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 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 9.27% |
$380K - $458K
|
10.4K
$5.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.06K- 1.79% |
$381K - $459K
|
58.3K
$32.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.07K- 12.18% |
$382K - $460K
|
7.68K
$4.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.07K- 8.02% |
$385K - $464K
|
12.3K
$6.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.08K- 3.69% |
$388K - $467K
|
28.2K
$15.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.08K- 6.47% |
$388K - $468K
|
15.7K
$8.74M
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.08K- 4.3% |
$389K - $468K
|
24.1K
$13.5M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.09K- 12.9% |
$390K - $470K
|
7.34K
$4.1M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.13K- 8.38% |
$403K - $486K
|
12.3K
$6.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.13K- 4.61% |
$407K - $490K
|
23.4K
$13.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.16K- 1.26% |
$415K - $500K
|
90.7K
$50.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.16K- 25.37% |
$416K - $501K
|
3.41K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.17K- 3.45% |
$420K - $506K
|
32.8K
$18.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.17K- 0.27% |
$421K - $507K
|
426K
$238M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.18K- 29.5% |
$423K - $509K
|
2.82K
$1.57M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.18K- 3.6% |
$423K - $510K
|
31.6K
$17.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.19K- 8.45% |
$426K - $513K
|
12.9K
$7.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.2K- 0.72% |
$430K - $518K
|
164K
$91.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.2K- 5.85% |
$431K - $519K
|
19.3K
$10.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.2K- 1.82% |
$432K - $520K
|
65K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.22K- 12.25% |
$437K - $527K
|
8.73K
$4.87M
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.23K- 7.4% |
$440K - $531K
|
15.4K
$8.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.23K- 3.67% |
$441K - $531K
|
32.2K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.24K- 77.48% |
$443K - $534K
|
359
$200K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.24K- 9.25% |
$443K - $534K
|
12.1K
$6.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.24K- 9.03% |
$445K - $537K
|
12.5K
$6.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.28K- 44.81% |
$458K - $552K
|
1.57K
$878K
|
|
|
Mar 04, 2025
Q3 2022
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.28K- 10.58% |
$459K - $553K
|
10.8K
$6.04M
|
|
|
Mar 28, 2025
Q3 2022
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.28K- 10.58% |
$459K - $553K
|
10.8K
$6.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.29K- 36.1% |
$463K - $558K
|
2.29K
$1.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.3K- 1.8% |
$465K - $560K
|
70.6K
$39.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.31K- 20.12% |
$471K - $567K
|
5.21K
$2.91M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 0.78% |
$475K - $572K
|
168K
$93.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.35K- 2.68% |
$484K - $583K
|
48.9K
$27.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.35K- 4.1% |
$485K - $584K
|
31.6K
$17.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.37K- 3.85% |
$491K - $591K
|
34.1K
$19M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.4K- 6.72% |
$501K - $604K
|
19.4K
$10.8M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.42K- 0.73% |
$510K - $615K
|
194K
$108M
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.43K- 23.5% |
$511K - $616K
|
4.64K
$2.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.45K- 17.67% |
$518K - $624K
|
6.73K
$3.76M
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.45K- 58.65% |
$521K - $628K
|
1.03K
$572K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.46K- 26.3% |
$524K - $632K
|
4.1K
$2.29M
|
|
|
Oct 24, 2022
Q3 2022
|
Pembroke Management, LTD
|
SELL
|
- |
-1.47K- 5.11% |
$526K - $634K
|
27.3K
$15.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.48K- 4.05% |
$530K - $639K
|
35K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.48KClosed |
$532K - $641K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
SELL
|
- |
-1.51K- 1.18% |
$541K - $652K
|
126K
$70.6M
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-1.52K- 40.37% |
$544K - $655K
|
2.24K
$1.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.52K- 4.24% |
$545K - $656K
|
34.3K
$19.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.53K- 9.75% |
$550K - $663K
|
14.2K
$7.92M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.54K- 0.98% |
$554K - $667K
|
156K
$87.2M
|