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 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
16+ 0.96% |
$6.1K - $6.7K
|
1.69K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
16+ 1.75% |
$6.1K - $6.7K
|
928
$559K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
15+ 0.39% |
$5.72K - $6.28K
|
3.83K
$2.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.12% |
$5.34K - $5.86K
|
11.3K
$6.8M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
14+ 0.16% |
$5.34K - $5.86K
|
8.6K
$5.18M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
14+ 11.97% |
$5.34K - $5.86K
|
131
$78.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
13+ 0.44% |
$4.95K - $5.44K
|
2.94K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.34% |
$4.95K - $5.44K
|
3.82K
$2.3M
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
13+ 0.07% |
$4.95K - $5.44K
|
20K
$12M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13+ 0.39% |
$4.95K - $5.44K
|
3.38K
$2.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
12+ 0.71% |
$4.57K - $5.02K
|
1.7K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
12+ 0.37% |
$4.57K - $5.02K
|
3.25K
$1.96M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
12+ 0.97% |
$4.57K - $5.02K
|
1.25K
$750K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
12+ 0.37% |
$4.57K - $5.02K
|
3.22K
$1.94M
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
12+ 0.17% |
$4.57K - $5.02K
|
6.95K
$4.18M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
12+ 1.45% |
$4.57K - $5.02K
|
837
$504K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
12+ 0.59% |
$4.57K - $5.02K
|
2.04K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
11+ 0.37% |
$4.19K - $4.61K
|
3K
$1.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
11New |
$4.19K - $4.61K
|
11
$6.62K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
BUY
|
- |
11+ 0.27% |
$4.19K - $4.61K
|
4.05K
$2.44M
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11+ 0.41% |
$4.19K - $4.61K
|
2.69K
$1.62M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
10+ 1.72% |
$3.81K - $4.19K
|
592
$356K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 0.41% |
$3.81K - $4.19K
|
2.47K
$1.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
10+ 0.4% |
$3.81K - $4.19K
|
2.5K
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10+ 0.04% |
$3.81K - $4.19K
|
23.6K
$14.2M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10+ 0.2% |
$3.81K - $4.19K
|
4.92K
$2.96M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10+ 0.98% |
$3.81K - $4.19K
|
1.03K
$622K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
10+ 0.84% |
$3.81K - $4.19K
|
1.2K
$723K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10+ 0.04% |
$3.81K - $4.19K
|
28.5K
$17.1M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10+ 0.53% |
$3.81K - $4.19K
|
1.89K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
9+ 0.23% |
$3.43K - $3.77K
|
3.87K
$2.33M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
9+ 0.24% |
$3.43K - $3.77K
|
3.74K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
9New |
$3.43K - $3.77K
|
9
$5.42K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
8+ 0.33% |
$3.05K - $3.35K
|
2.42K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
8+ 0.35% |
$3.05K - $3.35K
|
2.27K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$3.05K - $3.35K
|
5.01K
$3.02M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
8+ 0.05% |
$3.05K - $3.35K
|
15K
$9.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
7+ 0.41% |
$2.67K - $2.93K
|
1.71K
$1.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 0.28% |
$2.67K - $2.93K
|
2.55K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.11% |
$2.67K - $2.93K
|
6.12K
$3.68M
|
|
|
May 30, 2023
Q1 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
7New |
$2.67K - $2.93K
|
7
$4.21K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.31% |
$2.29K - $2.51K
|
1.95K
$1.17M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$2.29K - $2.51K
|
3.91K
$2.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.37% |
$2.29K - $2.51K
|
1.62K
$975K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
6+ 0.18% |
$2.29K - $2.51K
|
3.32K
$2M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
6+ 0.22% |
$2.29K - $2.51K
|
2.78K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6+ 0.24% |
$2.29K - $2.51K
|
2.47K
$1.49M
|
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
6+ 0.04% |
$2.29K - $2.51K
|
16.2K
$9.76M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.23% |
$1.91K - $2.09K
|
2.16K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5+ 0.42% |
$1.91K - $2.09K
|
1.18K
$712K
|