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 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.05K+ 9.36% |
$1.92M - $2.11M
|
58.9K
$39.1M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.02K+ 4.89% |
$1.91M - $2.1M
|
108K
$71.5M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.97KNew |
$1.89M - $2.08M
|
4.97K
$3.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
4.9K+ 10.67% |
$1.87M - $2.05M
|
50.8K
$33.7M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.87KNew |
$1.86M - $2.04M
|
4.87K
$3.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.86K+ 10.85% |
$1.85M - $2.04M
|
49.7K
$33M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.85K+ 16.67% |
$1.85M - $2.03M
|
34K
$22.5M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
4.8KNew |
$1.83M - $2.01M
|
4.8K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.78K+ 2.93% |
$1.82M - $2M
|
168K
$111M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
4.77K+ 6.28% |
$1.82M - $2M
|
80.6K
$53.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.75K+ 7.88% |
$1.81M - $1.99M
|
65K
$43.2M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.65K+ 23.78% |
$1.77M - $1.95M
|
24.2K
$16.1M
|
|
|
May 10, 2023
Q1 2023
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.6K+ 5.11% |
$1.75M - $1.93M
|
94.6K
$62.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.59K+ 4.09% |
$1.75M - $1.92M
|
117K
$77.5M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
4.59K+ 12.99% |
$1.75M - $1.92M
|
39.9K
$26.5M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.54K+ 7.88% |
$1.73M - $1.9M
|
62.2K
$41.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.53K+ 6.24% |
$1.72M - $1.89M
|
77.1K
$51.2M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
4.5K+ 21.24% |
$1.72M - $1.88M
|
25.7K
$17.1M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.44K+ 4.91% |
$1.69M - $1.86M
|
94.8K
$62.9M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.41KNew |
$1.68M - $1.85M
|
4.41K
$2.93M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.39K+ 6.82% |
$1.67M - $1.84M
|
68.7K
$45.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.36K+ 12.5% |
$1.66M - $1.82M
|
39.2K
$26M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.36K+ 6.89% |
$1.66M - $1.82M
|
67.6K
$44.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
4.33K+ 47.38% |
$1.65M - $1.81M
|
13.5K
$8.93M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.29K+ 16.8% |
$1.63M - $1.79M
|
29.8K
$19.8M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.29K+ 60.48% |
$1.63M - $1.79M
|
11.4K
$7.55M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
4.28K+ 14.28% |
$1.63M - $1.79M
|
34.3K
$22.7M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
4.26K+ 40.39% |
$1.62M - $1.78M
|
14.8K
$9.83M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.24K+ 64.82% |
$1.62M - $1.78M
|
10.8K
$7.17M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.24K+ 10.05% |
$1.61M - $1.77M
|
46.4K
$30.8M
|
|
|
Apr 10, 2025
Q1 2023
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
4.2K+ 26.52% |
$1.6M - $1.76M
|
20K
$13.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
4.19K+ 94.29% |
$1.6M - $1.76M
|
8.64K
$5.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.15K+ 4.29% |
$1.58M - $1.74M
|
101K
$67M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.12K+ 39.78% |
$1.57M - $1.73M
|
14.5K
$9.62M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.09K+ 7.92% |
$1.56M - $1.71M
|
55.8K
$37M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.04K+ 1.88% |
$1.54M - $1.69M
|
219K
$145M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
4.04K+ 0.8% |
$1.54M - $1.69M
|
512K
$340M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
4.02K+ 4.61% |
$1.53M - $1.68M
|
91.3K
$60.6M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.02K+ 224.47% |
$1.53M - $1.68M
|
5.81K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.98K+ 5.37% |
$1.52M - $1.67M
|
78.1K
$51.9M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.95K+ 6.76% |
$1.51M - $1.65M
|
62.4K
$41.4M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.87K+ 66.85% |
$1.47M - $1.62M
|
9.65K
$6.41M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.79KNew |
$1.45M - $1.59M
|
3.79K
$2.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.73KNew |
$1.42M - $1.56M
|
3.73K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.72K+ 7.86% |
$1.42M - $1.56M
|
51K
$33.9M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.71KNew |
$1.42M - $1.55M
|
3.71K
$2.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.7K+ 11.02% |
$1.41M - $1.55M
|
37.3K
$24.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.69K+ 164.19% |
$1.41M - $1.55M
|
5.94K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.66KNew |
$1.4M - $1.53M
|
3.66K
$2.43M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.66KNew |
$1.4M - $1.53M
|
3.66K
$2.43M
|