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 14, 2023 Q1 2023
Ade, LLC

BUY
 -
2.02K
+ 6.58%
$768K - $844K
32.7K $19.8M
May 05, 2023 Q1 2023
True Link Financial Advisors, LLC

BUY
 -
2.01K
+ 1.16%
$765K - $841K
175K $106M
May 08, 2023 Q1 2023
Cpr Investments Inc.

Rochester, MI
BUY
 -
2.01K
New
$764K - $839K
2.01K $1.21M
May 12, 2023 Q1 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
2K
+ 10.51%
$763K - $838K
21K $12.8M
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
1.99K
+ 98.27%
$759K - $834K
4.02K $2.43M
Apr 06, 2023 Q1 2023
Consilio Wealth Advisors, LLC

BUY
 -
1.98K
+ 4.18%
$756K - $830K
49.4K $29.9M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
1.98K
+ 27.36%
$754K - $829K
9.21K $5.58M
Apr 14, 2023 Q1 2023
Birch Hill Investment Advisors LLC

BUY
 -
1.98K
+ 4.72%
$753K - $827K
43.8K $26.5M
May 08, 2023 Q1 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
1.97K
+ 9.69%
$752K - $826K
22.3K $13.5M
May 04, 2023 Q1 2023
Fi3 Financial Advisors, LLC

BUY
 -
1.95K
+ 3.38%
$744K - $818K
59.8K $36.2M
May 04, 2023 Q1 2023
Requisite Capital Management, LLC

BUY
 -
1.94K
+ 2.93%
$739K - $811K
68.2K $41.3M
Apr 13, 2023 Q1 2023
Edge Rock Capital LLC

BUY
 -
1.92K
+ 1.87%
$732K - $804K
104K $63.3M
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
1.9K
+ 80.54%
$726K - $797K
4.27K $2.59M
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
1.9K
+ 3.4%
$726K - $797K
57.8K $35M
Apr 18, 2023 Q1 2023
Riversedge Advisors, LLC

BUY
 -
1.87K
+ 23.7%
$713K - $783K
9.76K $5.91M
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
1.87K
+ 1.67%
$713K - $783K
114K $68.9M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.87K
+ 83.3%
$711K - $781K
4.1K $2.49M
Apr 19, 2023 Q1 2023
Dentgroup LLC

BUY
 -
1.86K
+ 18.24%
$708K - $778K
12K $7.3M
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
1.86K
+ 3.65%
$707K - $777K
52.7K $32M
Apr 21, 2023 Q1 2023
E Fund Management (Hong Kong) Co., Ltd.

BUY
 -
1.86K
New
$707K - $777K
1.86K $1.12M
May 11, 2023 Q1 2023
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
1.86K
New
$707K - $777K
1.86K $1.12M
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
1.85K
+ 1.32%
$704K - $773K
141K $85.7M
May 11, 2023 Q1 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
1.84K
New
$700K - $769K
1.84K $1.11M
Jun 27, 2023 Q1 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
1.82K
+ 29.72%
$694K - $762K
7.94K $4.81M
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
1.81K
+ 4.71%
$691K - $759K
40.3K $24.4M
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
1.81K
+ 6.58%
$690K - $758K
29.3K $17.8M
May 12, 2023 Q1 2023
Geller Advisors LLC

New York, NY
BUY
 -
1.81K
+ 38.71%
$690K - $758K
6.49K $3.93M
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
1.77K
+ 38.65%
$675K - $741K
6.35K $3.85M
Apr 21, 2023 Q1 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
1.76K
+ 2.59%
$670K - $736K
69.5K $42.1M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.75K
New
$665K - $731K
1.75K $1.06M
May 02, 2023 Q1 2023
New York State Common Retirement Fund

BUY
 -
1.74K
+ 28.18%
$661K - $726K
7.89K $4.78M
May 04, 2023 Q1 2023
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
1.72K
New
$656K - $721K
1.72K $1.04M
May 03, 2023 Q1 2023
Intergy Private Wealth, LLC

BUY
 -
1.72K
+ 69.48%
$656K - $721K
4.2K $2.54M
Apr 21, 2023 Q1 2023
Wealth Architects, LLC

BUY
 -
1.71K
+ 1.36%
$652K - $716K
128K $77.3M
Apr 21, 2023 Q1 2023
Financial Management Network Inc

BUY
 -
1.69K
+ 3.09%
$643K - $706K
56.3K $34.1M
Apr 20, 2023 Q1 2023
Fort Henry Capital, LLC

BUY
 -
1.68K
+ 2.17%
$641K - $704K
79K $47.9M
Apr 14, 2023 Q1 2023
Mirador Capital Partners LP

BUY
 -
1.68K
New
$639K - $702K
1.68K $1.02M
May 10, 2023 Q1 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
1.67K
+ 4.67%
$635K - $697K
37.4K $22.6M
Apr 27, 2023 Q1 2023
Annex Advisory Services, LLC

BUY
 -
1.66K
+ 15.28%
$633K - $695K
12.5K $7.59M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.66K
New
$632K - $695K
1.66K $1.01M
Apr 18, 2023 Q1 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
1.66K
+ 3.41%
$632K - $694K
50.3K $30.5M
Apr 18, 2023 Q1 2023
J2 Capital Management Inc

BUY
 -
1.63K
+ 73.7%
$623K - $684K
3.85K $2.33M
May 04, 2023 Q1 2023
Planning Alternatives LTD

BUY
 -
1.63K
+ 0.38%
$623K - $684K
432K $262M
May 15, 2023 Q1 2023
ETF Store, Inc.

BUY
 -
1.63K
+ 2.95%
$623K - $684K
57K $34.5M
May 02, 2023 Q1 2023
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
1.61K
+ 2.13%
$614K - $675K
77.2K $46.8M
Apr 28, 2023 Q1 2023
Lws Wealth Advisors, Inc.

BUY
 -
1.6K
+ 3.36%
$609K - $669K
49.2K $29.8M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.58K
+ 0.22%
$603K - $662K
707K $428M
Sep 21, 2023 Q1 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
1.58K
+ 2.56%
$601K - $661K
63.3K $38.4M
May 12, 2023 Q1 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
1.57K
+ 11.76%
$597K - $656K
14.9K $9.02M

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