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 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-8.03K- 19.63% |
$2.87M - $3.29M
|
32.9K
$21.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.18K- 8.55% |
$2.93M - $3.35M
|
87.4K
$58.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.34K- 40.66% |
$2.99M - $3.42M
|
12.2K
$8.09M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.34K- 40.66% |
$2.99M - $3.42M
|
12.2K
$8.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-8.36K- 0.27% |
$2.99M - $3.42M
|
3.14M
$2.08B
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-8.43K- 17.57% |
$3.02M - $3.45M
|
39.5K
$26.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-8.57K- 15.83% |
$3.07M - $3.51M
|
45.5K
$30.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-8.58K- 7.71% |
$3.07M - $3.51M
|
103K
$68.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-8.66K- 1.11% |
$3.1M - $3.54M
|
774K
$514M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-8.66K- 1.11% |
$3.1M - $3.54M
|
774K
$514M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.74K- 7.04% |
$3.13M - $3.58M
|
115K
$76.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.76K- 29.36% |
$3.14M - $3.59M
|
21.1K
$14M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-8.85K- 0.99% |
$3.17M - $3.62M
|
888K
$590M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.86K- 4.32% |
$3.17M - $3.63M
|
196K
$130M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-8.87K- 2.02% |
$3.18M - $3.63M
|
431K
$286M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.03K- 2.34% |
$3.23M - $3.7M
|
377K
$250M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-9.16K- 6.26% |
$3.28M - $3.75M
|
137K
$91.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.16K- 3.18% |
$3.28M - $3.75M
|
279K
$186M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.27K- 2.68% |
$3.32M - $3.8M
|
337K
$224M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.31K- 3.8% |
$3.33M - $3.81M
|
235K
$156M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-9.41K- 8.23% |
$3.37M - $3.85M
|
105K
$69.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.44K- 21.07% |
$3.38M - $3.86M
|
35.4K
$23.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9.48K- 99.0% |
$3.39M - $3.88M
|
96
$63.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.49K- 65.8% |
$3.4M - $3.89M
|
4.93K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-9.54K- 13.5% |
$3.41M - $3.9M
|
61.1K
$40.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9.54K- 10.97% |
$3.42M - $3.91M
|
77.5K
$51.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-9.62K- 1.82% |
$3.44M - $3.94M
|
519K
$345M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-9.66K- 80.03% |
$3.46M - $3.95M
|
2.41K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-9.74K- 4.02% |
$3.49M - $3.99M
|
232K
$154M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-9.88K- 13.95% |
$3.54M - $4.04M
|
60.9K
$40.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-9.9K- 1.79% |
$3.54M - $4.05M
|
543K
$361M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-10K- 3.63% |
$3.58M - $4.1M
|
265K
$176M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-10K- 99.08% |
$3.58M - $4.1M
|
93
$61.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-10.1K- 49.99% |
$3.6M - $4.12M
|
10.1K
$6.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.2K- 7.76% |
$3.64M - $4.16M
|
121K
$80.2M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-10.5K- 7.68% |
$3.77M - $4.31M
|
127K
$84.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-10.8K- 58.67% |
$3.85M - $4.4M
|
7.58K
$5.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10.8K- 1.69% |
$3.86M - $4.41M
|
627K
$416M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-10.9K- 61.48% |
$3.9M - $4.46M
|
6.82K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-11.5K- 36.7% |
$4.11M - $4.7M
|
19.8K
$13.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-11.6K- 11.34% |
$4.14M - $4.73M
|
90.4K
$60M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-11.7K- 48.77% |
$4.2M - $4.81M
|
12.3K
$8.19M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11.8K- 73.28% |
$4.22M - $4.83M
|
4.3K
$2.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-11.8K- 41.99% |
$4.24M - $4.84M
|
16.3K
$10.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.2K- 8.16% |
$4.37M - $4.99M
|
137K
$91.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12.5K- 8.76% |
$4.47M - $5.11M
|
130K
$86.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-12.5K- 1.95% |
$4.48M - $5.12M
|
628K
$417M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-12.5K- 95.67% |
$4.49M - $5.13M
|
568
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-13.3K- 28.67% |
$4.77M - $5.46M
|
33.2K
$22M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-13.7K- 21.13% |
$4.9M - $5.6M
|
51.1K
$33.9M
|