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 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-50- 6.08% |
$17.9K - $20.5K
|
772
$524K
|
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-50- 7.81% |
$17.9K - $20.5K
|
590
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 2.69% |
$17.9K - $20.5K
|
1.81K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 6.42% |
$17.9K - $20.5K
|
729
$495K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-51- 4.51% |
$18.3K - $20.9K
|
1.08K
$734K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-51- 0.35% |
$18.3K - $20.9K
|
14.6K
$9.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-51- 0.44% |
$18.3K - $20.9K
|
11.6K
$7.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-52- 1.1% |
$18.6K - $21.3K
|
4.68K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-53- 1.56% |
$19K - $21.7K
|
3.35K
$2.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-54- 0.59% |
$19.3K - $22.1K
|
9.14K
$6.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-55- 2.55% |
$19.7K - $22.5K
|
2.1K
$1.43M
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-57- 1.24% |
$20.4K - $23.3K
|
4.53K
$3.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-57- 8.39% |
$20.4K - $23.3K
|
622
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-57- 5.12% |
$20.4K - $23.3K
|
1.06K
$717K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-57- 0.9% |
$20.4K - $23.3K
|
6.25K
$4.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-58- 1.95% |
$20.8K - $23.7K
|
2.91K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-58- 1.51% |
$20.8K - $23.7K
|
3.78K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-59- 1.65% |
$21.1K - $24.1K
|
3.51K
$2.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60- 0.54% |
$21.5K - $24.6K
|
11K
$7.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-60- 0.37% |
$21.5K - $24.6K
|
16K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-60- 0.78% |
$21.5K - $24.6K
|
7.6K
$5.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-61- 2.19% |
$21.8K - $25K
|
2.73K
$1.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-62- 0.21% |
$22.2K - $25.4K
|
29.6K
$20.1M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-62- 6.87% |
$22.2K - $25.4K
|
841
$571K
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-63- 1.28% |
$22.6K - $25.8K
|
4.86K
$3.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-63- 11.05% |
$22.6K - $25.8K
|
507
$344K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-63- 1.27% |
$22.6K - $25.8K
|
4.91K
$3.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-64- 3.62% |
$22.9K - $26.2K
|
1.7K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-64- 16.45% |
$22.9K - $26.2K
|
325
$221K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-65- 10.48% |
$23.3K - $26.6K
|
555
$377K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-66- 0.36% |
$23.6K - $27K
|
18.2K
$12.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-66- 1.25% |
$23.6K - $27K
|
5.22K
$3.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-69- 1.6% |
$24.7K - $28.2K
|
4.25K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-70- 63.64% |
$25.1K - $28.7K
|
40
$27.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-71- 1.75% |
$25.4K - $29.1K
|
3.98K
$2.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-72- 0.46% |
$25.8K - $29.5K
|
15.7K
$10.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-72- 9.82% |
$25.8K - $29.5K
|
661
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-72- 0.72% |
$25.8K - $29.5K
|
9.91K
$6.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-73- 10.01% |
$26.1K - $29.9K
|
656
$445K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-73- 6.84% |
$26.1K - $29.9K
|
995
$675K
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-74- 1.01% |
$26.5K - $30.3K
|
7.24K
$4.91M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-75- 2.32% |
$26.8K - $30.7K
|
3.15K
$2.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-75- 0.94% |
$26.8K - $30.7K
|
7.93K
$5.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-75- 5.21% |
$26.8K - $30.7K
|
1.36K
$926K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-76- 3.76% |
$27.2K - $31.1K
|
1.95K
$1.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-76- 0.37% |
$27.2K - $31.1K
|
20.5K
$13.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-76- 12.42% |
$27.2K - $31.1K
|
536
$364K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-77- 0.99% |
$27.6K - $31.5K
|
7.74K
$5.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-78- 4.05% |
$27.9K - $31.9K
|
1.85K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-78- 2.02% |
$27.9K - $31.9K
|
3.79K
$2.57M
|