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 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-580- 2.22% |
$208K - $251K
|
25.5K
$15.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-580- 32.58% |
$208K - $251K
|
1.2K
$732K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-581- 31.1% |
$208K - $251K
|
1.29K
$785K
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-584- 25.12% |
$209K - $252K
|
1.74K
$1.06M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-586- 10.72% |
$210K - $253K
|
4.88K
$2.98M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-587- 2.4% |
$211K - $254K
|
23.9K
$14.6M
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-587- 7.56% |
$211K - $254K
|
7.18K
$4.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-588- 1.29% |
$211K - $254K
|
44.9K
$27.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-590- 3.87% |
$212K - $255K
|
14.6K
$8.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-597- 2.65% |
$214K - $258K
|
22K
$13.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-597- 4.2% |
$214K - $258K
|
13.6K
$8.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-601- 50.85% |
$216K - $260K
|
581
$354K
|
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-606- 45.8% |
$217K - $262K
|
717
$437K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-607- 18.7% |
$218K - $262K
|
2.64K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-610- 0.74% |
$219K - $264K
|
81.6K
$49.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-616- 31.24% |
$221K - $266K
|
1.36K
$827K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-621- 0.46% |
$223K - $268K
|
134K
$82M
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-625- 11.78% |
$224K - $270K
|
4.68K
$2.86M
|
|
|
Oct 18, 2022
Q3 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-625- 0.26% |
$224K - $270K
|
242K
$148M
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-631Closed |
$226K - $273K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-638- 7.48% |
$229K - $276K
|
7.89K
$4.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-640Closed |
$230K - $277K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-641- 8.8% |
$230K - $277K
|
6.64K
$4.05M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-643- 13.25% |
$231K - $278K
|
4.21K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-646- 4.12% |
$232K - $279K
|
15K
$9.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-647- 1.68% |
$232K - $280K
|
37.9K
$23.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-654- 0.52% |
$235K - $283K
|
125K
$76.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-669- 8.98% |
$240K - $289K
|
6.78K
$4.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-680- 12.07% |
$244K - $294K
|
4.96K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-684- 0.15% |
$245K - $296K
|
459K
$280M
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-687- 51.77% |
$246K - $297K
|
640
$390K
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
SELL
|
- |
-689- 1.36% |
$247K - $298K
|
49.9K
$30.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-689- 91.38% |
$247K - $298K
|
65
$39.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-693Closed |
$249K - $299K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-694- 1.38% |
$249K - $300K
|
49.7K
$30.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-695- 40.88% |
$249K - $300K
|
1.01K
$613K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-707- 4.18% |
$254K - $305K
|
16.2K
$9.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-718- 2.12% |
$258K - $310K
|
33.1K
$20.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-727- 3.74% |
$261K - $314K
|
18.7K
$11.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-728- 5.52% |
$261K - $315K
|
12.5K
$7.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-734- 3.96% |
$263K - $317K
|
17.8K
$10.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-742- 4.72% |
$266K - $321K
|
15K
$9.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-744Closed |
$267K - $321K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-746- 28.12% |
$268K - $322K
|
1.91K
$1.16M
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-748- 13.02% |
$268K - $323K
|
5K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-771- 1.56% |
$277K - $333K
|
48.7K
$29.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-786- 2.51% |
$282K - $340K
|
30.5K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-787- 22.36% |
$282K - $340K
|
2.73K
$1.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-790- 3.99% |
$283K - $341K
|
19K
$11.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-797- 21.56% |
$286K - $344K
|
2.9K
$1.77M
|