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 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-6.08K- 45.79% |
$2.32M - $2.55M
|
7.2K
$4.28M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.08K- 0.67% |
$2.32M - $2.55M
|
899K
$534M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.08K- 2.17% |
$2.32M - $2.55M
|
274K
$163M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.12K- 26.41% |
$2.33M - $2.56M
|
17K
$10.1M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 16.29% |
$2.34M - $2.57M
|
31.5K
$18.7M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-6.18K- 51.45% |
$2.36M - $2.59M
|
5.83K
$3.47M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.2K- 8.09% |
$2.36M - $2.59M
|
70.4K
$41.8M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.23K- 4.78% |
$2.37M - $2.61M
|
124K
$73.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.36K- 7.48% |
$2.42M - $2.66M
|
78.6K
$46.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
SELL
|
- |
-6.38K- 29.32% |
$2.43M - $2.67M
|
15.4K
$9.13M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.39K- 6.08% |
$2.43M - $2.67M
|
98.6K
$58.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-6.47K- 12.02% |
$2.46M - $2.71M
|
47.3K
$28.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-6.5K- 5.17% |
$2.48M - $2.72M
|
119K
$70.8M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.5K- 5.38% |
$2.48M - $2.72M
|
114K
$67.9M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.61K- 1.09% |
$2.52M - $2.77M
|
599K
$356M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-6.71K- 6.9% |
$2.56M - $2.81M
|
90.5K
$53.7M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.81K- 40.99% |
$2.59M - $2.85M
|
9.8K
$5.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.82K- 32.42% |
$2.6M - $2.86M
|
14.2K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.98K- 1.51% |
$2.66M - $2.92M
|
454K
$270M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-7.05K- 51.13% |
$2.69M - $2.95M
|
6.74K
$4M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-7.15K- 4.3% |
$2.72M - $2.99M
|
159K
$94.4M
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-7.4K- 72.59% |
$2.82M - $3.1M
|
2.79K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-7.76K- 9.16% |
$2.96M - $3.25M
|
76.9K
$45.7M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-7.79K- 62.37% |
$2.97M - $3.26M
|
4.7K
$2.79M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-7.81K- 14.58% |
$2.98M - $3.27M
|
45.7K
$27.2M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.88K- 2.01% |
$3M - $3.3M
|
384K
$228M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8.23K- 2.45% |
$3.14M - $3.45M
|
328K
$195M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.37K- 4.6% |
$3.19M - $3.51M
|
174K
$103M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.43K- 10.61% |
$3.21M - $3.53M
|
71K
$42.2M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-8.5K- 68.19% |
$3.24M - $3.56M
|
3.97K
$2.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.6K- 10.01% |
$3.28M - $3.6M
|
77.3K
$45.9M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.9K- 78.35% |
$3.39M - $3.73M
|
2.46K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.99K- 0.08% |
$3.43M - $3.76M
|
11.9M
$7.08B
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.99K- 0.08% |
$3.43M - $3.76M
|
11.9M
$7.08B
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-9.04K- 13.63% |
$3.45M - $3.79M
|
57.3K
$34M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-9.11K- 11.68% |
$3.47M - $3.82M
|
68.9K
$40.9M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-9.16K- 29.25% |
$3.49M - $3.84M
|
22.2K
$13.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-9.22K- 3.52% |
$3.51M - $3.86M
|
253K
$150M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9.25K- 18.98% |
$3.52M - $3.87M
|
39.5K
$23.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-9.4K- 94.0% |
$3.58M - $3.94M
|
600
$356K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-9.5K- 84.4% |
$3.62M - $3.98M
|
1.76K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.57K- 16.86% |
$3.65M - $4.01M
|
47.2K
$28M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-9.58K- 78.03% |
$3.65M - $4.01M
|
2.7K
$1.6M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-9.71K- 8.58% |
$3.7M - $4.06M
|
103K
$61.4M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.74K- 2.42% |
$3.71M - $4.08M
|
392K
$233M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.8K- 2.6% |
$3.74M - $4.1M
|
367K
$218M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.93K- 2.19% |
$3.79M - $4.16M
|
443K
$263M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-10.2K- 0.8% |
$3.89M - $4.27M
|
1.26M
$750M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-10.2K- 6.69% |
$3.9M - $4.29M
|
143K
$84.9M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-10.3K- 20.09% |
$3.91M - $4.3M
|
40.8K
$24.2M
|