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
|
Greenspring Advisors, LLC
|
SELL
|
- |
-103- 3.23% |
$39.3K - $43.1K
|
3.08K
$1.96M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-104- 2.59% |
$39.6K - $43.5K
|
3.92K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-104- 0.96% |
$39.6K - $43.5K
|
10.7K
$6.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-105- 4.69% |
$40K - $44K
|
2.13K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-107- 2.07% |
$40.8K - $44.8K
|
5.06K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-107- 0.87% |
$40.8K - $44.8K
|
12.1K
$7.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-108- 2.27% |
$41.2K - $45.2K
|
4.66K
$2.97M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-109- 0.48% |
$41.5K - $45.6K
|
22.4K
$14.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-109- 0.31% |
$41.5K - $45.6K
|
35K
$22.3M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-111- 0.31% |
$42.3K - $46.5K
|
35.5K
$22.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-112- 14.45% |
$42.7K - $46.9K
|
663
$422K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-112- 12.57% |
$42.7K - $46.9K
|
779
$496K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-112- 0.63% |
$42.7K - $46.9K
|
17.7K
$11.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-113- 3.39% |
$43.1K - $47.3K
|
3.22K
$2.05M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-113- 3.59% |
$43.1K - $47.3K
|
3.03K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-114- 4.09% |
$43.4K - $47.7K
|
2.67K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-114- 1.88% |
$43.4K - $47.7K
|
5.96K
$3.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-115- 15.78% |
$43.8K - $48.1K
|
614
$391K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-115- 11.59% |
$43.8K - $48.1K
|
877
$558K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-115- 1.41% |
$43.8K - $48.1K
|
8.06K
$5.13M
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-116- 1.37% |
$44.2K - $48.6K
|
8.35K
$5.31M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-116- 3.33% |
$44.2K - $48.6K
|
3.36K
$2.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-117- 3.76% |
$44.6K - $49K
|
2.99K
$1.9M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-117- 1.04% |
$44.6K - $49K
|
11.1K
$7.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-118- 6.53% |
$45K - $49.4K
|
1.69K
$1.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-120- 4.22% |
$45.7K - $50.2K
|
2.72K
$1.73M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-120- 1.97% |
$45.7K - $50.2K
|
5.97K
$3.8M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-120- 7.06% |
$45.7K - $50.2K
|
1.58K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-120- 16.15% |
$45.7K - $50.2K
|
623
$396K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-120- 3.68% |
$45.7K - $50.2K
|
3.14K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-123- 2.06% |
$46.9K - $51.5K
|
5.85K
$3.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-124- 3.51% |
$47.3K - $51.9K
|
3.41K
$2.17M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-124- 15.18% |
$47.3K - $51.9K
|
693
$441K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-124- 9.3% |
$47.3K - $51.9K
|
1.21K
$769K
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-124- 0.5% |
$47.3K - $51.9K
|
24.7K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-124- 0.23% |
$47.3K - $51.9K
|
53.5K
$34M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-125- 1.46% |
$47.6K - $52.3K
|
8.46K
$5.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-127- 12.8% |
$48.4K - $53.2K
|
865
$550K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-127- 17.84% |
$48.4K - $53.2K
|
585
$372K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-127- 6.13% |
$48.4K - $53.2K
|
1.95K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-127- 7.38% |
$48.4K - $53.2K
|
1.59K
$1.01M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-127- 0.74% |
$48.4K - $53.2K
|
17.1K
$10.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-128- 0.95% |
$48.8K - $53.6K
|
13.3K
$8.47M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-128- 0.31% |
$48.8K - $53.6K
|
40.9K
$26M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-128- 2.1% |
$48.8K - $53.6K
|
5.98K
$3.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-129- 10.29% |
$49.2K - $54K
|
1.13K
$716K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-129- 0.02% |
$49.2K - $54K
|
517K
$329M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-129- 1.23% |
$49.2K - $54K
|
10.4K
$6.62M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-130- 2.68% |
$49.5K - $54.4K
|
4.72K
$3M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-134- 3.81% |
$51.1K - $56.1K
|
3.39K
$2.15M
|