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 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-569- 14.75% |
$204K - $233K
|
3.29K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-573- 7.48% |
$205K - $235K
|
7.09K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-574- 6.24% |
$205K - $235K
|
8.62K
$5.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-589- 13.41% |
$211K - $241K
|
3.8K
$2.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-590- 6.07% |
$211K - $241K
|
9.13K
$5.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-597- 4.27% |
$214K - $244K
|
13.4K
$8.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-599- 2.22% |
$214K - $245K
|
26.4K
$15.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-606- 11.14% |
$217K - $248K
|
4.84K
$2.92M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-609- 14.4% |
$218K - $249K
|
3.62K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-612- 1.12% |
$219K - $251K
|
54.1K
$32.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-615- 2.47% |
$220K - $252K
|
24.3K
$14.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-620- 0.94% |
$222K - $254K
|
65.4K
$39.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-633- 9.4% |
$227K - $259K
|
6.1K
$3.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-651- 3.97% |
$233K - $266K
|
15.7K
$9.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-653- 1.02% |
$234K - $267K
|
63.3K
$38.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-659- 41.71% |
$236K - $270K
|
921
$556K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-664- 14.66% |
$238K - $272K
|
3.87K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-667- 44.89% |
$239K - $273K
|
819
$494K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-669- 46.56% |
$239K - $274K
|
768
$464K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-671- 14.41% |
$240K - $275K
|
3.98K
$2.41M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-676- 3.46% |
$242K - $277K
|
18.9K
$11.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-678- 31.32% |
$243K - $278K
|
1.49K
$898K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-678- 1.52% |
$243K - $278K
|
43.9K
$26.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-699- 17.99% |
$250K - $286K
|
3.19K
$1.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-703- 3.25% |
$252K - $288K
|
20.9K
$12.6M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-704- 9.1% |
$252K - $288K
|
7.03K
$4.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-706- 0.88% |
$253K - $289K
|
79.6K
$48.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-708- 6.99% |
$253K - $290K
|
9.42K
$5.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-712- 61.43% |
$255K - $291K
|
447
$270K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-720- 5.71% |
$258K - $295K
|
11.9K
$7.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-723- 74.15% |
$259K - $296K
|
252
$152K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-728- 2.19% |
$261K - $298K
|
32.5K
$19.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-729- 4.52% |
$261K - $298K
|
15.4K
$9.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-730- 2.16% |
$261K - $299K
|
33.1K
$20M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-732- 2.67% |
$262K - $300K
|
26.7K
$16.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-738- 20.94% |
$264K - $302K
|
2.79K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-741- 52.44% |
$265K - $303K
|
672
$406K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-746- 42.92% |
$267K - $305K
|
992
$599K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-749- 0.79% |
$268K - $307K
|
94.3K
$56.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-755- 88.82% |
$270K - $309K
|
95
$57.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-757- 4.6% |
$271K - $310K
|
15.7K
$9.47M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-770- 30.91% |
$276K - $315K
|
1.72K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-771- 43.41% |
$276K - $316K
|
1.01K
$607K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-777- 3.22% |
$278K - $318K
|
23.3K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-780- 2.15% |
$279K - $319K
|
35.6K
$21.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-800- 4.96% |
$286K - $327K
|
15.3K
$9.26M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-801- 0.81% |
$287K - $328K
|
97.8K
$59M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-810- 9.78% |
$290K - $332K
|
7.47K
$4.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-812- 3.05% |
$291K - $332K
|
25.8K
$15.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-842- 0.13% |
$301K - $345K
|
664K
$401M
|