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
Wiley Bros. Aintree Capital, LLC

BUY
 -
710
+ 7.79%
$271K - $297K
9.82K $5.95M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
708
+ 79.46%
$270K - $296K
1.6K $969K
May 02, 2023 Q1 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
704
+ 13.25%
$268K - $295K
6.02K $3.65M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
704
+ 0.48%
$268K - $295K
146K $88.6M
May 01, 2023 Q1 2023
F

BUY
 -
703
+ 30.33%
$268K - $294K
3.02K $1.83M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
703
+ 2.33%
$268K - $294K
30.9K $18.7M
May 15, 2023 Q1 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
702
+ 0.62%
$268K - $294K
113K $68.8M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
701
+ 2.6%
$267K - $293K
27.6K $16.7M
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
700
+ 5.92%
$267K - $293K
12.5K $7.58M
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

BUY
 -
700
+ 1.25%
$267K - $293K
56.8K $34.4M
May 15, 2023 Q1 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
693
+ 103.43%
$264K - $290K
1.36K $826K
Apr 17, 2023 Q1 2023
Security National Bank

BUY
 -
687
+ 14.27%
$262K - $288K
5.5K $3.33M
May 15, 2023 Q1 2023
Mitchell Sinkler & Starr

BUY
 -
686
New
$261K - $287K
686 $416K
Apr 20, 2023 Q1 2023
Schwab Charitable Fund

BUY
 -
678
+ 33.92%
$258K - $284K
2.68K $1.62M
Apr 20, 2023 Q1 2023
Madison Wealth Partners, Inc

BUY
 -
675
+ 2.71%
$257K - $283K
25.6K $15.5M
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
674
+ 1.68%
$257K - $282K
40.7K $24.7M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
670
+ 1.77%
$255K - $281K
38.5K $23.3M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
661
+ 3.14%
$252K - $277K
21.7K $13.2M
Apr 07, 2023 Q1 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
660
New
$252K - $276K
660 $400K
Apr 04, 2023 Q1 2023
Bank Of New Hampshire

BUY
 -
656
+ 4.05%
$250K - $275K
16.9K $10.2M
Apr 24, 2023 Q1 2023
Rockland Trust CO

BUY
 -
647
+ 9.1%
$247K - $271K
7.76K $4.7M
Apr 12, 2023 Q1 2023
Mc Naughton Wealth Management, LLC

BUY
 -
645
+ 2.79%
$246K - $270K
23.8K $14.4M
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
643
New
$245K - $269K
643 $390K
May 09, 2023 Q1 2023
Paulson Wealth Management Inc.

BUY
 -
635
+ 15.99%
$242K - $266K
4.61K $2.79M
May 04, 2023 Q1 2023
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
634
+ 3.02%
$242K - $265K
21.6K $13.1M
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
634
+ 28.23%
$242K - $265K
2.88K $1.75M
May 03, 2023 Q1 2023
Legacy Financial Advisors, Inc.

BUY
 -
630
+ 6.68%
$240K - $264K
10.1K $6.1M
Apr 26, 2023 Q1 2023
Financial Life Advisors

BUY
 -
628
New
$239K - $263K
628 $381K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
626
+ 34.62%
$239K - $262K
2.43K $1.47M
May 10, 2023 Q1 2023
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
623
+ 13.01%
$237K - $261K
5.41K $3.28M
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
623
+ 13.01%
$237K - $261K
5.41K $3.28M
May 05, 2023 Q1 2023
Arlington Financial Advisors, LLC

BUY
 -
621
+ 12.22%
$237K - $260K
5.7K $3.46M
May 04, 2023 Q1 2023
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
620
+ 1.07%
$236K - $260K
58.5K $35.5M
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
620
New
$236K - $260K
620 $376K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
619
+ 6.13%
$236K - $259K
10.7K $6.49M
Dec 06, 2024 Q1 2023
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
618
+ 9.41%
$236K - $259K
7.19K $4.36M
May 15, 2023 Q1 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
617
New
$235K - $258K
617 $374K
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
615
+ 32.49%
$234K - $257K
2.51K $1.52M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
614
+ 67.62%
$234K - $257K
1.52K $922K
May 09, 2023 Q1 2023
Wealth Dimensions Group, Ltd.

BUY
 -
609
+ 1.46%
$232K - $255K
42.2K $25.6M
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
604
+ 12.84%
$230K - $253K
5.31K $3.22M
May 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
599
+ 13.53%
$228K - $251K
5.03K $3.05M
Apr 27, 2023 Q1 2023
Professional Financial Advisors, LLC

BUY
 -
597
New
$228K - $250K
597 $362K
Jul 06, 2023 Q1 2023
Ballew Advisors, Inc

BUY
 -
593
+ 1.14%
$226K - $248K
52.5K $31.8M
May 12, 2023 Q1 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
592
+ 0.58%
$226K - $248K
103K $62.2M
Apr 20, 2023 Q1 2023
Marino, Stram & Associates LLC

BUY
 -
588
+ 0.77%
$224K - $246K
76.5K $46.4M
May 05, 2023 Q1 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
587
+ 3.67%
$224K - $246K
16.6K $10M
Apr 20, 2023 Q1 2023
Catalyst Private Wealth, LLC

BUY
 -
584
+ 5.52%
$223K - $244K
11.2K $6.76M
May 12, 2023 Q1 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
584
+ 16.7%
$223K - $244K
4.08K $2.47M

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