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 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-772- 51.85% |
$294K - $323K
|
717
$401K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-773- 9.94% |
$295K - $324K
|
7K
$3.91M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-783- 60.37% |
$298K - $328K
|
514
$287K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-789- 0.66% |
$301K - $330K
|
119K
$66.4M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-789- 3.1% |
$301K - $330K
|
24.7K
$13.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-806- 31.01% |
$307K - $337K
|
1.79K
$1M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-809- 14.81% |
$308K - $339K
|
4.66K
$2.6M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-820- 4.95% |
$313K - $343K
|
15.7K
$8.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-823- 0.8% |
$314K - $345K
|
103K
$57.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-831- 53.37% |
$317K - $348K
|
726
$406K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-831- 12.16% |
$317K - $348K
|
6K
$3.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-832- 31.91% |
$317K - $348K
|
1.78K
$992K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-840- 1.39% |
$320K - $352K
|
59.6K
$33.3M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-847- 2.79% |
$323K - $355K
|
29.5K
$16.5M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-848- 20.52% |
$323K - $355K
|
3.28K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-853- 44.15% |
$325K - $357K
|
1.08K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-854- 58.98% |
$325K - $358K
|
594
$332K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-857- 1.78% |
$327K - $359K
|
47.4K
$26.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-858- 6.93% |
$327K - $359K
|
11.5K
$6.44M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-859- 17.4% |
$327K - $360K
|
4.08K
$2.28M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-860- 15.07% |
$328K - $360K
|
4.85K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-867- 8.71% |
$330K - $363K
|
9.09K
$5.08M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-879- 6.24% |
$335K - $368K
|
13.2K
$7.37M
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-880- 2.4% |
$335K - $368K
|
35.7K
$20M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-881- 8.84% |
$336K - $369K
|
9.08K
$5.07M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-882- 2.21% |
$336K - $369K
|
39K
$21.8M
|
|
|
May 02, 2023
Q1 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-885- 0.23% |
$337K - $371K
|
387K
$216M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-885- 21.29% |
$337K - $371K
|
3.27K
$1.83M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-886- 15.66% |
$338K - $371K
|
4.77K
$2.67M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-897- 1.16% |
$342K - $376K
|
76.4K
$42.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-898- 0.87% |
$342K - $376K
|
103K
$57.4M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-926- 3.07% |
$353K - $388K
|
29.2K
$16.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-930- 7.57% |
$354K - $389K
|
11.4K
$6.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-931- 35.9% |
$355K - $390K
|
1.66K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-934- 1.46% |
$356K - $391K
|
63.1K
$35.3M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-935- 2.06% |
$356K - $391K
|
44.5K
$24.9M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-950- 6.2% |
$362K - $398K
|
14.4K
$8.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-992- 13.86% |
$378K - $415K
|
6.16K
$3.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 1.79% |
$381K - $419K
|
54.9K
$30.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-1K- 6.78% |
$383K - $420K
|
13.8K
$7.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-1.01K- 1.47% |
$384K - $422K
|
67.3K
$37.6M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.01K- 12.3% |
$384K - $422K
|
7.18K
$4.01M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.01K- 20.63% |
$386K - $424K
|
3.89K
$2.17M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.02K- 3.03% |
$387K - $425K
|
32.5K
$18.1M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.02KClosed |
$389K - $427K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.03K- 4.81% |
$391K - $430K
|
20.3K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.03K- 6.57% |
$394K - $433K
|
14.7K
$8.21M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.05K- 32.15% |
$398K - $437K
|
2.21K
$1.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.06K- 39.17% |
$403K - $443K
|
1.64K
$918K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.06K- 19.11% |
$405K - $445K
|
4.5K
$2.51M
|