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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-20- 2.81% |
$7.62K - $8.37K
|
693
$389K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-20- 3.41% |
$7.62K - $8.37K
|
566
$318K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$7.62K - $8.37K
|
4.14K
$2.33M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-20- 0.1% |
$7.62K - $8.37K
|
20.6K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 1.34% |
$7.62K - $8.37K
|
1.48K
$829K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-20- 2.45% |
$7.62K - $8.37K
|
797
$447K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-20- 0.35% |
$7.62K - $8.37K
|
5.67K
$3.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-21- 1.38% |
$8K - $8.79K
|
1.5K
$840K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-22- 0.62% |
$8.38K - $9.21K
|
3.52K
$1.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-22- 4.3% |
$8.38K - $9.21K
|
490
$275K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22- 13.92% |
$8.38K - $9.21K
|
136
$76.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-23- 0.05% |
$8.77K - $9.63K
|
42.5K
$23.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-23- 0.69% |
$8.77K - $9.63K
|
3.32K
$1.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-23- 0.08% |
$8.77K - $9.63K
|
30.3K
$17M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-23- 0.55% |
$8.77K - $9.63K
|
4.18K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-23- 3.31% |
$8.77K - $9.63K
|
671
$377K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-23- 0.61% |
$8.77K - $9.63K
|
3.76K
$2.11M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-24- 0.31% |
$9.15K - $10K
|
7.65K
$4.29M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-24- 2.5% |
$9.15K - $10K
|
937
$526K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-25- 0.47% |
$9.53K - $10.5K
|
5.24K
$2.94M
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-25- 3.12% |
$9.53K - $10.5K
|
777
$436K
|
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-25- 3.9% |
$9.53K - $10.5K
|
616
$346K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 0.93% |
$9.53K - $10.5K
|
2.68K
$1.5M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-25- 1.95% |
$9.53K - $10.5K
|
1.26K
$706K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-26- 1.09% |
$9.91K - $10.9K
|
2.36K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-26- 1.32% |
$9.91K - $10.9K
|
1.94K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-26- 2.21% |
$9.91K - $10.9K
|
1.15K
$646K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-27- 0.47% |
$10.3K - $11.3K
|
5.68K
$3.19M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-27- 2.49% |
$10.3K - $11.3K
|
1.06K
$595K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-27- 0.35% |
$10.3K - $11.3K
|
7.78K
$4.37M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.8% |
$10.3K - $11.3K
|
3.35K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-27- 0.29% |
$10.3K - $11.3K
|
9.34K
$5.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-28- 1.7% |
$10.7K - $11.7K
|
1.62K
$909K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-28- 1.16% |
$10.7K - $11.7K
|
2.39K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-28- 15.47% |
$10.7K - $11.7K
|
153
$85.9K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-28- 0.11% |
$10.7K - $11.7K
|
25.5K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-28- 0.95% |
$10.7K - $11.7K
|
2.92K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-28- 3.33% |
$10.7K - $11.7K
|
813
$456K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-28- 4.47% |
$10.7K - $11.7K
|
598
$336K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28- 0.08% |
$10.7K - $11.7K
|
36.9K
$20.7M
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-28- 0.45% |
$10.7K - $11.7K
|
6.2K
$3.48M
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-28- 0.45% |
$10.7K - $11.7K
|
6.2K
$3.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-29- 1.79% |
$11.1K - $12.1K
|
1.59K
$893K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-30- 0.54% |
$11.4K - $12.6K
|
5.5K
$3.09M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-30- 2.11% |
$11.4K - $12.6K
|
1.39K
$782K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-31- 0.88% |
$11.8K - $13K
|
3.51K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-31- 2.0% |
$11.8K - $13K
|
1.52K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-31- 0.8% |
$11.8K - $13K
|
3.82K
$2.15M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-32- 2.17% |
$12.2K - $13.4K
|
1.44K
$809K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-32- 0.55% |
$12.2K - $13.4K
|
5.82K
$3.27M
|