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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Nov 04, 2022 Q3 2022	Asset Management One Co., Ltd.	SELL	-	-3.71K - 0.12%	$1.33M - $1.6M	3.15M $1.76B
Nov 14, 2022 Q3 2022	Horizon Investments, LLC Charlotte, NC	SELL	-	-3.71K - 14.56%	$1.33M - $1.6M	21.8K $12.2M
Nov 08, 2022 Q3 2022	New York State Common Retirement Fund	SELL	-	-3.74K - 32.71%	$1.34M - $1.62M	7.7K $4.3M
Oct 21, 2022 Q3 2022	Vision Capital Management, Inc. Portland, OR	SELL	-	-3.77K - 3.03%	$1.35M - $1.63M	121K $67.3M
Oct 24, 2022 Q3 2022	Miracle Mile Advisors, LLC	SELL	-	-3.77K - 6.64%	$1.35M - $1.63M	53K $29.6M
Nov 17, 2023 Q3 2022	National Wealth Management Group, LLC Cincinnati, OH	SELL	-	-3.79K - 75.42%	$1.36M - $1.64M	1.23K $689K
Oct 06, 2022 Q3 2022	Pure Financial Advisors, LLC	SELL	-	-3.79K - 14.56%	$1.36M - $1.64M	22.3K $12.4M
Oct 19, 2022 Q3 2022	Cornerstone Wealth Group, LLC	SELL	-	-3.81K - 5.73%	$1.37M - $1.65M	62.8K $35M
Nov 14, 2022 Q3 2022	One Capital Management, LLC Westlake Village, CA	SELL	-	-3.83K - 10.54%	$1.37M - $1.65M	32.5K $18.1M
Nov 10, 2022 Q3 2022	Connectus Wealth, LLC Cincinnati, OH	SELL	-	-3.87K - 2.64%	$1.39M - $1.67M	142K $79.5M
Oct 28, 2022 Q3 2022	Palisades Hudson Asset Management, L.P. Fort Lauderdale, FL	SELL	-	-3.9K - 10.12%	$1.4M - $1.69M	34.7K $19.4M
Oct 27, 2022 Q3 2022	Founders Financial Securities LLC	SELL	-	-3.91K - 13.45%	$1.4M - $1.69M	25.1K $14M
Nov 07, 2022 Q3 2022	Institutional & Family Asset Management, LLC	SELL	-	-3.93K - 11.59%	$1.41M - $1.7M	30K $16.7M
Jan 17, 2024 Q3 2022	Dixon Mitchell Investment Counsel Inc. Vancouver, A1	SELL	-	-3.97K Closed	$1.42M - $1.71M	0 $0
Nov 14, 2022 Q3 2022	Cim Investment Management Inc Pittsburgh, PA	SELL	-	-4.02K - 2.68%	$1.44M - $1.74M	146K $81.5M
Oct 20, 2022 Q3 2022	Colton Groome Financial Advisors, LLC	SELL	-	-4.16K - 10.89%	$1.49M - $1.8M	34K $19M
Nov 14, 2022 Q3 2022	Invesco Ltd. Atlanta, GA	SELL	-	-4.16K - 38.89%	$1.49M - $1.8M	6.53K $3.65M
Nov 10, 2022 Q3 2022	Baystate Wealth Management LLC	SELL	-	-4.22K - 2.35%	$1.51M - $1.82M	175K $97.9M
Nov 03, 2022 Q3 2022	Bcgm Wealth Management, LLC	SELL	-	-4.25K - 5.25%	$1.52M - $1.84M	76.7K $42.8M
Nov 14, 2022 Q3 2022	Edgestream Partners, L.P. Princeton, NJ	SELL	-	-4.27K - 77.0%	$1.53M - $1.84M	1.27K $711K
Nov 07, 2022 Q3 2022	Freemont Management S.A.	SELL	-	-4.28K - 39.71%	$1.54M - $1.85M	6.5K $3.63M
Oct 07, 2022 Q3 2022	Sanders Morris Harris LLC	SELL	-	-4.3K - 84.31%	$1.54M - $1.86M	800 $446K
Oct 12, 2022 Q3 2022	Cerro Pacific Wealth Advisors LLC	SELL	-	-4.35K - 49.68%	$1.56M - $1.88M	4.4K $2.46M
Dec 06, 2022 Q3 2022	Charter Oak Capital Management, LLC	SELL	-	-4.36K - 0.88%	$1.56M - $1.88M	493K $275M
Oct 18, 2022 Q3 2022	Charles Schwab Trust CO	SELL	-	-4.54K - 5.52%	$1.63M - $1.96M	77.7K $43.3M
Oct 14, 2022 Q3 2022	Collective Family Office LLC	SELL	-	-4.57K - 62.86%	$1.64M - $1.97M	2.7K $1.51M
Nov 09, 2022 Q3 2022	Bessemer Group Inc Woodbridge, NJ	SELL	-	-4.66K - 0.38%	$1.67M - $2.01M	1.22M $680M
Oct 26, 2022 Q3 2022	Navis Wealth Advisors, LLC Rye Brook, NY	SELL	-	-4.68K - 85.83%	$1.68M - $2.02M	773 $431K
Oct 24, 2022 Q3 2022	Stratos Wealth Partners, Ltd.	SELL	-	-4.73K - 2.39%	$1.7M - $2.04M	193K $108M
Oct 25, 2022 Q3 2022	Balasa Dinverno & Foltz LLC Itasca, IL	SELL	-	-4.75K - 2.87%	$1.7M - $2.05M	161K $89.7M
Nov 14, 2022 Q3 2022	Brown Advisory Securities, LLC	SELL	-	-4.78K - 72.91%	$1.71M - $2.06M	1.78K $991K
Oct 21, 2022 Q3 2022	Mcdonald Partners LLC	SELL	-	-4.8K - 82.92%	$1.72M - $2.07M	988 $551K
Nov 14, 2022 Q3 2022	Morningstar Investment Services LLC Chicago, IL	SELL	-	-4.81K - 2.89%	$1.73M - $2.08M	162K $90.3M
Oct 19, 2022 Q3 2022	Meridian Wealth Advisors, LLC	SELL	-	-4.88K - 5.36%	$1.75M - $2.11M	86.1K $48.1M
Nov 10, 2022 Q3 2022	Cavalier Investments, LLC	SELL	-	-5.12K - 34.05%	$1.83M - $2.21M	9.91K $5.53M
Nov 14, 2022 Q3 2022	Alps Advisors Inc Denver, CO	SELL	-	-5.12K - 3.63%	$1.84M - $2.21M	136K $75.8M
Nov 14, 2022 Q3 2022	Avaii Wealth Management, LLC Appleton, WI	SELL	-	-5.13K - 14.99%	$1.84M - $2.22M	29.1K $16.2M
Nov 04, 2022 Q3 2022	Commerce Bank Kansas City, MO	SELL	-	-5.17K - 2.18%	$1.85M - $2.23M	232K $130M
Oct 27, 2022 Q3 2022	Gitterman Wealth Management, LLC	SELL	-	-5.24K - 33.73%	$1.88M - $2.27M	10.3K $5.75M
Nov 14, 2022 Q3 2022	Wilshire Advisors LLC Santa Monica, CA	SELL	-	-5.28K - 3.02%	$1.89M - $2.28M	170K $94.8M
Nov 08, 2022 Q3 2022	Phillips Financial Management, LLC	SELL	-	-5.41K - 2.54%	$1.94M - $2.34M	208K $116M
Oct 26, 2022 Q3 2022	Riverbridge Partners LLC	SELL	-	-5.49K - 51.14%	$1.97M - $2.37M	5.24K $2.92M
Oct 07, 2022 Q3 2022	Mackenzie Financial Corp Toronto Ontario, A6	SELL	-	-5.58K - 0.82%	$2M - $2.41M	674K $376M
Nov 15, 2022 Q3 2022	Whalerock Point Partners, LLC Providence, RI	SELL	-	-5.63K - 61.86%	$2.02M - $2.43M	3.47K $1.94M
Oct 28, 2022 Q3 2022	Tiedemann Advisors, LLC	SELL	-	-5.67K - 12.64%	$2.03M - $2.45M	39.1K $21.8M
Oct 25, 2022 Q3 2022	Outlook Wealth Advisors, LLC	SELL	-	-5.78K - 60.95%	$2.07M - $2.5M	3.7K $2.07M
Oct 18, 2022 Q3 2022	Mc Ilrath & Eck, LLC	SELL	-	-5.96K - 50.42%	$2.14M - $2.57M	5.86K $3.27M
Oct 26, 2022 Q3 2022	Twele Capital Management, Inc.	SELL	-	-5.97K - 3.46%	$2.14M - $2.58M	166K $92.8M
Oct 18, 2022 Q3 2022	Congress Park Capital LLC	SELL	-	-5.98K - 65.12%	$2.14M - $2.58M	3.2K $1.79M
Nov 09, 2022 Q3 2022	Snowden Capital Advisors LLC New York, NY	SELL	-	-6.05K - 6.28%	$2.17M - $2.61M	90.2K $50.4M

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Purchases and Sales Made in Q3 2022 in Ishares Core S&P 500 ETF (IVV)

-3.71K

-3.71K

-3.74K

-3.77K

-3.77K

-3.79K

-3.79K

-3.81K

-3.83K

-3.87K

-3.9K

-3.91K

-3.93K

-3.97K

-4.02K

-4.16K

-4.16K

-4.22K

-4.25K

-4.27K

-4.28K

-4.3K

-4.35K

-4.36K

-4.54K

-4.57K

-4.66K

-4.68K

-4.73K

-4.75K

-4.78K

-4.8K

-4.81K

-4.88K

-5.12K

-5.12K

-5.13K

-5.17K

-5.24K

-5.28K

-5.41K

-5.49K

-5.58K

-5.63K

-5.67K

-5.78K

-5.96K

-5.97K

-5.98K

-6.05K

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