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 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-145- 6.13% |
$55.3K - $60.7K
|
2.22K
$1.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-148- 0.49% |
$56.4K - $62K
|
30.1K
$18.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-148- 5.19% |
$56.4K - $62K
|
2.7K
$1.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-149- 5.57% |
$56.8K - $62.4K
|
2.53K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-150- 5.53% |
$57.2K - $62.8K
|
2.56K
$1.55M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-151- 1.61% |
$57.6K - $63.2K
|
9.2K
$5.57M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-151- 3.65% |
$57.6K - $63.2K
|
3.98K
$2.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-152- 1.14% |
$57.9K - $63.6K
|
13.2K
$8.01M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-152- 4.58% |
$57.9K - $63.6K
|
3.17K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-153- 0.58% |
$58.3K - $64.1K
|
26.1K
$15.8M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-154- 0.07% |
$58.7K - $64.5K
|
226K
$137M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-154- 12.02% |
$58.7K - $64.5K
|
1.13K
$682K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-154- 1.5% |
$58.7K - $64.5K
|
10.1K
$6.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-155- 4.52% |
$59.1K - $64.9K
|
3.28K
$1.98M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-155- 7.07% |
$59.1K - $64.9K
|
2.04K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-155- 7.5% |
$59.1K - $64.9K
|
1.91K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-156- 0.14% |
$59.5K - $65.3K
|
115K
$69.6M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-156- 1.02% |
$59.5K - $65.3K
|
15.1K
$9.14M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-157- 0.83% |
$59.8K - $65.7K
|
18.9K
$11.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-158- 16.34% |
$60.2K - $66.1K
|
809
$490K
|
|
|
May 10, 2023
Q1 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-159- 14.8% |
$60.6K - $66.6K
|
915
$554K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-160- 6.01% |
$61K - $67K
|
2.5K
$1.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-160- 2.91% |
$61K - $67K
|
5.34K
$3.23M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-161- 34.92% |
$61.4K - $67.4K
|
300
$182K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-162- 8.24% |
$61.7K - $67.8K
|
1.81K
$1.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-162- 4.12% |
$61.7K - $67.8K
|
3.77K
$2.28M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-162- 9.18% |
$61.7K - $67.8K
|
1.6K
$969K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-164- 1.35% |
$62.5K - $68.7K
|
12K
$7.27M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-164- 8.83% |
$62.5K - $68.7K
|
1.69K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-164- 0.01% |
$62.5K - $68.7K
|
1.92M
$1.16B
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-167- 18.15% |
$63.6K - $69.9K
|
753
$456K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-169- 2.35% |
$64.4K - $70.8K
|
7.02K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-170- 0.19% |
$64.8K - $71.2K
|
91.4K
$55.3M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-170- 2.09% |
$64.8K - $71.2K
|
7.97K
$4.82M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-170- 9.44% |
$64.8K - $71.2K
|
1.63K
$986K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-171- 12.38% |
$65.2K - $71.6K
|
1.21K
$732K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-171- 0.83% |
$65.2K - $71.6K
|
20.5K
$12.4M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-173- 8.24% |
$65.9K - $72.4K
|
1.93K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-173- 0.69% |
$65.9K - $72.4K
|
25K
$15.1M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-174- 5.77% |
$66.3K - $72.8K
|
2.84K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-176- 9.93% |
$67.1K - $73.7K
|
1.6K
$966K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-176- 14.77% |
$67.1K - $73.7K
|
1.02K
$615K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-177- 0.29% |
$67.5K - $74.1K
|
61.1K
$37M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-179- 2.24% |
$68.2K - $74.9K
|
7.82K
$4.73M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-180- 15.86% |
$68.6K - $75.4K
|
955
$578K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-180- 4.75% |
$68.6K - $75.4K
|
3.61K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-181- 5.41% |
$69K - $75.8K
|
3.17K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-181- 0.66% |
$69K - $75.8K
|
27.1K
$16.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-182- 6.41% |
$69.4K - $76.2K
|
2.66K
$1.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-182- 1.98% |
$69.4K - $76.2K
|
9.03K
$5.46M
|