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
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.75K- 41.45% |
$2.78M - $3.35M
|
11K
$6.55M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.82K- 21.58% |
$2.8M - $3.38M
|
28.4K
$17M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.94K- 8.16% |
$2.85M - $3.43M
|
89.4K
$53.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.98K- 7.51% |
$2.86M - $3.45M
|
98.3K
$58.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-8K- 11.44% |
$2.87M - $3.46M
|
62K
$37M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-8.03K- 72.67% |
$2.88M - $3.47M
|
3.02K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.1K- 58.96% |
$2.9M - $3.5M
|
5.63K
$3.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-8.59K- 91.96% |
$3.08M - $3.71M
|
751
$449K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.78K- 81.94% |
$3.15M - $3.79M
|
1.93K
$1.16M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.89K- 45.27% |
$3.19M - $3.84M
|
10.7K
$6.42M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-9.03K- 49.95% |
$3.24M - $3.9M
|
9.05K
$5.41M
|
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
SELL
|
- |
-9.37K- 4.59% |
$3.36M - $4.05M
|
195K
$116M
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-9.55K- 73.96% |
$3.43M - $4.13M
|
3.36K
$2.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-9.71K- 26.08% |
$3.48M - $4.19M
|
27.5K
$16.4M
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-9.73K- 77.65% |
$3.49M - $4.21M
|
2.8K
$1.67M
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-10.3K- 65.38% |
$3.69M - $4.44M
|
5.45K
$3.26M
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-10.3K- 38.37% |
$3.7M - $4.46M
|
16.6K
$9.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-10.4K- 9.46% |
$3.72M - $4.48M
|
99.3K
$59.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-10.5K- 87.16% |
$3.75M - $4.52M
|
1.54K
$921K
|
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.5K- 8.61% |
$3.76M - $4.53M
|
111K
$66.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10.7K- 3.05% |
$3.84M - $4.62M
|
340K
$203M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 13.64% |
$3.92M - $4.72M
|
69.1K
$41.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-10.9K- 27.08% |
$3.92M - $4.72M
|
29.4K
$17.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-11.4K- 43.33% |
$4.1M - $4.94M
|
15K
$8.94M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-11.6K- 7.33% |
$4.15M - $4.99M
|
146K
$87.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11.6K- 28.61% |
$4.15M - $5.01M
|
28.9K
$17.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-11.8K- 9.54% |
$4.24M - $5.1M
|
112K
$67M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-12K- 9.19% |
$4.3M - $5.18M
|
118K
$70.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 12.13% |
$4.36M - $5.25M
|
88.1K
$52.6M
|
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-12.5K- 4.19% |
$4.49M - $5.41M
|
286K
$171M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.7K- 36.3% |
$4.56M - $5.49M
|
22.3K
$13.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-12.9K- 14.74% |
$4.62M - $5.56M
|
74.5K
$44.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-12.9K- 6.72% |
$4.62M - $5.57M
|
179K
$107M
|
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-13.4K- 22.38% |
$4.81M - $5.8M
|
46.5K
$27.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-13.6K- 19.78% |
$4.88M - $5.88M
|
55.2K
$33M
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-13.9K- 8.68% |
$4.99M - $6.01M
|
146K
$87.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-14K- 90.22% |
$5.03M - $6.06M
|
1.52K
$909K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-14.1K- 2.49% |
$5.07M - $6.1M
|
553K
$331M
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-14.3K- 19.43% |
$5.12M - $6.17M
|
59.2K
$35.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-15K- 20.0% |
$5.38M - $6.48M
|
60K
$35.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-15K- 1.88% |
$5.39M - $6.5M
|
783K
$468M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-15.2K- 65.28% |
$5.45M - $6.57M
|
8.09K
$4.83M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-15.3K- 14.12% |
$5.48M - $6.6M
|
92.9K
$55.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-15.6K- 3.34% |
$5.59M - $6.74M
|
452K
$270M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-16.1K- 13.54% |
$5.79M - $6.98M
|
103K
$61.6M
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-16.4K- 26.49% |
$5.88M - $7.09M
|
45.5K
$27.2M
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-16.4K- 26.49% |
$5.88M - $7.09M
|
45.5K
$27.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-16.4K- 1.81% |
$5.89M - $7.1M
|
890K
$532M
|
|
|
Oct 20, 2022
Q3 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-17.5K- 19.85% |
$6.27M - $7.56M
|
70.7K
$42.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17.8K- 6.89% |
$6.38M - $7.69M
|
241K
$144M
|