Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2+ 0.05% |
$717 - $864
|
3.65K
$2.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.09% |
$717 - $864
|
2.29K
$1.55M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2+ 0.1% |
$717 - $864
|
1.98K
$1.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.27% |
$717 - $864
|
741
$503K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.08% |
$717 - $864
|
187
$127K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.09% |
$717 - $864
|
2.32K
$1.57M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.3% |
$717 - $864
|
676
$459K
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1+ 0.08% |
$359 - $432
|
1.28K
$866K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.17% |
$359 - $432
|
605
$411K
|
|
|
Oct 24, 2022
Q3 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.0% |
$359 - $432
|
48K
$32.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.03% |
$359 - $432
|
3.97K
$2.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$359 - $432
|
6.5K
$4.41M
|
|
|
Nov 08, 2022
Q3 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
1+ 0.16% |
$359 - $432
|
640
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$359 - $432
|
7.06K
$4.79M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-1- 0.15% |
$359 - $432
|
645
$438K
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 0.23% |
$359 - $432
|
443
$301K
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-1- 0.04% |
$359 - $432
|
2.63K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1- 0.02% |
$359 - $432
|
5.32K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1- -0.0% |
$359 - $432
|
59.3K
$40.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-1- -0.0% |
$359 - $432
|
2.59M
$1.76B
|
|
|
Nov 14, 2022
Q3 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1- 0.01% |
$359 - $432
|
10.1K
$6.86M
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1- 0.01% |
$359 - $432
|
17.9K
$12.2M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-2- 0.04% |
$717 - $864
|
5.38K
$3.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-2- 0.17% |
$717 - $864
|
1.2K
$816K
|
|
|
Oct 18, 2022
Q3 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2- 0.29% |
$717 - $864
|
687
$466K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-2- 0.1% |
$717 - $864
|
2.03K
$1.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2- 0.15% |
$717 - $864
|
1.32K
$895K
|
|
|
Nov 14, 2022
Q3 2022
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-2- 0.12% |
$717 - $864
|
1.61K
$1.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Brown Financial Advisory
|
SELL
|
- |
-3- 0.11% |
$1.08K - $1.3K
|
2.75K
$1.87M
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-3- 0.01% |
$1.08K - $1.3K
|
32.2K
$21.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3- 0.18% |
$1.08K - $1.3K
|
1.63K
$1.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-3- -0.0% |
$1.08K - $1.3K
|
75.8K
$51.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-3- 0.92% |
$1.08K - $1.3K
|
324
$220K
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-3- 0.07% |
$1.08K - $1.3K
|
4.56K
$3.1M
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-3- 0.05% |
$1.08K - $1.3K
|
6.02K
$4.09M
|
|
|
Oct 26, 2022
Q3 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-4- 0.33% |
$1.43K - $1.73K
|
1.22K
$831K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-4- 0.28% |
$1.43K - $1.73K
|
1.42K
$961K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4- 0.06% |
$1.43K - $1.73K
|
6.26K
$4.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-5- 0.58% |
$1.79K - $2.16K
|
864
$586K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-5- 0.33% |
$1.79K - $2.16K
|
1.5K
$1.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5- 0.07% |
$1.79K - $2.16K
|
7.01K
$4.76M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5- 0.08% |
$1.79K - $2.16K
|
6.3K
$4.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-5- 0.33% |
$1.79K - $2.16K
|
1.51K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-5- 0.31% |
$1.79K - $2.16K
|
1.59K
$1.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-5- 0.08% |
$1.79K - $2.16K
|
6.38K
$4.33M
|
|
|
Aug 27, 2025
Q3 2022
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-5- 0.21% |
$1.79K - $2.16K
|
2.36K
$1.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-6- 0.02% |
$2.15K - $2.59K
|
26.8K
$18.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$2.15K - $2.59K
|
4.18K
$2.84M
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
SELL
|
- |
-6- 0.23% |
$2.15K - $2.59K
|
2.64K
$1.79M
|