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
|
Divergent Wealth Advisors
|
SELL
|
- |
-50.3K- 9.49% |
$18.1M - $21.7M
|
480K
$285M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-50.7K- 22.89% |
$18.2M - $21.9M
|
171K
$101M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-52.7K- 5.92% |
$18.9M - $22.7M
|
837K
$496M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-52.9K- 38.58% |
$19M - $22.9M
|
84.2K
$50M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-58.3K- 6.47% |
$20.9M - $25.2M
|
842K
$500M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62.9K- 0.38% |
$22.6M - $27.2M
|
16.3M
$9.69B
|
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-63K- 99.06% |
$22.6M - $27.2M
|
598
$355K
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-63.7K- 43.46% |
$22.8M - $27.5M
|
82.9K
$49.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-66.8K- 70.33% |
$24M - $28.9M
|
28.2K
$16.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-67K- 68.29% |
$24M - $28.9M
|
31.1K
$18.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-71.3K- 92.98% |
$25.6M - $30.8M
|
5.38K
$3.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-73.7K- 37.56% |
$26.4M - $31.8M
|
123K
$72.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-76.1K- 4.85% |
$27.3M - $32.9M
|
1.5M
$887M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-76.5K- 9.62% |
$27.4M - $33M
|
719K
$426M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-80K- 4.06% |
$28.7M - $34.6M
|
1.89M
$1.12B
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-85K- 19.57% |
$30.5M - $36.7M
|
349K
$207M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-101K- 10.38% |
$36.1M - $43.5M
|
871K
$516M
|
|
|
Nov 14, 2022
Q3 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-101K- 6.23% |
$36.1M - $43.5M
|
1.52M
$899M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 0.87% |
$41.9M - $50.5M
|
13.4M
$7.94B
|
|
|
Nov 14, 2022
Q3 2022
|
Progeny 3, Inc.
Seattle, WA |
SELL
|
- |
-118K- 43.04% |
$42.5M - $51.2M
|
157K
$93M
|
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-119K- 43.3% |
$42.6M - $51.3M
|
155K
$92.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-127K- 6.53% |
$45.7M - $55M
|
1.82M
$1.08B
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-143K- 96.44% |
$51.3M - $61.8M
|
5.27K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-154K- 20.76% |
$55.2M - $66.5M
|
588K
$349M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-166K- 88.34% |
$59.5M - $71.7M
|
21.9K
$13M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-168K- 53.73% |
$60.3M - $72.7M
|
145K
$86M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-172KClosed |
$61.6M - $74.2M
|
0
$0
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-173K- 17.66% |
$62.1M - $74.8M
|
807K
$479M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-174K- 17.73% |
$62.3M - $75M
|
806K
$478M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-183K- 26.47% |
$65.6M - $79M
|
508K
$301M
|
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-190K- 43.52% |
$68.1M - $82M
|
246K
$146M
|
|
|
Oct 27, 2022
Q3 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-228K- 33.67% |
$81.8M - $98.6M
|
449K
$267M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-267K- 33.57% |
$95.9M - $116M
|
529K
$314M
|
|
|
Dec 15, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-352K- 98.47% |
$126M - $152M
|
5.46K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-417KClosed |
$149M - $180M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-420K- 2.2% |
$151M - $182M
|
18.7M
$11.1B
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-577K- 1.32% |
$207M - $249M
|
43.1M
$25.5B
|
|
|
Nov 14, 2022
Q3 2022
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-606K- 71.77% |
$217M - $262M
|
238K
$141M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-919K- 58.04% |
$330M - $397M
|
664K
$394M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-921K- 33.01% |
$330M - $398M
|
1.87M
$1.11B
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-922K- 23.07% |
$331M - $398M
|
3.07M
$1.82B
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.22M- 99.89% |
$437M - $527M
|
1.35K
$803K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.5M- 17.55% |
$538M - $648M
|
7.04M
$4.18B
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.3M- 3.26% |
$826M - $994M
|
68.3M
$40.5B
|
|
|
Nov 14, 2022
Q3 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-4.31M- 95.75% |
$1.54B - $1.86B
|
191K
$113M
|
|
|
Oct 18, 2022
Q3 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-4.64M- 98.3% |
$1.66B - $2B
|
80.3K
$47.7M
|