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 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
939
New
$358K - $393K
939 $569K
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

BUY
 -
938
New
$357K - $393K
938 $568K
May 10, 2023 Q1 2023
Redw Wealth LLC

BUY
 -
935
+ 93.03%
$356K - $391K
1.94K $1.18M
May 09, 2023 Q1 2023
Nicollet Investment Management, Inc.

Minneapolis, MN
BUY
 -
930
New
$354K - $389K
930 $564K
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
925
+ 33.51%
$353K - $387K
3.69K $2.23M
May 10, 2023 Q1 2023
Daniels&Tansey,Llp

BUY
 -
924
+ 5.42%
$352K - $387K
18K $10.9M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
910
+ 154.76%
$347K - $381K
1.5K $908K
May 12, 2023 Q1 2023
Axiom Investors LLC

Greenwich, CT
BUY
 -
900
+ 20.93%
$343K - $377K
5.2K $3.15M
May 15, 2023 Q1 2023
Forum Private Client Group LLC

BUY
 -
896
+ 12.5%
$341K - $375K
8.06K $4.89M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
891
+ 3.5%
$340K - $373K
26.3K $16M
May 12, 2023 Q1 2023
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
883
New
$337K - $370K
883 $535K
May 01, 2023 Q1 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
877
+ 3.15%
$334K - $367K
28.7K $17.4M
May 09, 2023 Q1 2023
Orion Capital Management LLC

BUY
 -
869
+ 3.57%
$331K - $364K
25.2K $15.3M
May 15, 2023 Q1 2023
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
867
New
$330K - $363K
867 $525K
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

BUY
 -
866
New
$330K - $363K
866 $525K
May 01, 2023 Q1 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
853
+ 35.07%
$325K - $357K
3.29K $1.99M
Apr 12, 2023 Q1 2023
Praetorian Wealth Management, Inc.

BUY
 -
852
+ 3.88%
$325K - $357K
22.8K $13.8M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
852
+ 143.43%
$325K - $357K
1.45K $876K
May 04, 2023 Q1 2023
Stockman Wealth Management, Inc.

BUY
 -
851
+ 15.7%
$324K - $356K
6.27K $3.8M
May 02, 2023 Q1 2023
Firethorn Wealth Partners, LLC

BUY
 -
840
+ 4.02%
$320K - $352K
21.8K $13.2M
May 08, 2023 Q1 2023
Campbell Wealth Management

BUY
 -
840
+ 1.54%
$320K - $352K
55.4K $33.6M
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
835
+ 2.07%
$318K - $350K
41.3K $25M
May 15, 2023 Q1 2023
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
831
New
$317K - $348K
831 $504K
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
829
+ 9.86%
$316K - $347K
9.23K $5.6M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
825
New
$314K - $345K
825 $500K
May 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

BUY
 -
815
+ 6.75%
$311K - $341K
12.9K $7.81M
May 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
812
+ 39.42%
$309K - $340K
2.87K $1.74M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
811
+ 4.56%
$309K - $340K
18.6K $11.3M
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
801
+ 15.19%
$305K - $335K
6.07K $3.68M
Apr 19, 2023 Q1 2023
Nadler Financial Group, Inc.

BUY
 -
797
+ 2.44%
$304K - $334K
33.4K $20.3M
Apr 07, 2023 Q1 2023
Sanders Morris Harris LLC

BUY
 -
793
New
$302K - $332K
793 $480K
May 15, 2023 Q1 2023
Rptc Inc.

Jackson, WY
BUY
 -
790
+ 0.33%
$301K - $331K
244K $148M
Apr 26, 2023 Q1 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
786
+ 2.89%
$300K - $329K
28K $17M
May 12, 2023 Q1 2023
Eq LLC

Mercer Island, WA
BUY
 -
783
+ 2.46%
$298K - $328K
32.6K $19.8M
Apr 20, 2023 Q1 2023
Boyd Wealth Management, LLC

BUY
 -
782
+ 4.81%
$298K - $327K
17K $10.3M
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
775
+ 50.99%
$295K - $324K
2.3K $1.39M
May 08, 2023 Q1 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
765
+ 69.42%
$292K - $320K
1.87K $1.13M
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
761
New
$290K - $319K
761 $461K
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
760
+ 31.3%
$290K - $318K
3.19K $1.93M
May 11, 2023 Q1 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
751
New
$286K - $314K
751 $455K
Apr 03, 2023 Q1 2023
Goal Fusion Wealth Management, LLC

BUY
 -
748
+ 0.99%
$285K - $313K
76.5K $46.3M
May 09, 2023 Q1 2023
Monograph Wealth Advisors, LLC

BUY
 -
741
+ 98.28%
$282K - $310K
1.5K $906K
May 12, 2023 Q1 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
740
+ 0.72%
$282K - $310K
104K $62.8M
May 04, 2023 Q1 2023
Cypress Capital Group

BUY
 -
738
+ 3.19%
$281K - $309K
23.8K $14.4M
May 04, 2023 Q1 2023
Ss&H Financial Advisors, Inc.

BUY
 -
732
New
$279K - $306K
732 $444K
May 01, 2023 Q1 2023
Parker Financial LLC

Silverdale, WA
BUY
 -
731
New
$279K - $306K
731 $443K
May 01, 2023 Q1 2023
Gen Trust, LLC

BUY
 -
725
+ 121.64%
$276K - $304K
1.32K $800K
Apr 28, 2023 Q1 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
721
New
$275K - $302K
721 $437K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
711
+ 1.25%
$271K - $298K
57.7K $34.9M

Track Institutional and Insider Activities on IVV

Follow ISHARES CORE S&P 500 ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IVV shares.

Notify only if

Insider Trading

Get notified when an Ishares Core S&P 500 ETF insider buys or sells IVV shares.

Notify only if

News

Receive news related to ISHARES CORE S&P 500 ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IVV