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
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$381 - $419
|
2.57K
$1.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
1+ 0.04% |
$381 - $419
|
2.6K
$1.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.53% |
$381 - $419
|
188
$113K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$381 - $419
|
6.04K
$3.64M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.17% |
$381 - $419
|
602
$362K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.04% |
$381 - $419
|
2.32K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.08% |
$381 - $419
|
1.2K
$720K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.07% |
$381 - $419
|
1.35K
$810K
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1+ 0.13% |
$381 - $419
|
793
$477K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1- 0.09% |
$381 - $419
|
1.13K
$679K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1- 0.7% |
$381 - $419
|
141
$84.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1- 0.16% |
$381 - $419
|
609
$367K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.01% |
$381 - $419
|
18.9K
$11.4M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1- 0.05% |
$381 - $419
|
2.1K
$1.26M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$381 - $419
|
13.3K
$8.02M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1- 0.01% |
$381 - $419
|
14.5K
$8.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2- 0.08% |
$762 - $837
|
2.52K
$1.51M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.12% |
$1.14K - $1.26K
|
2.44K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.05% |
$1.14K - $1.26K
|
5.78K
$3.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-4- 0.12% |
$1.52K - $1.67K
|
3.33K
$2M
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-4- 0.58% |
$1.52K - $1.67K
|
680
$409K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4- 0.29% |
$1.52K - $1.67K
|
1.36K
$819K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-4- 0.42% |
$1.52K - $1.67K
|
948
$571K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4- 0.53% |
$1.52K - $1.67K
|
749
$451K
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-4- 0.52% |
$1.52K - $1.67K
|
765
$460K
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
SELL
|
- |
-5- 0.21% |
$1.91K - $2.09K
|
2.39K
$1.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.15% |
$1.91K - $2.09K
|
3.41K
$2.05M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.08% |
$1.91K - $2.09K
|
6.25K
$3.76M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5- 1.18% |
$1.91K - $2.09K
|
417
$251K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6- 0.05% |
$2.29K - $2.51K
|
13.2K
$7.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.06% |
$2.29K - $2.51K
|
10K
$6.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-6- 0.15% |
$2.29K - $2.51K
|
4.02K
$2.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-6- 0.88% |
$2.29K - $2.51K
|
673
$405K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6- 1.03% |
$2.29K - $2.51K
|
578
$348K
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-6- 0.58% |
$2.29K - $2.51K
|
1.02K
$616K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-6- 4.96% |
$2.29K - $2.51K
|
115
$69.2K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-6- 0.17% |
$2.29K - $2.51K
|
3.6K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-6- 0.68% |
$2.29K - $2.51K
|
873
$525K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-6- 0.85% |
$2.29K - $2.51K
|
699
$421K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-7- 0.23% |
$2.67K - $2.93K
|
2.98K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-7- 0.71% |
$2.67K - $2.93K
|
973
$586K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-8- 0.25% |
$3.05K - $3.35K
|
3.19K
$1.92M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-8- 0.49% |
$3.05K - $3.35K
|
1.63K
$980K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-8- 0.09% |
$3.05K - $3.35K
|
9.04K
$5.44M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-8- 0.07% |
$3.05K - $3.35K
|
11.8K
$7.12M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-8- 21.05% |
$3.05K - $3.35K
|
30
$18.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-9- 0.54% |
$3.43K - $3.77K
|
1.65K
$991K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-9- 0.03% |
$3.43K - $3.77K
|
27.1K
$16.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-9- 18.0% |
$3.43K - $3.77K
|
41
$24.7K
|