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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-101- 9.4% |
$36.2K - $43.6K
|
974
$615K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-101- 0.65% |
$36.2K - $43.6K
|
15.4K
$9.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-102- 0.5% |
$36.6K - $44.1K
|
20.2K
$12.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-103- 0.81% |
$36.9K - $44.5K
|
12.7K
$8.01M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-103- 1.19% |
$36.9K - $44.5K
|
8.55K
$5.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-103- 1.98% |
$36.9K - $44.5K
|
5.1K
$3.22M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-104- 2.24% |
$37.3K - $44.9K
|
4.53K
$2.86M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-104- 1.93% |
$37.3K - $44.9K
|
5.27K
$3.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-104- 1.32% |
$37.3K - $44.9K
|
7.78K
$4.92M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-106- 3.12% |
$38K - $45.8K
|
3.29K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-107- 3.81% |
$38.4K - $46.2K
|
2.7K
$1.71M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-107- 4.5% |
$38.4K - $46.2K
|
2.27K
$1.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-109- 4.98% |
$39.1K - $47.1K
|
2.08K
$1.31M
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-110- 13.78% |
$39.5K - $47.5K
|
688
$435K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-111- 8.22% |
$39.8K - $48K
|
1.24K
$783K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-111- 6.95% |
$39.8K - $48K
|
1.49K
$939K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-112- 1.46% |
$40.2K - $48.4K
|
7.54K
$4.77M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-113- 1.26% |
$40.5K - $48.8K
|
8.82K
$5.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-114- 3.16% |
$40.9K - $49.3K
|
3.49K
$2.21M
|
|
|
Nov 04, 2022
Q3 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-115- 12.78% |
$41.2K - $49.7K
|
785
$496K
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-115- 13.33% |
$41.2K - $49.7K
|
748
$473K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-115- 1.45% |
$41.2K - $49.7K
|
7.81K
$4.93M
|
|
|
Nov 01, 2022
Q3 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-116- 9.41% |
$41.6K - $50.1K
|
1.12K
$706K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-116- 7.81% |
$41.6K - $50.1K
|
1.37K
$865K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-118- 8.29% |
$42.3K - $51K
|
1.31K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-118- 1.0% |
$42.3K - $51K
|
11.7K
$7.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-119- 4.19% |
$42.7K - $51.4K
|
2.72K
$1.72M
|
|
|
Oct 26, 2022
Q3 2022
|
Close Asset Management LTD
|
SELL
|
- |
-120- 7.62% |
$43K - $51.8K
|
1.46K
$919K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-120- 1.37% |
$43K - $51.8K
|
8.64K
$5.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-121- 1.08% |
$43.4K - $52.3K
|
11.1K
$6.98M
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-121- 0.62% |
$43.4K - $52.3K
|
19.5K
$12.3M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-122- 3.76% |
$43.8K - $52.7K
|
3.12K
$1.97M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
SELL
|
- |
-122- 1.41% |
$43.8K - $52.7K
|
8.54K
$5.39M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-123- 1.38% |
$44.1K - $53.1K
|
8.79K
$5.55M
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-123- 2.37% |
$44.1K - $53.1K
|
5.06K
$3.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-123- 7.22% |
$44.1K - $53.1K
|
1.58K
$998K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-124- 7.79% |
$44.5K - $53.6K
|
1.47K
$927K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-125- 14.37% |
$44.8K - $54K
|
745
$471K
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-127- 10.86% |
$45.5K - $54.9K
|
1.04K
$658K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-127- 0.15% |
$45.5K - $54.9K
|
87K
$55M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-130- 5.38% |
$46.6K - $56.2K
|
2.29K
$1.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-130- 0.86% |
$46.6K - $56.2K
|
14.9K
$9.41M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-131- 3.69% |
$47K - $56.6K
|
3.42K
$2.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-131- 6.1% |
$47K - $56.6K
|
2.02K
$1.27M
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-131- 18.58% |
$47K - $56.6K
|
574
$363K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-131- 18.58% |
$47K - $56.6K
|
574
$363K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-133- 1.4% |
$47.7K - $57.5K
|
9.35K
$5.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-138- 1.29% |
$49.5K - $59.6K
|
10.6K
$6.68M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-139- 1.5% |
$49.9K - $60.1K
|
9.12K
$5.76M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-140- 0.55% |
$50.2K - $60.5K
|
25.5K
$16.1M
|