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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
40+ 1.74% |
$15.2K - $16.7K
|
2.34K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
39+ 0.86% |
$14.9K - $16.3K
|
4.55K
$2.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
39+ 1.46% |
$14.9K - $16.3K
|
2.71K
$1.52M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
39+ 2.46% |
$14.9K - $16.3K
|
1.62K
$911K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
38+ 0.66% |
$14.5K - $15.9K
|
5.78K
$3.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
37+ 5.43% |
$14.1K - $15.5K
|
718
$403K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
37+ 2.78% |
$14.1K - $15.5K
|
1.37K
$769K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
37+ 1.68% |
$14.1K - $15.5K
|
2.24K
$1.25M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
37+ 14.57% |
$14.1K - $15.5K
|
291
$163K
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
36New |
$13.7K - $15.1K
|
36
$20.2K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 2.8% |
$13.7K - $15.1K
|
1.32K
$741K
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.48% |
$13.3K - $14.7K
|
2.4K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
34+ 0.8% |
$13K - $14.2K
|
4.28K
$2.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
33+ 0.21% |
$12.6K - $13.8K
|
15.4K
$8.67M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 1.01% |
$12.6K - $13.8K
|
3.3K
$1.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
32+ 3.16% |
$12.2K - $13.4K
|
1.04K
$586K
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
31+ 2.44% |
$11.8K - $13K
|
1.3K
$731K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
30+ 3.13% |
$11.4K - $12.6K
|
989
$555K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
29+ 0.5% |
$11.1K - $12.1K
|
5.8K
$3.26M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
29+ 0.32% |
$11.1K - $12.1K
|
9.1K
$5.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
28+ 0.63% |
$10.7K - $11.7K
|
4.48K
$2.52M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
26+ 2.04% |
$9.91K - $10.9K
|
1.3K
$730K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
BUY
|
- |
26+ 2.15% |
$9.91K - $10.9K
|
1.23K
$692K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
25+ 3.34% |
$9.53K - $10.5K
|
773
$434K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
25+ 0.37% |
$9.53K - $10.5K
|
6.83K
$3.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
24+ 0.13% |
$9.15K - $10K
|
19.1K
$10.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
24+ 0.4% |
$9.15K - $10K
|
6K
$3.37M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
24+ 0.77% |
$9.15K - $10K
|
3.15K
$1.77M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
24+ 2.99% |
$9.15K - $10K
|
827
$464K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
23+ 460.0% |
$8.77K - $9.63K
|
28
$15.7K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
23+ 0.15% |
$8.77K - $9.63K
|
15.9K
$8.91M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
23+ 4.52% |
$8.77K - $9.63K
|
532
$299K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22+ 2.22% |
$8.38K - $9.21K
|
1.01K
$569K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
21+ 0.19% |
$8K - $8.79K
|
11K
$6.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
21+ 0.88% |
$8K - $8.79K
|
2.4K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
20+ 0.09% |
$7.62K - $8.37K
|
22.1K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
20+ 1.02% |
$7.62K - $8.37K
|
1.98K
$1.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
19+ 1.61% |
$7.24K - $7.95K
|
1.2K
$675K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
19+ 0.69% |
$7.24K - $7.95K
|
2.77K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19+ 1.15% |
$7.24K - $7.95K
|
1.68K
$941K
|
|
|
May 15, 2023
Q1 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.05% |
$7.24K - $7.95K
|
35.1K
$19.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
18+ 3.54% |
$6.86K - $7.54K
|
526
$295K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
18+ 2.44% |
$6.86K - $7.54K
|
756
$424K
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
18+ 0.41% |
$6.86K - $7.54K
|
4.44K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
18+ 0.78% |
$6.86K - $7.54K
|
2.32K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
18+ 1.31% |
$6.86K - $7.54K
|
1.39K
$781K
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
17+ 2.55% |
$6.48K - $7.12K
|
683
$383K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
17New |
$6.48K - $7.12K
|
17
$9.55K
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
17+ 1.04% |
$6.48K - $7.12K
|
1.66K
$930K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
17+ 1.71% |
$6.48K - $7.12K
|
1.01K
$568K
|