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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-226- 3.68% |
$86.1K - $94.6K
|
5.91K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-227- 16.95% |
$86.5K - $95K
|
1.11K
$738K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-228- 2.65% |
$86.9K - $95.5K
|
8.39K
$5.57M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-228- 0.78% |
$86.9K - $95.5K
|
28.9K
$19.2M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-231- 0.14% |
$88K - $96.7K
|
164K
$109M
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-232- 1.55% |
$88.4K - $97.1K
|
14.7K
$9.77M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-235- 6.29% |
$89.6K - $98.4K
|
3.5K
$2.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-238- 2.23% |
$90.7K - $99.6K
|
10.4K
$6.94M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-238- 1.46% |
$90.7K - $99.6K
|
16.1K
$10.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-239- 0.85% |
$91.1K - $100K
|
27.8K
$18.4M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-239- 0.45% |
$91.1K - $100K
|
52.7K
$35M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-239- 7.51% |
$91.1K - $100K
|
2.95K
$1.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-241- 62.44% |
$91.9K - $101K
|
145
$96.3K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-241- 13.03% |
$91.9K - $101K
|
1.61K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-242- 1.75% |
$92.2K - $101K
|
13.6K
$9.04M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-244- 0.14% |
$93K - $102K
|
171K
$114M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-244- 15.68% |
$93K - $102K
|
1.31K
$871K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-247- 0.78% |
$94.1K - $103K
|
31.3K
$20.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-248- 21.09% |
$94.5K - $104K
|
928
$616K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-249- 15.26% |
$94.9K - $104K
|
1.38K
$918K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-250- 4.65% |
$95.3K - $105K
|
5.13K
$3.41M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-251- 0.24% |
$95.7K - $105K
|
105K
$70M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-255- 0.49% |
$97.2K - $107K
|
52.1K
$34.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-256- 0.52% |
$97.6K - $107K
|
48.8K
$32.4M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-258- 6.43% |
$98.3K - $108K
|
3.75K
$2.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-259- 29.0% |
$98.7K - $108K
|
634
$421K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-259- 4.76% |
$98.7K - $108K
|
5.18K
$3.44M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-260- 5.8% |
$99.1K - $109K
|
4.22K
$2.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-261- 10.32% |
$99.5K - $109K
|
2.27K
$1.51M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-262- 0.11% |
$99.9K - $110K
|
241K
$160M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-262- 1.09% |
$99.9K - $110K
|
23.8K
$15.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-266- 0.81% |
$101K - $111K
|
32.5K
$21.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-269- 1.35% |
$103K - $113K
|
19.6K
$13M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-269- 1.06% |
$103K - $113K
|
25K
$16.6M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-270- 90.0% |
$103K - $113K
|
30
$19.9K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-272- 11.68% |
$104K - $114K
|
2.06K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-275- 1.39% |
$105K - $115K
|
19.5K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-276- 1.89% |
$105K - $116K
|
14.3K
$9.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-280- 12.57% |
$107K - $117K
|
1.95K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-280- 3.63% |
$107K - $117K
|
7.44K
$4.94M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-286- 3.07% |
$109K - $120K
|
9.03K
$6M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-287- 2.13% |
$109K - $120K
|
13.2K
$8.75M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-289- 94.14% |
$110K - $121K
|
18
$12K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-290- 20.22% |
$111K - $121K
|
1.14K
$760K
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-295- 22.98% |
$112K - $124K
|
989
$657K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-297- 1.86% |
$113K - $124K
|
15.7K
$10.4M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-298- 2.77% |
$114K - $125K
|
10.5K
$6.95M
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-298- 5.23% |
$114K - $125K
|
5.4K
$3.59M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-301- 19.36% |
$115K - $126K
|
1.25K
$833K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-304- 5.88% |
$116K - $127K
|
4.86K
$3.23M
|