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 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-248- 21.09% |
$94.5K - $104K
|
928
$559K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-249- 15.26% |
$94.9K - $104K
|
1.38K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-250- 4.65% |
$95.3K - $105K
|
5.13K
$3.09M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-251- 0.24% |
$95.7K - $105K
|
105K
$63.5M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-255- 0.49% |
$97.2K - $107K
|
52.1K
$31.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-256- 0.52% |
$97.6K - $107K
|
48.8K
$29.4M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-258- 6.43% |
$98.3K - $108K
|
3.75K
$2.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-259- 29.0% |
$98.7K - $108K
|
634
$382K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-259- 4.76% |
$98.7K - $108K
|
5.18K
$3.12M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-260- 5.8% |
$99.1K - $109K
|
4.22K
$2.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-261- 10.32% |
$99.5K - $109K
|
2.27K
$1.37M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-262- 0.11% |
$99.9K - $110K
|
241K
$145M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-262- 1.09% |
$99.9K - $110K
|
23.8K
$14.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-266- 0.81% |
$101K - $111K
|
32.5K
$19.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-269- 1.35% |
$103K - $113K
|
19.6K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-269- 1.06% |
$103K - $113K
|
25K
$15.1M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-270- 90.0% |
$103K - $113K
|
30
$18.1K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-272- 11.68% |
$104K - $114K
|
2.06K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-275- 1.39% |
$105K - $115K
|
19.5K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-276- 1.89% |
$105K - $116K
|
14.3K
$8.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-280- 12.57% |
$107K - $117K
|
1.95K
$1.17M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-280- 3.63% |
$107K - $117K
|
7.44K
$4.48M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-286- 3.07% |
$109K - $120K
|
9.03K
$5.43M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-287- 2.13% |
$109K - $120K
|
13.2K
$7.94M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-289- 94.14% |
$110K - $121K
|
18
$10.8K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-290- 20.22% |
$111K - $121K
|
1.14K
$689K
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-295- 22.98% |
$112K - $124K
|
989
$595K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-297- 1.86% |
$113K - $124K
|
15.7K
$9.44M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-298- 2.77% |
$114K - $125K
|
10.5K
$6.3M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-298- 5.23% |
$114K - $125K
|
5.4K
$3.25M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-301- 19.36% |
$115K - $126K
|
1.25K
$755K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-304- 5.88% |
$116K - $127K
|
4.86K
$2.93M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-306- 2.61% |
$117K - $128K
|
11.4K
$6.87M
|
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-313- 0.75% |
$119K - $131K
|
41.2K
$24.8M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-316- 4.55% |
$120K - $132K
|
6.63K
$3.99M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-317- 0.34% |
$121K - $133K
|
92.2K
$55.5M
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-318- 1.74% |
$121K - $133K
|
17.9K
$10.8M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-320- 2.82% |
$122K - $134K
|
11K
$6.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-321- 4.27% |
$122K - $134K
|
7.19K
$4.33M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-321- 30.51% |
$122K - $134K
|
731
$440K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-324- 0.26% |
$123K - $136K
|
125K
$75M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-325- 4.67% |
$124K - $136K
|
6.63K
$3.99M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-325- 0.43% |
$124K - $136K
|
75K
$45.2M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-326- 3.39% |
$124K - $136K
|
9.28K
$5.58M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-327- 30.88% |
$125K - $137K
|
732
$441K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-329- 16.79% |
$125K - $138K
|
1.63K
$982K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-330- 2.57% |
$126K - $138K
|
12.5K
$7.53M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-332- 5.73% |
$127K - $139K
|
5.46K
$3.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-333- 37.21% |
$127K - $139K
|
562
$338K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-335- 0.86% |
$128K - $140K
|
38.7K
$23.3M
|