Purchases and Sales Made in Q1 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 10, 2023 Q1 2023
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
BUY
 -
19.7K
+ 6.11%
$7.52M - $8.26M
342K $227M
Jun 01, 2023 Q1 2023
Org Partners LLC

Roanoke, IN
BUY
 -
19.4K
New
$7.4M - $8.13M
19.4K $12.9M
Apr 05, 2023 Q1 2023
Mc Alister, Sweet & Associates, Inc.

BUY
 -
19.3K
+ 35.2%
$7.34M - $8.07M
74K $49.1M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
19.1K
+ 11.63%
$7.3M - $8.01M
184K $122M
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
18.3K
+ 1.28%
$6.98M - $7.67M
1.45M $963M
May 15, 2023 Q1 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
18.2K
+ 12.43%
$6.95M - $7.63M
165K $109M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
18.1K
+ 12.4%
$6.91M - $7.59M
164K $109M
May 10, 2023 Q1 2023
3 Edge Asset Management, LP

BUY
 -
17.9K
+ 6.83%
$6.81M - $7.48M
280K $186M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
16.8K
New
$6.41M - $7.04M
16.8K $11.2M
Apr 19, 2023 Q1 2023
David J Yvars Group

BUY
 -
16.6K
+ 46.07%
$6.33M - $6.95M
52.6K $34.9M
Apr 27, 2023 Q1 2023
Money Design Co.,Ltd.

BUY
 -
16.3K
New
$6.2M - $6.81M
16.3K $10.8M
Apr 11, 2023 Q1 2023
Tarbox Family Office, Inc.

BUY
 -
16.3K
+ 4.4%
$6.2M - $6.81M
386K $256M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
16.2K
New
$6.18M - $6.79M
16.2K $10.8M
May 10, 2023 Q1 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
16.2K
+ 26.52%
$6.18M - $6.78M
77.3K $51.3M
May 15, 2023 Q1 2023
Amundi

Paris, I0
BUY
 -
16K
+ 6.58%
$6.08M - $6.68M
259K $172M
Apr 20, 2023 Q1 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
15.9K
+ 13.17%
$6.05M - $6.64M
136K $90.5M
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
15.8K
+ 43.96%
$6.03M - $6.63M
51.8K $34.4M
May 11, 2023 Q1 2023
Teramo Advisors, LLC

Naples, FL
BUY
 -
15.7K
+ 24.92%
$5.98M - $6.57M
78.7K $52.3M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
15.7K
+ 73.0%
$5.97M - $6.55M
37.1K $24.6M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
15.6K
+ 15.46%
$5.96M - $6.54M
117K $77.5M
May 04, 2023 Q1 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
15.6K
New
$5.95M - $6.54M
15.6K $10.4M
May 11, 2023 Q1 2023
Meitav Dash Investments LTD

BUY
 -
15.6K
+ 8.39%
$5.93M - $6.52M
201K $133M
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
15.4K
New
$5.87M - $6.45M
15.4K $10.2M
May 10, 2023 Q1 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
15.4K
New
$5.85M - $6.43M
15.4K $10.2M
Apr 25, 2023 Q1 2023
Ledyard National Bank

BUY
 -
15.2K
+ 26.46%
$5.78M - $6.35M
72.5K $48.1M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
15.1K
+ 3.5%
$5.76M - $6.33M
447K $297M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
15K
New
$5.72M - $6.28M
15K $9.96M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
14.9K
+ 7.58%
$5.67M - $6.23M
211K $140M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
14.8K
+ 26.1%
$5.63M - $6.18M
71.3K $47.4M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
14.6K
+ 113.17%
$5.58M - $6.13M
27.6K $18.3M
May 12, 2023 Q1 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
14.5K
+ 66.47%
$5.51M - $6.06M
36.2K $24.1M
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
14.3K
+ 2.28%
$5.46M - $6M
642K $426M
May 08, 2023 Q1 2023
Evoke Wealth, LLC

BUY
 -
14K
+ 2.66%
$5.35M - $5.88M
541K $360M
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
13.9K
+ 11.55%
$5.28M - $5.8M
134K $88.8M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
13.8K
+ 53.87%
$5.27M - $5.79M
39.5K $26.2M
Apr 18, 2023 Q1 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
13.7K
+ 31.78%
$5.22M - $5.74M
56.8K $37.7M
May 03, 2023 Q1 2023
Klingman & Associates, LLC

BUY
 -
13.5K
+ 3.01%
$5.14M - $5.65M
462K $307M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
13.5K
+ 71.99%
$5.13M - $5.63M
32.1K $21.3M
May 15, 2023 Q1 2023
State Street Corp

Boston, MA
BUY
 -
13.4K
+ 68.47%
$5.12M - $5.63M
33.1K $22M
May 15, 2023 Q1 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
13.3K
+ 2.15%
$5.06M - $5.55M
632K $419M
Apr 17, 2023 Q1 2023
Wall Capital Group, Inc.

BUY
 -
12.9K
New
$4.93M - $5.41M
12.9K $8.59M
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

BUY
 -
12.9K
+ 62.17%
$4.9M - $5.38M
33.5K $22.3M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
12.8K
+ 192.92%
$4.89M - $5.37M
19.5K $12.9M
Apr 14, 2023 Q1 2023
Trevian Wealth Management LLC

BUY
 -
12.8K
+ 32.44%
$4.89M - $5.37M
52.4K $34.8M
May 12, 2023 Q1 2023
Wellington Management Group LLP

Boston, MA
BUY
 -
12.6K
+ 2.92%
$4.79M - $5.26M
442K $294M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
12.5K
New
$4.76M - $5.23M
12.5K $8.3M
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
12.4K
+ 3.99%
$4.74M - $5.2M
324K $215M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
12.2K
+ 24.23%
$4.65M - $5.11M
62.5K $41.5M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
12.1K
+ 2.12%
$4.62M - $5.07M
583K $387M

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