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 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-135- 5.33% |
$51.5K - $56.5K
|
2.4K
$1.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-136- 2.63% |
$51.8K - $56.9K
|
5.04K
$3.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-136- 0.63% |
$51.8K - $56.9K
|
21.6K
$13.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-137- 2.83% |
$52.2K - $57.4K
|
4.7K
$2.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-137- 1.06% |
$52.2K - $57.4K
|
12.7K
$8.05M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-137- 10.26% |
$52.2K - $57.4K
|
1.2K
$757K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-138- 1.68% |
$52.6K - $57.8K
|
8.06K
$5.09M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-139- 2.37% |
$53K - $58.2K
|
5.72K
$3.61M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-140- 35.9% |
$53.4K - $58.6K
|
250
$158K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-141- 4.73% |
$53.7K - $59K
|
2.84K
$1.79M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-144- 17.78% |
$54.9K - $60.3K
|
666
$421K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-145- 0.23% |
$55.3K - $60.7K
|
63.2K
$39.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-145- 6.13% |
$55.3K - $60.7K
|
2.22K
$1.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-148- 0.49% |
$56.4K - $62K
|
30.1K
$19M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-148- 5.19% |
$56.4K - $62K
|
2.7K
$1.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-149- 5.57% |
$56.8K - $62.4K
|
2.53K
$1.6M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-150- 5.53% |
$57.2K - $62.8K
|
2.56K
$1.62M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-151- 1.61% |
$57.6K - $63.2K
|
9.2K
$5.81M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-151- 3.65% |
$57.6K - $63.2K
|
3.98K
$2.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-152- 1.14% |
$57.9K - $63.6K
|
13.2K
$8.36M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-152- 4.58% |
$57.9K - $63.6K
|
3.17K
$2M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-153- 0.58% |
$58.3K - $64.1K
|
26.1K
$16.5M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-154- 0.07% |
$58.7K - $64.5K
|
226K
$143M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-154- 12.02% |
$58.7K - $64.5K
|
1.13K
$712K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-154- 1.5% |
$58.7K - $64.5K
|
10.1K
$6.41M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-155- 4.52% |
$59.1K - $64.9K
|
3.28K
$2.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-155- 7.07% |
$59.1K - $64.9K
|
2.04K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-155- 7.5% |
$59.1K - $64.9K
|
1.91K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-156- 0.14% |
$59.5K - $65.3K
|
115K
$72.7M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-156- 1.02% |
$59.5K - $65.3K
|
15.1K
$9.55M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-157- 0.83% |
$59.8K - $65.7K
|
18.9K
$11.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-158- 16.34% |
$60.2K - $66.1K
|
809
$511K
|
|
|
May 10, 2023
Q1 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-159- 14.8% |
$60.6K - $66.6K
|
915
$578K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-160- 6.01% |
$61K - $67K
|
2.5K
$1.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-160- 2.91% |
$61K - $67K
|
5.34K
$3.37M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-161- 34.92% |
$61.4K - $67.4K
|
300
$190K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-162- 8.24% |
$61.7K - $67.8K
|
1.81K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-162- 4.12% |
$61.7K - $67.8K
|
3.77K
$2.38M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-162- 9.18% |
$61.7K - $67.8K
|
1.6K
$1.01M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-164- 1.35% |
$62.5K - $68.7K
|
12K
$7.59M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-164- 8.83% |
$62.5K - $68.7K
|
1.69K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-164- 0.01% |
$62.5K - $68.7K
|
1.92M
$1.22B
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-167- 18.15% |
$63.6K - $69.9K
|
753
$476K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-169- 2.35% |
$64.4K - $70.8K
|
7.02K
$4.43M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-170- 0.19% |
$64.8K - $71.2K
|
91.4K
$57.7M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-170- 2.09% |
$64.8K - $71.2K
|
7.97K
$5.04M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-170- 9.44% |
$64.8K - $71.2K
|
1.63K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-171- 12.38% |
$65.2K - $71.6K
|
1.21K
$764K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-171- 0.83% |
$65.2K - $71.6K
|
20.5K
$13M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-173- 8.24% |
$65.9K - $72.4K
|
1.93K
$1.22M
|