Purchases and Sales Made in Q1 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Vestor Capital, LLC

Chicago, IL
BUY
 -
36.8K
+ 1130.75%
$14M - $15.4M
40.1K $24.2M
May 08, 2023 Q1 2023
Greenup Street Wealth Management LLC

BUY
 -
36.5K
+ 79.3%
$13.9M - $15.3M
82.6K $50M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
36.3K
+ 1.91%
$13.8M - $15.2M
1.94M $1.17B
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
36K
+ 30.34%
$13.7M - $15.1M
154K $93.5M
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
35.4K
+ 2.79%
$13.5M - $14.8M
1.31M $790M
May 11, 2023 Q1 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
34.1K
New
$13M - $14.3M
34.1K $20.6M
Apr 10, 2023 Q1 2023
Northstar Advisory Group, LLC

BUY
 -
33.6K
+ 399.85%
$12.8M - $14.1M
42K $25.4M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
33.4K
New
$12.7M - $14M
33.4K $20.2M
May 05, 2023 Q1 2023
Ellerson Group Inc /Adv

Annapolis, MD
BUY
 -
33K
+ 4907.89%
$12.6M - $13.8M
33.7K $20.4M
May 11, 2023 Q1 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
32.2K
+ 1.85%
$12.3M - $13.5M
1.77M $1.07B
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
30.6K
New
$11.6M - $12.8M
30.6K $18.5M
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
30.2K
+ 29.47%
$11.5M - $12.6M
132K $80.2M
May 15, 2023 Q1 2023
Drw Securities, LLC

Chicago, IL
BUY
 -
29.9K
New
$11.4M - $12.5M
29.9K $18.1M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
29.8K
+ 11.21%
$11.3M - $12.5M
295K $179M
Apr 24, 2023 Q1 2023
Divergent Wealth Advisors

BUY
 -
29.4K
+ 5.71%
$11.2M - $12.3M
545K $330M
May 15, 2023 Q1 2023
Bontempo Ohly Capital Mgmt LLC

Bethesda, MD
BUY
 -
27.1K
+ 26.51%
$10.3M - $11.4M
129K $78.3M
Jul 18, 2023 Q1 2023
Integrated Investment Consultants, LLC

BUY
 -
26.8K
+ 162.5%
$10.2M - $11.2M
43.4K $26.2M
Apr 28, 2023 Q1 2023
Aia Group LTD

Hong Kong, K3
BUY
 -
26.7K
+ 2.08%
$10.2M - $11.2M
1.31M $794M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
25.9K
+ 223.12%
$9.88M - $10.9M
37.6K $22.7M
Apr 14, 2023 Q1 2023
First Command Financial Services, Inc.

BUY
 -
25.7K
+ 8.26%
$9.81M - $10.8M
337K $204M
Apr 14, 2023 Q1 2023
First Command Bank

BUY
 -
25.7K
+ 8.26%
$9.81M - $10.8M
337K $204M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
25.7K
+ 8.97%
$9.8M - $10.8M
312K $189M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
25.7K
New
$9.79M - $10.8M
25.7K $15.5M
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
25.1K
+ 20.95%
$9.58M - $10.5M
145K $87.8M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
25K
+ 14.37%
$9.52M - $10.5M
199K $120M
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
24.9K
+ 500.44%
$9.49M - $10.4M
29.9K $18.1M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
24.8K
+ 9.33%
$9.46M - $10.4M
291K $176M
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
24.7K
+ 126.11%
$9.41M - $10.3M
44.3K $26.8M
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

BUY
 -
24.6K
+ 10.7%
$9.37M - $10.3M
254K $154M
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
24.2K
+ 83.79%
$9.23M - $10.1M
53.1K $32.2M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
23.6K
+ 1.59%
$9M - $9.88M
1.5M $910M
May 01, 2023 Q1 2023
Bricktown Capital, LLC

Detroit, MI
BUY
 -
22.3K
+ 1.81%
$8.5M - $9.34M
1.26M $760M
May 08, 2023 Q1 2023
Truepoint, Inc.

BUY
 -
22K
+ 3.82%
$8.39M - $9.22M
599K $362M
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
22K
+ 4.17%
$8.39M - $9.22M
549K $332M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
21.8K
New
$8.32M - $9.14M
21.8K $13.2M
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
21.8K
+ 27.66%
$8.32M - $9.13M
101K $60.9M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
21.5K
New
$8.21M - $9.02M
21.5K $13M
May 12, 2023 Q1 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
21.5K
+ 4.74%
$8.18M - $8.98M
474K $287M
Apr 12, 2023 Q1 2023
Exchange Traded Concepts, LLC

BUY
 -
21.3K
+ 471.96%
$8.13M - $8.93M
25.8K $15.6M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
21.2K
+ 66.23%
$8.06M - $8.86M
53.1K $32.1M
Apr 27, 2023 Q1 2023
Goelzer Investment Management, Inc.

BUY
 -
20.9K
+ 14.24%
$7.97M - $8.76M
168K $102M
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
20.6K
+ 8.46%
$7.86M - $8.63M
264K $160M
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
20K
+ 298.56%
$7.64M - $8.39M
26.8K $16.2M
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
19.9K
+ 9.07%
$7.6M - $8.35M
240K $145M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
19.9K
+ 6.12%
$7.58M - $8.33M
345K $209M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
19.9K
+ 48.37%
$7.58M - $8.33M
61K $36.9M
Apr 13, 2023 Q1 2023
Centennial Wealth Advisory LLC

BUY
 -
19.7K
+ 126.79%
$7.52M - $8.26M
35.3K $21.3M
May 10, 2023 Q1 2023
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
BUY
 -
19.7K
+ 6.11%
$7.52M - $8.26M
342K $207M
Jun 01, 2023 Q1 2023
Org Partners LLC

Roanoke, IN
BUY
 -
19.4K
New
$7.4M - $8.13M
19.4K $11.7M

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