Purchases and Sales Made in Q1 2023 in Ishares Core S&P 500 ETF (IVV)
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 12, 2023
Q1 2023
|
University Of Wisconsin Foundation
Madison, WI |
BUY
|
- |
105KNew |
$40.2M - $44.1M
|
105K
$62.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
103K+ 69.41% |
$39.3M - $43.1M
|
251K
$149M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
103K+ 208.72% |
$39.2M - $43.1M
|
152K
$90.3M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
95.4K+ 28.33% |
$36.4M - $39.9M
|
432K
$256M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
93.8KNew |
$35.7M - $39.3M
|
93.8K
$55.6M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
91.3K+ 30.45% |
$34.8M - $38.2M
|
391K
$232M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
91K+ 170.59% |
$34.7M - $38.1M
|
144K
$85.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Genworth Financial Inc
|
BUY
|
- |
88.1K+ 17.17% |
$33.6M - $36.9M
|
601K
$357M
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
87.5K+ 8.25% |
$33.4M - $36.6M
|
1.15M
$681M
|
|
|
May 15, 2023
Q1 2023
|
Union Investments & Development Ltd.
|
BUY
|
- |
85K+ 103.09% |
$32.4M - $35.6M
|
167K
$99.3M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
83.5K+ 232.82% |
$31.8M - $34.9M
|
119K
$70.8M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
79.1K+ 6.15% |
$30.1M - $33.1M
|
1.36M
$809M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
79K+ 8.03% |
$30.1M - $33.1M
|
1.06M
$630M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
75.3K+ 58.43% |
$28.7M - $31.5M
|
204K
$121M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
75.1K+ 119.94% |
$28.6M - $31.4M
|
138K
$81.7M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
75KNew |
$28.6M - $31.4M
|
75K
$44.5M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
74.8K+ 334.6% |
$28.5M - $31.3M
|
97.1K
$57.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.5K+ 2.19% |
$28.4M - $31.2M
|
3.48M
$2.07B
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
74.4K+ 43.97% |
$28.3M - $31.1M
|
243K
$144M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
74.1K+ 4.86% |
$28.2M - $31M
|
1.6M
$949M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
72.2K+ 9.88% |
$27.5M - $30.2M
|
802K
$476M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
69.5K+ 14.97% |
$26.5M - $29.1M
|
534K
$317M
|
|
|
May 04, 2023
Q1 2023
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
68.2K+ 18.99% |
$26M - $28.5M
|
427K
$253M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
66.4K+ 38.55% |
$25.3M - $27.8M
|
238K
$141M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
66K+ 76.31% |
$25.2M - $27.6M
|
153K
$90.5M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
60.6K+ 218.64% |
$23.1M - $25.4M
|
88.3K
$52.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
59.1K+ 39.67% |
$22.5M - $24.7M
|
208K
$123M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
58.5K+ 4.14% |
$22.3M - $24.5M
|
1.47M
$873M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
58.1K+ 7.06% |
$22.2M - $24.3M
|
881K
$523M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
57.6K+ 26.72% |
$22M - $24.1M
|
273K
$162M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
56.3KNew |
$21.4M - $23.6M
|
56.3K
$33.4M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
55.2K+ 22.19% |
$21M - $23.1M
|
304K
$180M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
55K+ 13379.08% |
$21M - $23M
|
55.4K
$32.9M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
54.5K+ 41.28% |
$20.8M - $22.8M
|
186K
$111M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
54.3K+ 5.75% |
$20.7M - $22.7M
|
999K
$592M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
53.4KNew |
$20.4M - $22.4M
|
53.4K
$31.7M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
52.9K+ 15.07% |
$20.2M - $22.2M
|
404K
$240M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52K+ 0.28% |
$19.8M - $21.8M
|
18.9M
$11.2B
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
51.5K+ 101.89% |
$19.6M - $21.6M
|
102K
$60.5M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
50.7K+ 11.49% |
$19.3M - $21.2M
|
492K
$292M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
48.4K+ 6.64% |
$18.5M - $20.3M
|
777K
$461M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
48.1K+ 69.37% |
$18.3M - $20.1M
|
118K
$69.7M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
45.8K+ 6.9% |
$17.4M - $19.2M
|
710K
$421M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
43.2KNew |
$16.5M - $18.1M
|
43.2K
$25.6M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
41.6K+ 29.92% |
$15.8M - $17.4M
|
181K
$107M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41.4KNew |
$15.8M - $17.4M
|
41.4K
$24.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
40.6K+ 31.7% |
$15.5M - $17M
|
169K
$100M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.9KNew |
$15.2M - $16.7M
|
39.9K
$23.6M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
39.8K+ 20.15% |
$15.2M - $16.7M
|
238K
$141M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
39.8KNew |
$15.2M - $16.7M
|
39.8K
$23.6M
|