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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.02KClosed |
$389K - $427K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.03K- 4.81% |
$391K - $430K
|
20.3K
$12.8M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.03K- 6.57% |
$394K - $433K
|
14.7K
$9.28M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.05K- 32.15% |
$398K - $437K
|
2.21K
$1.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.06K- 39.17% |
$403K - $443K
|
1.64K
$1.04M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.06K- 19.11% |
$405K - $445K
|
4.5K
$2.84M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.08K- 16.64% |
$411K - $452K
|
5.4K
$3.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.08K- 4.06% |
$413K - $454K
|
25.6K
$16.2M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.08K- 32.44% |
$413K - $454K
|
2.26K
$1.43M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.09K- 0.48% |
$414K - $454K
|
225K
$142M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-1.09K- 9.48% |
$414K - $455K
|
10.4K
$6.56M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.09K- 6.93% |
$417K - $458K
|
14.7K
$9.28M
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1.1K- 6.57% |
$419K - $460K
|
15.6K
$9.87M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.13K- 8.53% |
$431K - $474K
|
12.1K
$7.67M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.14K- 1.25% |
$434K - $476K
|
89.9K
$56.8M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.15K- 42.88% |
$440K - $483K
|
1.54K
$971K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.16K- 2.06% |
$441K - $484K
|
54.8K
$34.6M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.16K- 23.99% |
$441K - $485K
|
3.67K
$2.32M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.17K- 1.99% |
$445K - $489K
|
57.4K
$36.2M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.17K- 17.27% |
$446K - $490K
|
5.61K
$3.54M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.17K- 10.2% |
$447K - $491K
|
10.3K
$6.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.17K- 1.04% |
$447K - $492K
|
111K
$70.3M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.18K- 1.7% |
$451K - $495K
|
68.3K
$43.1M
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.19K- 33.41% |
$454K - $498K
|
2.37K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.2K- 22.25% |
$455K - $500K
|
4.18K
$2.64M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.21K- 0.61% |
$460K - $505K
|
196K
$124M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.22K- 0.89% |
$465K - $510K
|
136K
$85.9M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.23K- 2.02% |
$468K - $514K
|
59.5K
$37.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.23K- 1.46% |
$468K - $514K
|
83.1K
$52.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.25K- 0.84% |
$476K - $523K
|
147K
$92.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.25K- 2.33% |
$478K - $525K
|
52.6K
$33.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.26K- 5.83% |
$478K - $525K
|
20.3K
$12.8M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 5.23% |
$483K - $530K
|
22.9K
$14.5M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.27K- 0.82% |
$484K - $531K
|
153K
$96.6M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.27K- 55.15% |
$484K - $531K
|
1.03K
$652K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.28K- 51.79% |
$486K - $534K
|
1.19K
$750K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.28K- 3.01% |
$489K - $537K
|
41.3K
$26.1M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.28K- 0.45% |
$489K - $537K
|
283K
$179M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.29K- 3.68% |
$490K - $538K
|
33.7K
$21.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-1.29K- 4.25% |
$492K - $540K
|
29K
$18.3M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-1.29KClosed |
$492K - $540K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.3K- 1.98% |
$494K - $543K
|
64.1K
$40.5M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.3K- 29.83% |
$497K - $546K
|
3.07K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.31K- 17.84% |
$498K - $547K
|
6.01K
$3.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.31K- 16.2% |
$499K - $548K
|
6.78K
$4.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.32K- 4.03% |
$503K - $553K
|
31.4K
$19.9M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 36.52% |
$507K - $557K
|
2.31K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-1.35K- 2.8% |
$513K - $564K
|
46.8K
$29.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.35K- 13.06% |
$514K - $564K
|
8.97K
$5.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.36K- 14.38% |
$519K - $570K
|
8.11K
$5.12M
|