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 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-629- 0.34% |
$240K - $263K
|
182K
$110M
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-630- 1.79% |
$240K - $264K
|
34.6K
$21M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-630- 16.54% |
$240K - $264K
|
3.18K
$1.93M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-630- 16.54% |
$240K - $264K
|
3.18K
$1.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-632- 37.64% |
$241K - $265K
|
1.05K
$634K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-633- 7.09% |
$241K - $265K
|
8.3K
$5.03M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-637- 37.01% |
$243K - $267K
|
1.08K
$657K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-642- 4.81% |
$245K - $269K
|
12.7K
$7.7M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-642- 9.94% |
$245K - $269K
|
5.82K
$3.53M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-643- 27.25% |
$245K - $269K
|
1.72K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-656- 19.63% |
$250K - $275K
|
2.69K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-662- 0.82% |
$252K - $277K
|
80.2K
$48.6M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-668- 3.54% |
$255K - $280K
|
18.2K
$11M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-677- 7.15% |
$258K - $283K
|
8.79K
$5.32M
|
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-677- 1.4% |
$258K - $283K
|
47.8K
$29M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-679- 11.86% |
$259K - $284K
|
5.05K
$3.06M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-680- 50.15% |
$259K - $285K
|
676
$410K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-685- 2.32% |
$261K - $287K
|
28.9K
$17.5M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-696- 20.76% |
$265K - $291K
|
2.66K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-698- 1.96% |
$266K - $292K
|
34.9K
$21.1M
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-700- 44.61% |
$267K - $293K
|
869
$527K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-703- 7.46% |
$268K - $294K
|
8.72K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-707- 3.5% |
$269K - $296K
|
19.5K
$11.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-711- 24.48% |
$271K - $298K
|
2.19K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-713- 0.58% |
$272K - $299K
|
123K
$74.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-722- 3.09% |
$275K - $302K
|
22.6K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-728- 15.92% |
$277K - $305K
|
3.84K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-729- 21.61% |
$278K - $305K
|
2.65K
$1.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-734- 2.22% |
$280K - $307K
|
32.3K
$19.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-736- 32.49% |
$281K - $308K
|
1.53K
$926K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-738- 4.95% |
$281K - $309K
|
14.2K
$8.59M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-739- 2.62% |
$282K - $309K
|
27.5K
$16.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-740- 5.45% |
$282K - $310K
|
12.8K
$7.78M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-741- 1.8% |
$282K - $310K
|
40.4K
$24.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-742- 1.11% |
$283K - $311K
|
65.9K
$39.9M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-750- 19.27% |
$286K - $314K
|
3.14K
$1.9M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-754- 19.51% |
$287K - $316K
|
3.11K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-757- 2.3% |
$289K - $317K
|
32.1K
$19.5M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-768- 43.99% |
$293K - $322K
|
978
$593K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-768- 2.49% |
$293K - $322K
|
30K
$18.2M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-770- 1.51% |
$293K - $322K
|
50.1K
$30.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-772- 51.85% |
$294K - $323K
|
717
$434K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-773- 9.94% |
$295K - $324K
|
7K
$4.24M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-783- 60.37% |
$298K - $328K
|
514
$311K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-789- 0.66% |
$301K - $330K
|
119K
$72M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-789- 3.1% |
$301K - $330K
|
24.7K
$15M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-806- 31.01% |
$307K - $337K
|
1.79K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-809- 14.81% |
$308K - $339K
|
4.66K
$2.82M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-820- 4.95% |
$313K - $343K
|
15.7K
$9.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-823- 0.8% |
$314K - $345K
|
103K
$62.1M
|