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 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
7.31KNew |
$2.79M - $3.06M
|
7.31K
$4.34M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.24K+ 2.19% |
$2.76M - $3.03M
|
338K
$200M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
7.16K+ 11.67% |
$2.73M - $3M
|
68.6K
$40.7M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.04K+ 0.53% |
$2.68M - $2.95M
|
1.34M
$797M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.02K+ 13.67% |
$2.68M - $2.94M
|
58.3K
$34.6M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.01K+ 978.24% |
$2.67M - $2.94M
|
7.73K
$4.59M
|
|
|
Apr 07, 2023
Q1 2023
|
Divergent Planning, LLC
|
BUY
|
- |
6.96K+ 5.78% |
$2.65M - $2.92M
|
127K
$75.6M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
6.92KNew |
$2.64M - $2.9M
|
6.92K
$4.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
6.9K+ 42.64% |
$2.63M - $2.89M
|
23.1K
$13.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.89K+ 63.47% |
$2.63M - $2.88M
|
17.7K
$10.5M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
6.86K+ 5.33% |
$2.61M - $2.87M
|
135K
$80.3M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.84K+ 4.56% |
$2.61M - $2.86M
|
157K
$92.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.79K+ 10.64% |
$2.59M - $2.84M
|
70.6K
$41.9M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.78K+ 2.31% |
$2.58M - $2.84M
|
301K
$178M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.73K+ 41.42% |
$2.56M - $2.82M
|
23K
$13.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
6.66K+ 3.28% |
$2.54M - $2.79M
|
209K
$124M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.56K+ 23.26% |
$2.5M - $2.74M
|
34.7K
$20.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.48K+ 3.45% |
$2.47M - $2.71M
|
194K
$115M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.46K+ 15.03% |
$2.46M - $2.7M
|
49.4K
$29.3M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.46K+ 42.56% |
$2.46M - $2.7M
|
21.6K
$12.8M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6.39K+ 8.3% |
$2.44M - $2.68M
|
83.4K
$49.5M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.39K+ 17.21% |
$2.43M - $2.67M
|
43.5K
$25.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.38K+ 9.18% |
$2.43M - $2.67M
|
75.9K
$45M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.33K+ 6.44% |
$2.41M - $2.65M
|
105K
$62M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
6.29KNew |
$2.4M - $2.63M
|
6.29K
$3.73M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
6.27K+ 7.12% |
$2.39M - $2.62M
|
94.3K
$56M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
6.15K+ 91.94% |
$2.34M - $2.57M
|
12.8K
$7.61M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.02K+ 289.79% |
$2.29M - $2.52M
|
8.09K
$4.8M
|
|
|
May 09, 2023
Q1 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
6.01K+ 7.58% |
$2.29M - $2.52M
|
85.3K
$50.6M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.8K+ 3.34% |
$2.21M - $2.43M
|
180K
$107M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.71K+ 12.34% |
$2.18M - $2.39M
|
51.9K
$30.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
5.7K+ 0.64% |
$2.17M - $2.39M
|
894K
$530M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$2.15M - $2.36M
|
5.63K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
5.61KNew |
$2.14M - $2.35M
|
5.61K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.59K+ 0.57% |
$2.13M - $2.34M
|
987K
$585M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.56K+ 108.94% |
$2.12M - $2.33M
|
10.7K
$6.32M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5.51K+ 6.3% |
$2.1M - $2.31M
|
92.9K
$55.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
5.45KNew |
$2.08M - $2.28M
|
5.45K
$3.24M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5.42KNew |
$2.06M - $2.27M
|
5.42K
$3.21M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.39KNew |
$2.05M - $2.26M
|
5.39K
$3.2M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.36K+ 19139.29% |
$2.04M - $2.24M
|
5.39K
$3.2M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
5.35K+ 12.77% |
$2.04M - $2.24M
|
47.3K
$28M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.29K+ 3.01% |
$2.01M - $2.21M
|
181K
$107M
|
|
|
Apr 28, 2023
Q1 2023
|
Bank Of Finland
|
BUY
|
- |
5.2K+ 0.41% |
$1.98M - $2.18M
|
1.27M
$752M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.16K+ 6.14% |
$1.97M - $2.16M
|
89.2K
$52.9M
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.13K+ 3.82% |
$1.95M - $2.15M
|
139K
$82.6M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.07KNew |
$1.93M - $2.12M
|
5.07K
$3.01M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.05K+ 9.36% |
$1.92M - $2.11M
|
58.9K
$35M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.02K+ 4.89% |
$1.91M - $2.1M
|
108K
$63.9M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.97KNew |
$1.89M - $2.08M
|
4.97K
$2.95M
|