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 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-477- 42.93% |
$171K - $195K
|
634
$421K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-480- 11.64% |
$172K - $196K
|
3.65K
$2.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-485- 42.21% |
$174K - $199K
|
664
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-488- 3.4% |
$175K - $200K
|
13.9K
$9.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-490- 3.87% |
$175K - $201K
|
12.2K
$8.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-491- 19.98% |
$176K - $201K
|
1.97K
$1.31M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-491- 38.97% |
$176K - $201K
|
769
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-492- 20.59% |
$176K - $201K
|
1.9K
$1.26M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-493- 0.94% |
$176K - $202K
|
51.8K
$34.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-496- 8.32% |
$178K - $203K
|
5.46K
$3.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-500- 14.33% |
$179K - $205K
|
2.99K
$1.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-503- 0.48% |
$180K - $206K
|
104K
$68.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-510- 33.86% |
$183K - $209K
|
996
$661K
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-511- 28.95% |
$183K - $209K
|
1.25K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-511- 21.27% |
$183K - $209K
|
1.89K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-524- 2.95% |
$188K - $214K
|
17.3K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-527- 3.94% |
$189K - $216K
|
12.8K
$8.53M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-532- 1.02% |
$190K - $218K
|
51.9K
$34.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-533- 10.44% |
$191K - $218K
|
4.57K
$3.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-540- 5.7% |
$193K - $221K
|
8.93K
$5.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-551- 6.67% |
$197K - $226K
|
7.71K
$5.12M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-569- 14.75% |
$204K - $233K
|
3.29K
$2.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-573- 7.48% |
$205K - $235K
|
7.09K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-574- 6.24% |
$205K - $235K
|
8.62K
$5.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-589- 13.41% |
$211K - $241K
|
3.8K
$2.53M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-590- 6.07% |
$211K - $241K
|
9.13K
$6.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-597- 4.27% |
$214K - $244K
|
13.4K
$8.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-599- 2.22% |
$214K - $245K
|
26.4K
$17.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-606- 11.14% |
$217K - $248K
|
4.84K
$3.21M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-609- 14.4% |
$218K - $249K
|
3.62K
$2.4M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-612- 1.12% |
$219K - $251K
|
54.1K
$35.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-615- 2.47% |
$220K - $252K
|
24.3K
$16.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-620- 0.94% |
$222K - $254K
|
65.4K
$43.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-633- 9.4% |
$227K - $259K
|
6.1K
$4.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-651- 3.97% |
$233K - $266K
|
15.7K
$10.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-653- 1.02% |
$234K - $267K
|
63.3K
$42M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-659- 41.71% |
$236K - $270K
|
921
$612K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-664- 14.66% |
$238K - $272K
|
3.87K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-667- 44.89% |
$239K - $273K
|
819
$544K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-669- 46.56% |
$239K - $274K
|
768
$510K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-671- 14.41% |
$240K - $275K
|
3.98K
$2.65M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-676- 3.46% |
$242K - $277K
|
18.9K
$12.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-678- 31.32% |
$243K - $278K
|
1.49K
$987K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-678- 1.52% |
$243K - $278K
|
43.9K
$29.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-699- 17.99% |
$250K - $286K
|
3.19K
$2.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-703- 3.25% |
$252K - $288K
|
20.9K
$13.9M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-704- 9.1% |
$252K - $288K
|
7.03K
$4.67M
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-706- 0.88% |
$253K - $289K
|
79.6K
$52.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-708- 6.99% |
$253K - $290K
|
9.42K
$6.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-712- 61.43% |
$255K - $291K
|
447
$297K
|