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 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.64K- 5.05% |
$1.01M - $1.1M
|
49.6K
$27.7M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-2.65K- 49.98% |
$1.01M - $1.11M
|
2.65K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.67K- 9.76% |
$1.02M - $1.12M
|
24.6K
$13.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.75K- 3.94% |
$1.05M - $1.15M
|
67.1K
$37.5M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.87K- 9.28% |
$1.09M - $1.2M
|
28.1K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.88K- 7.11% |
$1.1M - $1.2M
|
37.6K
$21M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.91K- 16.92% |
$1.11M - $1.22M
|
14.3K
$7.98M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.93K- 33.15% |
$1.12M - $1.23M
|
5.9K
$3.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.96K- 2.05% |
$1.13M - $1.24M
|
141K
$79M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 5.83% |
$1.13M - $1.24M
|
48K
$26.8M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-3.02K- 99.9% |
$1.15M - $1.27M
|
3
$1.68K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.03K- 2.85% |
$1.15M - $1.27M
|
103K
$57.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-3.06K- 2.34% |
$1.17M - $1.28M
|
127K
$71.2M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-3.17K- 85.21% |
$1.21M - $1.33M
|
550
$307K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.2K- 16.07% |
$1.22M - $1.34M
|
16.7K
$9.34M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.21K- 12.42% |
$1.22M - $1.34M
|
22.6K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-3.25K- 5.84% |
$1.24M - $1.36M
|
52.5K
$29.3M
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.28K- 85.73% |
$1.25M - $1.37M
|
546
$305K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.28K- 4.46% |
$1.25M - $1.37M
|
70.4K
$39.3M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.29K- 4.83% |
$1.25M - $1.38M
|
64.9K
$36.2M
|
|
|
May 12, 2023
Q1 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-3.3K- 8.75% |
$1.26M - $1.38M
|
34.4K
$19.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.3K- 2.13% |
$1.26M - $1.38M
|
152K
$84.8M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-3.35K- 5.07% |
$1.28M - $1.4M
|
62.7K
$35M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-3.35K- 5.09% |
$1.28M - $1.4M
|
62.5K
$34.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.43K- 2.41% |
$1.31M - $1.44M
|
139K
$77.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-3.44K- 26.77% |
$1.31M - $1.44M
|
9.4K
$5.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.45K- 54.25% |
$1.31M - $1.44M
|
2.91K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-3.48K- 8.52% |
$1.33M - $1.46M
|
37.4K
$20.9M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.55K- 7.62% |
$1.35M - $1.48M
|
43K
$24M
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-3.56K- 1.49% |
$1.36M - $1.49M
|
236K
$132M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-3.6K- 2.55% |
$1.37M - $1.51M
|
137K
$76.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.62K- 38.17% |
$1.38M - $1.52M
|
5.87K
$3.28M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.64K- 7.72% |
$1.39M - $1.52M
|
43.5K
$24.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.67K- 9.18% |
$1.4M - $1.54M
|
36.3K
$20.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.69K- 3.73% |
$1.41M - $1.54M
|
95.2K
$53.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.7K- 11.98% |
$1.41M - $1.55M
|
27.2K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.7K- 21.26% |
$1.41M - $1.55M
|
13.7K
$7.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-3.71K- 4.56% |
$1.41M - $1.55M
|
77.6K
$43.4M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-3.72K- 28.96% |
$1.42M - $1.56M
|
9.13K
$5.1M
|
|
|
May 15, 2023
Q1 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-3.77K- 2.25% |
$1.44M - $1.58M
|
163K
$91.3M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-3.81K- 11.63% |
$1.45M - $1.59M
|
28.9K
$16.1M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.91K- 6.11% |
$1.49M - $1.64M
|
60K
$33.5M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-3.92K- 14.52% |
$1.49M - $1.64M
|
23.1K
$12.9M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.95K- 3.89% |
$1.51M - $1.65M
|
97.5K
$54.5M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-3.98K- 26.01% |
$1.51M - $1.66M
|
11.3K
$6.32M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.02K- 61.56% |
$1.53M - $1.68M
|
2.51K
$1.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.06K- 8.02% |
$1.55M - $1.7M
|
46.6K
$26M
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-4.07K- 8.4% |
$1.55M - $1.7M
|
44.4K
$24.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4.11K- 36.14% |
$1.57M - $1.72M
|
7.26K
$4.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.12K- 16.63% |
$1.57M - $1.72M
|
20.6K
$11.5M
|