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
Apr 05, 2023 Q1 2023
Roth Financial Partners LLC

BUY
 -
2.78K
+ 3.93%
$1.06M - $1.16M
73.6K $43.7M
May 04, 2023 Q1 2023
Canal Capital Management, LLC

BUY
 -
2.73K
+ 13.42%
$1.04M - $1.14M
23.1K $13.7M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
2.73K
+ 4.16%
$1.04M - $1.14M
68.3K $40.5M
Apr 17, 2023 Q1 2023
Winthrop Advisory Group LLC

BUY
 -
2.73K
+ 2.15%
$1.04M - $1.14M
129K $76.8M
Apr 10, 2023 Q1 2023
Windsor Capital Management, LLC

BUY
 -
2.72K
+ 5.24%
$1.04M - $1.14M
54.5K $32.4M
Apr 27, 2023 Q1 2023
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
2.64K
+ 423.79%
$1M - $1.1M
3.26K $1.93M
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
2.6K
+ 114.49%
$991K - $1.09M
4.87K $2.89M
Apr 12, 2023 Q1 2023
Old Port Advisors

BUY
 -
2.6K
+ 45.46%
$990K - $1.09M
8.31K $4.93M
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
2.57K
+ 98.7%
$981K - $1.08M
5.18K $3.07M
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
2.56K
+ 1.09%
$974K - $1.07M
237K $141M
Apr 14, 2023 Q1 2023
Capital Advisors Wealth Management, LLC

BUY
 -
2.51K
+ 5.5%
$955K - $1.05M
48K $28.5M
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
2.5K
+ 2.41%
$954K - $1.05M
106K $63M
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
2.5K
+ 4.25%
$952K - $1.05M
61.2K $36.3M
May 01, 2023 Q1 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
2.5K
+ 2.81%
$951K - $1.04M
91.1K $54.1M
Apr 28, 2023 Q1 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
2.48K
+ 11.71%
$944K - $1.04M
23.6K $14M
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
2.46K
New
$938K - $1.03M
2.46K $1.46M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
2.45K
+ 8.0%
$934K - $1.03M
33.1K $19.6M
May 09, 2023 Q1 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
2.44K
+ 85.37%
$930K - $1.02M
5.3K $3.14M
Apr 10, 2023 Q1 2023
Mc Namara Financial Services, Inc.

BUY
 -
2.43K
+ 0.99%
$928K - $1.02M
249K $147M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
2.41K
+ 13.04%
$920K - $1.01M
20.9K $12.4M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.41K
+ 17.8%
$920K - $1.01M
16K $9.48M
May 15, 2023 Q1 2023
Mma Asset Management LLC

New York, NY
BUY
 -
2.41K
+ 63.69%
$917K - $1.01M
6.19K $3.67M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
2.41K
+ 4.41%
$917K - $1.01M
56.9K $33.8M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.41K
+ 6.26%
$917K - $1.01M
40.8K $24.2M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.41K
+ 7.69%
$917K - $1.01M
33.7K $20M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
2.4K
+ 5.83%
$915K - $1M
43.5K $25.8M
Apr 18, 2023 Q1 2023
Sharkey, Howes & Javer

BUY
 -
2.39K
+ 1.23%
$912K - $1M
198K $117M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
2.36K
+ 8.05%
$900K - $988K
31.7K $18.8M
Apr 28, 2023 Q1 2023
Capital Planning LLC

BUY
 -
2.35K
+ 4.56%
$896K - $985K
54K $32M
May 12, 2023 Q1 2023
Girard Partners Ltd.

BUY
 -
2.34K
+ 58.73%
$892K - $980K
6.32K $3.75M
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.34K
+ 53.31%
$891K - $978K
6.72K $3.99M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
2.29K
New
$873K - $959K
2.29K $1.36M
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
2.27K
+ 9.81%
$865K - $950K
25.4K $15.1M
Oct 26, 2023 Q1 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
2.25K
+ 14.25%
$858K - $942K
18.1K $10.7M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.24K
+ 2055.96%
$854K - $938K
2.35K $1.39M
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
2.24K
+ 12.21%
$854K - $938K
20.6K $12.2M
May 10, 2023 Q1 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
2.24K
+ 11.66%
$853K - $937K
21.4K $12.7M
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
2.23K
+ 188.97%
$849K - $933K
3.41K $2.02M
Apr 25, 2023 Q1 2023
4 Thought Financial Group Inc.

BUY
 -
2.21K
+ 8.14%
$841K - $924K
29.3K $17.4M
Apr 18, 2023 Q1 2023
Rtd Financial Advisors, Inc.

BUY
 -
2.19K
+ 1.45%
$834K - $916K
153K $90.8M
May 03, 2023 Q1 2023
Mendel Capital Management LLC

BUY
 -
2.18K
New
$830K - $912K
2.18K $1.29M
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
2.17K
New
$826K - $907K
2.17K $1.29M
Apr 18, 2023 Q1 2023
Ellenbecker Investment Group

BUY
 -
2.16K
+ 0.6%
$824K - $906K
363K $215M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.13K
+ 12.11%
$811K - $891K
19.7K $11.7M
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
2.12K
+ 206.62%
$809K - $888K
3.15K $1.87M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
2.12K
+ 3.65%
$809K - $888K
60.2K $35.7M
Oct 15, 2024 Q1 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
2.1K
New
$802K - $880K
2.1K $1.25M
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
2.07K
+ 10.59%
$788K - $866K
21.6K $12.8M
Apr 12, 2023 Q1 2023
One Advisory Partners, LLC

BUY
 -
2.06K
+ 2.18%
$785K - $862K
96.4K $57.2M

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