q1 2023
Arbor Investment Advisors, LLC

BUY
 -
414
+ 15.46%
$158K - $173K
3.09K $1.86M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
411
+ 41.52%
$157K - $172K
1.4K $843K
Apr 27, 2023 Q1 2023
Bensler, LLC

Bellevue, WA
BUY
 -
409
+ 53.32%
$156K - $171K
1.18K $708K
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
408
+ 0.24%
$156K - $171K
171K $103M
May 05, 2023 Q1 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
405
+ 5.01%
$154K - $170K
8.49K $5.11M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
404
+ 4.39%
$154K - $169K
9.6K $5.78M
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
403
+ 1.5%
$154K - $169K
27.3K $16.4M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
402
+ 2.65%
$153K - $168K
15.6K $9.37M
Apr 21, 2023 Q1 2023
Chatham Capital Group, Inc.

BUY
 -
400
+ 34.28%
$152K - $167K
1.57K $943K
May 09, 2023 Q1 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
395
+ 3.9%
$151K - $165K
10.5K $6.34M
Apr 17, 2023 Q1 2023
Xponance, Inc.

BUY
 -
391
+ 2.16%
$149K - $164K
18.5K $11.1M
May 05, 2023 Q1 2023
Renasant Bank

BUY
 -
389
+ 12.43%
$148K - $163K
3.52K $2.12M
May 12, 2023 Q1 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
387
+ 19.7%
$147K - $162K
2.35K $1.41M
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
386
+ 9.42%
$147K - $162K
4.48K $2.7M
Apr 14, 2023 Q1 2023
Shulman De Meo Asset Management LLC

BUY
 -
384
+ 2.07%
$146K - $161K
18.9K $11.4M
Apr 28, 2023 Q1 2023
Middleton & CO Inc

BUY
 -
381
+ 0.77%
$145K - $160K
50K $30.1M
Apr 24, 2023 Q1 2023
Davidson Trust CO

BUY
 -
378
+ 6.33%
$144K - $158K
6.35K $3.82M
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
377
+ 15.03%
$144K - $158K
2.89K $1.74M
May 15, 2023 Q1 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
376
+ 0.23%
$143K - $157K
167K $100M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
370
+ 1.59%
$141K - $155K
23.6K $14.2M
May 03, 2023 Q1 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
369
+ 2.34%
$141K - $154K
16.1K $9.71M
Apr 19, 2023 Q1 2023
Patriot Investment Management Inc.

BUY
 -
367
+ 1.28%
$140K - $154K
29K $17.5M
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
366
+ 0.26%
$139K - $153K
141K $84.6M
Apr 27, 2023 Q1 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
361
+ 3.9%
$138K - $151K
9.62K $5.79M
May 12, 2023 Q1 2023
Astoria Strategic Wealth, Inc.

BUY
 -
361
+ 3.66%
$138K - $151K
10.2K $6.15M
Apr 19, 2023 Q1 2023
Atwater Malick LLC

BUY
 -
357
+ 15.92%
$136K - $149K
2.6K $1.56M
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
357
+ 278.91%
$136K - $149K
485 $292K

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