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 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-458- 37.33% |
$175K - $192K
|
769
$463K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-458- 7.23% |
$175K - $192K
|
5.87K
$3.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-464- 5.47% |
$177K - $194K
|
8.02K
$4.83M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-464- 6.97% |
$177K - $194K
|
6.19K
$3.73M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-474- 6.55% |
$181K - $198K
|
6.77K
$4.07M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-476- 0.43% |
$181K - $199K
|
111K
$66.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-479- 0.5% |
$183K - $201K
|
96.3K
$57.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-479- 14.32% |
$183K - $201K
|
2.87K
$1.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-484- 17.58% |
$184K - $203K
|
2.27K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-485- 0.78% |
$185K - $203K
|
61.6K
$37M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-497- 32.09% |
$189K - $208K
|
1.05K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-500- 3.17% |
$191K - $209K
|
15.3K
$9.2M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-501- 5.57% |
$191K - $210K
|
8.5K
$5.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-506- 2.74% |
$193K - $212K
|
18K
$10.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-513- 4.21% |
$196K - $215K
|
11.7K
$7.03M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-518- 1.45% |
$197K - $217K
|
35.3K
$21.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-521- 0.27% |
$199K - $218K
|
191K
$115M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-534- 9.15% |
$204K - $224K
|
5.3K
$3.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-536- 9.76% |
$204K - $224K
|
4.96K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-537- 12.49% |
$205K - $225K
|
3.76K
$2.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-539- 1.73% |
$205K - $226K
|
30.6K
$18.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-540- 2.51% |
$206K - $226K
|
21K
$12.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-541- 9.23% |
$206K - $226K
|
5.32K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-541- 21.53% |
$206K - $226K
|
1.97K
$1.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-542- 8.31% |
$207K - $227K
|
5.98K
$3.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-551- 2.27% |
$210K - $231K
|
23.8K
$14.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-555- 2.7% |
$212K - $232K
|
20K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-558- 2.66% |
$213K - $234K
|
20.4K
$12.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-560- 0.93% |
$213K - $234K
|
59.6K
$35.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-560- 7.94% |
$213K - $234K
|
6.49K
$3.91M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-560- 8.2% |
$213K - $234K
|
6.27K
$3.77M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-561- 9.39% |
$214K - $235K
|
5.42K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-562- 7.78% |
$214K - $235K
|
6.66K
$4.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-569- 2.36% |
$217K - $238K
|
23.5K
$14.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-571- 0.38% |
$218K - $239K
|
150K
$90.3M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-574- 7.98% |
$219K - $240K
|
6.62K
$3.98M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-576- 21.49% |
$220K - $241K
|
2.1K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-577- 9.48% |
$220K - $242K
|
5.51K
$3.32M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-577- 9.48% |
$220K - $242K
|
5.51K
$3.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
SELL
|
- |
-580- 29.65% |
$221K - $243K
|
1.38K
$828K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-582- 0.59% |
$222K - $244K
|
98.6K
$59.4M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-583- 1.73% |
$222K - $244K
|
33.1K
$19.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-591- 1.61% |
$225K - $247K
|
36.2K
$21.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-597- 6.37% |
$228K - $250K
|
8.77K
$5.28M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-600- 13.92% |
$229K - $251K
|
3.71K
$2.23M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-607- 28.32% |
$231K - $254K
|
1.54K
$924K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-615- 36.48% |
$234K - $257K
|
1.07K
$645K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-621- 5.21% |
$237K - $260K
|
11.3K
$6.8M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-628- 8.35% |
$239K - $263K
|
6.89K
$4.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-629- 0.34% |
$240K - $263K
|
182K
$110M
|