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 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.56K+ 5.39% |
$593K - $652K
|
30.5K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.56KNew |
$593K - $651K
|
1.56K
$943K
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 3.71% |
$591K - $649K
|
43.3K
$26.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.55K+ 58.47% |
$590K - $648K
|
4.19K
$2.54M
|
|
|
May 02, 2023
Q1 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
1.55K+ 3.39% |
$589K - $647K
|
47.1K
$28.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.52K+ 27.78% |
$581K - $638K
|
7.01K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 5.17% |
$573K - $630K
|
30.6K
$18.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.48K+ 8.96% |
$564K - $619K
|
18K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.48K+ 23.92% |
$564K - $619K
|
7.66K
$4.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.45K+ 1.87% |
$551K - $606K
|
78.7K
$47.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.44K+ 2.3% |
$547K - $601K
|
63.7K
$38.6M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
1.43KNew |
$545K - $599K
|
1.43K
$866K
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.42K+ 6.96% |
$540K - $594K
|
21.8K
$13.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.41KNew |
$539K - $592K
|
1.41K
$857K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.41K+ 19.23% |
$537K - $590K
|
8.74K
$5.3M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 1.88% |
$537K - $589K
|
76.5K
$46.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.41K+ 11.68% |
$536K - $589K
|
13.4K
$8.15M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.4K+ 12.27% |
$532K - $585K
|
12.8K
$7.74M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.4K+ 10.48% |
$532K - $584K
|
14.7K
$8.92M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 16.38% |
$532K - $584K
|
9.91K
$6M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.38K+ 2.83% |
$526K - $578K
|
50.1K
$30.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.38K+ 7.32% |
$526K - $577K
|
20.2K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.33K+ 13.86% |
$507K - $557K
|
10.9K
$6.62M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.32K+ 22066.67% |
$505K - $554K
|
1.33K
$806K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 67.02% |
$503K - $553K
|
3.29K
$1.99M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.31K+ 11.05% |
$499K - $548K
|
13.2K
$7.97M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.31K+ 4.16% |
$498K - $547K
|
32.7K
$19.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.3K+ 6.58% |
$495K - $544K
|
21.1K
$12.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
1.3K+ 3.24% |
$494K - $543K
|
41.3K
$25M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
1.29K+ 1.04% |
$491K - $539K
|
126K
$76.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.28K+ 7.17% |
$489K - $538K
|
19.2K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.28KNew |
$489K - $537K
|
1.28K
$777K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.27K+ 5.68% |
$486K - $533K
|
23.7K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.27K+ 1.21% |
$482K - $530K
|
105K
$63.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
1.25K+ 17.72% |
$475K - $522K
|
8.28K
$5.01M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.24K+ 0.18% |
$474K - $520K
|
707K
$428M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.24K+ 25.52% |
$472K - $519K
|
6.09K
$3.69M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
1.23K+ 199.68% |
$470K - $516K
|
1.85K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.22K+ 98.47% |
$466K - $512K
|
2.47K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.22K+ 165.35% |
$464K - $510K
|
1.95K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.2K+ 5.85% |
$458K - $503K
|
21.7K
$13.2M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.2K+ 18.16% |
$458K - $503K
|
7.82K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.19K+ 1.12% |
$455K - $499K
|
107K
$65M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 2.58% |
$453K - $497K
|
47.2K
$28.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 3.84% |
$451K - $496K
|
32K
$19.4M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.18K+ 8.37% |
$451K - $496K
|
15.3K
$9.29M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.18K+ 0.96% |
$449K - $493K
|
124K
$74.9M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
1.18K+ 0.94% |
$448K - $492K
|
127K
$76.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.17K+ 65.62% |
$446K - $490K
|
2.95K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 1.37% |
$443K - $486K
|
85.9K
$52M
|