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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-35- 3.05% |
$12.6K - $15.1K
|
1.11K
$756K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-36- 0.07% |
$12.9K - $15.6K
|
55K
$37.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.42% |
$13.3K - $16K
|
2.57K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-37- 0.42% |
$13.3K - $16K
|
8.77K
$5.95M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-39- 0.49% |
$14K - $16.8K
|
8K
$5.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-39- 4.07% |
$14K - $16.8K
|
919
$624K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-39- 4.33% |
$14K - $16.8K
|
861
$584K
|
|
|
Nov 04, 2022
Q3 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-40- 2.13% |
$14.3K - $17.3K
|
1.84K
$1.25M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-43- 5.59% |
$15.4K - $18.6K
|
726
$493K
|
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-43- 2.33% |
$15.4K - $18.6K
|
1.81K
$1.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-44- 2.06% |
$15.8K - $19K
|
2.09K
$1.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-44- 2.97% |
$15.8K - $19K
|
1.44K
$977K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-46- 0.13% |
$16.5K - $19.9K
|
35.8K
$24.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-46- 4.23% |
$16.5K - $19.9K
|
1.04K
$707K
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-46- 1.27% |
$16.5K - $19.9K
|
3.57K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-46- 2.42% |
$16.5K - $19.9K
|
1.86K
$1.26M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-47- 1.86% |
$16.9K - $20.3K
|
2.48K
$1.68M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-47- 1.19% |
$16.9K - $20.3K
|
3.89K
$2.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-47- 1.73% |
$16.9K - $20.3K
|
2.67K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-47- 0.8% |
$16.9K - $20.3K
|
5.84K
$3.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-48- 0.36% |
$17.2K - $20.7K
|
13.2K
$8.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-48- 0.81% |
$17.2K - $20.7K
|
5.87K
$3.98M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-49- 0.7% |
$17.6K - $21.2K
|
6.93K
$4.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-49- 5.3% |
$17.6K - $21.2K
|
876
$595K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-50- 5.69% |
$17.9K - $21.6K
|
828
$562K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.16% |
$17.9K - $21.6K
|
4.24K
$2.88M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 0.86% |
$17.9K - $21.6K
|
5.79K
$3.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-50- 0.83% |
$17.9K - $21.6K
|
5.98K
$4.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-51- 0.89% |
$18.3K - $22K
|
5.7K
$3.87M
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-51- 20.4% |
$18.3K - $22K
|
199
$135K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-52- 0.29% |
$18.6K - $22.5K
|
17.9K
$12.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-54- 3.2% |
$19.4K - $23.3K
|
1.63K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-54- 1.51% |
$19.4K - $23.3K
|
3.52K
$2.39M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-55- 65.48% |
$19.7K - $23.8K
|
29
$19.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-55- 6.14% |
$19.7K - $23.8K
|
841
$571K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-55- 1.13% |
$19.7K - $23.8K
|
4.79K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-56- 3.36% |
$20.1K - $24.2K
|
1.61K
$1.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-57- 5.94% |
$20.4K - $24.6K
|
903
$613K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-58- 9.12% |
$20.8K - $25.1K
|
578
$392K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-58- 0.98% |
$20.8K - $25.1K
|
5.86K
$3.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-58- 0.46% |
$20.8K - $25.1K
|
12.4K
$8.45M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-59- 0.67% |
$21.2K - $25.5K
|
8.72K
$5.92M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-59- 0.93% |
$21.2K - $25.5K
|
6.31K
$4.28M
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-60- 3.15% |
$21.5K - $25.9K
|
1.84K
$1.25M
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-60- 0.19% |
$21.5K - $25.9K
|
31.6K
$21.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-63- 1.66% |
$22.6K - $27.2K
|
3.73K
$2.53M
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-63- 0.15% |
$22.6K - $27.2K
|
41.2K
$27.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-63- 16.62% |
$22.6K - $27.2K
|
316
$215K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-66- 1.74% |
$23.7K - $28.5K
|
3.73K
$2.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-66- 1.12% |
$23.7K - $28.5K
|
5.84K
$3.97M
|