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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
BUY
|
- |
71+ 2.67% |
$27.1K - $29.7K
|
2.73K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
71+ 0.41% |
$27.1K - $29.7K
|
17.5K
$10.6M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
69+ 1.96% |
$26.3K - $28.9K
|
3.59K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
69+ 4.98% |
$26.3K - $28.9K
|
1.45K
$880K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
68+ 0.36% |
$25.9K - $28.5K
|
18.7K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
68+ 0.77% |
$25.9K - $28.5K
|
8.91K
$5.39M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
68+ 2.67% |
$25.9K - $28.5K
|
2.62K
$1.58M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
66+ 0.78% |
$25.2K - $27.6K
|
8.49K
$5.14M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
66+ 3.92% |
$25.2K - $27.6K
|
1.75K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
65+ 0.95% |
$24.8K - $27.2K
|
6.93K
$4.19M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
64+ 4.24% |
$24.4K - $26.8K
|
1.57K
$952K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
64+ 11.7% |
$24.4K - $26.8K
|
611
$370K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
64+ 0.57% |
$24.4K - $26.8K
|
11.3K
$6.85M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
64+ 8.27% |
$24.4K - $26.8K
|
838
$507K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
63+ 0.98% |
$24K - $26.4K
|
6.49K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
63+ 3.14% |
$24K - $26.4K
|
2.07K
$1.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
62+ 1.62% |
$23.6K - $26K
|
3.89K
$2.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
62+ 0.34% |
$23.6K - $26K
|
18.3K
$11.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
62+ 1.5% |
$23.6K - $26K
|
4.2K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
62+ 1.13% |
$23.6K - $26K
|
5.56K
$3.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
59+ 1.13% |
$22.5K - $24.7K
|
5.28K
$3.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
59+ 1.31% |
$22.5K - $24.7K
|
4.56K
$2.76M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
57+ 20.88% |
$21.7K - $23.9K
|
330
$200K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
57+ 2.11% |
$21.7K - $23.9K
|
2.76K
$1.67M
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
55+ 2.76% |
$21K - $23K
|
2.05K
$1.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
55+ 4.01% |
$21K - $23K
|
1.43K
$862K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
54+ 0.47% |
$20.6K - $22.6K
|
11.5K
$6.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
52+ 12.81% |
$19.8K - $21.8K
|
458
$277K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
50+ 2.73% |
$19.1K - $20.9K
|
1.88K
$1.14M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
50+ 7.89% |
$19.1K - $20.9K
|
684
$414K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
50+ 0.9% |
$19.1K - $20.9K
|
5.58K
$3.38M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
50+ 3.83% |
$19.1K - $20.9K
|
1.36K
$820K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
49+ 3.61% |
$18.7K - $20.5K
|
1.41K
$851K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
48+ 11.59% |
$18.3K - $20.1K
|
462
$280K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 0.98% |
$17.9K - $19.7K
|
4.85K
$2.93M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
47+ 5.95% |
$17.9K - $19.7K
|
837
$506K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
47+ 0.24% |
$17.9K - $19.7K
|
20K
$12.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
45+ 1.96% |
$17.2K - $18.8K
|
2.34K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
44+ 2.65% |
$16.8K - $18.4K
|
1.7K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
44+ 0.27% |
$16.8K - $18.4K
|
16.4K
$9.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
43+ 2.13% |
$16.4K - $18K
|
2.06K
$1.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
42+ 1.68% |
$16K - $17.6K
|
2.54K
$1.54M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
42+ 0.26% |
$16K - $17.6K
|
16.1K
$9.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
41+ 1.82% |
$15.6K - $17.2K
|
2.29K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
BUY
|
- |
41+ 5.82% |
$15.6K - $17.2K
|
746
$451K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
40+ 3.05% |
$15.2K - $16.7K
|
1.35K
$818K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
40+ 1.74% |
$15.2K - $16.7K
|
2.34K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 0.86% |
$14.9K - $16.3K
|
4.55K
$2.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
39+ 1.46% |
$14.9K - $16.3K
|
2.71K
$1.64M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
39+ 2.46% |
$14.9K - $16.3K
|
1.62K
$981K
|