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
|
Lincoln National Corp
|
SELL
|
- |
-1.74K- 1.79% |
$624K - $752K
|
95.6K
$56.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.81KClosed |
$649K - $782K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.82K- 53.06% |
$653K - $786K
|
1.61K
$955K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.84K- 12.62% |
$660K - $795K
|
12.7K
$7.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.87K- 98.58% |
$670K - $807K
|
27
$16K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.88K- 43.07% |
$674K - $812K
|
2.48K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.89K- 47.36% |
$676K - $814K
|
2.1K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.91K- 5.36% |
$686K - $826K
|
33.8K
$20M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.92K- 1.25% |
$690K - $831K
|
152K
$90.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.95K- 33.24% |
$699K - $842K
|
3.92K
$2.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.96K- 0.56% |
$701K - $845K
|
347K
$206M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.96K- 8.65% |
$704K - $849K
|
20.7K
$12.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-1.97K- 69.82% |
$707K - $852K
|
852
$505K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.97K- 28.7% |
$707K - $852K
|
4.9K
$2.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2K- 7.91% |
$716K - $862K
|
23.2K
$13.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-2K- 7.51% |
$718K - $865K
|
24.7K
$14.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-2.02K- 5.66% |
$724K - $872K
|
33.6K
$20M
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-2.03K- 13.21% |
$728K - $877K
|
13.3K
$7.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.03K- 51.79% |
$728K - $877K
|
1.89K
$1.12M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.03K- 0.95% |
$729K - $878K
|
211K
$125M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.03K- 0.95% |
$729K - $878K
|
211K
$125M
|
|
|
Oct 24, 2022
Q3 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-2.04K- 3.11% |
$732K - $881K
|
63.6K
$37.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.05K- 8.17% |
$733K - $884K
|
23K
$13.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 2.06% |
$734K - $884K
|
97.2K
$57.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.07K- 4.57% |
$743K - $895K
|
43.3K
$25.7M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.07K- 87.88% |
$744K - $896K
|
286
$170K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-2.08K- 30.8% |
$744K - $896K
|
4.66K
$2.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.08K- 10.57% |
$746K - $899K
|
17.6K
$10.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.09K- 3.68% |
$748K - $901K
|
54.5K
$32.4M
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
SELL
|
- |
-2.12K- 1.38% |
$759K - $914K
|
151K
$89.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.13K- 11.5% |
$763K - $919K
|
16.4K
$9.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.15K- 2.06% |
$770K - $927K
|
102K
$60.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.17K- 7.03% |
$779K - $938K
|
28.7K
$17M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.18K- 1.7% |
$782K - $942K
|
126K
$74.9M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.2K- 1.97% |
$789K - $951K
|
109K
$64.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.2K- 4.21% |
$790K - $951K
|
50.1K
$29.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.2K- 2.08% |
$790K - $952K
|
104K
$61.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.26K- 17.18% |
$811K - $976K
|
10.9K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.28K- 34.87% |
$818K - $986K
|
4.26K
$2.53M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.28K- 1.96% |
$819K - $986K
|
114K
$67.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.37K- 35.08% |
$851K - $1.03M
|
4.39K
$2.61M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.4K- 4.81% |
$860K - $1.04M
|
47.5K
$28.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.44K- 4.4% |
$874K - $1.05M
|
53K
$31.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.53K- 12.74% |
$908K - $1.09M
|
17.3K
$10.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.59K- 46.44% |
$927K - $1.12M
|
2.98K
$1.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.64K- 2.68% |
$948K - $1.14M
|
95.8K
$56.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.65K- 37.96% |
$949K - $1.14M
|
4.32K
$2.56M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.66K- 50.0% |
$955K - $1.15M
|
2.66K
$1.58M
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.67K- 3.85% |
$957K - $1.15M
|
66.7K
$39.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.67K- 24.46% |
$958K - $1.15M
|
8.25K
$4.89M
|