Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1+ 0.04% |
$358 - $409
|
2.7K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
1+ 0.15% |
$358 - $409
|
666
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
1+ 0.16% |
$358 - $409
|
617
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.05% |
$358 - $409
|
2.2K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.16% |
$358 - $409
|
631
$378K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.11% |
$358 - $409
|
911
$546K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$716 - $819
|
2.32K
$1.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 1.63% |
$1.07K - $1.23K
|
181
$108K
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3- 0.44% |
$1.07K - $1.23K
|
684
$410K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3- 0.03% |
$1.07K - $1.23K
|
11.8K
$7.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-4- 0.66% |
$1.43K - $1.64K
|
601
$360K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-5- 0.2% |
$1.79K - $2.05K
|
2.51K
$1.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-5- 0.07% |
$1.79K - $2.05K
|
6.72K
$4.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-5- 0.78% |
$1.79K - $2.05K
|
635
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.02% |
$1.79K - $2.05K
|
21K
$12.6M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.22% |
$1.79K - $2.05K
|
2.29K
$1.37M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6- 0.37% |
$2.15K - $2.46K
|
1.6K
$958K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-6- 0.53% |
$2.15K - $2.46K
|
1.14K
$680K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-6- 0.02% |
$2.15K - $2.46K
|
34.1K
$20.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-7- 0.31% |
$2.51K - $2.87K
|
2.27K
$1.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-7- 1.58% |
$2.51K - $2.87K
|
436
$261K
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-7- 0.08% |
$2.51K - $2.87K
|
9.05K
$5.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-7- 0.43% |
$2.51K - $2.87K
|
1.64K
$980K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.31% |
$2.51K - $2.87K
|
2.24K
$1.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8- 1.07% |
$2.86K - $3.27K
|
738
$442K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-8- 0.37% |
$2.86K - $3.27K
|
2.13K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-8- 0.66% |
$2.86K - $3.27K
|
1.2K
$717K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-9- 0.13% |
$3.22K - $3.68K
|
7.05K
$4.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-9- 0.04% |
$3.22K - $3.68K
|
22.6K
$13.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.19% |
$3.22K - $3.68K
|
4.8K
$2.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-10- 0.67% |
$3.58K - $4.09K
|
1.48K
$884K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-10- 0.72% |
$3.58K - $4.09K
|
1.37K
$821K
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
SELL
|
- |
-10- 0.69% |
$3.58K - $4.09K
|
1.45K
$865K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-10- 1.1% |
$3.58K - $4.09K
|
897
$537K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-10- 0.64% |
$3.58K - $4.09K
|
1.56K
$931K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10- 0.36% |
$3.58K - $4.09K
|
2.76K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.64% |
$3.58K - $4.09K
|
1.56K
$937K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-10- 0.51% |
$3.58K - $4.09K
|
1.97K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-10- 0.28% |
$3.58K - $4.09K
|
3.53K
$2.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-11- 0.23% |
$3.94K - $4.5K
|
4.87K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-11- 4.7% |
$3.94K - $4.5K
|
223
$134K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-12- 0.11% |
$4.3K - $4.91K
|
11.4K
$6.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-12- 0.41% |
$4.3K - $4.91K
|
2.92K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-12- 0.89% |
$4.3K - $4.91K
|
1.34K
$804K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-13- 0.07% |
$4.65K - $5.32K
|
18.6K
$11.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-13- 0.52% |
$4.65K - $5.32K
|
2.49K
$1.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-13- 0.53% |
$4.65K - $5.32K
|
2.46K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-13- 0.38% |
$4.65K - $5.32K
|
3.39K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-13- 1.46% |
$4.65K - $5.32K
|
879
$526K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-14- 0.47% |
$5.01K - $5.73K
|
2.98K
$1.79M
|