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 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.53% |
$11.1K - $12.7K
|
5.78K
$3.23M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-32- 0.24% |
$11.5K - $13.1K
|
13.5K
$7.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-32- 0.16% |
$11.5K - $13.1K
|
19.6K
$10.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
SELL
|
- |
-34- 2.74% |
$12.2K - $13.9K
|
1.21K
$674K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-35- 5.81% |
$12.5K - $14.3K
|
567
$316K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-35- 9.78% |
$12.5K - $14.3K
|
323
$180K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-35- 0.41% |
$12.5K - $14.3K
|
8.56K
$4.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-36- 2.54% |
$12.9K - $14.7K
|
1.38K
$772K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-36- 1.86% |
$12.9K - $14.7K
|
1.9K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-36- 1.15% |
$12.9K - $14.7K
|
3.11K
$1.73M
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-36- 0.57% |
$12.9K - $14.7K
|
6.23K
$3.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-37- 2.82% |
$13.2K - $15.1K
|
1.28K
$712K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-37- 2.27% |
$13.2K - $15.1K
|
1.59K
$888K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.08% |
$13.2K - $15.1K
|
3.38K
$1.89M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-37- 2.13% |
$13.2K - $15.1K
|
1.7K
$951K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-37- 0.25% |
$13.2K - $15.1K
|
15K
$8.36M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 0.17% |
$14.3K - $16.4K
|
23.5K
$13.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.61% |
$14.3K - $16.4K
|
2.44K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-40- 1.38% |
$14.3K - $16.4K
|
2.87K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-40- 1.12% |
$14.3K - $16.4K
|
3.54K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-40- 1.66% |
$14.3K - $16.4K
|
2.36K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-40- 2.86% |
$14.3K - $16.4K
|
1.36K
$758K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-41- 1.79% |
$14.7K - $16.8K
|
2.25K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-42- 0.82% |
$15K - $17.2K
|
5.08K
$2.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-42- 4.5% |
$15K - $17.2K
|
891
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-42- 0.66% |
$15K - $17.2K
|
6.3K
$3.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-43- 3.85% |
$15.4K - $17.6K
|
1.07K
$599K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-45- 2.48% |
$16.1K - $18.4K
|
1.77K
$988K
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-45- 1.37% |
$16.1K - $18.4K
|
3.24K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-45- 0.39% |
$16.1K - $18.4K
|
11.4K
$6.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-45- 2.34% |
$16.1K - $18.4K
|
1.88K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-46- 4.15% |
$16.5K - $18.8K
|
1.06K
$593K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-46- 0.7% |
$16.5K - $18.8K
|
6.55K
$3.66M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-47- 1.3% |
$16.8K - $19.2K
|
3.56K
$1.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-47- 0.82% |
$16.8K - $19.2K
|
5.7K
$3.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-47- 1.1% |
$16.8K - $19.2K
|
4.24K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-48- 0.98% |
$17.2K - $19.6K
|
4.83K
$2.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-49- 1.28% |
$17.5K - $20.1K
|
3.78K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-49- 2.8% |
$17.5K - $20.1K
|
1.7K
$948K
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-50- 9.9% |
$17.9K - $20.5K
|
455
$254K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 1.4% |
$17.9K - $20.5K
|
3.52K
$1.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-50- 8.12% |
$17.9K - $20.5K
|
566
$316K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-50- 6.08% |
$17.9K - $20.5K
|
772
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-50- 7.81% |
$17.9K - $20.5K
|
590
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 2.69% |
$17.9K - $20.5K
|
1.81K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 6.42% |
$17.9K - $20.5K
|
729
$407K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-51- 4.51% |
$18.3K - $20.9K
|
1.08K
$603K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-51- 0.35% |
$18.3K - $20.9K
|
14.6K
$8.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-51- 0.44% |
$18.3K - $20.9K
|
11.6K
$6.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-52- 1.1% |
$18.6K - $21.3K
|
4.68K
$2.61M
|