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 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.93K- 11.59% |
$1.41M - $1.7M
|
30K
$18.3M
|
|
|
Jan 17, 2024
Q3 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-3.97KClosed |
$1.42M - $1.71M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-4.02K- 2.68% |
$1.44M - $1.74M
|
146K
$89.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.16K- 10.89% |
$1.49M - $1.8M
|
34K
$20.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.16K- 38.89% |
$1.49M - $1.8M
|
6.53K
$3.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.22K- 2.35% |
$1.51M - $1.82M
|
175K
$107M
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.25K- 5.25% |
$1.52M - $1.84M
|
76.7K
$46.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.27K- 77.0% |
$1.53M - $1.84M
|
1.27K
$777K
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
SELL
|
- |
-4.28K- 39.71% |
$1.54M - $1.85M
|
6.5K
$3.96M
|
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-4.3K- 84.31% |
$1.54M - $1.86M
|
800
$488K
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-4.35K- 49.68% |
$1.56M - $1.88M
|
4.4K
$2.68M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.36K- 0.88% |
$1.56M - $1.88M
|
493K
$300M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.54K- 5.52% |
$1.63M - $1.96M
|
77.7K
$47.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-4.57K- 62.86% |
$1.64M - $1.97M
|
2.7K
$1.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.66K- 0.38% |
$1.67M - $2.01M
|
1.22M
$743M
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-4.68K- 85.83% |
$1.68M - $2.02M
|
773
$471K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.73K- 2.39% |
$1.7M - $2.04M
|
193K
$118M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-4.75K- 2.87% |
$1.7M - $2.05M
|
161K
$98M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.78K- 72.91% |
$1.71M - $2.06M
|
1.78K
$1.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-4.8K- 82.92% |
$1.72M - $2.07M
|
988
$603K
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.81K- 2.89% |
$1.73M - $2.08M
|
162K
$98.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 5.36% |
$1.75M - $2.11M
|
86.1K
$52.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-5.12K- 34.05% |
$1.83M - $2.21M
|
9.91K
$6.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.12K- 3.63% |
$1.84M - $2.21M
|
136K
$82.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-5.13K- 14.99% |
$1.84M - $2.22M
|
29.1K
$17.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.17K- 2.18% |
$1.85M - $2.23M
|
232K
$142M
|
|
|
Oct 27, 2022
Q3 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-5.24K- 33.73% |
$1.88M - $2.27M
|
10.3K
$6.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-5.28K- 3.02% |
$1.89M - $2.28M
|
170K
$104M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.41K- 2.54% |
$1.94M - $2.34M
|
208K
$127M
|
|
|
Oct 26, 2022
Q3 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-5.49K- 51.14% |
$1.97M - $2.37M
|
5.24K
$3.2M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.58K- 0.82% |
$2M - $2.41M
|
674K
$411M
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-5.63K- 61.86% |
$2.02M - $2.43M
|
3.47K
$2.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.67K- 12.64% |
$2.03M - $2.45M
|
39.1K
$23.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 60.95% |
$2.07M - $2.5M
|
3.7K
$2.26M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5.96K- 50.42% |
$2.14M - $2.57M
|
5.86K
$3.57M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.97K- 3.46% |
$2.14M - $2.58M
|
166K
$101M
|
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-5.98K- 65.12% |
$2.14M - $2.58M
|
3.2K
$1.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.05K- 6.28% |
$2.17M - $2.61M
|
90.2K
$55M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6.12K- 8.53% |
$2.19M - $2.64M
|
65.6K
$40M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-6.14K- 65.01% |
$2.2M - $2.65M
|
3.3K
$2.01M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.19K- 6.99% |
$2.22M - $2.67M
|
82.4K
$50.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.41K- 18.95% |
$2.3M - $2.77M
|
27.4K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.54K- 1.32% |
$2.35M - $2.83M
|
490K
$299M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.64K- 51.93% |
$2.38M - $2.87M
|
6.14K
$3.75M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.66K- 3.32% |
$2.39M - $2.88M
|
194K
$119M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-6.68KClosed |
$2.4M - $2.89M
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.86K- 17.87% |
$2.46M - $2.96M
|
31.5K
$19.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.89K- 1.18% |
$2.47M - $2.98M
|
576K
$351M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.05K- 3.78% |
$2.53M - $3.05M
|
180K
$110M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-7.23K- 4.64% |
$2.59M - $3.12M
|
149K
$90.6M
|