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 16, 2024
Q1 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-285KClosed |
$109M - $119M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-381K- 32.39% |
$145M - $160M
|
796K
$481M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-392K- 3.19% |
$149M - $164M
|
11.9M
$7.18B
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-416K- 85.49% |
$159M - $174M
|
70.6K
$42.7M
|
|
|
May 12, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-629K- 52.69% |
$240M - $263M
|
565K
$341M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-659K- 37.28% |
$251M - $276M
|
1.11M
$670M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-670K- 6.71% |
$255M - $281M
|
9.32M
$5.64B
|
|
|
Apr 28, 2023
Q1 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-779K- 17.81% |
$297M - $326M
|
3.6M
$2.17B
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-879K- 10.0% |
$335M - $368M
|
7.91M
$4.78B
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-947K- 3.38% |
$361M - $396M
|
27M
$16.3B
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.08M- 98.53% |
$412M - $453M
|
16.1K
$9.74M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.09M- 80.7% |
$415M - $456M
|
261K
$158M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.67M- 3.63% |
$1.02B - $1.12B
|
70.9M
$42.9B
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.87M- 29.49% |
$3B - $3.29B
|
18.8M
$11.4B
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-11.4M- 99.76% |
$4.34B - $4.77B
|
27.8K
$16.8M
|