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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-15- 0.21% |
$5.37K - $6.14K
|
7.06K
$3.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-15- 0.53% |
$5.37K - $6.14K
|
2.82K
$1.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-15- 0.13% |
$5.37K - $6.14K
|
11.8K
$6.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-15- 1.73% |
$5.37K - $6.14K
|
851
$475K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-16- 0.16% |
$5.73K - $6.55K
|
9.96K
$5.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-16- 2.83% |
$5.73K - $6.55K
|
550
$307K
|
|
|
Feb 13, 2025
Q4 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-16- 2.71% |
$5.73K - $6.55K
|
574
$320K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-17- 0.35% |
$6.09K - $6.96K
|
4.85K
$2.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-18- 2.87% |
$6.44K - $7.37K
|
610
$340K
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-18- 0.11% |
$6.44K - $7.37K
|
17.1K
$9.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-18- 0.22% |
$6.44K - $7.37K
|
8K
$4.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.45% |
$6.8K - $7.78K
|
4.16K
$2.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-19- 1.41% |
$6.8K - $7.78K
|
1.33K
$742K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-19- 0.33% |
$6.8K - $7.78K
|
5.69K
$3.18M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-20- 3.38% |
$7.16K - $8.19K
|
571
$319K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-20- 1.46% |
$7.16K - $8.19K
|
1.35K
$751K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-20- 0.43% |
$7.16K - $8.19K
|
4.64K
$2.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 3.76% |
$7.16K - $8.19K
|
512
$286K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.35% |
$7.16K - $8.19K
|
5.68K
$3.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-20- 0.37% |
$7.16K - $8.19K
|
5.33K
$2.97M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-20- 0.66% |
$7.16K - $8.19K
|
3.01K
$1.68M
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-22- 0.98% |
$7.88K - $9.01K
|
2.22K
$1.24M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-23- 0.56% |
$8.23K - $9.41K
|
4.09K
$2.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-23- 0.7% |
$8.23K - $9.41K
|
3.28K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-23- 0.24% |
$8.23K - $9.41K
|
9.56K
$5.33M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-25- 1.93% |
$8.95K - $10.2K
|
1.27K
$710K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-25- 16.67% |
$8.95K - $10.2K
|
125
$69.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-25- 0.69% |
$8.95K - $10.2K
|
3.6K
$2.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-25- 1.17% |
$8.95K - $10.2K
|
2.12K
$1.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-25- 3.19% |
$8.95K - $10.2K
|
758
$423K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-25- 0.55% |
$8.95K - $10.2K
|
4.5K
$2.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-25- 0.13% |
$8.95K - $10.2K
|
19.5K
$10.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-25- 0.27% |
$8.95K - $10.2K
|
9.17K
$5.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-26- 3.34% |
$9.31K - $10.6K
|
753
$420K
|
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-26- 0.05% |
$9.31K - $10.6K
|
48.6K
$27.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-26- 0.2% |
$9.31K - $10.6K
|
12.8K
$7.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-26- 0.25% |
$9.31K - $10.6K
|
10.5K
$5.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-26- 4.08% |
$9.31K - $10.6K
|
611
$341K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-26- 2.87% |
$9.31K - $10.6K
|
881
$492K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-27- 0.2% |
$9.67K - $11.1K
|
13.3K
$7.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-27- 0.37% |
$9.67K - $11.1K
|
7.22K
$4.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-27- 1.98% |
$9.67K - $11.1K
|
1.34K
$745K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-28- 0.46% |
$10K - $11.5K
|
6.09K
$3.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-28- 1.61% |
$10K - $11.5K
|
1.72K
$957K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-28- 0.58% |
$10K - $11.5K
|
4.76K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-29- 1.36% |
$10.4K - $11.9K
|
2.1K
$1.17M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-29- 1.14% |
$10.4K - $11.9K
|
2.51K
$1.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-30- 2.18% |
$10.7K - $12.3K
|
1.35K
$751K
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.25% |
$10.7K - $12.3K
|
2.36K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-30- 0.4% |
$10.7K - $12.3K
|
7.52K
$4.2M
|