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 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
579+ 1.33% |
$221K - $242K
|
44.1K
$26.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
577New |
$220K - $242K
|
577
$350K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
577+ 3.81% |
$220K - $242K
|
15.7K
$9.53M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
576New |
$220K - $241K
|
576
$349K
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
576New |
$220K - $241K
|
576
$349K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
574+ 13.17% |
$219K - $240K
|
4.93K
$2.99M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
565+ 1.76% |
$215K - $237K
|
32.6K
$19.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
561New |
$214K - $235K
|
561
$340K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
560+ 127.85% |
$213K - $234K
|
998
$605K
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
552New |
$210K - $231K
|
552
$334K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
551+ 13.42% |
$210K - $231K
|
4.66K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
551+ 2.77% |
$210K - $231K
|
20.4K
$12.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
547+ 4.84% |
$208K - $229K
|
11.8K
$7.18M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
546+ 1.13% |
$208K - $229K
|
48.8K
$29.6M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
546+ 6.37% |
$208K - $229K
|
9.12K
$5.52M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
545+ 1.17% |
$208K - $228K
|
47K
$28.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
541+ 5.87% |
$206K - $226K
|
9.76K
$5.91M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
535New |
$204K - $224K
|
535
$324K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
535New |
$204K - $224K
|
535
$324K
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
529+ 2.25% |
$202K - $221K
|
24.1K
$14.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
527+ 0.19% |
$201K - $221K
|
277K
$168M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
526New |
$200K - $220K
|
526
$319K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
525New |
$200K - $220K
|
525
$318K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
522+ 26.95% |
$199K - $219K
|
2.46K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
518New |
$197K - $217K
|
518
$314K
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
517New |
$197K - $216K
|
517
$313K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
513+ 9.35% |
$196K - $215K
|
6K
$3.63M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
512+ 4.12% |
$195K - $214K
|
12.9K
$7.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
511+ 6.7% |
$195K - $214K
|
8.14K
$4.93M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
511+ 12.52% |
$195K - $214K
|
4.59K
$2.78M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
509+ 10.25% |
$194K - $213K
|
5.48K
$3.32M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
509New |
$194K - $213K
|
509
$308K
|
|
|
May 15, 2023
Q1 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
508New |
$194K - $213K
|
508
$308K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
507+ 11.18% |
$193K - $212K
|
5.04K
$3.05M
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
506New |
$193K - $212K
|
506
$307K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
504New |
$192K - $211K
|
504
$305K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
503New |
$192K - $211K
|
503
$305K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
503New |
$192K - $211K
|
503
$305K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
502New |
$191K - $210K
|
502
$304K
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
501New |
$191K - $210K
|
501
$304K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
500New |
$191K - $209K
|
500
$303K
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
498+ 9.07% |
$190K - $208K
|
5.99K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
498+ 42.93% |
$190K - $208K
|
1.66K
$1M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
498+ 6.63% |
$190K - $208K
|
8.01K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
492New |
$188K - $206K
|
492
$298K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
491New |
$187K - $206K
|
491
$298K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
491New |
$187K - $206K
|
491
$298K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
491+ 63.52% |
$187K - $206K
|
1.26K
$766K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
491+ 8.71% |
$187K - $206K
|
6.13K
$3.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
488New |
$186K - $204K
|
488
$296K
|