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 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
260New |
$99.1K - $109K
|
260
$158K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
256New |
$97.6K - $107K
|
256
$155K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
255+ 4.85% |
$97.2K - $107K
|
5.51K
$3.34M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
253+ 10.63% |
$96.4K - $106K
|
2.63K
$1.6M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
253+ 20.06% |
$96.4K - $106K
|
1.51K
$917K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
251+ 1.22% |
$95.7K - $105K
|
20.8K
$12.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
251+ 16.88% |
$95.7K - $105K
|
1.74K
$1.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
251+ 1.41% |
$95.7K - $105K
|
18.1K
$10.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
250+ 3.49% |
$95.3K - $105K
|
7.41K
$4.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
250+ 10.44% |
$95.3K - $105K
|
2.64K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
26 North Partners LP
New York, NY |
BUY
|
- |
249+ 0.1% |
$94.9K - $104K
|
248K
$150M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
248+ 1.49% |
$94.5K - $104K
|
16.9K
$10.2M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
244New |
$93K - $102K
|
244
$148K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
242+ 6.57% |
$92.2K - $101K
|
3.93K
$2.38M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
234+ 10.1% |
$89.2K - $98K
|
2.55K
$1.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
233+ 0.67% |
$88.8K - $97.5K
|
35K
$21.2M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
227+ 9.4% |
$86.5K - $95K
|
2.64K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
224+ 6.8% |
$85.4K - $93.8K
|
3.52K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
222+ 6.35% |
$84.6K - $92.9K
|
3.72K
$2.25M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
221+ 20.26% |
$84.2K - $92.5K
|
1.31K
$795K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
218+ 3.79% |
$83.1K - $91.3K
|
5.97K
$3.62M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
216+ 18.72% |
$82.3K - $90.4K
|
1.37K
$830K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
216+ 0.63% |
$82.3K - $90.4K
|
34.3K
$20.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
215+ 19.47% |
$81.9K - $90K
|
1.32K
$799K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
214+ 3.14% |
$81.6K - $89.6K
|
7.03K
$4.26M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
211+ 6.7% |
$80.4K - $88.3K
|
3.36K
$2.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
207+ 4.07% |
$78.9K - $86.7K
|
5.29K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
206+ 3.27% |
$78.5K - $86.2K
|
6.5K
$3.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
202+ 0.82% |
$77K - $84.6K
|
24.8K
$15M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
201+ 10.56% |
$76.6K - $84.2K
|
2.1K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
200New |
$76.2K - $83.7K
|
200
$121K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
200+ 23.01% |
$76.2K - $83.7K
|
1.07K
$648K
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
195+ 31.3% |
$74.3K - $81.6K
|
818
$496K
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
193+ 17.13% |
$73.6K - $80.8K
|
1.32K
$800K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
191+ 2.4% |
$72.8K - $80K
|
8.13K
$4.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
191+ 13.87% |
$72.8K - $80K
|
1.57K
$950K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
191+ 5.43% |
$72.8K - $80K
|
3.71K
$2.25M
|
|
|
Apr 17, 2023
Q1 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
190+ 8.16% |
$72.4K - $79.5K
|
2.52K
$1.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
190New |
$72.4K - $79.5K
|
190
$115K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
189+ 7.33% |
$72K - $79.1K
|
2.77K
$1.68M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
189+ 0.73% |
$72K - $79.1K
|
26K
$15.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
187+ 1.08% |
$71.3K - $78.3K
|
17.5K
$10.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
184+ 0.62% |
$70.1K - $77K
|
29.8K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
182+ 5.16% |
$69.4K - $76.2K
|
3.71K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
180+ 15.99% |
$68.6K - $75.4K
|
1.31K
$791K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
180+ 3.25% |
$68.6K - $75.4K
|
5.72K
$3.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
178+ 10.25% |
$67.8K - $74.5K
|
1.91K
$1.16M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
177+ 1.57% |
$67.5K - $74.1K
|
11.5K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
176+ 5.18% |
$67.1K - $73.7K
|
3.57K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
173+ 1.13% |
$65.9K - $72.4K
|
15.5K
$9.41M
|