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 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.45% |
$6.8K - $7.78K
|
4.16K
$2.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-19- 1.41% |
$6.8K - $7.78K
|
1.33K
$802K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-19- 0.33% |
$6.8K - $7.78K
|
5.69K
$3.44M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-20- 3.38% |
$7.16K - $8.19K
|
571
$345K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-20- 1.46% |
$7.16K - $8.19K
|
1.35K
$813K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-20- 0.43% |
$7.16K - $8.19K
|
4.64K
$2.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 3.76% |
$7.16K - $8.19K
|
512
$309K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.35% |
$7.16K - $8.19K
|
5.68K
$3.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-20- 0.37% |
$7.16K - $8.19K
|
5.33K
$3.22M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-20- 0.66% |
$7.16K - $8.19K
|
3.01K
$1.82M
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-22- 0.98% |
$7.88K - $9.01K
|
2.22K
$1.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-23- 0.56% |
$8.23K - $9.41K
|
4.09K
$2.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-23- 0.7% |
$8.23K - $9.41K
|
3.28K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-23- 0.24% |
$8.23K - $9.41K
|
9.56K
$5.77M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-25- 1.93% |
$8.95K - $10.2K
|
1.27K
$769K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-25- 16.67% |
$8.95K - $10.2K
|
125
$75.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-25- 0.69% |
$8.95K - $10.2K
|
3.6K
$2.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-25- 1.17% |
$8.95K - $10.2K
|
2.12K
$1.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-25- 3.19% |
$8.95K - $10.2K
|
758
$458K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-25- 0.55% |
$8.95K - $10.2K
|
4.5K
$2.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-25- 0.13% |
$8.95K - $10.2K
|
19.5K
$11.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-25- 0.27% |
$8.95K - $10.2K
|
9.17K
$5.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-26- 3.34% |
$9.31K - $10.6K
|
753
$455K
|
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-26- 0.05% |
$9.31K - $10.6K
|
48.6K
$29.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-26- 0.2% |
$9.31K - $10.6K
|
12.8K
$7.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-26- 0.25% |
$9.31K - $10.6K
|
10.5K
$6.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-26- 4.08% |
$9.31K - $10.6K
|
611
$369K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-26- 2.87% |
$9.31K - $10.6K
|
881
$532K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-27- 0.2% |
$9.67K - $11.1K
|
13.3K
$8.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-27- 0.37% |
$9.67K - $11.1K
|
7.22K
$4.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-27- 1.98% |
$9.67K - $11.1K
|
1.34K
$806K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-28- 0.46% |
$10K - $11.5K
|
6.09K
$3.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-28- 1.61% |
$10K - $11.5K
|
1.72K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-28- 0.58% |
$10K - $11.5K
|
4.76K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-29- 1.36% |
$10.4K - $11.9K
|
2.1K
$1.27M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-29- 1.14% |
$10.4K - $11.9K
|
2.51K
$1.51M
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-30- 2.18% |
$10.7K - $12.3K
|
1.35K
$813K
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-30- 1.25% |
$10.7K - $12.3K
|
2.36K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-30- 0.4% |
$10.7K - $12.3K
|
7.52K
$4.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.53% |
$11.1K - $12.7K
|
5.78K
$3.49M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-32- 0.24% |
$11.5K - $13.1K
|
13.5K
$8.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-32- 0.16% |
$11.5K - $13.1K
|
19.6K
$11.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
SELL
|
- |
-34- 2.74% |
$12.2K - $13.9K
|
1.21K
$729K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-35- 5.81% |
$12.5K - $14.3K
|
567
$342K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-35- 9.78% |
$12.5K - $14.3K
|
323
$195K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-35- 0.41% |
$12.5K - $14.3K
|
8.56K
$5.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-36- 2.54% |
$12.9K - $14.7K
|
1.38K
$835K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-36- 1.86% |
$12.9K - $14.7K
|
1.9K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-36- 1.15% |
$12.9K - $14.7K
|
3.11K
$1.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-37- 2.82% |
$13.2K - $15.1K
|
1.28K
$770K
|