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 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-30- 0.54% |
$11.4K - $12.6K
|
5.5K
$3.74M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-30- 2.11% |
$11.4K - $12.6K
|
1.39K
$946K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-31- 0.88% |
$11.8K - $13K
|
3.51K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-31- 2.0% |
$11.8K - $13K
|
1.52K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-31- 0.8% |
$11.8K - $13K
|
3.82K
$2.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-32- 2.17% |
$12.2K - $13.4K
|
1.44K
$978K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-32- 0.55% |
$12.2K - $13.4K
|
5.82K
$3.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-33- 3.13% |
$12.6K - $13.8K
|
1.02K
$694K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 10.34% |
$12.6K - $13.8K
|
286
$194K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-34- 2.34% |
$13K - $14.2K
|
1.42K
$961K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-34- 0.66% |
$13K - $14.2K
|
5.13K
$3.48M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-35- 1.24% |
$13.3K - $14.7K
|
2.79K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-35- 53.85% |
$13.3K - $14.7K
|
30
$20.4K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-35- 0.32% |
$13.3K - $14.7K
|
10.9K
$7.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-36- 0.13% |
$13.7K - $15.1K
|
28K
$19M
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-36- 1.65% |
$13.7K - $15.1K
|
2.14K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-36- 0.36% |
$13.7K - $15.1K
|
9.91K
$6.73M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-36- 0.39% |
$13.7K - $15.1K
|
9.11K
$6.18M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-37- 4.21% |
$14.1K - $15.5K
|
841
$571K
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-38- 0.09% |
$14.5K - $15.9K
|
43.4K
$29.4M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-38- 3.12% |
$14.5K - $15.9K
|
1.18K
$801K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-39- 0.52% |
$14.9K - $16.3K
|
7.43K
$5.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-39- 3.6% |
$14.9K - $16.3K
|
1.05K
$709K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-40- 2.26% |
$15.2K - $16.7K
|
1.73K
$1.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-40- 2.97% |
$15.2K - $16.7K
|
1.31K
$887K
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-40- 8.79% |
$15.2K - $16.7K
|
415
$282K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-40- 0.3% |
$15.2K - $16.7K
|
13.3K
$9.02M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-41- 1.43% |
$15.6K - $17.2K
|
2.82K
$1.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-41- 0.67% |
$15.6K - $17.2K
|
6.04K
$4.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-41- 0.76% |
$15.6K - $17.2K
|
5.37K
$3.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-41- 5.77% |
$15.6K - $17.2K
|
670
$455K
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
SELL
|
- |
-42- 4.95% |
$16K - $17.6K
|
807
$548K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-42- 5.48% |
$16K - $17.6K
|
725
$492K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-42- 6.4% |
$16K - $17.6K
|
614
$417K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-42- 0.25% |
$16K - $17.6K
|
17K
$11.6M
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-42- 5.3% |
$16K - $17.6K
|
750
$509K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-43- 1.58% |
$16.4K - $18K
|
2.69K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-43- 1.89% |
$16.4K - $18K
|
2.24K
$1.52M
|
|
|
May 28, 2025
Q1 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-43- 0.5% |
$16.4K - $18K
|
8.63K
$5.86M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-44- 0.52% |
$16.8K - $18.4K
|
8.46K
$5.75M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-44- 0.35% |
$16.8K - $18.4K
|
12.6K
$8.57M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-45- 0.43% |
$17.2K - $18.8K
|
10.3K
$7.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-45- 0.01% |
$17.2K - $18.8K
|
409K
$278M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-45- 0.58% |
$17.2K - $18.8K
|
7.68K
$5.21M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-45- 3.35% |
$17.2K - $18.8K
|
1.3K
$880K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-46- 1.12% |
$17.5K - $19.3K
|
4.05K
$2.75M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-46- 3.49% |
$17.5K - $19.3K
|
1.27K
$863K
|
|
|
Mar 04, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-46- 0.42% |
$17.5K - $19.3K
|
10.8K
$7.34M
|
|
|
Mar 28, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-46- 0.42% |
$17.5K - $19.3K
|
10.8K
$7.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-47- 1.4% |
$17.9K - $19.7K
|
3.32K
$2.25M
|