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 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-32K- 25.93% |
$12.2M - $13.4M
|
91.5K
$60.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-32.8K- 1.67% |
$12.5M - $13.7M
|
1.93M
$1.28B
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-33.4K- 9.97% |
$12.7M - $14M
|
301K
$200M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-34.5K- 42.79% |
$13.1M - $14.4M
|
46.1K
$30.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.7K- 1.53% |
$13.2M - $14.5M
|
2.24M
$1.49B
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-35.8K- 91.67% |
$13.7M - $15M
|
3.26K
$2.16M
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-36.6K- 17.31% |
$14M - $15.3M
|
175K
$116M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.4K- 8.52% |
$14.3M - $15.7M
|
402K
$267M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-37.7K- 81.72% |
$14.4M - $15.8M
|
8.43K
$5.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-37.8K- 6.03% |
$14.4M - $15.8M
|
590K
$392M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39.7K- 57.87% |
$15.1M - $16.6M
|
28.9K
$19.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-40.3K- 37.4% |
$15.4M - $16.9M
|
67.5K
$44.8M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-41.8K- 24.92% |
$15.9M - $17.5M
|
126K
$83.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42.3K- 21.53% |
$16.1M - $17.7M
|
154K
$102M
|
|
|
Apr 27, 2023
Q1 2023
|
Taiyo Life Insurance CO
|
SELL
|
- |
-42.5K- 8.95% |
$16.2M - $17.8M
|
432K
$287M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-42.6K- 2.98% |
$16.2M - $17.8M
|
1.39M
$920M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-43.3K- 81.2% |
$16.5M - $18.1M
|
10K
$6.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-44K- 18.68% |
$16.8M - $18.4M
|
191K
$127M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-45K- 36.33% |
$17.2M - $18.8M
|
78.9K
$52.4M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-45.1K- 12.84% |
$17.2M - $18.9M
|
306K
$203M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-45.4K- 68.85% |
$17.3M - $19M
|
20.5K
$13.6M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.2K- 93.07% |
$17.6M - $19.3M
|
3.44K
$2.28M
|
|
|
Apr 05, 2023
Q1 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-46.5K- 22.0% |
$17.7M - $19.5M
|
165K
$109M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-47.7K- 6.16% |
$18.2M - $20M
|
727K
$483M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-48.2K- 89.48% |
$18.4M - $20.2M
|
5.68K
$3.77M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-53.1K- 15.9% |
$20.3M - $22.2M
|
281K
$187M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-53.2K- 95.29% |
$20.3M - $22.3M
|
2.63K
$1.75M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-54.5K- 12.35% |
$20.8M - $22.8M
|
387K
$257M
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-56.5K- 6.96% |
$21.5M - $23.6M
|
755K
$501M
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-56.5K- 58.99% |
$21.5M - $23.7M
|
39.3K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-57.6K- 10.91% |
$22M - $24.1M
|
471K
$312M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-58.4K- 99.3% |
$22.3M - $24.5M
|
411
$273K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-60.4K- 25.73% |
$23M - $25.3M
|
174K
$116M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-64.2K- 71.89% |
$24.5M - $26.9M
|
25.1K
$16.7M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-64.2K- 71.89% |
$24.5M - $26.9M
|
25.1K
$16.7M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-65.7K- 92.57% |
$25M - $27.5M
|
5.27K
$3.5M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-66.5K- 18.26% |
$25.3M - $27.8M
|
298K
$198M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-69.4K- 92.85% |
$26.5M - $29.1M
|
5.34K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-69.9K- 65.54% |
$26.7M - $29.3M
|
36.8K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-71.5K- 12.0% |
$27.3M - $29.9M
|
524K
$348M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-72.2K- 7.29% |
$27.5M - $30.2M
|
918K
$610M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-73.4K- 4.48% |
$28M - $30.7M
|
1.56M
$1.04B
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-75.7K- 2.51% |
$28.8M - $31.7M
|
2.95M
$1.96B
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-76.6K- 4.29% |
$29.2M - $32M
|
1.71M
$1.13B
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-77.7K- 39.83% |
$29.6M - $32.5M
|
117K
$77.9M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-78.8K- 28.2% |
$30M - $33M
|
201K
$133M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-79.8K- 58.51% |
$30.4M - $33.4M
|
56.6K
$37.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-80.7K- 39.17% |
$30.7M - $33.8M
|
125K
$83.2M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-83.1K- 47.01% |
$31.7M - $34.8M
|
93.6K
$62.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-88.6K- 1.11% |
$33.8M - $37.1M
|
7.91M
$5.25B
|