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 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-140K- 73.42% |
$53.5M - $58.8M
|
50.9K
$28.4M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-151K- 12.15% |
$57.5M - $63.1M
|
1.09M
$609M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-168K- 12.25% |
$64M - $70.3M
|
1.2M
$672M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-182K- 42.75% |
$69.2M - $76.1M
|
243K
$136M
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-236K- 11.42% |
$89.9M - $98.7M
|
1.83M
$1.02B
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-238K- 1.44% |
$90.9M - $99.8M
|
16.3M
$9.09B
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-245K- 99.6% |
$93.5M - $103M
|
996
$556K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-246K- 32.45% |
$93.7M - $103M
|
512K
$286M
|
|
|
May 16, 2024
Q1 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-285KClosed |
$109M - $119M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-381K- 32.39% |
$145M - $160M
|
796K
$445M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-392K- 3.19% |
$149M - $164M
|
11.9M
$6.64B
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-416K- 85.49% |
$159M - $174M
|
70.6K
$39.4M
|
|
|
May 12, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-629K- 52.69% |
$240M - $263M
|
565K
$315M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-659K- 37.28% |
$251M - $276M
|
1.11M
$619M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-670K- 6.71% |
$255M - $281M
|
9.32M
$5.21B
|
|
|
Apr 28, 2023
Q1 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-779K- 17.81% |
$297M - $326M
|
3.6M
$2.01B
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-879K- 10.0% |
$335M - $368M
|
7.91M
$4.42B
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-947K- 3.38% |
$361M - $396M
|
27M
$15.1B
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.08M- 98.53% |
$412M - $453M
|
16.1K
$9M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.09M- 80.7% |
$415M - $456M
|
261K
$146M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.67M- 3.63% |
$1.02B - $1.12B
|
70.9M
$39.6B
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.87M- 29.49% |
$3B - $3.29B
|
18.8M
$10.5B
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-11.4M- 99.76% |
$4.34B - $4.77B
|
27.8K
$15.5M
|