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 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-78- 4.85% |
$29.7K - $32.7K
|
1.53K
$921K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-78- 1.5% |
$29.7K - $32.7K
|
5.11K
$3.07M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-79- 0.55% |
$30.1K - $33.1K
|
14.3K
$8.58M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-79- 11.4% |
$30.1K - $33.1K
|
614
$370K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-79- 3.97% |
$30.1K - $33.1K
|
1.91K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-80- 1.2% |
$30.5K - $33.5K
|
6.61K
$3.98M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-80- 0.95% |
$30.5K - $33.5K
|
8.33K
$5.01M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-80- 3.15% |
$30.5K - $33.5K
|
2.46K
$1.48M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-80- 0.96% |
$30.5K - $33.5K
|
8.24K
$4.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-81- 6.45% |
$30.9K - $33.9K
|
1.18K
$707K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-81- 8.23% |
$30.9K - $33.9K
|
903
$543K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-87- 4.6% |
$33.2K - $36.4K
|
1.8K
$1.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
SELL
|
- |
-88- 0.57% |
$33.5K - $36.8K
|
15.3K
$9.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-88- 2.25% |
$33.5K - $36.8K
|
3.83K
$2.3M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-88- 2.59% |
$33.5K - $36.8K
|
3.31K
$1.99M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-90- 8.06% |
$34.3K - $37.7K
|
1.03K
$618K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-90- 1.16% |
$34.3K - $37.7K
|
7.68K
$4.62M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-90- 37.82% |
$34.3K - $37.7K
|
148
$89.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-92- 0.66% |
$35.1K - $38.5K
|
13.8K
$8.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Cortland Associates Inc
|
SELL
|
- |
-93- 4.24% |
$35.4K - $38.9K
|
2.1K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-94- 9.13% |
$35.8K - $39.4K
|
936
$563K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-95- 0.3% |
$36.2K - $39.8K
|
31.7K
$19.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-97- 2.86% |
$37K - $40.6K
|
3.29K
$1.98M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-97- 0.87% |
$37K - $40.6K
|
11K
$6.63M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-97- 0.94% |
$37K - $40.6K
|
10.3K
$6.17M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-97- 0.3% |
$37K - $40.6K
|
32K
$19.3M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-98- 1.03% |
$37.4K - $41K
|
9.4K
$5.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-99- 0.53% |
$37.7K - $41.4K
|
18.7K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-99- 0.19% |
$37.7K - $41.4K
|
51.2K
$30.8M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-99- 0.53% |
$37.7K - $41.4K
|
18.7K
$11.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-100- 5.03% |
$38.1K - $41.9K
|
1.89K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-100- 12.11% |
$38.1K - $41.9K
|
726
$437K
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-100- 9.09% |
$38.1K - $41.9K
|
1K
$602K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-102- 1.37% |
$38.9K - $42.7K
|
7.33K
$4.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-102- 0.33% |
$38.9K - $42.7K
|
31K
$18.7M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-102- 7.72% |
$38.9K - $42.7K
|
1.22K
$734K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-102- 22.42% |
$38.9K - $42.7K
|
353
$212K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-103- 0.47% |
$39.3K - $43.1K
|
21.9K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-103- 3.23% |
$39.3K - $43.1K
|
3.08K
$1.86M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-104- 2.59% |
$39.6K - $43.5K
|
3.92K
$2.36M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-104- 0.96% |
$39.6K - $43.5K
|
10.7K
$6.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-105- 4.69% |
$40K - $44K
|
2.13K
$1.28M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-107- 2.07% |
$40.8K - $44.8K
|
5.06K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-107- 0.87% |
$40.8K - $44.8K
|
12.1K
$7.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-108- 2.27% |
$41.2K - $45.2K
|
4.66K
$2.8M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-109- 0.48% |
$41.5K - $45.6K
|
22.4K
$13.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-109- 0.31% |
$41.5K - $45.6K
|
35K
$21M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-111- 0.31% |
$42.3K - $46.5K
|
35.5K
$21.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-112- 14.45% |
$42.7K - $46.9K
|
663
$399K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-112- 12.57% |
$42.7K - $46.9K
|
779
$469K
|