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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
11.8KNew |
$4.49M - $4.93M
|
11.8K
$7.82M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 20.38% |
$4.49M - $4.93M
|
69.6K
$46.2M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11.7KNew |
$4.45M - $4.89M
|
11.7K
$7.75M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
11.6K+ 150.82% |
$4.43M - $4.87M
|
19.3K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
11.5K+ 4.62% |
$4.37M - $4.8M
|
260K
$173M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.3K+ 11.33% |
$4.31M - $4.74M
|
111K
$73.9M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.3K+ 3.38% |
$4.31M - $4.73M
|
346K
$230M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
11.2KNew |
$4.25M - $4.67M
|
11.2K
$7.41M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
11KNew |
$4.2M - $4.62M
|
11K
$7.33M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
11K+ 119.75% |
$4.19M - $4.6M
|
20.2K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.5K+ 29.01% |
$4.01M - $4.41M
|
46.8K
$31.1M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10.4K+ 9.33% |
$3.96M - $4.35M
|
122K
$80.9M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.4K+ 17.74% |
$3.95M - $4.34M
|
68.8K
$45.7M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 8.99% |
$3.87M - $4.25M
|
123K
$81.7M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.97K+ 41.47% |
$3.8M - $4.17M
|
34K
$22.6M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
9.95K+ 3.68% |
$3.79M - $4.16M
|
280K
$186M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
9.87K+ 10615.05% |
$3.76M - $4.13M
|
9.97K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
9.86KNew |
$3.76M - $4.13M
|
9.86K
$6.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.7K+ 13.93% |
$3.7M - $4.06M
|
79.4K
$52.7M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.67K+ 604.57% |
$3.68M - $4.05M
|
11.3K
$7.48M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.49K+ 4.68% |
$3.62M - $3.97M
|
212K
$141M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.34K+ 1412.86% |
$3.56M - $3.91M
|
10K
$6.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9.29K+ 27.97% |
$3.54M - $3.89M
|
42.5K
$28.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.27K+ 7.16% |
$3.53M - $3.88M
|
139K
$92M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.15K+ 2.88% |
$3.49M - $3.83M
|
327K
$217M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.13K+ 12.67% |
$3.48M - $3.82M
|
81.2K
$53.9M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9.08K+ 6.67% |
$3.46M - $3.8M
|
145K
$96.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
9.07K+ 18.37% |
$3.46M - $3.8M
|
58.4K
$38.8M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.87K+ 24.15% |
$3.38M - $3.71M
|
45.6K
$30.3M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
8.79K+ 10.2% |
$3.35M - $3.68M
|
95K
$63.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.68K+ 8.18% |
$3.31M - $3.63M
|
115K
$76.2M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.6K+ 6.95% |
$3.28M - $3.6M
|
132K
$87.9M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.52K+ 0.79% |
$3.25M - $3.57M
|
1.09M
$721M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
8.51K+ 14.13% |
$3.24M - $3.56M
|
68.7K
$45.6M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.39K+ 123.08% |
$3.2M - $3.51M
|
15.2K
$10.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.35K+ 2.49% |
$3.18M - $3.5M
|
344K
$228M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
8.32K+ 34.48% |
$3.17M - $3.48M
|
32.5K
$21.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
BUY
|
- |
8.28K+ 39.28% |
$3.16M - $3.47M
|
29.4K
$19.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.22K+ 2.09% |
$3.13M - $3.44M
|
402K
$267M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.18K+ 343.94% |
$3.12M - $3.42M
|
10.6K
$7.01M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7.95K+ 8.48% |
$3.03M - $3.33M
|
102K
$67.6M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
7.9K+ 13.33% |
$3.01M - $3.31M
|
67.1K
$44.6M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.87K+ 4.14% |
$3M - $3.29M
|
198K
$131M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.85K+ 11.19% |
$2.99M - $3.29M
|
78K
$51.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.8K+ 1.54% |
$2.97M - $3.27M
|
515K
$342M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7.69K+ 109.23% |
$2.93M - $3.22M
|
14.7K
$9.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
7.59K+ 38.74% |
$2.89M - $3.18M
|
27.2K
$18M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
7.55K+ 0.24% |
$2.88M - $3.16M
|
3.15M
$2.09B
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.5K+ 17.29% |
$2.86M - $3.14M
|
50.9K
$33.8M
|
|
|
May 11, 2023
Q1 2023
|
Deere & CO
Moline, IL |
BUY
|
- |
7.49K+ 3.53% |
$2.85M - $3.13M
|
220K
$146M
|