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 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-50- 1.74% |
$19.1K - $20.9K
|
2.82K
$1.58M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-51- 3.45% |
$19.4K - $21.4K
|
1.43K
$802K
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-51- 1.36% |
$19.4K - $21.4K
|
3.71K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-51- 0.76% |
$19.4K - $21.4K
|
6.67K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-51- 1.96% |
$19.4K - $21.4K
|
2.55K
$1.43M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-51- 5.7% |
$19.4K - $21.4K
|
843
$473K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-52- 4.66% |
$19.8K - $21.8K
|
1.06K
$597K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-53- 4.09% |
$20.2K - $22.2K
|
1.24K
$698K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-54- 8.33% |
$20.6K - $22.6K
|
594
$334K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-55- 0.55% |
$21K - $23K
|
10K
$5.62M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-55- 1.74% |
$21K - $23K
|
3.11K
$1.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-56- 0.49% |
$21.3K - $23.4K
|
11.4K
$6.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-56- 1.84% |
$21.3K - $23.4K
|
2.99K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-56- 2.59% |
$21.3K - $23.4K
|
2.11K
$1.18M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-57- 3.0% |
$21.7K - $23.9K
|
1.84K
$1.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-57- 0.64% |
$21.7K - $23.9K
|
8.79K
$4.94M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-57- 0.46% |
$21.7K - $23.9K
|
12.2K
$6.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
SELL
|
- |
-58- 4.31% |
$22.1K - $24.3K
|
1.29K
$723K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-58- 1.37% |
$22.1K - $24.3K
|
4.18K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-58- 0.16% |
$22.1K - $24.3K
|
36.4K
$20.5M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-59- 0.38% |
$22.5K - $24.7K
|
15.7K
$8.8M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-61- 7.84% |
$23.2K - $25.5K
|
717
$403K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-61- 3.38% |
$23.2K - $25.5K
|
1.75K
$980K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-62- 1.66% |
$23.6K - $26K
|
3.67K
$2.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-63- 3.85% |
$24K - $26.4K
|
1.57K
$884K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-63- 9.36% |
$24K - $26.4K
|
610
$343K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-64- 0.18% |
$24.4K - $26.8K
|
34.6K
$19.4M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-64- 3.6% |
$24.4K - $26.8K
|
1.72K
$963K
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-65- 4.3% |
$24.8K - $27.2K
|
1.45K
$812K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-65- 0.79% |
$24.8K - $27.2K
|
8.21K
$4.61M
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-65- 4.22% |
$24.8K - $27.2K
|
1.48K
$829K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-65Closed |
$24.8K - $27.2K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-66- 2.48% |
$25.2K - $27.6K
|
2.59K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-66- 2.61% |
$25.2K - $27.6K
|
2.46K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-66- 0.25% |
$25.2K - $27.6K
|
25.9K
$14.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-68- 11.85% |
$25.9K - $28.5K
|
506
$284K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-68- 1.3% |
$25.9K - $28.5K
|
5.15K
$2.89M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-69- 0.56% |
$26.3K - $28.9K
|
12.2K
$6.87M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-70- 4.47% |
$26.7K - $29.3K
|
1.5K
$841K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-70- 0.71% |
$26.7K - $29.3K
|
9.84K
$5.53M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-70- 0.22% |
$26.7K - $29.3K
|
32.3K
$18.1M
|
|
|
May 02, 2023
Q1 2023
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-70- 1.05% |
$26.7K - $29.3K
|
6.58K
$3.69M
|
|
|
May 17, 2023
Q1 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-70- 1.03% |
$26.7K - $29.3K
|
6.74K
$3.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-71- 5.43% |
$27.1K - $29.7K
|
1.24K
$695K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-72- 1.78% |
$27.4K - $30.1K
|
3.98K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-72- 0.08% |
$27.4K - $30.1K
|
90.3K
$50.7M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-72- 2.6% |
$27.4K - $30.1K
|
2.7K
$1.51M
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-73- 3.96% |
$27.8K - $30.6K
|
1.77K
$994K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-73- 2.31% |
$27.8K - $30.6K
|
3.09K
$1.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-73- 41.01% |
$27.8K - $30.6K
|
105
$59K
|