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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-144- 6.15% |
$51.6K - $62.2K
|
2.2K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-145- 4.76% |
$52K - $62.6K
|
2.9K
$1.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-147- 57.2% |
$52.7K - $63.5K
|
110
$61.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-149- 8.9% |
$53.4K - $64.4K
|
1.53K
$851K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-150- 2.68% |
$53.8K - $64.8K
|
5.44K
$3.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-150- 5.6% |
$53.8K - $64.8K
|
2.53K
$1.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-150- 3.91% |
$53.8K - $64.8K
|
3.68K
$2.05M
|
|
|
Nov 01, 2022
Q3 2022
|
Cortland Associates Inc
|
SELL
|
- |
-150- 5.44% |
$53.8K - $64.8K
|
2.61K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-151- 5.14% |
$54.2K - $65.2K
|
2.79K
$1.56M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-154- 6.25% |
$55.2K - $66.5K
|
2.31K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-154- 11.79% |
$55.2K - $66.5K
|
1.15K
$643K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-155- 9.53% |
$55.6K - $67K
|
1.47K
$821K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-156- 4.19% |
$55.9K - $67.4K
|
3.57K
$1.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-157- 3.23% |
$56.3K - $67.8K
|
4.71K
$2.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-159- 5.88% |
$57K - $68.7K
|
2.55K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-159- 1.57% |
$57K - $68.7K
|
9.98K
$5.57M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-160- 9.38% |
$57.4K - $69.1K
|
1.55K
$863K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-162- 17.7% |
$58.1K - $70K
|
753
$420K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-162- 39.42% |
$58.1K - $70K
|
249
$139K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-165- 12.91% |
$59.2K - $71.3K
|
1.11K
$621K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-169- 2.4% |
$60.6K - $73K
|
6.88K
$3.84M
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-174- 1.04% |
$62.4K - $75.2K
|
16.5K
$9.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-174- 6.0% |
$62.4K - $75.2K
|
2.72K
$1.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-176- 6.96% |
$63.1K - $76K
|
2.35K
$1.31M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-176- 4.63% |
$63.1K - $76K
|
3.63K
$2.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-181- 11.85% |
$64.9K - $78.2K
|
1.35K
$751K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-183- 1.05% |
$65.6K - $79.1K
|
17.3K
$9.64M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-183- 2.74% |
$65.6K - $79.1K
|
6.5K
$3.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-183- 10.47% |
$65.6K - $79.1K
|
1.57K
$873K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-183- 6.04% |
$65.6K - $79.1K
|
2.85K
$1.59M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-183- 6.82% |
$65.6K - $79.1K
|
2.5K
$1.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-185- 14.42% |
$66.4K - $79.9K
|
1.1K
$613K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-189- 4.23% |
$67.8K - $81.7K
|
4.28K
$2.39M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-189- 6.81% |
$67.8K - $81.7K
|
2.59K
$1.44M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-192- 17.74% |
$68.9K - $83K
|
890
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-192- 2.04% |
$68.9K - $83K
|
9.2K
$5.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-195- 0.44% |
$69.9K - $84.2K
|
44.2K
$24.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-198- 0.4% |
$71K - $85.5K
|
49.6K
$27.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-199- 1.91% |
$71.4K - $86K
|
10.2K
$5.71M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-199- 0.25% |
$71.4K - $86K
|
79.4K
$44.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-203- 18.44% |
$72.8K - $87.7K
|
898
$501K
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-204- 5.7% |
$73.2K - $88.1K
|
3.37K
$1.88M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-204- 4.51% |
$73.2K - $88.1K
|
4.32K
$2.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-206- 6.15% |
$73.9K - $89K
|
3.14K
$1.75M
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
SELL
|
- |
-210- 8.41% |
$75.3K - $90.7K
|
2.29K
$1.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-210- 0.39% |
$75.3K - $90.7K
|
54.1K
$30.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-212- 2.54% |
$76K - $91.6K
|
8.14K
$4.55M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-213- 0.91% |
$76.4K - $92K
|
23.2K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-214- 14.28% |
$76.8K - $92.5K
|
1.29K
$717K
|
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-215- 7.9% |
$77.1K - $92.9K
|
2.51K
$1.4M
|