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 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-31- 0.8% |
$11.8K - $13K
|
3.82K
$2.43M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-32- 2.17% |
$12.2K - $13.4K
|
1.44K
$917K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-32- 0.55% |
$12.2K - $13.4K
|
5.82K
$3.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-33- 3.13% |
$12.6K - $13.8K
|
1.02K
$650K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 10.34% |
$12.6K - $13.8K
|
286
$182K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-34- 2.34% |
$13K - $14.2K
|
1.42K
$901K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-34- 0.66% |
$13K - $14.2K
|
5.13K
$3.27M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-35- 1.24% |
$13.3K - $14.7K
|
2.79K
$1.77M
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-35- 53.85% |
$13.3K - $14.7K
|
30
$19.1K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-35- 0.32% |
$13.3K - $14.7K
|
10.9K
$6.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-36- 0.13% |
$13.7K - $15.1K
|
28K
$17.8M
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-36- 1.65% |
$13.7K - $15.1K
|
2.14K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-36- 0.36% |
$13.7K - $15.1K
|
9.91K
$6.31M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-36- 0.39% |
$13.7K - $15.1K
|
9.11K
$5.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-37- 4.21% |
$14.1K - $15.5K
|
841
$535K
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-38- 0.09% |
$14.5K - $15.9K
|
43.4K
$27.6M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-38- 3.12% |
$14.5K - $15.9K
|
1.18K
$751K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-39- 0.52% |
$14.9K - $16.3K
|
7.43K
$4.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-39- 3.6% |
$14.9K - $16.3K
|
1.05K
$665K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-40- 2.26% |
$15.2K - $16.7K
|
1.73K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-40- 2.97% |
$15.2K - $16.7K
|
1.31K
$831K
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-40- 8.79% |
$15.2K - $16.7K
|
415
$264K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-40- 0.3% |
$15.2K - $16.7K
|
13.3K
$8.45M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-41- 1.43% |
$15.6K - $17.2K
|
2.82K
$1.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-41- 0.67% |
$15.6K - $17.2K
|
6.04K
$3.84M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-41- 0.76% |
$15.6K - $17.2K
|
5.37K
$3.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-41- 5.77% |
$15.6K - $17.2K
|
670
$426K
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
SELL
|
- |
-42- 4.95% |
$16K - $17.6K
|
807
$514K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-42- 5.48% |
$16K - $17.6K
|
725
$461K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-42- 6.4% |
$16K - $17.6K
|
614
$391K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-42- 0.25% |
$16K - $17.6K
|
17K
$10.8M
|
|
|
May 03, 2023
Q1 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-42- 5.3% |
$16K - $17.6K
|
750
$477K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-43- 1.58% |
$16.4K - $18K
|
2.69K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-43- 1.89% |
$16.4K - $18K
|
2.24K
$1.42M
|
|
|
May 28, 2025
Q1 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-43- 0.5% |
$16.4K - $18K
|
8.63K
$5.49M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-44- 0.52% |
$16.8K - $18.4K
|
8.46K
$5.39M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-44- 0.35% |
$16.8K - $18.4K
|
12.6K
$8.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-45- 0.43% |
$17.2K - $18.8K
|
10.3K
$6.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-45- 0.01% |
$17.2K - $18.8K
|
409K
$260M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-45- 0.58% |
$17.2K - $18.8K
|
7.68K
$4.89M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-45- 3.35% |
$17.2K - $18.8K
|
1.3K
$825K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-46- 1.12% |
$17.5K - $19.3K
|
4.05K
$2.58M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-46- 3.49% |
$17.5K - $19.3K
|
1.27K
$809K
|
|
|
Mar 04, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-46- 0.42% |
$17.5K - $19.3K
|
10.8K
$6.88M
|
|
|
Mar 28, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-46- 0.42% |
$17.5K - $19.3K
|
10.8K
$6.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-47- 1.4% |
$17.9K - $19.7K
|
3.32K
$2.11M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-47- 8.36% |
$17.9K - $19.7K
|
515
$328K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-48- 7.26% |
$18.3K - $20.1K
|
613
$390K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-49- 7.5% |
$18.7K - $20.5K
|
604
$384K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-49- 1.23% |
$18.7K - $20.5K
|
3.94K
$2.51M
|