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 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-21- 0.28% |
$7.53K - $9.07K
|
7.58K
$4.53M
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-23- 8.19% |
$8.25K - $9.94K
|
258
$154K
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-23- 0.07% |
$8.25K - $9.94K
|
32K
$19.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-23- 0.38% |
$8.25K - $9.94K
|
5.98K
$3.57M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-23- 0.11% |
$8.25K - $9.94K
|
20.1K
$12M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-23- 1.09% |
$8.25K - $9.94K
|
2.08K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-23- 1.32% |
$8.25K - $9.94K
|
1.72K
$1.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-24- 0.96% |
$8.61K - $10.4K
|
2.47K
$1.48M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-24- 0.95% |
$8.61K - $10.4K
|
2.51K
$1.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-25- 1.55% |
$8.97K - $10.8K
|
1.58K
$947K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-25- 3.32% |
$8.97K - $10.8K
|
729
$436K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 0.6% |
$8.97K - $10.8K
|
4.11K
$2.46M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-26- 0.27% |
$9.32K - $11.2K
|
9.58K
$5.72M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-27- 1.9% |
$9.68K - $11.7K
|
1.4K
$834K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-27- 3.44% |
$9.68K - $11.7K
|
757
$452K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-28- 0.28% |
$10K - $12.1K
|
10.1K
$6.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-29- 1.27% |
$10.4K - $12.5K
|
2.25K
$1.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-29- 0.04% |
$10.4K - $12.5K
|
77K
$46M
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 0.83% |
$11.1K - $13.4K
|
3.7K
$2.21M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-31- 2.11% |
$11.1K - $13.4K
|
1.44K
$859K
|
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-31- 58.49% |
$11.1K - $13.4K
|
22
$13.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-31- 0.19% |
$11.1K - $13.4K
|
16.1K
$9.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
SELL
|
- |
-32- 1.17% |
$11.5K - $13.8K
|
2.71K
$1.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-32- 1.79% |
$11.5K - $13.8K
|
1.76K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-33- 0.48% |
$11.8K - $14.3K
|
6.8K
$4.07M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-33- 0.68% |
$11.8K - $14.3K
|
4.83K
$2.89M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.63% |
$12.2K - $14.7K
|
2.05K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-34- 2.02% |
$12.2K - $14.7K
|
1.65K
$987K
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-34- 37.36% |
$12.2K - $14.7K
|
57
$34.1K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-35- 0.86% |
$12.6K - $15.1K
|
4.05K
$2.42M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-35- 0.44% |
$12.6K - $15.1K
|
7.99K
$4.77M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.63% |
$12.6K - $15.1K
|
2.12K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-35- 0.6% |
$12.6K - $15.1K
|
5.81K
$3.47M
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-35- 3.05% |
$12.6K - $15.1K
|
1.11K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-36- 0.07% |
$12.9K - $15.6K
|
55K
$32.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.42% |
$13.3K - $16K
|
2.57K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-37- 0.42% |
$13.3K - $16K
|
8.77K
$5.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 0.49% |
$14K - $16.8K
|
8K
$4.78M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-39- 4.07% |
$14K - $16.8K
|
919
$549K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-39- 4.33% |
$14K - $16.8K
|
861
$515K
|
|
|
Nov 04, 2022
Q3 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-40- 2.13% |
$14.3K - $17.3K
|
1.84K
$1.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-43- 5.59% |
$15.4K - $18.6K
|
726
$434K
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-43- 2.33% |
$15.4K - $18.6K
|
1.81K
$1.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-44- 2.06% |
$15.8K - $19K
|
2.09K
$1.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-44- 2.97% |
$15.8K - $19K
|
1.44K
$860K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-46- 0.13% |
$16.5K - $19.9K
|
35.8K
$21.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-46- 4.23% |
$16.5K - $19.9K
|
1.04K
$622K
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-46- 1.27% |
$16.5K - $19.9K
|
3.57K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-46- 2.42% |
$16.5K - $19.9K
|
1.86K
$1.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-47- 1.86% |
$16.9K - $20.3K
|
2.48K
$1.48M
|