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 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5+ 0.42% |
$1.91K - $2.09K
|
1.18K
$714K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5+ 0.4% |
$1.91K - $2.09K
|
1.26K
$758K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
5+ 0.93% |
$1.91K - $2.09K
|
541
$327K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.32% |
$1.91K - $2.09K
|
1.59K
$961K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5New |
$1.91K - $2.09K
|
5
$3.02K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
5+ 0.07% |
$1.91K - $2.09K
|
6.68K
$4.03M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.58% |
$1.91K - $2.09K
|
864
$522K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 1.54% |
$1.91K - $2.09K
|
330
$199K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.22% |
$1.91K - $2.09K
|
2.29K
$1.38M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5+ 0.17% |
$1.91K - $2.09K
|
3.01K
$1.82M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4+ 0.38% |
$1.52K - $1.67K
|
1.06K
$641K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$1.52K - $1.67K
|
5.12K
$3.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4+ 0.13% |
$1.52K - $1.67K
|
3.02K
$1.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.08% |
$1.52K - $1.67K
|
4.72K
$2.85M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
4+ 0.24% |
$1.52K - $1.67K
|
1.66K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4+ 1.59% |
$1.52K - $1.67K
|
256
$155K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.17% |
$1.14K - $1.26K
|
1.77K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.21% |
$1.14K - $1.26K
|
1.46K
$879K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.46% |
$1.14K - $1.26K
|
654
$395K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.19% |
$1.14K - $1.26K
|
1.55K
$937K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.14K - $1.26K
|
2.84K
$1.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.07% |
$1.14K - $1.26K
|
4.14K
$2.5M
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
BUY
|
- |
3+ 0.02% |
$1.14K - $1.26K
|
12.5K
$7.54M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.45% |
$1.14K - $1.26K
|
677
$409K
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.23% |
$1.14K - $1.26K
|
1.33K
$801K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.14K - $1.26K
|
4.45K
$2.69M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.06% |
$1.14K - $1.26K
|
5.33K
$3.22M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.39% |
$1.14K - $1.26K
|
778
$470K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.34% |
$1.14K - $1.26K
|
884
$534K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3+ 0.36% |
$1.14K - $1.26K
|
829
$501K
|
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.76% |
$1.14K - $1.26K
|
398
$240K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$762 - $837
|
1.61K
$971K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.06% |
$762 - $837
|
3.52K
$2.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.37% |
$762 - $837
|
547
$330K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2+ 0.1% |
$762 - $837
|
2.09K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.26% |
$762 - $837
|
757
$457K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2+ 0.09% |
$762 - $837
|
2.13K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.06% |
$762 - $837
|
3.51K
$2.12M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.3% |
$762 - $837
|
659
$398K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.14% |
$762 - $837
|
1.46K
$879K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2+ 0.1% |
$762 - $837
|
1.91K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2+ 0.14% |
$762 - $837
|
1.47K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.3% |
$762 - $837
|
664
$401K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2+ 0.02% |
$762 - $837
|
11.1K
$6.72M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.75% |
$381 - $419
|
58
$35K
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
1+ 0.05% |
$381 - $419
|
2.09K
$1.26M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.11% |
$381 - $419
|
943
$569K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.12% |
$381 - $419
|
861
$520K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.07% |
$381 - $419
|
1.48K
$892K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1+ 0.07% |
$381 - $419
|
1.48K
$892K
|