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 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6+ 0.24% |
$2.29K - $2.51K
|
2.47K
$1.39M
|
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
6+ 0.04% |
$2.29K - $2.51K
|
16.2K
$9.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.23% |
$1.91K - $2.09K
|
2.16K
$1.21M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5+ 0.42% |
$1.91K - $2.09K
|
1.18K
$664K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5+ 0.4% |
$1.91K - $2.09K
|
1.26K
$705K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
5+ 0.93% |
$1.91K - $2.09K
|
541
$304K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.32% |
$1.91K - $2.09K
|
1.59K
$894K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5New |
$1.91K - $2.09K
|
5
$2.81K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
5+ 0.07% |
$1.91K - $2.09K
|
6.68K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.58% |
$1.91K - $2.09K
|
864
$485K
|
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5+ 1.54% |
$1.91K - $2.09K
|
330
$185K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.22% |
$1.91K - $2.09K
|
2.29K
$1.29M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5+ 0.17% |
$1.91K - $2.09K
|
3.01K
$1.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4+ 0.38% |
$1.52K - $1.67K
|
1.06K
$596K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$1.52K - $1.67K
|
5.12K
$2.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4+ 0.13% |
$1.52K - $1.67K
|
3.02K
$1.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.08% |
$1.52K - $1.67K
|
4.72K
$2.65M
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
4+ 0.24% |
$1.52K - $1.67K
|
1.66K
$930K
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4+ 1.59% |
$1.52K - $1.67K
|
256
$144K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.17% |
$1.14K - $1.26K
|
1.77K
$993K
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.21% |
$1.14K - $1.26K
|
1.46K
$818K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.46% |
$1.14K - $1.26K
|
654
$367K
|
|
|
Apr 24, 2023
Q1 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.19% |
$1.14K - $1.26K
|
1.55K
$871K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.14K - $1.26K
|
2.84K
$1.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.07% |
$1.14K - $1.26K
|
4.14K
$2.32M
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
BUY
|
- |
3+ 0.02% |
$1.14K - $1.26K
|
12.5K
$7.01M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.45% |
$1.14K - $1.26K
|
677
$380K
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.23% |
$1.14K - $1.26K
|
1.33K
$745K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$1.14K - $1.26K
|
4.45K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.06% |
$1.14K - $1.26K
|
5.33K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.39% |
$1.14K - $1.26K
|
778
$437K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.34% |
$1.14K - $1.26K
|
884
$496K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
3+ 0.36% |
$1.14K - $1.26K
|
829
$465K
|
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
3+ 0.76% |
$1.14K - $1.26K
|
398
$223K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.12% |
$762 - $837
|
1.61K
$903K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.06% |
$762 - $837
|
3.52K
$1.98M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.37% |
$762 - $837
|
547
$307K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2+ 0.1% |
$762 - $837
|
2.09K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.26% |
$762 - $837
|
757
$425K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2+ 0.09% |
$762 - $837
|
2.13K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2+ 0.06% |
$762 - $837
|
3.51K
$1.97M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.3% |
$762 - $837
|
659
$370K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2+ 0.14% |
$762 - $837
|
1.46K
$818K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2+ 0.1% |
$762 - $837
|
1.91K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2+ 0.14% |
$762 - $837
|
1.47K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.3% |
$762 - $837
|
664
$373K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2+ 0.02% |
$762 - $837
|
11.1K
$6.25M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
1+ 1.75% |
$381 - $419
|
58
$32.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
1+ 0.05% |
$381 - $419
|
2.09K
$1.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.11% |
$381 - $419
|
943
$529K
|