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 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-16.7K- 3.03% |
$6.38M - $7.01M
|
536K
$333M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17.2K- 98.85% |
$6.55M - $7.2M
|
200
$124K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-17.4K- 73.6% |
$6.61M - $7.26M
|
6.22K
$3.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-17.4K- 73.11% |
$6.62M - $7.28M
|
6.39K
$3.97M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.5K- 13.81% |
$6.67M - $7.33M
|
109K
$67.8M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-17.6K- 16.57% |
$6.71M - $7.37M
|
88.7K
$55M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-17.6K- 20.73% |
$6.72M - $7.38M
|
67.4K
$41.8M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-17.7K- 87.39% |
$6.73M - $7.39M
|
2.55K
$1.58M
|
|
|
May 19, 2025
Q1 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-17.9K- 18.98% |
$6.81M - $7.48M
|
76.2K
$47.3M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-17.9K- 6.65% |
$6.81M - $7.49M
|
251K
$156M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.9K- 3.43% |
$6.84M - $7.51M
|
505K
$313M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18.6K- 44.07% |
$7.08M - $7.78M
|
23.6K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-18.7K- 84.91% |
$7.11M - $7.81M
|
3.32K
$2.06M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-19K- 79.74% |
$7.25M - $7.96M
|
4.83K
$3M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-19.2K- 16.21% |
$7.3M - $8.02M
|
99K
$61.4M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-19.3K- 9.71% |
$7.36M - $8.09M
|
180K
$111M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-19.4K- 21.31% |
$7.39M - $8.12M
|
71.6K
$44.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-19.7K- 78.47% |
$7.51M - $8.25M
|
5.41K
$3.36M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-20.7K- 24.15% |
$7.89M - $8.67M
|
65.1K
$40.4M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-20.7K- 13.28% |
$7.91M - $8.69M
|
136K
$84.1M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-21.7K- 72.15% |
$8.27M - $9.09M
|
8.38K
$5.2M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-22.2K- 0.77% |
$8.45M - $9.28M
|
2.84M
$1.76B
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.7K- 1.24% |
$8.65M - $9.5M
|
1.81M
$1.12B
|
|
|
May 08, 2023
Q1 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-23.5K- 13.55% |
$8.94M - $9.82M
|
150K
$92.9M
|
|
|
May 15, 2023
Q1 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-23.8K- 17.61% |
$9.05M - $9.94M
|
111K
$69M
|
|
|
May 01, 2023
Q1 2023
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-25K- 15.55% |
$9.53M - $10.5M
|
136K
$84.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25K- 3.36% |
$9.54M - $10.5M
|
720K
$447M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.2K- 1.36% |
$9.62M - $10.6M
|
1.83M
$1.14B
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-25.5K- 63.04% |
$9.73M - $10.7M
|
15K
$9.29M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-26.3K- 2.08% |
$10M - $11M
|
1.24M
$769M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26.5K- 94.57% |
$10.1M - $11.1M
|
1.52K
$943K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.7K- 24.19% |
$10.2M - $11.2M
|
83.6K
$51.9M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-27.1K- 23.25% |
$10.3M - $11.3M
|
89.4K
$55.5M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-27.4K- 28.75% |
$10.4M - $11.5M
|
67.8K
$42.1M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-27.9K- 21.41% |
$10.6M - $11.7M
|
102K
$63.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-28.5K- 22.95% |
$10.8M - $11.9M
|
95.6K
$59.3M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-28.8K- 97.29% |
$11M - $12M
|
800
$497K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-29K- 61.88% |
$11.1M - $12.2M
|
17.9K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-29.4K- 97.19% |
$11.2M - $12.3M
|
850
$528K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.6K- 0.86% |
$11.3M - $12.4M
|
3.41M
$2.11B
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-29.7K- 1.74% |
$11.3M - $12.4M
|
1.68M
$1.04B
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-29.8K- 18.52% |
$11.4M - $12.5M
|
131K
$81.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29.9K- 25.95% |
$11.4M - $12.5M
|
85.4K
$53M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-31.1K- 26.75% |
$11.9M - $13M
|
85.3K
$52.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-32K- 25.93% |
$12.2M - $13.4M
|
91.5K
$56.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-32.8K- 1.67% |
$12.5M - $13.7M
|
1.93M
$1.2B
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-33.4K- 9.97% |
$12.7M - $14M
|
301K
$187M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-34.5K- 42.79% |
$13.1M - $14.4M
|
46.1K
$28.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.7K- 1.53% |
$13.2M - $14.5M
|
2.24M
$1.39B
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-35.8K- 91.67% |
$13.7M - $15M
|
3.26K
$2.02M
|