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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-372- 35.0% |
$133K - $161K
|
691
$429K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-373- 3.05% |
$134K - $161K
|
11.9K
$7.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
SELL
|
- |
-375- 11.12% |
$134K - $162K
|
3K
$1.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-379- 4.0% |
$136K - $164K
|
9.1K
$5.65M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-392- 24.39% |
$141K - $169K
|
1.22K
$754K
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-392- 1.76% |
$141K - $169K
|
21.9K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-392- 2.78% |
$141K - $169K
|
13.7K
$8.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-400- 2.42% |
$143K - $173K
|
16.1K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 2.42% |
$143K - $173K
|
16.1K
$9.99M
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-403- 9.5% |
$145K - $174K
|
3.84K
$2.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-412- 1.7% |
$148K - $178K
|
23.8K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-412- 2.45% |
$148K - $178K
|
16.4K
$10.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-413- 0.99% |
$148K - $178K
|
41.2K
$25.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-419- 14.25% |
$150K - $181K
|
2.52K
$1.57M
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-425- 1.35% |
$152K - $184K
|
31.1K
$19.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-428- 6.25% |
$154K - $185K
|
6.42K
$3.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-429- 8.4% |
$154K - $185K
|
4.68K
$2.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-430- 4.47% |
$154K - $186K
|
9.2K
$5.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-430- 10.07% |
$154K - $186K
|
3.84K
$2.38M
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-435- 6.37% |
$156K - $188K
|
6.4K
$3.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-435- 34.55% |
$156K - $188K
|
824
$511K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-438- 21.53% |
$157K - $189K
|
1.6K
$991K
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-440- 0.28% |
$158K - $190K
|
157K
$97.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-442- 1.39% |
$159K - $191K
|
31.3K
$19.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-444- 15.26% |
$159K - $192K
|
2.47K
$1.53M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-451- 29.25% |
$162K - $195K
|
1.09K
$677K
|
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-454- 4.36% |
$163K - $196K
|
9.96K
$6.18M
|
|
|
Nov 09, 2022
Q3 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-454- 11.38% |
$163K - $196K
|
3.54K
$2.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-456- 6.34% |
$164K - $197K
|
6.74K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-458- 1.14% |
$164K - $198K
|
39.8K
$24.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-461- 15.09% |
$165K - $199K
|
2.59K
$1.61M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-461- 4.1% |
$165K - $199K
|
10.8K
$6.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-466- 22.26% |
$167K - $201K
|
1.63K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-470- 1.1% |
$169K - $203K
|
42.1K
$26.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-482- 1.93% |
$173K - $208K
|
24.5K
$15.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-490- 16.44% |
$176K - $212K
|
2.49K
$1.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-490- 2.48% |
$176K - $212K
|
19.3K
$12M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-496- 1.09% |
$178K - $214K
|
44.8K
$27.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-508- 14.39% |
$182K - $219K
|
3.02K
$1.88M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-509- 3.68% |
$183K - $220K
|
13.3K
$8.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-509- 1.03% |
$183K - $220K
|
49K
$30.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
SELL
|
- |
-514- 18.77% |
$184K - $222K
|
2.22K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-521- 10.65% |
$187K - $225K
|
4.37K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-522- 2.53% |
$187K - $226K
|
20.1K
$12.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-525- 7.54% |
$188K - $227K
|
6.44K
$4M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-525- 23.7% |
$188K - $227K
|
1.69K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-525- 31.18% |
$188K - $227K
|
1.16K
$719K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-526- 4.91% |
$189K - $227K
|
10.2K
$6.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-526- 2.44% |
$189K - $227K
|
21K
$13M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-529- 4.54% |
$190K - $229K
|
11.1K
$6.91M
|