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 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-253K- 4.18% |
$90.7M - $104M
|
5.81M
$3.24B
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-299K- 36.86% |
$107M - $122M
|
512K
$286M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-308K- 17.9% |
$110M - $126M
|
1.41M
$789M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-336KClosed |
$120M - $137M
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-339K- 22.33% |
$121M - $139M
|
1.18M
$657M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-365K- 59.57% |
$131M - $149M
|
247K
$138M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-448K- 49.75% |
$160M - $183M
|
453K
$253M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-468K- 34.15% |
$167M - $191M
|
902K
$503M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-530K- 78.64% |
$190M - $217M
|
144K
$80.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-749K- 89.83% |
$268M - $307M
|
84.8K
$47.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.04M- 21.11% |
$371M - $424M
|
3.87M
$2.16B
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.11M- 8.3% |
$397M - $454M
|
12.3M
$6.85B
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.12M- 86.41% |
$402M - $460M
|
177K
$98.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.87M- 5.51% |
$669M - $765M
|
32.1M
$17.9B
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7.4M- 99.74% |
$2.65B - $3.03B
|
19.3K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.4M- 38.06% |
$5.87B - $6.71B
|
26.7M
$14.9B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-196M- 100.0% |
$70B - $80.1B
|
1.58K
$883K
|