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 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-9- 0.35% |
$3.43K - $3.77K
|
2.57K
$1.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-10- 0.15% |
$3.81K - $4.19K
|
6.77K
$4.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-10- 0.83% |
$3.81K - $4.19K
|
1.19K
$719K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-10- 1.37% |
$3.81K - $4.19K
|
719
$433K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-10- 1.32% |
$3.81K - $4.19K
|
748
$450K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-10- 0.76% |
$3.81K - $4.19K
|
1.31K
$786K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-10- 0.33% |
$3.81K - $4.19K
|
2.99K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.85% |
$3.81K - $4.19K
|
1.16K
$700K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-10- 0.53% |
$3.81K - $4.19K
|
1.87K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-10- 0.09% |
$3.81K - $4.19K
|
10.6K
$6.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-11- 4.09% |
$4.19K - $4.61K
|
258
$155K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-11- 0.47% |
$4.19K - $4.61K
|
2.31K
$1.39M
|
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-11- 0.97% |
$4.19K - $4.61K
|
1.12K
$675K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-12- 0.14% |
$4.57K - $5.02K
|
8.44K
$5.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-12- 0.23% |
$4.57K - $5.02K
|
5.28K
$3.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-12- 0.45% |
$4.57K - $5.02K
|
2.65K
$1.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-12- 0.07% |
$4.57K - $5.02K
|
18.1K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-12- 1.55% |
$4.57K - $5.02K
|
760
$457K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-12- 27.27% |
$4.57K - $5.02K
|
32
$19.3K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-12- 2.05% |
$4.57K - $5.02K
|
572
$344K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-13- 0.5% |
$4.95K - $5.44K
|
2.56K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-13- 0.76% |
$4.95K - $5.44K
|
1.69K
$1.02M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-14- 0.31% |
$5.34K - $5.86K
|
4.56K
$2.75M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-14- 0.88% |
$5.34K - $5.86K
|
1.58K
$949K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-15- 1.08% |
$5.72K - $6.28K
|
1.38K
$831K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-15- 0.29% |
$5.72K - $6.28K
|
5.18K
$3.12M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-15- 2.22% |
$5.72K - $6.28K
|
660
$397K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-15- 3.44% |
$5.72K - $6.28K
|
421
$253K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 6.1% |
$5.72K - $6.28K
|
231
$139K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-15- 0.29% |
$5.72K - $6.28K
|
5.1K
$3.07M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-15- 0.49% |
$5.72K - $6.28K
|
3.06K
$1.84M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-15- 0.49% |
$5.72K - $6.28K
|
3.06K
$1.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-16- 0.2% |
$6.1K - $6.7K
|
7.91K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-16- 4.55% |
$6.1K - $6.7K
|
336
$202K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-17- 0.33% |
$6.48K - $7.12K
|
5.08K
$3.06M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-17- 0.26% |
$6.48K - $7.12K
|
6.43K
$3.87M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-17- 0.19% |
$6.48K - $7.12K
|
9.09K
$5.47M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-17- 1.74% |
$6.48K - $7.12K
|
962
$579K
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-17- 0.56% |
$6.48K - $7.12K
|
3.02K
$1.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-18- 1.76% |
$6.86K - $7.54K
|
1.01K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-18- 0.94% |
$6.86K - $7.54K
|
1.89K
$1.14M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-18- 0.07% |
$6.86K - $7.54K
|
25.8K
$15.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-19- 0.76% |
$7.24K - $7.95K
|
2.49K
$1.5M
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-19- 1.28% |
$7.24K - $7.95K
|
1.47K
$884K
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-19- 0.05% |
$7.24K - $7.95K
|
38.3K
$23.1M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-19- 1.41% |
$7.24K - $7.95K
|
1.32K
$797K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-20- 2.81% |
$7.62K - $8.37K
|
693
$417K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-20- 3.41% |
$7.62K - $8.37K
|
566
$341K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$7.62K - $8.37K
|
4.14K
$2.49M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-20- 0.1% |
$7.62K - $8.37K
|
20.6K
$12.4M
|