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 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.16K- 1.26% |
$415K - $500K
|
90.7K
$55.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.16K- 25.37% |
$416K - $501K
|
3.41K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.17K- 3.45% |
$420K - $506K
|
32.8K
$20M
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.17K- 0.27% |
$421K - $507K
|
426K
$260M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.18K- 29.5% |
$423K - $509K
|
2.82K
$1.72M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.18K- 3.6% |
$423K - $510K
|
31.6K
$19.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.19K- 8.45% |
$426K - $513K
|
12.9K
$7.85M
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.2K- 0.72% |
$430K - $518K
|
164K
$100M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.2K- 5.85% |
$431K - $519K
|
19.3K
$11.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.2K- 1.82% |
$432K - $520K
|
65K
$39.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.22K- 12.25% |
$437K - $527K
|
8.73K
$5.33M
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.23K- 7.4% |
$440K - $531K
|
15.4K
$9.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.23K- 3.67% |
$441K - $531K
|
32.2K
$19.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.24K- 77.48% |
$443K - $534K
|
359
$219K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.24K- 9.25% |
$443K - $534K
|
12.1K
$7.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.24K- 9.03% |
$445K - $537K
|
12.5K
$7.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.28K- 44.81% |
$458K - $552K
|
1.57K
$960K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.29K- 36.1% |
$463K - $558K
|
2.29K
$1.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.3K- 1.8% |
$465K - $560K
|
70.6K
$43M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.31K- 20.12% |
$471K - $567K
|
5.21K
$3.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 0.78% |
$475K - $572K
|
168K
$102M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.35K- 2.68% |
$484K - $583K
|
48.9K
$29.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.35K- 4.1% |
$485K - $584K
|
31.6K
$19.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.37K- 3.85% |
$491K - $591K
|
34.1K
$20.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.4K- 6.72% |
$501K - $604K
|
19.4K
$11.8M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.42K- 0.73% |
$510K - $615K
|
194K
$118M
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.43K- 23.5% |
$511K - $616K
|
4.64K
$2.83M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.45K- 17.67% |
$518K - $624K
|
6.73K
$4.11M
|
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.45K- 58.65% |
$521K - $628K
|
1.03K
$625K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.46K- 26.3% |
$524K - $632K
|
4.1K
$2.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Pembroke Management, LTD
|
SELL
|
- |
-1.47K- 5.11% |
$526K - $634K
|
27.3K
$16.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.48K- 4.05% |
$530K - $639K
|
35K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.48KClosed |
$532K - $641K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
SELL
|
- |
-1.51K- 1.18% |
$541K - $652K
|
126K
$77.1M
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-1.52K- 40.37% |
$544K - $655K
|
2.24K
$1.37M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.52K- 4.24% |
$545K - $656K
|
34.3K
$20.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.53K- 9.75% |
$550K - $663K
|
14.2K
$8.66M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.54K- 0.98% |
$554K - $667K
|
156K
$95.3M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.58K- 7.46% |
$565K - $680K
|
19.5K
$11.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.58K- 7.21% |
$565K - $681K
|
20.3K
$12.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.58K- 19.25% |
$566K - $681K
|
6.61K
$4.03M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.58K- 0.66% |
$566K - $682K
|
236K
$144M
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.58K- 52.37% |
$567K - $683K
|
1.44K
$876K
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.61K- 2.67% |
$578K - $696K
|
58.8K
$35.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.63K- 18.55% |
$585K - $704K
|
7.16K
$4.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 3.57% |
$599K - $721K
|
45K
$27.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.67K- 4.16% |
$599K - $722K
|
38.5K
$23.5M
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.67K- 11.5% |
$600K - $723K
|
12.9K
$7.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.69K- 24.67% |
$607K - $731K
|
5.17K
$3.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-1.7K- 22.67% |
$610K - $734K
|
5.8K
$3.54M
|