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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-17- 1.57% |
$6.1K - $7.34K
|
1.07K
$725K
|
|
|
Oct 27, 2022
Q3 2022
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-18- 0.27% |
$6.46K - $7.78K
|
6.65K
$4.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-18- 0.14% |
$6.46K - $7.78K
|
12.9K
$8.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-18- 1.01% |
$6.46K - $7.78K
|
1.77K
$1.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-18- 0.33% |
$6.46K - $7.78K
|
5.48K
$3.72M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-19- 0.66% |
$6.81K - $8.21K
|
2.85K
$1.94M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-19- 4.66% |
$6.81K - $8.21K
|
389
$264K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-20- 0.2% |
$7.17K - $8.64K
|
10K
$6.82M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-20- 0.21% |
$7.17K - $8.64K
|
9.69K
$6.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-20- 0.51% |
$7.17K - $8.64K
|
3.86K
$2.62M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-20- 0.79% |
$7.17K - $8.64K
|
2.5K
$1.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-20- 0.15% |
$7.17K - $8.64K
|
13.3K
$9.01M
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-20- 0.75% |
$7.17K - $8.64K
|
2.65K
$1.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-20- 0.93% |
$7.17K - $8.64K
|
2.13K
$1.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-20- 2.14% |
$7.17K - $8.64K
|
913
$620K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-20- 1.06% |
$7.17K - $8.64K
|
1.87K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-20- 0.91% |
$7.17K - $8.64K
|
2.18K
$1.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-21- 0.28% |
$7.53K - $9.07K
|
7.58K
$5.14M
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-23- 8.19% |
$8.25K - $9.94K
|
258
$175K
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-23- 0.07% |
$8.25K - $9.94K
|
32K
$21.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-23- 0.38% |
$8.25K - $9.94K
|
5.98K
$4.06M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-23- 0.11% |
$8.25K - $9.94K
|
20.1K
$13.6M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-23- 1.09% |
$8.25K - $9.94K
|
2.08K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-23- 1.32% |
$8.25K - $9.94K
|
1.72K
$1.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-24- 0.96% |
$8.61K - $10.4K
|
2.47K
$1.68M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-24- 0.95% |
$8.61K - $10.4K
|
2.51K
$1.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-25- 1.55% |
$8.97K - $10.8K
|
1.58K
$1.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-25- 3.32% |
$8.97K - $10.8K
|
729
$495K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 0.6% |
$8.97K - $10.8K
|
4.11K
$2.79M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-26- 0.27% |
$9.32K - $11.2K
|
9.58K
$6.5M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-27- 1.9% |
$9.68K - $11.7K
|
1.4K
$947K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-27- 3.44% |
$9.68K - $11.7K
|
757
$514K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-28- 0.28% |
$10K - $12.1K
|
10.1K
$6.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 1.27% |
$10.4K - $12.5K
|
2.25K
$1.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-29- 0.04% |
$10.4K - $12.5K
|
77K
$52.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 0.83% |
$11.1K - $13.4K
|
3.7K
$2.51M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-31- 2.11% |
$11.1K - $13.4K
|
1.44K
$976K
|
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-31- 58.49% |
$11.1K - $13.4K
|
22
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-31- 0.19% |
$11.1K - $13.4K
|
16.1K
$10.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
SELL
|
- |
-32- 1.17% |
$11.5K - $13.8K
|
2.71K
$1.84M
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-32- 1.79% |
$11.5K - $13.8K
|
1.76K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-33- 0.48% |
$11.8K - $14.3K
|
6.8K
$4.62M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-33- 0.68% |
$11.8K - $14.3K
|
4.83K
$3.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.63% |
$12.2K - $14.7K
|
2.05K
$1.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-34- 2.02% |
$12.2K - $14.7K
|
1.65K
$1.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-34- 37.36% |
$12.2K - $14.7K
|
57
$38.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-35- 0.86% |
$12.6K - $15.1K
|
4.05K
$2.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-35- 0.44% |
$12.6K - $15.1K
|
7.99K
$5.42M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.63% |
$12.6K - $15.1K
|
2.12K
$1.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-35- 0.6% |
$12.6K - $15.1K
|
5.81K
$3.95M
|