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 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-29.9K- 20.67% |
$10.7M - $12.9M
|
115K
$71.2M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-30.7K- 29.21% |
$11M - $13.3M
|
74.5K
$46.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.3K- 10.26% |
$11.2M - $13.5M
|
274K
$170M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-33K- 10.75% |
$11.8M - $14.3M
|
274K
$170M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33K- 45.26% |
$11.8M - $14.3M
|
39.9K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-33.1K- 15.41% |
$11.9M - $14.3M
|
182K
$113M
|
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-33.2K- 93.44% |
$11.9M - $14.3M
|
2.33K
$1.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-33.7K- 1.12% |
$12.1M - $14.6M
|
2.99M
$1.85B
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-34.3K- 33.69% |
$12.3M - $14.8M
|
67.6K
$42M
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-34.7K- 77.13% |
$12.4M - $15M
|
10.3K
$6.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-34.9K- 36.74% |
$12.5M - $15.1M
|
60.1K
$37.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37K- 12.69% |
$13.3M - $16M
|
254K
$158M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-38.8K- 8.13% |
$13.9M - $16.7M
|
438K
$272M
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-40.1K- 87.11% |
$14.4M - $17.3M
|
5.94K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-41.1K- 4.16% |
$14.8M - $17.8M
|
948K
$588M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-43.3K- 16.87% |
$15.5M - $18.7M
|
214K
$133M
|
|
|
Nov 14, 2022
Q3 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-44.4K- 22.31% |
$15.9M - $19.2M
|
154K
$95.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.7K- 85.3% |
$17.5M - $21M
|
8.4K
$5.21M
|
|
|
Nov 14, 2022
Q3 2022
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-49.6K- 53.24% |
$17.8M - $21.4M
|
43.6K
$27M
|
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-50.3K- 9.49% |
$18.1M - $21.7M
|
480K
$298M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-50.7K- 22.89% |
$18.2M - $21.9M
|
171K
$106M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-52.7K- 5.92% |
$18.9M - $22.7M
|
837K
$519M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-52.9K- 38.58% |
$19M - $22.9M
|
84.2K
$52.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-58.3K- 6.47% |
$20.9M - $25.2M
|
842K
$523M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62.9K- 0.38% |
$22.6M - $27.2M
|
16.3M
$10.1B
|
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-63K- 99.06% |
$22.6M - $27.2M
|
598
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-63.7K- 43.46% |
$22.8M - $27.5M
|
82.9K
$51.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-66.8K- 70.33% |
$24M - $28.9M
|
28.2K
$17.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-67K- 68.29% |
$24M - $28.9M
|
31.1K
$19.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-71.3K- 92.98% |
$25.6M - $30.8M
|
5.38K
$3.34M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-73.7K- 37.56% |
$26.4M - $31.8M
|
123K
$76.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-76.1K- 4.85% |
$27.3M - $32.9M
|
1.5M
$928M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-76.5K- 9.62% |
$27.4M - $33M
|
719K
$446M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-80K- 4.06% |
$28.7M - $34.6M
|
1.89M
$1.17B
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-85K- 19.57% |
$30.5M - $36.7M
|
349K
$217M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-101K- 10.38% |
$36.1M - $43.5M
|
871K
$540M
|
|
|
Nov 14, 2022
Q3 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-101K- 6.23% |
$36.1M - $43.5M
|
1.52M
$941M
|
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-105K- 53.89% |
$37.6M - $45.3M
|
89.7K
$55.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 0.87% |
$41.9M - $50.5M
|
13.4M
$8.3B
|
|
|
Nov 14, 2022
Q3 2022
|
Progeny 3, Inc.
Seattle, WA |
SELL
|
- |
-118K- 43.04% |
$42.5M - $51.2M
|
157K
$97.3M
|
|
|
Nov 18, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-119K- 43.3% |
$42.6M - $51.3M
|
155K
$96.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-127K- 6.53% |
$45.7M - $55M
|
1.82M
$1.13B
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-143K- 96.44% |
$51.3M - $61.8M
|
5.27K
$3.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-154K- 20.76% |
$55.2M - $66.5M
|
588K
$365M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-166K- 88.34% |
$59.5M - $71.7M
|
21.9K
$13.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-168K- 53.73% |
$60.3M - $72.7M
|
145K
$89.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-172KClosed |
$61.6M - $74.2M
|
0
$0
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-173K- 17.66% |
$62.1M - $74.8M
|
807K
$501M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-174K- 17.73% |
$62.3M - $75M
|
806K
$500M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-183K- 26.47% |
$65.6M - $79M
|
508K
$315M
|