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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
357+ 278.91% |
$136K - $149K
|
485
$294K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
356+ 35.6% |
$136K - $149K
|
1.36K
$822K
|
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
356+ 45.94% |
$136K - $149K
|
1.13K
$685K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
353+ 3.36% |
$135K - $148K
|
10.9K
$6.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
352+ 3.36% |
$134K - $147K
|
10.8K
$6.57M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
350New |
$133K - $147K
|
350
$212K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
347+ 4.4% |
$132K - $145K
|
8.24K
$4.99M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
346+ 49.86% |
$132K - $145K
|
1.04K
$630K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
345+ 61.28% |
$131K - $144K
|
908
$550K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
344New |
$131K - $144K
|
344
$208K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
342New |
$130K - $143K
|
342
$207K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
339+ 0.11% |
$129K - $142K
|
304K
$184M
|
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
337+ 0.29% |
$128K - $141K
|
116K
$70M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
336+ 3.83% |
$128K - $141K
|
9.11K
$5.52M
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
335+ 0.63% |
$128K - $140K
|
53.1K
$32.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
334+ 22.3% |
$127K - $140K
|
1.83K
$1.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
333+ 5.33% |
$127K - $139K
|
6.58K
$3.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
329+ 0.5% |
$125K - $138K
|
66K
$40M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
328+ 0.4% |
$125K - $137K
|
82.8K
$50.1M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
328+ 1214.81% |
$125K - $137K
|
355
$215K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
325+ 6.77% |
$124K - $136K
|
5.13K
$3.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
325+ 2.11% |
$124K - $136K
|
15.7K
$9.53M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
324+ 2.25% |
$123K - $136K
|
14.7K
$8.93M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
319+ 5.91% |
$122K - $134K
|
5.72K
$3.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
309+ 1.14% |
$118K - $129K
|
27.3K
$16.6M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
302+ 1.48% |
$115K - $126K
|
20.7K
$12.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
299+ 52.83% |
$114K - $125K
|
865
$524K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
298+ 4.88% |
$114K - $125K
|
6.4K
$3.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
296+ 5.7% |
$113K - $124K
|
5.49K
$3.33M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
294+ 2.05% |
$112K - $123K
|
14.6K
$8.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
292+ 29.32% |
$111K - $122K
|
1.29K
$780K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
292+ 6.24% |
$111K - $122K
|
4.97K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
288+ 10.14% |
$110K - $121K
|
3.13K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
287+ 1.62% |
$109K - $120K
|
18K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
285+ 0.41% |
$109K - $119K
|
70.4K
$42.7M
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
284+ 1.07% |
$108K - $119K
|
26.8K
$16.2M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
283+ 42.75% |
$108K - $118K
|
945
$573K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
279+ 1.6% |
$106K - $117K
|
17.7K
$10.7M
|
|
|
May 04, 2023
Q1 2023
|
Verger Capital Management LLC
|
BUY
|
- |
276+ 0.41% |
$105K - $116K
|
67.2K
$40.7M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
273+ 2.98% |
$104K - $114K
|
9.43K
$5.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
270+ 1.01% |
$103K - $113K
|
27.1K
$16.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
270New |
$103K - $113K
|
270
$164K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
270+ 1.48% |
$103K - $113K
|
18.6K
$11.3M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
270+ 35.9% |
$103K - $113K
|
1.02K
$619K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
267+ 4.58% |
$102K - $112K
|
6.09K
$3.69M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
265+ 0.56% |
$101K - $111K
|
47.7K
$28.9M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
264+ 2.97% |
$101K - $111K
|
9.17K
$5.55M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
263+ 35.07% |
$100K - $110K
|
1.01K
$614K
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
263+ 0.75% |
$100K - $110K
|
35.3K
$21.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
261+ 1.36% |
$99.5K - $109K
|
19.4K
$11.8M
|