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 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-429- 8.4% |
$154K - $185K
|
4.68K
$2.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-430- 4.47% |
$154K - $186K
|
9.2K
$5.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-430- 10.07% |
$154K - $186K
|
3.84K
$2.28M
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-435- 6.37% |
$156K - $188K
|
6.4K
$3.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-435- 34.55% |
$156K - $188K
|
824
$489K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-438- 21.53% |
$157K - $189K
|
1.6K
$947K
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-440- 0.28% |
$158K - $190K
|
157K
$92.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-442- 1.39% |
$159K - $191K
|
31.3K
$18.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-444- 15.26% |
$159K - $192K
|
2.47K
$1.46M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-451- 29.25% |
$162K - $195K
|
1.09K
$647K
|
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-454- 4.36% |
$163K - $196K
|
9.96K
$5.91M
|
|
|
Nov 09, 2022
Q3 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-454- 11.38% |
$163K - $196K
|
3.54K
$2.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-456- 6.34% |
$164K - $197K
|
6.74K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-458- 1.14% |
$164K - $198K
|
39.8K
$23.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-461- 15.09% |
$165K - $199K
|
2.59K
$1.54M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-461- 4.1% |
$165K - $199K
|
10.8K
$6.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-466- 22.26% |
$167K - $201K
|
1.63K
$965K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-470- 1.1% |
$169K - $203K
|
42.1K
$25M
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-482- 1.93% |
$173K - $208K
|
24.5K
$14.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-490- 16.44% |
$176K - $212K
|
2.49K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-490- 2.48% |
$176K - $212K
|
19.3K
$11.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-496- 1.09% |
$178K - $214K
|
44.8K
$26.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-508- 14.39% |
$182K - $219K
|
3.02K
$1.79M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-509- 3.68% |
$183K - $220K
|
13.3K
$7.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-509- 1.03% |
$183K - $220K
|
49K
$29M
|
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
SELL
|
- |
-514- 18.77% |
$184K - $222K
|
2.22K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-521- 10.65% |
$187K - $225K
|
4.37K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-522- 2.53% |
$187K - $226K
|
20.1K
$11.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-525- 7.54% |
$188K - $227K
|
6.44K
$3.82M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-525- 23.7% |
$188K - $227K
|
1.69K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-525- 31.18% |
$188K - $227K
|
1.16K
$687K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-526- 4.91% |
$189K - $227K
|
10.2K
$6.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-526- 2.44% |
$189K - $227K
|
21K
$12.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-529- 4.54% |
$190K - $229K
|
11.1K
$6.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-531- 4.33% |
$190K - $229K
|
11.7K
$6.96M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-537- 22.07% |
$193K - $232K
|
1.9K
$1.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-543Closed |
$195K - $235K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-543- 22.2% |
$195K - $235K
|
1.9K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-544Closed |
$195K - $235K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-544- 1.82% |
$195K - $235K
|
29.3K
$17.4M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-547Closed |
$196K - $236K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-550- 28.9% |
$197K - $238K
|
1.35K
$803K
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-551- 17.84% |
$198K - $238K
|
2.54K
$1.5M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-558- 1.67% |
$200K - $241K
|
32.9K
$19.5M
|
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-563- 3.95% |
$202K - $243K
|
13.7K
$8.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-567- 0.45% |
$203K - $245K
|
126K
$74.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
SELL
|
- |
-569- 34.07% |
$204K - $246K
|
1.1K
$653K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-572- 0.38% |
$205K - $247K
|
149K
$88.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-575- 1.88% |
$206K - $248K
|
30.1K
$17.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-580- 2.22% |
$208K - $251K
|
25.5K
$15.1M
|