Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-8- 1.08% |
$2.87K - $3.46K
|
733
$443K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-8- 0.06% |
$2.87K - $3.46K
|
13.9K
$8.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
SELL
|
- |
-8- 0.08% |
$2.87K - $3.46K
|
9.57K
$5.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-8- 0.15% |
$2.87K - $3.46K
|
5.16K
$3.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-8- 0.28% |
$2.87K - $3.46K
|
2.9K
$1.75M
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-9- 0.25% |
$3.23K - $3.89K
|
3.66K
$2.21M
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
SELL
|
- |
-9- 0.88% |
$3.23K - $3.89K
|
1.01K
$612K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-9- 0.2% |
$3.23K - $3.89K
|
4.58K
$2.76M
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-9- 0.44% |
$3.23K - $3.89K
|
2.03K
$1.23M
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-10- 1.66% |
$3.59K - $4.32K
|
591
$357K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10- 0.56% |
$3.59K - $4.32K
|
1.76K
$1.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-10- 1.3% |
$3.59K - $4.32K
|
762
$460K
|
|
|
Nov 03, 2022
Q3 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-10- 0.17% |
$3.59K - $4.32K
|
5.75K
$3.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-10- 0.34% |
$3.59K - $4.32K
|
2.91K
$1.75M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-10- 0.47% |
$3.59K - $4.32K
|
2.14K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-10- 1.56% |
$3.59K - $4.32K
|
630
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10- 0.97% |
$3.59K - $4.32K
|
1.02K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-10- 0.78% |
$3.59K - $4.32K
|
1.28K
$770K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-11- 11.34% |
$3.95K - $4.75K
|
86
$51.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-11- 0.36% |
$3.95K - $4.75K
|
3.01K
$1.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-12- 1.71% |
$4.3K - $5.18K
|
688
$415K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-12- 6.45% |
$4.3K - $5.18K
|
174
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-12- 0.71% |
$4.3K - $5.18K
|
1.67K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-12- 1.16% |
$4.3K - $5.18K
|
1.02K
$616K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-13- 30.23% |
$4.66K - $5.62K
|
30
$18.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-13- 0.65% |
$4.66K - $5.62K
|
2K
$1.21M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-13- 1.15% |
$4.66K - $5.62K
|
1.11K
$673K
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-13- 0.05% |
$4.66K - $5.62K
|
26.4K
$15.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-13- 0.33% |
$4.66K - $5.62K
|
3.95K
$2.39M
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-14- 0.23% |
$5.02K - $6.05K
|
5.95K
$3.59M
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-15- 0.42% |
$5.38K - $6.48K
|
3.54K
$2.14M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-15- 0.49% |
$5.38K - $6.48K
|
3.03K
$1.83M
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-15- 2.29% |
$5.38K - $6.48K
|
639
$386K
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-15- 1.28% |
$5.38K - $6.48K
|
1.15K
$696K
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-15- 1.84% |
$5.38K - $6.48K
|
800
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-15- 2.31% |
$5.38K - $6.48K
|
635
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-15- 0.77% |
$5.38K - $6.48K
|
1.93K
$1.16M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.07% |
$5.74K - $6.91K
|
23.2K
$14M
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-17- 0.51% |
$6.1K - $7.34K
|
3.34K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-17- 1.28% |
$6.1K - $7.34K
|
1.31K
$792K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-17- 1.57% |
$6.1K - $7.34K
|
1.07K
$645K
|
|
|
Oct 27, 2022
Q3 2022
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-18- 0.27% |
$6.46K - $7.78K
|
6.65K
$4.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-18- 0.14% |
$6.46K - $7.78K
|
12.9K
$7.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-18- 1.01% |
$6.46K - $7.78K
|
1.77K
$1.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-18- 0.33% |
$6.46K - $7.78K
|
5.48K
$3.31M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-19- 0.66% |
$6.81K - $8.21K
|
2.85K
$1.72M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-19- 4.66% |
$6.81K - $8.21K
|
389
$235K
|
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-20- 0.2% |
$7.17K - $8.64K
|
10K
$6.06M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-20- 0.21% |
$7.17K - $8.64K
|
9.69K
$5.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-20- 0.51% |
$7.17K - $8.64K
|
3.86K
$2.33M
|