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 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.26K- 17.18% |
$811K - $976K
|
10.9K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.28K- 34.87% |
$818K - $986K
|
4.26K
$2.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.28K- 1.96% |
$819K - $986K
|
114K
$63.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.37K- 35.08% |
$851K - $1.03M
|
4.39K
$2.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.4K- 4.81% |
$860K - $1.04M
|
47.5K
$26.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.44K- 4.4% |
$874K - $1.05M
|
53K
$29.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.53K- 12.74% |
$908K - $1.09M
|
17.3K
$9.68M
|
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.59K- 46.44% |
$927K - $1.12M
|
2.98K
$1.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.64K- 2.68% |
$948K - $1.14M
|
95.8K
$53.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.65K- 37.96% |
$949K - $1.14M
|
4.32K
$2.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.66K- 50.0% |
$955K - $1.15M
|
2.66K
$1.49M
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.67K- 3.85% |
$957K - $1.15M
|
66.7K
$37.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.67K- 24.46% |
$958K - $1.15M
|
8.25K
$4.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.69K- 82.67% |
$963K - $1.16M
|
563
$314K
|
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-2.69K- 82.42% |
$965K - $1.16M
|
574
$320K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.71K- 37.42% |
$970K - $1.17M
|
4.52K
$2.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.74K- 2.27% |
$984K - $1.19M
|
118K
$65.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.8K- 11.17% |
$1M - $1.21M
|
22.2K
$12.4M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.84K- 0.74% |
$1.02M - $1.23M
|
379K
$211M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 30.88% |
$1.04M - $1.25M
|
6.49K
$3.62M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.91K- 6.69% |
$1.04M - $1.26M
|
40.6K
$22.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.91K- 42.13% |
$1.05M - $1.26M
|
4K
$2.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.92K- 52.51% |
$1.05M - $1.26M
|
2.64K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.93K- 0.93% |
$1.05M - $1.27M
|
311K
$174M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3K- 24.07% |
$1.08M - $1.3M
|
9.46K
$5.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.01K- 0.83% |
$1.08M - $1.3M
|
361K
$201M
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.01K- 2.43% |
$1.08M - $1.3M
|
121K
$67.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-3.03K- 2.26% |
$1.09M - $1.31M
|
131K
$73.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-3.13K- 4.16% |
$1.12M - $1.35M
|
72.2K
$40.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.23K- 1.18% |
$1.16M - $1.4M
|
271K
$151M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.27K- 2.43% |
$1.17M - $1.41M
|
132K
$73.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.29K- 29.34% |
$1.18M - $1.42M
|
7.92K
$4.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
SELL
|
- |
-3.32K- 78.95% |
$1.19M - $1.43M
|
884
$493K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.32K- 11.03% |
$1.19M - $1.43M
|
26.8K
$14.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.33K- 13.24% |
$1.19M - $1.44M
|
21.8K
$12.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.33K- 1.78% |
$1.19M - $1.44M
|
183K
$102M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.35K- 1.97% |
$1.2M - $1.45M
|
167K
$93M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-3.39K- 25.88% |
$1.22M - $1.47M
|
9.72K
$5.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.45K- 44.23% |
$1.24M - $1.49M
|
4.35K
$2.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.45K- 14.64% |
$1.24M - $1.49M
|
20.1K
$11.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.46K- 37.95% |
$1.24M - $1.49M
|
5.65K
$3.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
SELL
|
- |
-3.46K- 7.87% |
$1.24M - $1.49M
|
40.5K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.49K- 0.95% |
$1.25M - $1.51M
|
364K
$203M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.53K- 2.12% |
$1.27M - $1.53M
|
163K
$91M
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.54K- 4.09% |
$1.27M - $1.53M
|
82.9K
$46.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-3.55K- 47.36% |
$1.27M - $1.53M
|
3.95K
$2.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.6K- 19.86% |
$1.29M - $1.55M
|
14.5K
$8.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.68K- 77.56% |
$1.32M - $1.59M
|
1.06K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.68K- 6.35% |
$1.32M - $1.59M
|
54.2K
$30.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-3.68K- 2.86% |
$1.32M - $1.59M
|
125K
$69.8M
|