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 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.67K- 12.64% |
$2.03M - $2.45M
|
39.1K
$24.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 60.95% |
$2.07M - $2.5M
|
3.7K
$2.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5.96K- 50.42% |
$2.14M - $2.57M
|
5.86K
$3.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-5.97K- 3.46% |
$2.14M - $2.58M
|
166K
$103M
|
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-5.98K- 65.12% |
$2.14M - $2.58M
|
3.2K
$1.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.05K- 6.28% |
$2.17M - $2.61M
|
90.2K
$56M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6.12K- 8.53% |
$2.19M - $2.64M
|
65.6K
$40.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-6.14K- 65.01% |
$2.2M - $2.65M
|
3.3K
$2.05M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.19K- 6.99% |
$2.22M - $2.67M
|
82.4K
$51.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.41K- 18.95% |
$2.3M - $2.77M
|
27.4K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.54K- 1.32% |
$2.35M - $2.83M
|
490K
$304M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.64K- 51.93% |
$2.38M - $2.87M
|
6.14K
$3.81M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.66K- 3.32% |
$2.39M - $2.88M
|
194K
$121M
|
|
|
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
$19.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.89K- 1.18% |
$2.47M - $2.98M
|
576K
$358M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.05K- 3.78% |
$2.53M - $3.05M
|
180K
$111M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-7.23K- 4.64% |
$2.59M - $3.12M
|
149K
$92.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.25K- 3.03% |
$2.6M - $3.13M
|
232K
$144M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-7.75K- 41.45% |
$2.78M - $3.35M
|
11K
$6.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.82K- 21.58% |
$2.8M - $3.38M
|
28.4K
$17.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.94K- 8.16% |
$2.85M - $3.43M
|
89.4K
$55.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.98K- 7.51% |
$2.86M - $3.45M
|
98.3K
$61M
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-8K- 11.44% |
$2.87M - $3.46M
|
62K
$38.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-8.03K- 72.67% |
$2.88M - $3.47M
|
3.02K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.1K- 58.96% |
$2.9M - $3.5M
|
5.63K
$3.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Cadence Bank Na
|
SELL
|
- |
-8.59K- 91.96% |
$3.08M - $3.71M
|
751
$466K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.78K- 81.94% |
$3.15M - $3.79M
|
1.93K
$1.2M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.89K- 45.27% |
$3.19M - $3.84M
|
10.7K
$6.67M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-9.03K- 49.95% |
$3.24M - $3.9M
|
9.05K
$5.62M
|
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
SELL
|
- |
-9.37K- 4.59% |
$3.36M - $4.05M
|
195K
$121M
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-9.55K- 73.96% |
$3.43M - $4.13M
|
3.36K
$2.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-9.71K- 26.08% |
$3.48M - $4.19M
|
27.5K
$17.1M
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-9.73K- 77.65% |
$3.49M - $4.21M
|
2.8K
$1.74M
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-10.3K- 65.38% |
$3.69M - $4.44M
|
5.45K
$3.38M
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-10.3K- 38.37% |
$3.7M - $4.46M
|
16.6K
$10.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-10.4K- 9.46% |
$3.72M - $4.48M
|
99.3K
$61.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-10.5K- 87.16% |
$3.75M - $4.52M
|
1.54K
$956K
|
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.5K- 8.61% |
$3.76M - $4.53M
|
111K
$69.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10.7K- 3.05% |
$3.84M - $4.62M
|
340K
$211M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 13.64% |
$3.92M - $4.72M
|
69.1K
$42.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-10.9K- 27.08% |
$3.92M - $4.72M
|
29.4K
$18.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-11.4K- 43.33% |
$4.1M - $4.94M
|
15K
$9.29M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-11.6K- 7.33% |
$4.15M - $4.99M
|
146K
$90.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-11.6K- 28.61% |
$4.15M - $5.01M
|
28.9K
$17.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-11.8K- 9.54% |
$4.24M - $5.1M
|
112K
$69.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-12K- 9.19% |
$4.3M - $5.18M
|
118K
$73.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 12.13% |
$4.36M - $5.25M
|
88.1K
$54.7M
|
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-12.5K- 4.19% |
$4.49M - $5.41M
|
286K
$178M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.7K- 36.3% |
$4.56M - $5.49M
|
22.3K
$13.8M
|