Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-5- 0.07% |
$1.79K - $2.05K
|
6.72K
$4.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-5- 0.78% |
$1.79K - $2.05K
|
635
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.02% |
$1.79K - $2.05K
|
21K
$12.5M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.22% |
$1.79K - $2.05K
|
2.29K
$1.37M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6- 0.37% |
$2.15K - $2.46K
|
1.6K
$956K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-6- 0.53% |
$2.15K - $2.46K
|
1.14K
$678K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-6- 0.02% |
$2.15K - $2.46K
|
34.1K
$20.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-7- 0.31% |
$2.51K - $2.87K
|
2.27K
$1.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7- 1.58% |
$2.51K - $2.87K
|
436
$261K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-7- 0.08% |
$2.51K - $2.87K
|
9.05K
$5.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-7- 0.43% |
$2.51K - $2.87K
|
1.64K
$978K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.31% |
$2.51K - $2.87K
|
2.24K
$1.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8- 1.07% |
$2.86K - $3.27K
|
738
$441K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-8- 0.37% |
$2.86K - $3.27K
|
2.13K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.66% |
$2.86K - $3.27K
|
1.2K
$715K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-9- 0.13% |
$3.22K - $3.68K
|
7.05K
$4.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-9- 0.04% |
$3.22K - $3.68K
|
22.6K
$13.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.19% |
$3.22K - $3.68K
|
4.8K
$2.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-10- 0.67% |
$3.58K - $4.09K
|
1.48K
$882K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-10- 0.72% |
$3.58K - $4.09K
|
1.37K
$819K
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
SELL
|
- |
-10- 0.69% |
$3.58K - $4.09K
|
1.45K
$864K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-10- 1.1% |
$3.58K - $4.09K
|
897
$536K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-10- 0.64% |
$3.58K - $4.09K
|
1.56K
$929K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10- 0.36% |
$3.58K - $4.09K
|
2.76K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.64% |
$3.58K - $4.09K
|
1.56K
$935K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-10- 0.51% |
$3.58K - $4.09K
|
1.97K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-10- 0.28% |
$3.58K - $4.09K
|
3.53K
$2.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-11- 0.23% |
$3.94K - $4.5K
|
4.87K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-11- 4.7% |
$3.94K - $4.5K
|
223
$133K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-12- 0.11% |
$4.3K - $4.91K
|
11.4K
$6.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-12- 0.41% |
$4.3K - $4.91K
|
2.92K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-12- 0.89% |
$4.3K - $4.91K
|
1.34K
$803K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-13- 0.07% |
$4.65K - $5.32K
|
18.6K
$11.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-13- 0.52% |
$4.65K - $5.32K
|
2.49K
$1.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-13- 0.53% |
$4.65K - $5.32K
|
2.46K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-13- 0.38% |
$4.65K - $5.32K
|
3.39K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-13- 1.46% |
$4.65K - $5.32K
|
879
$525K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-14- 0.47% |
$5.01K - $5.73K
|
2.98K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-14- 1.41% |
$5.01K - $5.73K
|
979
$585K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-15- 0.19% |
$5.37K - $6.14K
|
7.72K
$4.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-15- 0.21% |
$5.37K - $6.14K
|
7.06K
$4.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-15- 0.53% |
$5.37K - $6.14K
|
2.82K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-15- 0.13% |
$5.37K - $6.14K
|
11.8K
$7.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-15- 1.73% |
$5.37K - $6.14K
|
851
$509K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-16- 0.16% |
$5.73K - $6.55K
|
9.96K
$5.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-16- 2.83% |
$5.73K - $6.55K
|
550
$329K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-17- 0.35% |
$6.09K - $6.96K
|
4.85K
$2.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-18- 2.87% |
$6.44K - $7.37K
|
610
$365K
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-18- 0.11% |
$6.44K - $7.37K
|
17.1K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-18- 0.22% |
$6.44K - $7.37K
|
8K
$4.78M
|