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
Apr 13, 2023 Q1 2023
Weatherly Asset Management L. P.

BUY
 -
114
+ 3.28%
$43.4K - $47.7K
3.59K $2.02M
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
114
+ 13.26%
$43.4K - $47.7K
974 $547K
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
114
+ 9.9%
$43.4K - $47.7K
1.27K $711K
May 10, 2023 Q1 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
110
+ 1.12%
$41.9K - $46.1K
9.94K $5.58M
May 09, 2023 Q1 2023
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
109
+ 12.81%
$41.5K - $45.6K
960 $539K
May 10, 2023 Q1 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
107
+ 5.31%
$40.8K - $44.8K
2.12K $1.19M
Apr 06, 2023 Q1 2023
Taylor & Morgan Wealth Management, LLC

BUY
 -
106
+ 0.4%
$40.4K - $44.4K
26.5K $14.9M
Apr 14, 2023 Q1 2023
Wealth Management Partners, LLC

BUY
 -
106
+ 0.53%
$40.4K - $44.4K
20.1K $11.3M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
105
New
$40K - $44K
105 $59K
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
105
+ 1.61%
$40K - $44K
6.63K $3.72M
Apr 26, 2023 Q1 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
102
+ 2.69%
$38.9K - $42.7K
3.89K $2.19M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
102
+ 2.2%
$38.9K - $42.7K
4.74K $2.66M
May 08, 2023 Q1 2023
Mitchell Capital Management CO

BUY
 -
101
+ 1.18%
$38.5K - $42.3K
8.66K $4.86M
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
101
+ 1.87%
$38.5K - $42.3K
5.5K $3.09M
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
101
+ 0.28%
$38.5K - $42.3K
36.2K $20.3M
Apr 24, 2023 Q1 2023
Toth Financial Advisory Corp

BUY
 -
100
+ 24.63%
$38.1K - $41.9K
506 $284K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
100
New
$38.1K - $41.9K
100 $56.1K
Apr 13, 2023 Q1 2023
Webster Bank, N. A.

BUY
 -
99
+ 0.42%
$37.7K - $41.4K
23.6K $13.3M
May 04, 2023 Q1 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
99
+ 2.03%
$37.7K - $41.4K
4.97K $2.79M
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
99
+ 6.33%
$37.7K - $41.4K
1.66K $934K
May 10, 2023 Q1 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
98
+ 1.68%
$37.4K - $41K
5.93K $3.33M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
97
+ 2.14%
$37K - $40.6K
4.62K $2.6M
Apr 21, 2023 Q1 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
96
+ 15.71%
$36.6K - $40.2K
707 $397K
Apr 18, 2023 Q1 2023
Rodgers & Associates, LTD

BUY
 -
95
+ 3.76%
$36.2K - $39.8K
2.62K $1.47M
Apr 24, 2023 Q1 2023
Stegner Investment Associates Inc.

BUY
 -
95
+ 1.21%
$36.2K - $39.8K
7.93K $4.45M
May 12, 2023 Q1 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
95
+ 1.26%
$36.2K - $39.8K
7.61K $4.28M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
94
+ 15.56%
$35.8K - $39.4K
698 $392K
May 03, 2023 Q1 2023
Better Money Decisions, LLC

BUY
 -
93
+ 8.5%
$35.4K - $38.9K
1.19K $666K
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
92
+ 8.27%
$35.1K - $38.5K
1.21K $677K
Apr 20, 2023 Q1 2023
Tompkins Financial Corp

BUY
 -
91
+ 2.7%
$34.7K - $38.1K
3.47K $1.95M
May 11, 2023 Q1 2023
Shilanski & Associates, Inc.

BUY
 -
91
+ 2.55%
$34.7K - $38.1K
3.66K $2.06M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
91
+ 910.0%
$34.7K - $38.1K
101 $56.7K
Apr 19, 2023 Q1 2023
Mcdonald Partners LLC

BUY
 -
89
+ 8.94%
$33.9K - $37.3K
1.08K $609K
Apr 21, 2023 Q1 2023
Traynor Capital Management, Inc.

BUY
 -
89
+ 1.88%
$33.9K - $37.3K
4.82K $2.71M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
88
+ 1.94%
$33.5K - $36.8K
4.61K $2.59M
Apr 25, 2023 Q1 2023
Patten & Patten Inc

BUY
 -
87
+ 2.18%
$33.2K - $36.4K
4.07K $2.28M
May 09, 2023 Q1 2023
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
86
+ 4.7%
$32.8K - $36K
1.92K $1.08M
May 09, 2023 Q1 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
86
+ 7.0%
$32.8K - $36K
1.31K $738K
May 08, 2023 Q1 2023
O'Brien Wealth Partners LLC

BUY
 -
85
+ 8.33%
$32.4K - $35.6K
1.11K $621K
Apr 04, 2023 Q1 2023
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
84
+ 0.19%
$32K - $35.2K
43.6K $24.5M
Apr 04, 2023 Q1 2023
Platform Technology Partners

BUY
 -
83
+ 1.79%
$31.6K - $34.7K
4.72K $2.65M
Apr 06, 2023 Q1 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
82
+ 6.44%
$31.3K - $34.3K
1.36K $761K
May 12, 2023 Q1 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
80
+ 4.4%
$30.5K - $33.5K
1.9K $1.07M
May 02, 2023 Q1 2023
Endurance Wealth Management, Inc.

BUY
 -
79
+ 0.73%
$30.1K - $33.1K
10.9K $6.1M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
79
+ 0.06%
$30.1K - $33.1K
130K $73M
Apr 24, 2023 Q1 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
78
+ 1.33%
$29.7K - $32.7K
5.94K $3.34M
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
78
+ 6.39%
$29.7K - $32.7K
1.3K $729K
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
77
+ 4.52%
$29.3K - $32.2K
1.78K $1M
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
76
+ 1.35%
$29K - $31.8K
5.72K $3.21M

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