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
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.16K- 23.99% |
$441K - $485K
|
3.67K
$2.21M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.17K- 1.99% |
$445K - $489K
|
57.4K
$34.5M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.17K- 17.27% |
$446K - $490K
|
5.61K
$3.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.17K- 1.04% |
$447K - $492K
|
111K
$66.9M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.18K- 1.7% |
$451K - $495K
|
68.3K
$41.1M
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.19K- 33.41% |
$454K - $498K
|
2.37K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.2K- 22.25% |
$455K - $500K
|
4.18K
$2.51M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.21K- 0.61% |
$460K - $505K
|
196K
$118M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.22K- 0.89% |
$465K - $510K
|
136K
$81.9M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.23K- 2.02% |
$468K - $514K
|
59.5K
$35.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.23K- 1.46% |
$468K - $514K
|
83.1K
$50M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.25K- 0.84% |
$476K - $523K
|
147K
$88.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.25K- 2.33% |
$478K - $525K
|
52.6K
$31.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.26K- 5.83% |
$478K - $525K
|
20.3K
$12.2M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 5.23% |
$483K - $530K
|
22.9K
$13.8M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.27K- 0.82% |
$484K - $531K
|
153K
$92M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.27K- 55.15% |
$484K - $531K
|
1.03K
$621K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.28K- 51.79% |
$486K - $534K
|
1.19K
$714K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.28K- 3.01% |
$489K - $537K
|
41.3K
$24.9M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.28K- 0.45% |
$489K - $537K
|
283K
$170M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.29K- 3.68% |
$490K - $538K
|
33.7K
$20.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-1.29K- 4.25% |
$492K - $540K
|
29K
$17.5M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.3K- 1.98% |
$494K - $543K
|
64.1K
$38.6M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.3K- 29.83% |
$497K - $546K
|
3.07K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.31K- 17.84% |
$498K - $547K
|
6.01K
$3.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.31K- 16.2% |
$499K - $548K
|
6.78K
$4.08M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.32K- 4.03% |
$503K - $553K
|
31.4K
$18.9M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 36.52% |
$507K - $557K
|
2.31K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-1.35K- 2.8% |
$513K - $564K
|
46.8K
$28.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.35K- 13.06% |
$514K - $564K
|
8.97K
$5.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.36K- 14.38% |
$519K - $570K
|
8.11K
$4.88M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.37K- 1.88% |
$523K - $574K
|
71.5K
$43M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 17.19% |
$524K - $576K
|
6.63K
$3.99M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.38K- 1.85% |
$525K - $577K
|
73.2K
$44M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.38K- 21.77% |
$527K - $579K
|
4.97K
$2.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-1.39K- 0.88% |
$528K - $580K
|
155K
$93.4M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.39K- 1.42% |
$531K - $583K
|
96.4K
$58M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.4K- 23.5% |
$534K - $587K
|
4.57K
$2.75M
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.4K- 1.3% |
$535K - $587K
|
106K
$64.1M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.41K- 8.83% |
$536K - $589K
|
14.5K
$8.74M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.41K- 3.84% |
$537K - $589K
|
35.3K
$21.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.41K- 0.17% |
$538K - $591K
|
845K
$509M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.41K- 4.3% |
$538K - $591K
|
31.4K
$18.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.41K- 1.37% |
$539K - $592K
|
102K
$61.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.43K- 6.25% |
$545K - $598K
|
21.4K
$12.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.44K- 6.3% |
$547K - $601K
|
21.3K
$12.8M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.44K- 8.81% |
$549K - $603K
|
14.9K
$8.97M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.45K- 42.2% |
$553K - $607K
|
1.99K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.47K- 45.44% |
$558K - $613K
|
1.76K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-1.47K- 34.79% |
$559K - $614K
|
2.75K
$1.66M
|