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 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-115- 11.69% |
$41.2K - $47.1K
|
869
$590K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-116- 4.64% |
$41.5K - $47.5K
|
2.39K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-116- 0.28% |
$41.5K - $47.5K
|
41.1K
$27.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-116- 1.4% |
$41.5K - $47.5K
|
8.18K
$5.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-119- 0.38% |
$42.6K - $48.7K
|
31.6K
$21.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-120- 14.27% |
$43K - $49.1K
|
721
$489K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-120- 3.49% |
$43K - $49.1K
|
3.32K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-122- 8.7% |
$43.7K - $49.9K
|
1.28K
$870K
|
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-123- 7.39% |
$44K - $50.3K
|
1.54K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-124- 9.46% |
$44.4K - $50.8K
|
1.19K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-124- 1.18% |
$44.4K - $50.8K
|
10.4K
$7.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-125- 4.45% |
$44.7K - $51.2K
|
2.68K
$1.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-126- 2.3% |
$45.1K - $51.6K
|
5.35K
$3.63M
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-127- 1.49% |
$45.5K - $52K
|
8.41K
$5.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-130- 6.71% |
$46.5K - $53.2K
|
1.81K
$1.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-130- 2.55% |
$46.5K - $53.2K
|
4.97K
$3.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-130- 4.77% |
$46.5K - $53.2K
|
2.59K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-130- 8.39% |
$46.5K - $53.2K
|
1.42K
$963K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-131- 0.46% |
$46.9K - $53.6K
|
28.2K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-131- 1.58% |
$46.9K - $53.6K
|
8.18K
$5.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-132- 0.49% |
$47.3K - $54K
|
26.8K
$18.2M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-132- 0.86% |
$47.3K - $54K
|
15.3K
$10.4M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-134- 3.67% |
$48K - $54.8K
|
3.52K
$2.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-134- 4.02% |
$48K - $54.8K
|
3.2K
$2.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-136- 0.44% |
$48.7K - $55.7K
|
30.6K
$20.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-137- 13.51% |
$49K - $56.1K
|
877
$595K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-137- 4.03% |
$49K - $56.1K
|
3.26K
$2.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-138- 8.31% |
$49.4K - $56.5K
|
1.52K
$1.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-141- 0.85% |
$50.5K - $57.7K
|
16.4K
$11.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-141- 5.27% |
$50.5K - $57.7K
|
2.53K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-143- 1.61% |
$51.2K - $58.5K
|
8.75K
$5.94M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-146- 4.62% |
$52.3K - $59.8K
|
3.01K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-146- 0.57% |
$52.3K - $59.8K
|
25.4K
$17.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-148- 2.77% |
$53K - $60.6K
|
5.19K
$3.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-149- 1.38% |
$53.3K - $61K
|
10.6K
$7.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-149- 11.68% |
$53.3K - $61K
|
1.13K
$765K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-150- 1.54% |
$53.7K - $61.4K
|
9.6K
$6.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 3.92% |
$53.7K - $61.4K
|
3.68K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-152- 0.43% |
$54.4K - $62.2K
|
35.6K
$24.2M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-154- 2.15% |
$55.1K - $63K
|
7.02K
$4.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-157- 2.16% |
$56.2K - $64.3K
|
7.11K
$4.83M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-157- 38.2% |
$56.2K - $64.3K
|
254
$172K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-158- 0.46% |
$56.6K - $64.7K
|
34.5K
$23.4M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-158- 5.64% |
$56.6K - $64.7K
|
2.64K
$1.79M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-159- 19.39% |
$56.9K - $65.1K
|
661
$449K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-160- 2.58% |
$57.3K - $65.5K
|
6.04K
$4.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-162- 0.64% |
$58K - $66.3K
|
25.3K
$17.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-162- 2.03% |
$58K - $66.3K
|
7.83K
$5.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-163- 4.54% |
$58.4K - $66.7K
|
3.43K
$2.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-164- 17.5% |
$58.7K - $67.1K
|
773
$525K
|