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
|
Bellecapital International Ltd.
|
SELL
|
- |
-294- 10.9% |
$105K - $127K
|
2.4K
$1.43M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-297- 33.22% |
$107K - $128K
|
597
$354K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-298- 2.45% |
$107K - $129K
|
11.9K
$7.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-303- 1.29% |
$109K - $131K
|
23.2K
$13.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-307- 4.64% |
$110K - $133K
|
6.32K
$3.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-312- 0.24% |
$112K - $135K
|
131K
$77.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-314- 4.9% |
$113K - $136K
|
6.09K
$3.61M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-314- 23.64% |
$113K - $136K
|
1.01K
$601K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-316- 24.4% |
$113K - $137K
|
979
$581K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-318- 1.45% |
$114K - $137K
|
21.6K
$12.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-320- 11.79% |
$115K - $138K
|
2.4K
$1.42M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-323- 5.39% |
$116K - $140K
|
5.67K
$3.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-324- 11.6% |
$116K - $140K
|
2.47K
$1.47M
|
|
|
Apr 14, 2023
Q3 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-324- 11.6% |
$116K - $140K
|
2.47K
$1.47M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-325- 0.26% |
$117K - $140K
|
123K
$72.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-325- 0.52% |
$117K - $140K
|
61.8K
$36.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-325- 16.48% |
$117K - $140K
|
1.65K
$977K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-326- 3.23% |
$117K - $141K
|
9.75K
$5.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-326- 1.64% |
$117K - $141K
|
19.6K
$11.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-331- 14.31% |
$119K - $143K
|
1.98K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-335- 3.42% |
$120K - $145K
|
9.47K
$5.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-335- 11.08% |
$120K - $145K
|
2.69K
$1.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-345- 5.31% |
$124K - $149K
|
6.16K
$3.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-348- 2.15% |
$125K - $150K
|
15.8K
$9.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-349- 35.65% |
$125K - $151K
|
630
$374K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-350- 3.31% |
$126K - $151K
|
10.2K
$6.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-353- 27.97% |
$127K - $153K
|
909
$539K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-354- 18.36% |
$127K - $153K
|
1.57K
$934K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-359- 4.41% |
$129K - $155K
|
7.78K
$4.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-365- 0.32% |
$131K - $158K
|
115K
$68.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-365- 2.09% |
$131K - $158K
|
17.1K
$10.1M
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-365- 4.2% |
$131K - $158K
|
8.32K
$4.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-368- 7.44% |
$132K - $159K
|
4.58K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-371- 3.39% |
$133K - $160K
|
10.6K
$6.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-372- 35.0% |
$133K - $161K
|
691
$410K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-373- 3.05% |
$134K - $161K
|
11.9K
$7.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
SELL
|
- |
-375- 11.12% |
$134K - $162K
|
3K
$1.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-379- 4.0% |
$136K - $164K
|
9.1K
$5.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-392- 24.39% |
$141K - $169K
|
1.22K
$721K
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-392- 1.76% |
$141K - $169K
|
21.9K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-392- 2.78% |
$141K - $169K
|
13.7K
$8.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-400- 2.42% |
$143K - $173K
|
16.1K
$9.57M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 2.42% |
$143K - $173K
|
16.1K
$9.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-403- 9.5% |
$145K - $174K
|
3.84K
$2.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-412- 1.7% |
$148K - $178K
|
23.8K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-412- 2.45% |
$148K - $178K
|
16.4K
$9.75M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-413- 0.99% |
$148K - $178K
|
41.2K
$24.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-419- 14.25% |
$150K - $181K
|
2.52K
$1.5M
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-425- 1.35% |
$152K - $184K
|
31.1K
$18.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-428- 6.25% |
$154K - $185K
|
6.42K
$3.81M
|