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 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-43.3K- 81.2% |
$16.5M - $18.1M
|
10K
$5.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-44K- 18.68% |
$16.8M - $18.4M
|
191K
$114M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-45K- 36.33% |
$17.2M - $18.8M
|
78.9K
$46.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-45.1K- 12.84% |
$17.2M - $18.9M
|
306K
$182M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-45.4K- 68.85% |
$17.3M - $19M
|
20.5K
$12.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.2K- 93.07% |
$17.6M - $19.3M
|
3.44K
$2.04M
|
|
|
Apr 05, 2023
Q1 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-46.5K- 22.0% |
$17.7M - $19.5M
|
165K
$97.9M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-47.7K- 6.16% |
$18.2M - $20M
|
727K
$432M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-48.2K- 89.48% |
$18.4M - $20.2M
|
5.68K
$3.37M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-53.1K- 15.9% |
$20.3M - $22.2M
|
281K
$167M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-53.2K- 95.29% |
$20.3M - $22.3M
|
2.63K
$1.56M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-54.5K- 12.35% |
$20.8M - $22.8M
|
387K
$230M
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-56.5K- 6.96% |
$21.5M - $23.6M
|
755K
$448M
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-56.5K- 58.99% |
$21.5M - $23.7M
|
39.3K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-57.6K- 10.91% |
$22M - $24.1M
|
471K
$280M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-58.4K- 99.3% |
$22.3M - $24.5M
|
411
$244K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-60.4K- 25.73% |
$23M - $25.3M
|
174K
$104M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-64.2K- 71.89% |
$24.5M - $26.9M
|
25.1K
$14.9M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-64.2K- 71.89% |
$24.5M - $26.9M
|
25.1K
$14.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-65.7K- 92.57% |
$25M - $27.5M
|
5.27K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-66.5K- 18.26% |
$25.3M - $27.8M
|
298K
$177M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-69.4K- 92.85% |
$26.5M - $29.1M
|
5.34K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-69.9K- 65.54% |
$26.7M - $29.3M
|
36.8K
$21.9M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-71.5K- 12.0% |
$27.3M - $29.9M
|
524K
$312M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-72.2K- 7.29% |
$27.5M - $30.2M
|
918K
$545M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-73.4K- 4.48% |
$28M - $30.7M
|
1.56M
$928M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-75.7K- 2.51% |
$28.8M - $31.7M
|
2.95M
$1.75B
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-76.6K- 4.29% |
$29.2M - $32M
|
1.71M
$1.01B
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-77.7K- 39.83% |
$29.6M - $32.5M
|
117K
$69.7M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-78.8K- 28.2% |
$30M - $33M
|
201K
$119M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-79.8K- 58.51% |
$30.4M - $33.4M
|
56.6K
$33.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-80.7K- 39.17% |
$30.7M - $33.8M
|
125K
$74.4M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-83.1K- 47.01% |
$31.7M - $34.8M
|
93.6K
$55.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-88.6K- 1.11% |
$33.8M - $37.1M
|
7.91M
$4.7B
|
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-92.5K- 33.78% |
$35.2M - $38.7M
|
181K
$108M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-100K- 1.81% |
$38.3M - $42.1M
|
5.45M
$3.24B
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-102K- 98.72% |
$38.8M - $42.6M
|
1.32K
$783K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-104K- 26.81% |
$39.5M - $43.4M
|
283K
$168M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-104K- 26.81% |
$39.5M - $43.4M
|
283K
$168M
|
|
|
Apr 26, 2023
Q1 2023
|
Strategic Investment Management, LLC
|
SELL
|
- |
-106K- 99.61% |
$40.3M - $44.3M
|
412
$245K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-110K- 12.1% |
$41.9M - $46M
|
798K
$474M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-112K- 55.64% |
$42.7M - $46.9M
|
89.4K
$53.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-120K- 83.2% |
$45.7M - $50.2M
|
24.2K
$14.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-120K- 4.16% |
$45.8M - $50.3M
|
2.76M
$1.64B
|
|
|
May 15, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-122K- 65.27% |
$46.6M - $51.2M
|
65.1K
$38.6M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-124K- 44.19% |
$47.4M - $52.1M
|
157K
$93.4M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-133K- 25.56% |
$50.6M - $55.6M
|
387K
$230M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-140K- 7.15% |
$53.2M - $58.4M
|
1.81M
$1.08B
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-140K- 73.42% |
$53.5M - $58.8M
|
50.9K
$30.2M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-151K- 12.15% |
$57.5M - $63.1M
|
1.09M
$648M
|