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 04, 2022
Q3 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-40- 2.13% |
$14.3K - $17.3K
|
1.84K
$1.03M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-43- 5.59% |
$15.4K - $18.6K
|
726
$405K
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-43- 2.33% |
$15.4K - $18.6K
|
1.81K
$1.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-44- 2.06% |
$15.8K - $19K
|
2.09K
$1.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-44- 2.97% |
$15.8K - $19K
|
1.44K
$803K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-46- 0.13% |
$16.5K - $19.9K
|
35.8K
$20M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-46- 4.23% |
$16.5K - $19.9K
|
1.04K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-46- 1.27% |
$16.5K - $19.9K
|
3.57K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-46- 2.42% |
$16.5K - $19.9K
|
1.86K
$1.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-47- 1.86% |
$16.9K - $20.3K
|
2.48K
$1.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-47- 1.19% |
$16.9K - $20.3K
|
3.89K
$2.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-47- 1.73% |
$16.9K - $20.3K
|
2.67K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-47- 0.8% |
$16.9K - $20.3K
|
5.84K
$3.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-48- 0.36% |
$17.2K - $20.7K
|
13.2K
$7.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-48- 0.81% |
$17.2K - $20.7K
|
5.87K
$3.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-49- 0.7% |
$17.6K - $21.2K
|
6.93K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-49- 5.3% |
$17.6K - $21.2K
|
876
$489K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-50- 5.69% |
$17.9K - $21.6K
|
828
$462K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.16% |
$17.9K - $21.6K
|
4.24K
$2.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 0.86% |
$17.9K - $21.6K
|
5.79K
$3.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-50- 0.83% |
$17.9K - $21.6K
|
5.98K
$3.34M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-51- 0.89% |
$18.3K - $22K
|
5.7K
$3.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-51- 20.4% |
$18.3K - $22K
|
199
$111K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-52- 0.29% |
$18.6K - $22.5K
|
17.9K
$10M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-54- 3.2% |
$19.4K - $23.3K
|
1.63K
$912K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-54- 1.51% |
$19.4K - $23.3K
|
3.52K
$1.96M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-55- 65.48% |
$19.7K - $23.8K
|
29
$16.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-55- 6.14% |
$19.7K - $23.8K
|
841
$469K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-55- 1.13% |
$19.7K - $23.8K
|
4.79K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-56- 3.36% |
$20.1K - $24.2K
|
1.61K
$899K
|
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-57- 5.94% |
$20.4K - $24.6K
|
903
$504K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-58- 9.12% |
$20.8K - $25.1K
|
578
$323K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-58- 0.98% |
$20.8K - $25.1K
|
5.86K
$3.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-58- 0.46% |
$20.8K - $25.1K
|
12.4K
$6.94M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-59- 0.67% |
$21.2K - $25.5K
|
8.72K
$4.87M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-59- 0.93% |
$21.2K - $25.5K
|
6.31K
$3.52M
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-60- 3.15% |
$21.5K - $25.9K
|
1.84K
$1.03M
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-60- 0.19% |
$21.5K - $25.9K
|
31.6K
$17.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-63- 1.66% |
$22.6K - $27.2K
|
3.73K
$2.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-63- 0.15% |
$22.6K - $27.2K
|
41.2K
$23M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-63- 16.62% |
$22.6K - $27.2K
|
316
$176K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-66- 1.74% |
$23.7K - $28.5K
|
3.73K
$2.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-66- 1.12% |
$23.7K - $28.5K
|
5.84K
$3.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-67- 4.45% |
$24K - $28.9K
|
1.44K
$804K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-68- 98.55% |
$24.4K - $29.4K
|
1
$558
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-68- 2.18% |
$24.4K - $29.4K
|
3.06K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-68- 3.19% |
$24.4K - $29.4K
|
2.07K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-69- 1.92% |
$24.7K - $29.8K
|
3.53K
$1.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-70- 3.0% |
$25.1K - $30.2K
|
2.27K
$1.26M
|
|
|
Oct 14, 2022
Q3 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-73- 0.4% |
$26.2K - $31.5K
|
18.3K
$10.2M
|