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
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
184
+ 0.62%
$70.1K - $77K
29.8K $20.2M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
182
+ 5.16%
$69.4K - $76.2K
3.71K $2.52M
May 02, 2023 Q1 2023
Mayport, LLC

BUY
 -
180
+ 15.99%
$68.6K - $75.4K
1.31K $887K
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
180
+ 3.25%
$68.6K - $75.4K
5.72K $3.88M
Apr 12, 2023 Q1 2023
Ccg Wealth Management, LLC

BUY
 -
178
+ 10.25%
$67.8K - $74.5K
1.91K $1.3M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
177
+ 1.57%
$67.5K - $74.1K
11.5K $7.79M
May 15, 2023 Q1 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
176
+ 5.18%
$67.1K - $73.7K
3.57K $2.42M
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
173
+ 1.13%
$65.9K - $72.4K
15.5K $10.5M
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
171
+ 1.9%
$65.2K - $71.6K
9.16K $6.22M
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
169
+ 0.11%
$64.4K - $70.8K
149K $101M
Apr 26, 2023 Q1 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
168
+ 0.36%
$64K - $70.3K
47.2K $32.1M
Apr 26, 2023 Q1 2023
Lincoln Capital LLC

BUY
 -
167
+ 3.86%
$63.6K - $69.9K
4.5K $3.05M
May 10, 2023 Q1 2023
Woodley Farra Manion Portfolio Management Inc

BUY
 -
167
+ 2.36%
$63.6K - $69.9K
7.23K $4.91M
May 12, 2023 Q1 2023
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
167
+ 2.85%
$63.6K - $69.9K
6.03K $4.09M
May 15, 2023 Q1 2023
Walleye Trading LLC

Plymouth, MN
BUY
 -
167
New
$63.6K - $69.9K
167 $113K
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
167
+ 9.03%
$63.6K - $69.9K
2.02K $1.37M
Apr 25, 2023 Q1 2023
Peterson Financial Group, Inc.

BUY
 -
166
+ 2.15%
$63.3K - $69.5K
7.88K $5.35M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
164
New
$62.5K - $68.7K
164 $111K
May 01, 2023 Q1 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
164
+ 0.71%
$62.5K - $68.7K
23.3K $15.8M
May 11, 2023 Q1 2023
Carret Asset Management, LLC

BUY
 -
163
+ 2.61%
$62.1K - $68.2K
6.4K $4.35M
Jun 25, 2024 Q1 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
163
+ 15.33%
$62.1K - $68.2K
1.23K $832K
May 01, 2023 Q1 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
162
+ 2.09%
$61.7K - $67.8K
7.91K $5.37M
May 08, 2023 Q1 2023
Palisade Capital Management LLC

Fort Lee, NJ
BUY
 -
162
+ 8.24%
$61.7K - $67.8K
2.13K $1.44M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
162
+ 1.44%
$61.7K - $67.8K
11.4K $7.73M
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
161
+ 3.62%
$61.4K - $67.4K
4.6K $3.12M
May 10, 2023 Q1 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
161
+ 2.05%
$61.4K - $67.4K
8.03K $5.45M
May 12, 2023 Q1 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
160
+ 0.04%
$61K - $67K
431K $292M
May 02, 2023 Q1 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
159
+ 0.31%
$60.6K - $66.6K
50.8K $34.5M
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
158
+ 9.48%
$60.2K - $66.1K
1.83K $1.24M
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
157
+ 9.68%
$59.8K - $65.7K
1.78K $1.21M
May 15, 2023 Q1 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
156
+ 5.34%
$59.5K - $65.3K
3.08K $2.09M
Apr 06, 2023 Q1 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
153
+ 10.39%
$58.3K - $64.1K
1.63K $1.1M
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
150
+ 9.23%
$57.2K - $62.8K
1.78K $1.2M
Apr 13, 2023 Q1 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
146
+ 12.2%
$55.6K - $61.1K
1.34K $912K
May 05, 2023 Q1 2023
Howland Capital Management LLC

BUY
 -
145
+ 16.69%
$55.3K - $60.7K
1.01K $688K
Sep 11, 2024 Q1 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
144
+ 3.0%
$54.9K - $60.3K
4.94K $3.36M
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
143
+ 0.44%
$54.5K - $59.9K
32.6K $22.2M
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
141
+ 1.79%
$53.7K - $59K
8.04K $5.45M
Apr 11, 2023 Q1 2023
Columbia Trust CO 01012016

BUY
 -
138
+ 3.97%
$52.6K - $57.8K
3.61K $2.45M
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
137
+ 20.95%
$52.2K - $57.4K
791 $537K
Apr 26, 2023 Q1 2023
Sabal Trust CO

BUY
 -
135
+ 21.43%
$51.5K - $56.5K
765 $519K
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
133
+ 1.27%
$50.7K - $55.7K
10.6K $7.22M
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
132
+ 2.1%
$50.3K - $55.3K
6.42K $4.36M
Apr 17, 2023 Q1 2023
Asset Allocation & Management Company, LLC

BUY
 -
128
+ 0.64%
$48.8K - $53.6K
20K $13.6M
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
127
+ 0.38%
$48.4K - $53.2K
33.6K $22.8M
May 12, 2023 Q1 2023
Campion Asset Management

BUY
 -
126
+ 1.1%
$48K - $52.8K
11.6K $7.88M
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
125
+ 92.59%
$47.6K - $52.3K
260 $176K
May 04, 2023 Q1 2023
Aaf Wealth Management, LLC

BUY
 -
125
+ 0.18%
$47.6K - $52.3K
68.3K $46.3M
May 19, 2025 Q1 2023
Aaf Wealth Management, LLC

BUY
 -
125
+ 0.18%
$47.6K - $52.3K
68.3K $46.3M

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