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 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
482+ 0.8% |
$184K - $202K
|
61K
$37M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
481+ 0.79% |
$183K - $201K
|
61.4K
$37.2M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
481+ 0.79% |
$183K - $201K
|
61.4K
$37.2M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
480+ 1.84% |
$183K - $201K
|
26.6K
$16.1M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
470+ 6.57% |
$179K - $197K
|
7.63K
$4.62M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
466+ 14.21% |
$178K - $195K
|
3.75K
$2.27M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
464+ 8.71% |
$177K - $194K
|
5.79K
$3.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
460New |
$175K - $193K
|
460
$279K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
456+ 1.66% |
$174K - $191K
|
27.9K
$16.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
456+ 8.14% |
$174K - $191K
|
6.06K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
455+ 50.22% |
$173K - $190K
|
1.36K
$825K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
454+ 22.83% |
$173K - $190K
|
2.44K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
453+ 12.69% |
$173K - $190K
|
4.02K
$2.44M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
452+ 10.81% |
$172K - $189K
|
4.63K
$2.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
442+ 2.49% |
$168K - $185K
|
18.2K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
435+ 1.44% |
$166K - $182K
|
30.7K
$18.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
432+ 50.7% |
$165K - $181K
|
1.28K
$778K
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
432+ 17.08% |
$165K - $181K
|
2.96K
$1.79M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
431+ 30.76% |
$164K - $180K
|
1.83K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
426+ 1.95% |
$162K - $178K
|
22.3K
$13.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
425New |
$162K - $178K
|
425
$258K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
422+ 11.81% |
$161K - $177K
|
3.99K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
418+ 15.82% |
$159K - $175K
|
3.06K
$1.85M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
416+ 2.33% |
$159K - $174K
|
18.3K
$11.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
414+ 15.46% |
$158K - $173K
|
3.09K
$1.87M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
411+ 41.52% |
$157K - $172K
|
1.4K
$849K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
409+ 53.32% |
$156K - $171K
|
1.18K
$713K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
408+ 0.24% |
$156K - $171K
|
171K
$104M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
405+ 5.01% |
$154K - $170K
|
8.49K
$5.15M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
404+ 4.39% |
$154K - $169K
|
9.6K
$5.82M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
403+ 1.5% |
$154K - $169K
|
27.3K
$16.5M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
402+ 2.65% |
$153K - $168K
|
15.6K
$9.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
400+ 34.28% |
$152K - $167K
|
1.57K
$949K
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
395+ 3.9% |
$151K - $165K
|
10.5K
$6.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
391+ 2.16% |
$149K - $164K
|
18.5K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
389+ 12.43% |
$148K - $163K
|
3.52K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
387+ 19.7% |
$147K - $162K
|
2.35K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
386+ 9.42% |
$147K - $162K
|
4.48K
$2.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
384+ 2.07% |
$146K - $161K
|
18.9K
$11.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
381+ 0.77% |
$145K - $160K
|
50K
$30.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
378+ 6.33% |
$144K - $158K
|
6.35K
$3.85M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
377+ 15.03% |
$144K - $158K
|
2.89K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
376+ 0.23% |
$143K - $157K
|
167K
$101M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
370+ 1.59% |
$141K - $155K
|
23.6K
$14.3M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
369+ 2.34% |
$141K - $154K
|
16.1K
$9.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
367+ 1.28% |
$140K - $154K
|
29K
$17.6M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
366+ 0.26% |
$139K - $153K
|
141K
$85.2M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
361+ 3.9% |
$138K - $151K
|
9.62K
$5.83M
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
361+ 3.66% |
$138K - $151K
|
10.2K
$6.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
357+ 15.92% |
$136K - $149K
|
2.6K
$1.57M
|