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
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 1.34% |
$7.62K - $8.37K
|
1.48K
$888K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-20- 2.45% |
$7.62K - $8.37K
|
797
$480K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-20- 0.35% |
$7.62K - $8.37K
|
5.67K
$3.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-21- 1.38% |
$8K - $8.79K
|
1.5K
$900K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-22- 0.62% |
$8.38K - $9.21K
|
3.52K
$2.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-22- 4.3% |
$8.38K - $9.21K
|
490
$295K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22- 13.92% |
$8.38K - $9.21K
|
136
$81.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-23- 0.05% |
$8.77K - $9.63K
|
42.5K
$25.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-23- 0.69% |
$8.77K - $9.63K
|
3.32K
$2M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-23- 0.08% |
$8.77K - $9.63K
|
30.3K
$18.3M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-23- 0.55% |
$8.77K - $9.63K
|
4.18K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-23- 3.31% |
$8.77K - $9.63K
|
671
$404K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-23- 0.61% |
$8.77K - $9.63K
|
3.76K
$2.26M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-24- 0.31% |
$9.15K - $10K
|
7.65K
$4.6M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-24- 2.5% |
$9.15K - $10K
|
937
$564K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-25- 0.47% |
$9.53K - $10.5K
|
5.24K
$3.15M
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-25- 3.12% |
$9.53K - $10.5K
|
777
$468K
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-25- 3.9% |
$9.53K - $10.5K
|
616
$371K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 0.93% |
$9.53K - $10.5K
|
2.68K
$1.61M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-25- 1.95% |
$9.53K - $10.5K
|
1.26K
$757K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-26- 1.09% |
$9.91K - $10.9K
|
2.36K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-26- 1.32% |
$9.91K - $10.9K
|
1.94K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-26- 2.21% |
$9.91K - $10.9K
|
1.15K
$692K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-27- 0.47% |
$10.3K - $11.3K
|
5.68K
$3.42M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-27- 2.49% |
$10.3K - $11.3K
|
1.06K
$637K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-27- 0.35% |
$10.3K - $11.3K
|
7.78K
$4.68M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.8% |
$10.3K - $11.3K
|
3.35K
$2.02M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-27- 0.29% |
$10.3K - $11.3K
|
9.34K
$5.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-28- 1.7% |
$10.7K - $11.7K
|
1.62K
$974K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-28- 1.16% |
$10.7K - $11.7K
|
2.39K
$1.44M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-28- 15.47% |
$10.7K - $11.7K
|
153
$92.1K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-28- 0.11% |
$10.7K - $11.7K
|
25.5K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-28- 0.95% |
$10.7K - $11.7K
|
2.92K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-28- 3.33% |
$10.7K - $11.7K
|
813
$489K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-28- 4.47% |
$10.7K - $11.7K
|
598
$360K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28- 0.08% |
$10.7K - $11.7K
|
36.9K
$22.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-29- 1.79% |
$11.1K - $12.1K
|
1.59K
$958K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-30- 0.54% |
$11.4K - $12.6K
|
5.5K
$3.31M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-30- 2.11% |
$11.4K - $12.6K
|
1.39K
$838K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-31- 0.88% |
$11.8K - $13K
|
3.51K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-31- 2.0% |
$11.8K - $13K
|
1.52K
$913K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-31- 0.8% |
$11.8K - $13K
|
3.82K
$2.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-32- 2.17% |
$12.2K - $13.4K
|
1.44K
$867K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-32- 0.55% |
$12.2K - $13.4K
|
5.82K
$3.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-33- 3.13% |
$12.6K - $13.8K
|
1.02K
$615K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 10.34% |
$12.6K - $13.8K
|
286
$172K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-34- 2.34% |
$13K - $14.2K
|
1.42K
$852K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-34- 0.66% |
$13K - $14.2K
|
5.13K
$3.09M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-35- 1.24% |
$13.3K - $14.7K
|
2.79K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-35- 53.85% |
$13.3K - $14.7K
|
30
$18.1K
|