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
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-36.6K- 17.31% |
$14M - $15.3M
|
175K
$109M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.4K- 8.52% |
$14.3M - $15.7M
|
402K
$249M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-37.7K- 81.72% |
$14.4M - $15.8M
|
8.43K
$5.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-37.8K- 6.03% |
$14.4M - $15.8M
|
590K
$366M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39.7K- 57.87% |
$15.1M - $16.6M
|
28.9K
$17.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-40.3K- 37.4% |
$15.4M - $16.9M
|
67.5K
$41.9M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-41.8K- 24.92% |
$15.9M - $17.5M
|
126K
$78.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42.3K- 21.53% |
$16.1M - $17.7M
|
154K
$95.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Taiyo Life Insurance CO
|
SELL
|
- |
-42.5K- 8.95% |
$16.2M - $17.8M
|
432K
$268M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-42.6K- 2.98% |
$16.2M - $17.8M
|
1.39M
$860M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-43.3K- 81.2% |
$16.5M - $18.1M
|
10K
$6.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-44K- 18.68% |
$16.8M - $18.4M
|
191K
$119M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-45K- 36.33% |
$17.2M - $18.8M
|
78.9K
$49M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-45.1K- 12.84% |
$17.2M - $18.9M
|
306K
$190M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-45.4K- 68.85% |
$17.3M - $19M
|
20.5K
$12.7M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.2K- 93.07% |
$17.6M - $19.3M
|
3.44K
$2.13M
|
|
|
Apr 05, 2023
Q1 2023
|
Mass General Brigham, Inc
|
SELL
|
- |
-46.5K- 22.0% |
$17.7M - $19.5M
|
165K
$102M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-47.7K- 6.16% |
$18.2M - $20M
|
727K
$451M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-48.2K- 89.48% |
$18.4M - $20.2M
|
5.68K
$3.52M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-53.1K- 15.9% |
$20.3M - $22.2M
|
281K
$175M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-53.2K- 95.29% |
$20.3M - $22.3M
|
2.63K
$1.63M
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-54.5K- 12.35% |
$20.8M - $22.8M
|
387K
$240M
|
|
|
May 10, 2023
Q1 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-56.5K- 6.96% |
$21.5M - $23.6M
|
755K
$469M
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-56.5K- 58.99% |
$21.5M - $23.7M
|
39.3K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-57.6K- 10.91% |
$22M - $24.1M
|
471K
$292M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-58.4K- 99.3% |
$22.3M - $24.5M
|
411
$255K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-60.4K- 25.73% |
$23M - $25.3M
|
174K
$108M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-64.2K- 71.89% |
$24.5M - $26.9M
|
25.1K
$15.6M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-64.2K- 71.89% |
$24.5M - $26.9M
|
25.1K
$15.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-65.7K- 92.57% |
$25M - $27.5M
|
5.27K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-66.5K- 18.26% |
$25.3M - $27.8M
|
298K
$185M
|
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-69.4K- 92.85% |
$26.5M - $29.1M
|
5.34K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-69.9K- 65.54% |
$26.7M - $29.3M
|
36.8K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-71.5K- 12.0% |
$27.3M - $29.9M
|
524K
$325M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-72.2K- 7.29% |
$27.5M - $30.2M
|
918K
$570M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-73.4K- 4.48% |
$28M - $30.7M
|
1.56M
$970M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-75.7K- 2.51% |
$28.8M - $31.7M
|
2.95M
$1.83B
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-76.6K- 4.29% |
$29.2M - $32M
|
1.71M
$1.06B
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-77.7K- 39.83% |
$29.6M - $32.5M
|
117K
$72.9M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-78.8K- 28.2% |
$30M - $33M
|
201K
$125M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-79.8K- 58.51% |
$30.4M - $33.4M
|
56.6K
$35.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-80.7K- 39.17% |
$30.7M - $33.8M
|
125K
$77.7M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-83.1K- 47.01% |
$31.7M - $34.8M
|
93.6K
$58.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-88.6K- 1.11% |
$33.8M - $37.1M
|
7.91M
$4.91B
|
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-92.5K- 33.78% |
$35.2M - $38.7M
|
181K
$113M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-100K- 1.81% |
$38.3M - $42.1M
|
5.45M
$3.38B
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-102K- 98.72% |
$38.8M - $42.6M
|
1.32K
$818K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-104K- 26.81% |
$39.5M - $43.4M
|
283K
$176M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-104K- 26.81% |
$39.5M - $43.4M
|
283K
$176M
|
|
|
Apr 26, 2023
Q1 2023
|
Strategic Investment Management, LLC
|
SELL
|
- |
-106K- 99.61% |
$40.3M - $44.3M
|
412
$256K
|