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 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-182- 1.98% |
$69.4K - $76.2K
|
9.03K
$5.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-183- 2.38% |
$69.7K - $76.6K
|
7.5K
$4.55M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-183- 10.43% |
$69.7K - $76.6K
|
1.57K
$953K
|
|
|
Apr 10, 2023
Q1 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-186- 0.63% |
$70.9K - $77.9K
|
29.3K
$17.8M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-191- 13.4% |
$72.8K - $80K
|
1.23K
$748K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-192- 1.05% |
$73.2K - $80.4K
|
18K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-193- 5.42% |
$73.6K - $80.8K
|
3.37K
$2.04M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-198- 2.64% |
$75.5K - $82.9K
|
7.32K
$4.43M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-199- 2.83% |
$75.8K - $83.3K
|
6.83K
$4.14M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-201- 16.17% |
$76.6K - $84.2K
|
1.04K
$631K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-205- 1.57% |
$78.1K - $85.8K
|
12.9K
$7.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-205- 8.41% |
$78.1K - $85.8K
|
2.23K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-206- 1.53% |
$78.5K - $86.2K
|
13.3K
$8.05M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-206- 5.12% |
$78.5K - $86.2K
|
3.82K
$2.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-208- 5.6% |
$79.3K - $87.1K
|
3.51K
$2.13M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-210- 0.77% |
$80K - $87.9K
|
27.2K
$16.5M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-210- 4.03% |
$80K - $87.9K
|
5K
$3.03M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-212- 0.76% |
$80.8K - $88.8K
|
27.6K
$16.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-213- 22.95% |
$81.2K - $89.2K
|
715
$433K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-213- 4.04% |
$81.2K - $89.2K
|
5.06K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-213- 5.02% |
$81.2K - $89.2K
|
4.03K
$2.44M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-214- 5.69% |
$81.6K - $89.6K
|
3.55K
$2.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-217- 1.77% |
$82.7K - $90.8K
|
12.1K
$7.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-218- 0.21% |
$83.1K - $91.3K
|
105K
$63.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-219- 2.0% |
$83.5K - $91.7K
|
10.7K
$6.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-221- 0.43% |
$84.2K - $92.5K
|
51.1K
$31M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-221- 2.89% |
$84.2K - $92.5K
|
7.42K
$4.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-222- 21.04% |
$84.6K - $92.9K
|
833
$505K
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-223- 2.14% |
$85K - $93.4K
|
10.2K
$6.19M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-224- 2.7% |
$85.4K - $93.8K
|
8.09K
$4.9M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-224- 3.21% |
$85.4K - $93.8K
|
6.76K
$4.1M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-225- 29.49% |
$85.8K - $94.2K
|
538
$326K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-226- 6.87% |
$86.1K - $94.6K
|
3.06K
$1.86M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-226- 3.68% |
$86.1K - $94.6K
|
5.91K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-227- 16.95% |
$86.5K - $95K
|
1.11K
$674K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-228- 2.65% |
$86.9K - $95.5K
|
8.39K
$5.08M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-228- 0.78% |
$86.9K - $95.5K
|
28.9K
$17.5M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-231- 0.14% |
$88K - $96.7K
|
164K
$99.4M
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-232- 1.55% |
$88.4K - $97.1K
|
14.7K
$8.92M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-235- 6.29% |
$89.6K - $98.4K
|
3.5K
$2.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-238- 2.23% |
$90.7K - $99.6K
|
10.4K
$6.33M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-238- 1.46% |
$90.7K - $99.6K
|
16.1K
$9.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-239- 0.85% |
$91.1K - $100K
|
27.8K
$16.8M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-239- 0.45% |
$91.1K - $100K
|
52.7K
$31.9M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-239- 7.51% |
$91.1K - $100K
|
2.95K
$1.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-241- 62.44% |
$91.9K - $101K
|
145
$87.9K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-241- 13.03% |
$91.9K - $101K
|
1.61K
$975K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-242- 1.75% |
$92.2K - $101K
|
13.6K
$8.25M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-244- 0.14% |
$93K - $102K
|
171K
$104M
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-244- 15.68% |
$93K - $102K
|
1.31K
$795K
|