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 08, 2023
Q1 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-23.5K- 13.55% |
$8.94M - $9.82M
|
150K
$90.7M
|
|
|
May 15, 2023
Q1 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-23.8K- 17.61% |
$9.05M - $9.94M
|
111K
$67.3M
|
|
|
May 01, 2023
Q1 2023
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-25K- 15.55% |
$9.53M - $10.5M
|
136K
$82.3M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25K- 3.36% |
$9.54M - $10.5M
|
720K
$436M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.2K- 1.36% |
$9.62M - $10.6M
|
1.83M
$1.11B
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-25.5K- 63.04% |
$9.73M - $10.7M
|
15K
$9.07M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-26.3K- 2.08% |
$10M - $11M
|
1.24M
$751M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26.5K- 94.57% |
$10.1M - $11.1M
|
1.52K
$921K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.7K- 24.19% |
$10.2M - $11.2M
|
83.6K
$50.6M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-27.1K- 23.25% |
$10.3M - $11.3M
|
89.4K
$54.1M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-27.4K- 28.75% |
$10.4M - $11.5M
|
67.8K
$41.1M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-27.9K- 21.41% |
$10.6M - $11.7M
|
102K
$62M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-28.5K- 22.95% |
$10.8M - $11.9M
|
95.6K
$57.9M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-28.8K- 97.29% |
$11M - $12M
|
800
$485K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-29K- 61.88% |
$11.1M - $12.2M
|
17.9K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-29.4K- 97.19% |
$11.2M - $12.3M
|
850
$515K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.6K- 0.86% |
$11.3M - $12.4M
|
3.41M
$2.06B
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-29.7K- 1.74% |
$11.3M - $12.4M
|
1.68M
$1.02B
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-29.8K- 18.52% |
$11.4M - $12.5M
|
131K
$79.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29.9K- 25.95% |
$11.4M - $12.5M
|
85.4K
$51.8M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-31.1K- 26.75% |
$11.9M - $13M
|
85.3K
$51.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-32K- 25.93% |
$12.2M - $13.4M
|
91.5K
$55.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-32.8K- 1.67% |
$12.5M - $13.7M
|
1.93M
$1.17B
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-33.4K- 9.97% |
$12.7M - $14M
|
301K
$183M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-34.5K- 42.79% |
$13.1M - $14.4M
|
46.1K
$27.9M
|
|
|
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
$1.36B
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-35.8K- 91.67% |
$13.7M - $15M
|
3.26K
$1.97M
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-36.6K- 17.31% |
$14M - $15.3M
|
175K
$106M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.4K- 8.52% |
$14.3M - $15.7M
|
402K
$243M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-37.7K- 81.72% |
$14.4M - $15.8M
|
8.43K
$5.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-37.8K- 6.03% |
$14.4M - $15.8M
|
590K
$357M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39.7K- 57.87% |
$15.1M - $16.6M
|
28.9K
$17.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-40.3K- 37.4% |
$15.4M - $16.9M
|
67.5K
$40.9M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-41.8K- 24.92% |
$15.9M - $17.5M
|
126K
$76.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42.3K- 21.53% |
$16.1M - $17.7M
|
154K
$93.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Taiyo Life Insurance CO
|
SELL
|
- |
-42.5K- 8.95% |
$16.2M - $17.8M
|
432K
$262M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-42.6K- 2.98% |
$16.2M - $17.8M
|
1.39M
$840M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-43.3K- 81.2% |
$16.5M - $18.1M
|
10K
$6.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-44K- 18.68% |
$16.8M - $18.4M
|
191K
$116M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-45K- 36.33% |
$17.2M - $18.8M
|
78.9K
$47.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-45.1K- 12.84% |
$17.2M - $18.9M
|
306K
$185M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-45.4K- 68.85% |
$17.3M - $19M
|
20.5K
$12.4M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.2K- 93.07% |
$17.6M - $19.3M
|
3.44K
$2.08M
|
|
|
Apr 05, 2023
Q1 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-46.5K- 22.0% |
$17.7M - $19.5M
|
165K
$99.9M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-47.7K- 6.16% |
$18.2M - $20M
|
727K
$440M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-48.2K- 89.48% |
$18.4M - $20.2M
|
5.68K
$3.44M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-53.1K- 15.9% |
$20.3M - $22.2M
|
281K
$170M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-53.2K- 95.29% |
$20.3M - $22.3M
|
2.63K
$1.59M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-54.5K- 12.35% |
$20.8M - $22.8M
|
387K
$234M
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-56.5K- 6.96% |
$21.5M - $23.6M
|
755K
$457M
|