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 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-173- 0.69% |
$65.9K - $72.4K
|
25K
$15.8M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-174- 5.77% |
$66.3K - $72.8K
|
2.84K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-176- 9.93% |
$67.1K - $73.7K
|
1.6K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-176- 14.77% |
$67.1K - $73.7K
|
1.02K
$642K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-177- 0.29% |
$67.5K - $74.1K
|
61.1K
$38.6M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-179- 2.24% |
$68.2K - $74.9K
|
7.82K
$4.94M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-180- 15.86% |
$68.6K - $75.4K
|
955
$603K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-180- 4.75% |
$68.6K - $75.4K
|
3.61K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-181- 5.41% |
$69K - $75.8K
|
3.17K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-181- 0.66% |
$69K - $75.8K
|
27.1K
$17.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-182- 6.41% |
$69.4K - $76.2K
|
2.66K
$1.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-182- 1.98% |
$69.4K - $76.2K
|
9.03K
$5.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-183- 2.38% |
$69.7K - $76.6K
|
7.5K
$4.74M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-183- 10.43% |
$69.7K - $76.6K
|
1.57K
$993K
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-186- 0.63% |
$70.9K - $77.9K
|
29.3K
$18.5M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-191- 13.4% |
$72.8K - $80K
|
1.23K
$780K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-192- 1.05% |
$73.2K - $80.4K
|
18K
$11.4M
|
|
|
May 10, 2023
Q1 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-193- 5.42% |
$73.6K - $80.8K
|
3.37K
$2.13M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-198- 2.64% |
$75.5K - $82.9K
|
7.32K
$4.62M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-199- 2.83% |
$75.8K - $83.3K
|
6.83K
$4.31M
|
|
|
May 15, 2025
Q1 2023
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-200- 0.73% |
$76.2K - $83.7K
|
27.1K
$17.1M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-201- 16.17% |
$76.6K - $84.2K
|
1.04K
$658K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-205- 1.57% |
$78.1K - $85.8K
|
12.9K
$8.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-205- 8.41% |
$78.1K - $85.8K
|
2.23K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-206- 1.53% |
$78.5K - $86.2K
|
13.3K
$8.39M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-206- 5.12% |
$78.5K - $86.2K
|
3.82K
$2.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-208- 5.6% |
$79.3K - $87.1K
|
3.51K
$2.22M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-210- 0.77% |
$80K - $87.9K
|
27.2K
$17.2M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-210- 4.03% |
$80K - $87.9K
|
5K
$3.16M
|
|
|
Feb 26, 2025
Q1 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-211- 14.9% |
$80.4K - $88.3K
|
1.21K
$761K
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-212- 0.76% |
$80.8K - $88.8K
|
27.6K
$17.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-213- 22.95% |
$81.2K - $89.2K
|
715
$452K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-213- 4.04% |
$81.2K - $89.2K
|
5.06K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-213- 5.02% |
$81.2K - $89.2K
|
4.03K
$2.55M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-214- 5.69% |
$81.6K - $89.6K
|
3.55K
$2.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-217- 1.77% |
$82.7K - $90.8K
|
12.1K
$7.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-218- 0.21% |
$83.1K - $91.3K
|
105K
$66.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-219- 2.0% |
$83.5K - $91.7K
|
10.7K
$6.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-221- 0.43% |
$84.2K - $92.5K
|
51.1K
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-221- 2.89% |
$84.2K - $92.5K
|
7.42K
$4.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-222- 21.04% |
$84.6K - $92.9K
|
833
$526K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-223- 2.14% |
$85K - $93.4K
|
10.2K
$6.46M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-224- 2.7% |
$85.4K - $93.8K
|
8.09K
$5.11M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-224- 3.21% |
$85.4K - $93.8K
|
6.76K
$4.27M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-225- 29.49% |
$85.8K - $94.2K
|
538
$340K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-226- 6.87% |
$86.1K - $94.6K
|
3.06K
$1.93M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-226- 3.68% |
$86.1K - $94.6K
|
5.91K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-227- 16.95% |
$86.5K - $95K
|
1.11K
$702K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-228- 2.65% |
$86.9K - $95.5K
|
8.39K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-228- 0.78% |
$86.9K - $95.5K
|
28.9K
$18.3M
|