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 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-10.2K- 6.69% |
$3.9M - $4.29M
|
143K
$79.9M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-10.3K- 20.09% |
$3.91M - $4.3M
|
40.8K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.4K- 2.87% |
$3.96M - $4.35M
|
352K
$197M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-10.6K- 11.08% |
$4.03M - $4.43M
|
84.9K
$47.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-10.6K- 36.97% |
$4.04M - $4.44M
|
18.1K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-10.7K- 93.19% |
$4.1M - $4.5M
|
785
$439K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 3.65% |
$4.11M - $4.52M
|
285K
$159M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-10.8K- 78.31% |
$4.12M - $4.53M
|
2.99K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10.8K- 12.7% |
$4.13M - $4.53M
|
74.5K
$41.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.9K- 28.54% |
$4.17M - $4.58M
|
27.4K
$15.3M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.1K- 8.54% |
$4.22M - $4.63M
|
118K
$66.1M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.1K- 5.8% |
$4.22M - $4.63M
|
180K
$100M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-11.2K- 40.33% |
$4.28M - $4.7M
|
16.6K
$9.28M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.2K- 11.27% |
$4.28M - $4.7M
|
88.4K
$49.4M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-11.2K- 0.93% |
$4.28M - $4.7M
|
1.2M
$671M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-11.5K- 70.48% |
$4.4M - $4.83M
|
4.84K
$2.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11.7K- 5.17% |
$4.44M - $4.88M
|
214K
$119M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-11.8K- 8.16% |
$4.48M - $4.92M
|
132K
$73.9M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.8K- 11.01% |
$4.49M - $4.94M
|
95.3K
$53.2M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.9K- 7.28% |
$4.54M - $4.99M
|
152K
$84.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-12.1K- 43.76% |
$4.62M - $5.07M
|
15.6K
$8.7M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-12.2K- 42.21% |
$4.63M - $5.09M
|
16.6K
$9.3M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-12.4K- 85.07% |
$4.73M - $5.2M
|
2.18K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-12.5K- 16.57% |
$4.75M - $5.22M
|
62.7K
$35M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-12.5K- 9.3% |
$4.78M - $5.25M
|
122K
$68.3M
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
SELL
|
- |
-12.6K- 1.71% |
$4.79M - $5.27M
|
725K
$405M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-12.6K- 6.62% |
$4.8M - $5.27M
|
177K
$99.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-12.8K- 45.27% |
$4.89M - $5.38M
|
15.5K
$8.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-13K- 13.29% |
$4.94M - $5.42M
|
84.5K
$47.2M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-13.1K- 73.45% |
$4.98M - $5.47M
|
4.73K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-13.2K- 22.28% |
$5.05M - $5.54M
|
46.2K
$25.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-13.2K- 59.46% |
$5.05M - $5.55M
|
9.03K
$5.04M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-13.4K- 40.43% |
$5.11M - $5.62M
|
19.8K
$11M
|
|
|
May 08, 2023
Q1 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-13.7K- 88.52% |
$5.24M - $5.75M
|
1.78K
$995K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-14K- 13.41% |
$5.33M - $5.86M
|
90.4K
$50.5M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-14.1K- 13.58% |
$5.36M - $5.89M
|
89.5K
$50M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-14.5K- 65.86% |
$5.54M - $6.08M
|
7.53K
$4.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-15.3K- 8.86% |
$5.83M - $6.41M
|
157K
$88M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-15.3KClosed |
$5.84M - $6.41M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-15.7K- 46.62% |
$5.99M - $6.58M
|
18K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-16K- 37.65% |
$6.1M - $6.7M
|
26.5K
$14.8M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-16.2K- 66.42% |
$6.16M - $6.76M
|
8.17K
$4.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-16.6K- 44.53% |
$6.34M - $6.96M
|
20.7K
$11.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-16.7K- 3.03% |
$6.38M - $7.01M
|
536K
$300M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17.2K- 98.85% |
$6.55M - $7.2M
|
200
$112K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-17.4K- 73.6% |
$6.61M - $7.26M
|
6.22K
$3.48M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-17.4K- 73.11% |
$6.62M - $7.28M
|
6.39K
$3.57M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.5K- 13.81% |
$6.67M - $7.33M
|
109K
$61M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-17.6K- 16.57% |
$6.71M - $7.37M
|
88.7K
$49.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-17.6K- 20.73% |
$6.72M - $7.38M
|
67.4K
$37.7M
|