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 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.58K- 7.46% |
$565K - $680K
|
19.5K
$10.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.58K- 7.21% |
$565K - $681K
|
20.3K
$11.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.58K- 19.25% |
$566K - $681K
|
6.61K
$3.69M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.58K- 0.66% |
$566K - $682K
|
236K
$132M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.58K- 52.37% |
$567K - $683K
|
1.44K
$802K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.61K- 2.67% |
$578K - $696K
|
58.8K
$32.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.63K- 18.55% |
$585K - $704K
|
7.16K
$4M
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 3.57% |
$599K - $721K
|
45K
$25.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.67K- 4.16% |
$599K - $722K
|
38.5K
$21.5M
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.67K- 11.5% |
$600K - $723K
|
12.9K
$7.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.69K- 24.67% |
$607K - $731K
|
5.17K
$2.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-1.7K- 22.67% |
$610K - $734K
|
5.8K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.71K- 0.3% |
$611K - $737K
|
574K
$320M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.74K- 1.79% |
$624K - $752K
|
95.6K
$53.4M
|
|
|
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
$899K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.84K- 12.62% |
$660K - $795K
|
12.7K
$7.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.87K- 98.58% |
$670K - $807K
|
27
$15.1K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.88K- 43.07% |
$674K - $812K
|
2.48K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.89K- 47.36% |
$676K - $814K
|
2.1K
$1.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.91K- 5.36% |
$686K - $826K
|
33.8K
$18.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.92K- 1.25% |
$690K - $831K
|
152K
$85M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.95K- 33.24% |
$699K - $842K
|
3.92K
$2.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.96K- 0.56% |
$701K - $845K
|
347K
$194M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.96K- 8.65% |
$704K - $849K
|
20.7K
$11.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-1.97K- 69.82% |
$707K - $852K
|
852
$476K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.97K- 28.7% |
$707K - $852K
|
4.9K
$2.73M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2K- 7.91% |
$716K - $862K
|
23.2K
$13M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-2K- 7.51% |
$718K - $865K
|
24.7K
$13.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-2.02K- 5.66% |
$724K - $872K
|
33.6K
$18.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-2.03K- 13.21% |
$728K - $877K
|
13.3K
$7.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.03K- 51.79% |
$728K - $877K
|
1.89K
$1.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.03K- 0.95% |
$729K - $878K
|
211K
$118M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.03K- 0.95% |
$729K - $878K
|
211K
$118M
|
|
|
Oct 24, 2022
Q3 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-2.04K- 3.11% |
$732K - $881K
|
63.6K
$35.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.05K- 8.17% |
$733K - $884K
|
23K
$12.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 2.06% |
$734K - $884K
|
97.2K
$54.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.07K- 4.57% |
$743K - $895K
|
43.3K
$24.1M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.07K- 87.88% |
$744K - $896K
|
286
$160K
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-2.08K- 30.8% |
$744K - $896K
|
4.66K
$2.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.08K- 10.57% |
$746K - $899K
|
17.6K
$9.82M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.09K- 3.68% |
$748K - $901K
|
54.5K
$30.4M
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
SELL
|
- |
-2.12K- 1.38% |
$759K - $914K
|
151K
$84.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.13K- 11.5% |
$763K - $919K
|
16.4K
$9.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.15K- 2.06% |
$770K - $927K
|
102K
$56.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.17K- 7.03% |
$779K - $938K
|
28.7K
$16M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.18K- 1.7% |
$782K - $942K
|
126K
$70.4M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.2K- 1.97% |
$789K - $951K
|
109K
$61M
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.2K- 4.21% |
$790K - $951K
|
50.1K
$28M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.2K- 2.08% |
$790K - $952K
|
104K
$58M
|