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 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-433- 2.81% |
$165K - $181K
|
15K
$8.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-435- 0.89% |
$166K - $182K
|
48.2K
$26.9M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-435- 12.32% |
$166K - $182K
|
3.1K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-435- 4.34% |
$166K - $182K
|
9.58K
$5.35M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-438- 0.47% |
$167K - $183K
|
93.7K
$52.3M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-438- 2.2% |
$167K - $183K
|
19.5K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-443- 41.67% |
$169K - $185K
|
620
$346K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-444- 23.41% |
$169K - $186K
|
1.45K
$811K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-456- 0.68% |
$174K - $191K
|
67.1K
$37.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-458- 37.33% |
$175K - $192K
|
769
$429K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-458- 7.23% |
$175K - $192K
|
5.87K
$3.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-464- 5.47% |
$177K - $194K
|
8.02K
$4.47M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-464- 6.97% |
$177K - $194K
|
6.19K
$3.46M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-474- 6.55% |
$181K - $198K
|
6.77K
$3.78M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-476- 0.43% |
$181K - $199K
|
111K
$62M
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-479- 0.5% |
$183K - $201K
|
96.3K
$53.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-479- 14.32% |
$183K - $201K
|
2.87K
$1.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-484- 17.58% |
$184K - $203K
|
2.27K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-485- 0.78% |
$185K - $203K
|
61.6K
$34.4M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-497- 32.09% |
$189K - $208K
|
1.05K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-500- 3.17% |
$191K - $209K
|
15.3K
$8.53M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-501- 5.57% |
$191K - $210K
|
8.5K
$4.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-506- 2.74% |
$193K - $212K
|
18K
$10M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-513- 4.21% |
$196K - $215K
|
11.7K
$6.51M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-518- 1.45% |
$197K - $217K
|
35.3K
$19.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-521- 0.27% |
$199K - $218K
|
191K
$107M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-534- 9.15% |
$204K - $224K
|
5.3K
$2.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-536- 9.76% |
$204K - $224K
|
4.96K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-537- 12.49% |
$205K - $225K
|
3.76K
$2.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-539- 1.73% |
$205K - $226K
|
30.6K
$17.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-540- 2.51% |
$206K - $226K
|
21K
$11.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-541- 9.23% |
$206K - $226K
|
5.32K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-541- 21.53% |
$206K - $226K
|
1.97K
$1.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-542- 8.31% |
$207K - $227K
|
5.98K
$3.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-551- 2.27% |
$210K - $231K
|
23.8K
$13.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-555- 2.7% |
$212K - $232K
|
20K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-558- 2.66% |
$213K - $234K
|
20.4K
$11.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-560- 0.93% |
$213K - $234K
|
59.6K
$33.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-560- 7.94% |
$213K - $234K
|
6.49K
$3.62M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-560- 8.2% |
$213K - $234K
|
6.27K
$3.5M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-561- 9.39% |
$214K - $235K
|
5.42K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-562- 7.78% |
$214K - $235K
|
6.66K
$3.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-569- 2.36% |
$217K - $238K
|
23.5K
$13.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-571- 0.38% |
$218K - $239K
|
150K
$83.8M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-574- 7.98% |
$219K - $240K
|
6.62K
$3.69M
|
|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-574Closed |
$219K - $240K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-576- 21.49% |
$220K - $241K
|
2.1K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-577- 9.48% |
$220K - $242K
|
5.51K
$3.07M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-577- 9.48% |
$220K - $242K
|
5.51K
$3.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
SELL
|
- |
-580- 29.65% |
$221K - $243K
|
1.38K
$768K
|