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
Pinnacle Bancorp, Inc.

BUY
 -
1.16K
+ 20.43%
$442K - $486K
6.85K $4.15M
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
1.16K
+ 8.55%
$441K - $485K
14.7K $8.91M
Apr 07, 2023 Q1 2023
Emerald Advisors, LLC

BUY
 -
1.15K
+ 11.68%
$439K - $483K
11K $6.68M
May 12, 2023 Q1 2023
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
1.15K
New
$438K - $481K
1.15K $697K
Apr 24, 2023 Q1 2023
Prosperity Consulting Group, LLC

BUY
 -
1.14K
+ 2.39%
$436K - $479K
49K $29.7M
May 11, 2023 Q1 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
1.14K
New
$434K - $477K
1.14K $691K
Apr 18, 2023 Q1 2023
Macroview Investment Management LLC

BUY
 -
1.14K
+ 26.01%
$434K - $477K
5.52K $3.34M
May 15, 2023 Q1 2023
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
1.14K
+ 107.67%
$433K - $476K
2.19K $1.33M
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.13K
+ 3.56%
$432K - $474K
33K $20M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
1.12K
New
$428K - $471K
1.12K $681K
May 04, 2023 Q1 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
1.12K
New
$425K - $467K
1.12K $676K
May 15, 2023 Q1 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
1.12K
+ 0.89%
$425K - $467K
126K $76.4M
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
1.11K
New
$422K - $464K
1.11K $671K
May 05, 2023 Q1 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
1.11K
+ 14.85%
$422K - $464K
8.57K $5.19M
May 15, 2023 Q1 2023
Brooks, Moore & Associates, Inc.

BUY
 -
1.1K
+ 72.13%
$419K - $461K
2.63K $1.59M
May 03, 2023 Q1 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
1.08K
+ 160.86%
$412K - $453K
1.75K $1.06M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
1.08K
+ 0.65%
$411K - $452K
166K $101M
May 03, 2023 Q1 2023
Private Wealth Partners, LLC

BUY
 -
1.08K
+ 12.3%
$410K - $450K
9.82K $5.95M
May 15, 2023 Q1 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.08K
+ 135.35%
$410K - $450K
1.87K $1.13M
Sep 12, 2023 Q1 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
1.08K
New
$410K - $450K
1.08K $652K
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

BUY
 -
1.07K
+ 2.72%
$409K - $449K
40.4K $24.5M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
1.07K
New
$407K - $447K
1.07K $647K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
1.07K
+ 14.78%
$407K - $447K
8.28K $5.02M
May 08, 2023 Q1 2023
Camden National Bank

Camden, ME
BUY
 -
1.06K
+ 61.98%
$405K - $445K
2.78K $1.68M
Apr 28, 2023 Q1 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
1.06K
+ 1.17%
$403K - $443K
91.7K $55.6M
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
1.06K
+ 46.24%
$403K - $443K
3.35K $2.03M
May 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
1.05K
+ 10.96%
$398K - $437K
10.6K $6.41M
May 10, 2023 Q1 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
1.04K
+ 13.73%
$396K - $435K
8.61K $5.22M
Apr 21, 2023 Q1 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
1.04K
+ 155.87%
$394K - $433K
1.7K $1.03M
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
1.03K
+ 48.84%
$394K - $433K
3.15K $1.91M
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
1.02K
+ 14.77%
$390K - $429K
7.96K $4.82M
Apr 26, 2023 Q1 2023
First National Trust CO

BUY
 -
1.02K
+ 2.64%
$389K - $427K
39.7K $24.1M
Apr 26, 2023 Q1 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
1.02K
+ 9.53%
$388K - $426K
11.7K $7.09M
May 15, 2023 Q1 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.02K
+ 0.75%
$388K - $426K
137K $82.7M
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
993
+ 14.27%
$378K - $416K
7.95K $4.82M
May 12, 2023 Q1 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
990
+ 0.97%
$377K - $414K
104K $62.7M
May 04, 2023 Q1 2023
Journey Advisory Group, LLC

BUY
 -
989
+ 13.03%
$377K - $414K
8.58K $5.2M
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
986
+ 5.39%
$376K - $413K
19.3K $11.7M
May 11, 2023 Q1 2023
Nbw Capital LLC

BUY
 -
986
New
$376K - $413K
986 $597K
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
982
+ 7.26%
$374K - $411K
14.5K $8.79M
May 15, 2023 Q1 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
978
+ 77.19%
$373K - $409K
2.25K $1.36M
May 05, 2023 Q1 2023
Pillar Wealth Advisors, LLC

BUY
 -
971
New
$370K - $407K
971 $588K
Apr 24, 2023 Q1 2023
Crumly & Associates Inc.

BUY
 -
969
New
$369K - $406K
969 $587K
Mar 06, 2024 Q1 2023
Sentry LLC

Memphis, TN
BUY
 -
964
+ 5.36%
$367K - $404K
18.9K $11.5M
Apr 10, 2023 Q1 2023
Focus Wealth Advisors, LLC

BUY
 -
963
+ 1.01%
$367K - $403K
96.1K $58.2M
Apr 25, 2023 Q1 2023
Fulton Breakefield Broenniman LLC

BUY
 -
959
+ 1.08%
$366K - $401K
89.7K $54.4M
May 11, 2023 Q1 2023
Destiny Capital Corp/Co

Golden, CO
BUY
 -
947
+ 4.72%
$361K - $396K
21K $12.7M
Apr 20, 2023 Q1 2023
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
946
+ 2.91%
$361K - $396K
33.4K $20.3M
Jun 27, 2024 Q1 2023
Hfg Wealth Management, LLC

The Woodlands, TX
BUY
 -
945
New
$360K - $396K
945 $573K

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