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 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.15K- 2.06% |
$770K - $927K
|
102K
$63.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.17K- 7.03% |
$779K - $938K
|
28.7K
$17.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.18K- 1.7% |
$782K - $942K
|
126K
$78.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.2K- 1.97% |
$789K - $951K
|
109K
$67.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.2K- 4.21% |
$790K - $951K
|
50.1K
$31.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.2K- 2.08% |
$790K - $952K
|
104K
$64.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.26K- 17.18% |
$811K - $976K
|
10.9K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.28K- 34.87% |
$818K - $986K
|
4.26K
$2.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.28K- 1.96% |
$819K - $986K
|
114K
$71M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.37K- 35.08% |
$851K - $1.03M
|
4.39K
$2.73M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.4K- 4.81% |
$860K - $1.04M
|
47.5K
$29.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.44K- 4.4% |
$874K - $1.05M
|
53K
$32.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.53K- 12.74% |
$908K - $1.09M
|
17.3K
$10.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.59K- 46.44% |
$927K - $1.12M
|
2.98K
$1.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.64K- 2.68% |
$948K - $1.14M
|
95.8K
$59.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.65K- 37.96% |
$949K - $1.14M
|
4.32K
$2.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.66K- 50.0% |
$955K - $1.15M
|
2.66K
$1.65M
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.67K- 3.85% |
$957K - $1.15M
|
66.7K
$41.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.67K- 24.46% |
$958K - $1.15M
|
8.25K
$5.12M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.69K- 82.67% |
$963K - $1.16M
|
563
$349K
|
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-2.69K- 82.42% |
$965K - $1.16M
|
574
$356K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.71K- 37.42% |
$970K - $1.17M
|
4.52K
$2.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.74K- 2.27% |
$984K - $1.19M
|
118K
$73.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.8K- 11.17% |
$1M - $1.21M
|
22.2K
$13.8M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.84K- 0.74% |
$1.02M - $1.23M
|
379K
$235M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 30.88% |
$1.04M - $1.25M
|
6.49K
$4.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.91K- 6.69% |
$1.04M - $1.26M
|
40.6K
$25.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.91K- 42.13% |
$1.05M - $1.26M
|
4K
$2.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.92K- 52.51% |
$1.05M - $1.26M
|
2.64K
$1.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.93K- 0.93% |
$1.05M - $1.27M
|
311K
$193M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3K- 24.07% |
$1.08M - $1.3M
|
9.46K
$5.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3.01K- 0.83% |
$1.08M - $1.3M
|
361K
$224M
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.01K- 2.43% |
$1.08M - $1.3M
|
121K
$75.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-3.03K- 2.26% |
$1.09M - $1.31M
|
131K
$81.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-3.13K- 4.16% |
$1.12M - $1.35M
|
72.2K
$44.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.23K- 1.18% |
$1.16M - $1.4M
|
271K
$168M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.27K- 2.43% |
$1.17M - $1.41M
|
132K
$81.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.29K- 29.34% |
$1.18M - $1.42M
|
7.92K
$4.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
SELL
|
- |
-3.32K- 78.95% |
$1.19M - $1.43M
|
884
$549K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.32K- 11.03% |
$1.19M - $1.43M
|
26.8K
$16.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.33K- 13.24% |
$1.19M - $1.44M
|
21.8K
$13.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.33K- 1.78% |
$1.19M - $1.44M
|
183K
$114M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.35K- 1.97% |
$1.2M - $1.45M
|
167K
$103M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-3.39K- 25.88% |
$1.22M - $1.47M
|
9.72K
$6.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.45K- 44.23% |
$1.24M - $1.49M
|
4.35K
$2.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.45K- 14.64% |
$1.24M - $1.49M
|
20.1K
$12.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.46K- 37.95% |
$1.24M - $1.49M
|
5.65K
$3.51M
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
SELL
|
- |
-3.46K- 7.87% |
$1.24M - $1.49M
|
40.5K
$25.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.49K- 0.95% |
$1.25M - $1.51M
|
364K
$226M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.53K- 2.12% |
$1.27M - $1.53M
|
163K
$101M
|