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 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
124+ 11.47% |
$47.3K - $51.9K
|
1.21K
$818K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
124+ 0.93% |
$47.3K - $51.9K
|
13.5K
$9.17M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
120+ 3.91% |
$45.7K - $50.2K
|
3.19K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
118+ 10.04% |
$45K - $49.4K
|
1.29K
$878K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
BUY
|
- |
117+ 4.77% |
$44.6K - $49K
|
2.57K
$1.74M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
117+ 4.04% |
$44.6K - $49K
|
3.01K
$2.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
114+ 3.28% |
$43.4K - $47.7K
|
3.59K
$2.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
114+ 13.26% |
$43.4K - $47.7K
|
974
$661K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
114+ 9.9% |
$43.4K - $47.7K
|
1.27K
$859K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
110+ 1.12% |
$41.9K - $46.1K
|
9.94K
$6.75M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
109+ 12.81% |
$41.5K - $45.6K
|
960
$652K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
107+ 5.31% |
$40.8K - $44.8K
|
2.12K
$1.44M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
106+ 0.4% |
$40.4K - $44.4K
|
26.5K
$18M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
106+ 0.53% |
$40.4K - $44.4K
|
20.1K
$13.6M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
105New |
$40K - $44K
|
105
$71.3K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
105+ 1.61% |
$40K - $44K
|
6.63K
$4.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
104+ 3.86% |
$39.6K - $43.5K
|
2.8K
$1.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
102+ 2.69% |
$38.9K - $42.7K
|
3.89K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
102+ 2.2% |
$38.9K - $42.7K
|
4.74K
$3.22M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
101+ 1.18% |
$38.5K - $42.3K
|
8.66K
$5.88M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
101+ 1.87% |
$38.5K - $42.3K
|
5.5K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
101+ 0.28% |
$38.5K - $42.3K
|
36.2K
$24.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
100+ 24.63% |
$38.1K - $41.9K
|
506
$343K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$38.1K - $41.9K
|
100
$67.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
99+ 0.42% |
$37.7K - $41.4K
|
23.6K
$16M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
99+ 2.03% |
$37.7K - $41.4K
|
4.97K
$3.37M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
99+ 6.33% |
$37.7K - $41.4K
|
1.66K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
98+ 1.68% |
$37.4K - $41K
|
5.93K
$4.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
97+ 2.14% |
$37K - $40.6K
|
4.62K
$3.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
96+ 15.71% |
$36.6K - $40.2K
|
707
$480K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
95+ 3.76% |
$36.2K - $39.8K
|
2.62K
$1.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
95+ 1.21% |
$36.2K - $39.8K
|
7.93K
$5.38M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
95+ 1.26% |
$36.2K - $39.8K
|
7.61K
$5.17M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
94+ 15.56% |
$35.8K - $39.4K
|
698
$474K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
93+ 8.5% |
$35.4K - $38.9K
|
1.19K
$806K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
92+ 8.27% |
$35.1K - $38.5K
|
1.21K
$818K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
91+ 2.7% |
$34.7K - $38.1K
|
3.47K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
91+ 2.55% |
$34.7K - $38.1K
|
3.66K
$2.49M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
91+ 910.0% |
$34.7K - $38.1K
|
101
$68.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
89+ 8.94% |
$33.9K - $37.3K
|
1.08K
$736K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
89+ 1.88% |
$33.9K - $37.3K
|
4.82K
$3.27M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
88+ 1.94% |
$33.5K - $36.8K
|
4.61K
$3.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
87+ 2.18% |
$33.2K - $36.4K
|
4.07K
$2.76M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
86+ 4.7% |
$32.8K - $36K
|
1.92K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
86+ 7.0% |
$32.8K - $36K
|
1.31K
$892K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
85+ 8.33% |
$32.4K - $35.6K
|
1.11K
$751K
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
84+ 0.19% |
$32K - $35.2K
|
43.6K
$29.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
83+ 1.79% |
$31.6K - $34.7K
|
4.72K
$3.21M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
82+ 6.44% |
$31.3K - $34.3K
|
1.36K
$920K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
80+ 4.4% |
$30.5K - $33.5K
|
1.9K
$1.29M
|