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 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-79- 0.91% |
$28.3K - $34.1K
|
8.6K
$5.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-80- 1.4% |
$28.7K - $34.6K
|
5.64K
$3.37M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-80- 6.6% |
$28.7K - $34.6K
|
1.13K
$677K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-80- 2.93% |
$28.7K - $34.6K
|
2.65K
$1.59M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-80- 0.09% |
$28.7K - $34.6K
|
85.9K
$51.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-81- 2.2% |
$29.1K - $35K
|
3.61K
$2.16M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-81- 0.08% |
$29.1K - $35K
|
105K
$62.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-82- 2.81% |
$29.4K - $35.4K
|
2.84K
$1.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-82- 5.48% |
$29.4K - $35.4K
|
1.41K
$844K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-85- 1.64% |
$30.5K - $36.7K
|
5.11K
$3.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-85- 0.35% |
$30.5K - $36.7K
|
24.2K
$14.5M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-85- 8.68% |
$30.5K - $36.7K
|
894
$534K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-86- 1.97% |
$30.8K - $37.2K
|
4.29K
$2.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-89- 2.55% |
$31.9K - $38.5K
|
3.4K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-89- 4.87% |
$31.9K - $38.5K
|
1.74K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-91- 4.57% |
$32.6K - $39.3K
|
1.9K
$1.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-92- 20.44% |
$33K - $39.7K
|
358
$214K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-92- 0.42% |
$33K - $39.7K
|
21.7K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-92- 6.17% |
$33K - $39.7K
|
1.4K
$836K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-93- 5.43% |
$33.4K - $40.2K
|
1.62K
$968K
|
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
SELL
|
- |
-94- 2.83% |
$33.7K - $40.6K
|
3.22K
$1.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-95- 2.41% |
$34.1K - $41K
|
3.85K
$2.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-95- 0.71% |
$34.1K - $41K
|
13.2K
$7.88M
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-95- 7.45% |
$34.1K - $41K
|
1.18K
$705K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-95- 2.55% |
$34.1K - $41K
|
3.63K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-97- 1.58% |
$34.8K - $41.9K
|
6.02K
$3.6M
|
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-98- 8.79% |
$35.1K - $42.3K
|
1.02K
$608K
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-98- 2.79% |
$35.1K - $42.3K
|
3.42K
$2.04M
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-99- 3.0% |
$35.5K - $42.8K
|
3.2K
$1.91M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-100- 6.92% |
$35.9K - $43.2K
|
1.35K
$804K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100- 0.43% |
$35.9K - $43.2K
|
23.4K
$14M
|
|
|
Nov 08, 2022
Q3 2022
|
Kidder Stephen W
|
SELL
|
- |
-100- 8.33% |
$35.9K - $43.2K
|
1.1K
$657K
|
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-100- 4.22% |
$35.9K - $43.2K
|
2.27K
$1.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-101- 0.93% |
$36.2K - $43.6K
|
10.8K
$6.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-101- 1.94% |
$36.2K - $43.6K
|
5.11K
$3.05M
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-101- 9.4% |
$36.2K - $43.6K
|
974
$582K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-101- 0.65% |
$36.2K - $43.6K
|
15.4K
$9.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-102- 0.5% |
$36.6K - $44.1K
|
20.2K
$12.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-103- 0.81% |
$36.9K - $44.5K
|
12.7K
$7.58M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-103- 1.19% |
$36.9K - $44.5K
|
8.55K
$5.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-103- 1.98% |
$36.9K - $44.5K
|
5.1K
$3.05M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-104- 2.24% |
$37.3K - $44.9K
|
4.53K
$2.71M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-104- 1.93% |
$37.3K - $44.9K
|
5.27K
$3.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-104- 1.32% |
$37.3K - $44.9K
|
7.78K
$4.65M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-106- 3.12% |
$38K - $45.8K
|
3.29K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-107- 3.81% |
$38.4K - $46.2K
|
2.7K
$1.61M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-107- 4.5% |
$38.4K - $46.2K
|
2.27K
$1.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-109- 4.98% |
$39.1K - $47.1K
|
2.08K
$1.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-110- 13.78% |
$39.5K - $47.5K
|
688
$411K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-111- 8.22% |
$39.8K - $48K
|
1.24K
$740K
|