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 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-749- 0.79% |
$268K - $307K
|
94.3K
$53.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-755- 88.82% |
$270K - $309K
|
95
$54.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-757- 4.6% |
$271K - $310K
|
15.7K
$8.96M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-770- 30.91% |
$276K - $315K
|
1.72K
$983K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-771- 43.41% |
$276K - $316K
|
1.01K
$574K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-777- 3.22% |
$278K - $318K
|
23.3K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-780- 2.15% |
$279K - $319K
|
35.6K
$20.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-800- 4.96% |
$286K - $327K
|
15.3K
$8.76M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-801- 0.81% |
$287K - $328K
|
97.8K
$55.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-810- 9.78% |
$290K - $332K
|
7.47K
$4.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-812- 3.05% |
$291K - $332K
|
25.8K
$14.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-842- 0.13% |
$301K - $345K
|
664K
$379M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-844- 7.45% |
$302K - $345K
|
10.5K
$5.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-848- 11.05% |
$304K - $347K
|
6.83K
$3.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-852- 38.09% |
$305K - $349K
|
1.39K
$791K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-853- 0.82% |
$305K - $349K
|
104K
$59.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-858- 7.94% |
$307K - $351K
|
9.94K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-860- 0.98% |
$308K - $352K
|
87.2K
$49.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-864- 3.87% |
$309K - $354K
|
21.4K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-871- 14.42% |
$312K - $357K
|
5.17K
$2.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-880- 44.4% |
$315K - $360K
|
1.1K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-882- 2.38% |
$316K - $361K
|
36.1K
$20.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-883- 2.62% |
$316K - $361K
|
32.8K
$18.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-893- 3.41% |
$320K - $366K
|
25.3K
$14.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-897- 11.89% |
$321K - $367K
|
6.65K
$3.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-903- 8.71% |
$323K - $370K
|
9.46K
$5.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-907- 1.36% |
$325K - $371K
|
65.7K
$37.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Strategic Investment Management, LLC
|
SELL
|
- |
-920- 0.86% |
$329K - $377K
|
106K
$60.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-925- 8.98% |
$331K - $379K
|
9.38K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-930- 1.49% |
$333K - $381K
|
61.4K
$35.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-931- 9.27% |
$333K - $381K
|
9.11K
$5.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-936- 48.85% |
$335K - $383K
|
980
$560K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-948- 1.46% |
$339K - $388K
|
64.1K
$36.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-952- 18.46% |
$341K - $390K
|
4.21K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-954- 6.23% |
$342K - $390K
|
14.4K
$8.2M
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-959- 3.09% |
$343K - $393K
|
30.1K
$17.2M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-962- 1.99% |
$344K - $394K
|
47.4K
$27.1M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-978- 88.43% |
$350K - $400K
|
128
$73.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-981- 5.85% |
$351K - $402K
|
15.8K
$9.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-1.01K- 8.07% |
$360K - $412K
|
11.5K
$6.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.01K- 36.65% |
$362K - $413K
|
1.75K
$998K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.01K- 23.74% |
$362K - $414K
|
3.25K
$1.86M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.02K- 8.32% |
$367K - $419K
|
11.3K
$6.45M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.05K- 25.43% |
$375K - $429K
|
3.07K
$1.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 2.11% |
$376K - $430K
|
48.7K
$27.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 1.73% |
$378K - $432K
|
59.8K
$34.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.07K- 0.82% |
$381K - $436K
|
129K
$73.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.07K- 17.2% |
$384K - $439K
|
5.17K
$2.95M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-1.07K- 8.39% |
$384K - $440K
|
11.7K
$6.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.08K- 1.78% |
$385K - $440K
|
59.4K
$34M
|