Purchases and Sales Made in Q1 2023 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Lake Street Advisors Group, LLC

BUY
 -
3.54K
+ 13.7%
$1.35M - $1.48M
29.4K $17.9M
Apr 27, 2023 Q1 2023
Silverhawk Asset Management, LLC

BUY
 -
3.51K
+ 7.43%
$1.34M - $1.47M
50.8K $30.9M
Apr 06, 2023 Q1 2023
Fulcrum Equity Management

BUY
 -
3.5K
New
$1.33M - $1.46M
3.5K $2.13M
May 08, 2023 Q1 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
3.46K
+ 54.42%
$1.32M - $1.45M
9.81K $5.98M
Apr 13, 2023 Q1 2023
Secure Asset Management, LLC

BUY
 -
3.44K
+ 3.94%
$1.31M - $1.44M
90.8K $55.3M
May 22, 2023 Q1 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
3.42K
+ 129.36%
$1.3M - $1.43M
6.06K $3.69M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
3.41K
+ 2.1%
$1.3M - $1.43M
166K $101M
May 12, 2023 Q1 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
3.4K
+ 9.53%
$1.3M - $1.42M
39.1K $23.8M
May 15, 2023 Q1 2023
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
3.4K
+ 20.74%
$1.3M - $1.42M
19.8K $12.1M
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
3.4K
+ 12.59%
$1.29M - $1.42M
30.4K $18.5M
May 15, 2023 Q1 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
3.34K
+ 2.12%
$1.27M - $1.4M
160K $97.7M
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
3.33K
+ 4.3%
$1.27M - $1.39M
80.8K $49.2M
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
3.32K
+ 344.46%
$1.27M - $1.39M
4.29K $2.61M
Apr 11, 2023 Q1 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
3.31K
+ 3.78%
$1.26M - $1.39M
90.9K $55.4M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
3.3K
+ 28.83%
$1.26M - $1.38M
14.7K $8.99M
May 11, 2023 Q1 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
3.28K
+ 4.01%
$1.25M - $1.37M
84.9K $51.7M
May 10, 2023 Q1 2023
King Wealth

Saratoga Springs, NY
BUY
 -
3.27K
+ 2.44%
$1.25M - $1.37M
137K $83.6M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
3.23K
+ 106.91%
$1.23M - $1.35M
6.26K $3.81M
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
3.23K
+ 21.88%
$1.23M - $1.35M
18K $11M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
3.23K
+ 13.74%
$1.23M - $1.35M
26.8K $16.3M
May 04, 2023 Q1 2023
Peddock Capital Advisors, LLC

BUY
 -
3.2K
+ 13.24%
$1.22M - $1.34M
27.4K $16.7M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
3.2K
+ 23.21%
$1.22M - $1.34M
17K $10.3M
May 11, 2023 Q1 2023
Madrona Financial Services, LLC

BUY
 -
3.17K
+ 559.61%
$1.21M - $1.33M
3.74K $2.28M
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
3.17K
+ 576.18%
$1.21M - $1.33M
3.72K $2.27M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.17K
+ 26.02%
$1.21M - $1.33M
15.3K $9.35M
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.17K
+ 26.02%
$1.21M - $1.33M
15.3K $9.35M
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
3.15K
+ 0.76%
$1.2M - $1.32M
415K $253M
May 09, 2023 Q1 2023
Mandatum Life Insurance CO LTD

BUY
 -
3.15K
+ 0.76%
$1.2M - $1.32M
417K $254M
May 09, 2023 Q1 2023
Lazard Freres Gestion S.A.S.

BUY
 -
3.14K
New
$1.2M - $1.31M
3.14K $1.91M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.14K
+ 5.04%
$1.2M - $1.31M
65.3K $39.8M
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
3.14K
New
$1.19M - $1.31M
3.14K $1.91M
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
3.11K
New
$1.18M - $1.3M
3.11K $1.89M
Apr 07, 2023 Q1 2023
Cypress Financial Planning LLC

BUY
 -
3.04K
+ 5.1%
$1.16M - $1.27M
62.7K $38.2M
Jul 24, 2023 Q1 2023
Pvg Asset Management Corp

Golden, CO
BUY
 -
3.02K
+ 35.02%
$1.15M - $1.26M
11.6K $7.09M
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
2.99K
+ 3.44%
$1.14M - $1.25M
89.9K $54.8M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
2.98K
+ 99400.0%
$1.14M - $1.25M
2.99K $1.82M
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
2.98K
+ 19.44%
$1.13M - $1.25M
18.3K $11.1M
May 16, 2023 Q1 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
2.97K
+ 4.01%
$1.13M - $1.24M
77.1K $47M
Apr 20, 2023 Q1 2023
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
2.97K
+ 3.72%
$1.13M - $1.24M
82.6K $50.3M
May 04, 2023 Q1 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
2.92K
+ 5.77%
$1.11M - $1.22M
53.5K $32.6M
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
2.92K
+ 5.34%
$1.11M - $1.22M
57.6K $35.1M
Apr 06, 2023 Q1 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
2.86K
New
$1.09M - $1.2M
2.86K $1.74M
Apr 19, 2023 Q1 2023
New England Professional Planning Group Inc.

BUY
 -
2.85K
+ 2.18%
$1.09M - $1.19M
133K $81.3M
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
2.84K
+ 0.67%
$1.08M - $1.19M
429K $262M
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
2.84K
+ 2.74%
$1.08M - $1.19M
107K $64.9M
Apr 10, 2023 Q1 2023
Lbmc Investment Advisors, LLC

BUY
 -
2.84K
+ 0.61%
$1.08M - $1.19M
471K $287M
Apr 26, 2023 Q1 2023
Zwj Investment Counsel Inc

BUY
 -
2.82K
+ 55.7%
$1.08M - $1.18M
7.89K $4.8M
May 03, 2023 Q1 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
2.81K
+ 75.88%
$1.07M - $1.18M
6.51K $3.97M
May 05, 2023 Q1 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
2.81K
+ 12.17%
$1.07M - $1.17M
25.9K $15.8M

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