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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-58- 1.95% |
$20.8K - $23.7K
|
2.91K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-58- 1.51% |
$20.8K - $23.7K
|
3.78K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-59- 1.65% |
$21.1K - $24.1K
|
3.51K
$2.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60- 0.54% |
$21.5K - $24.6K
|
11K
$6.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-60- 0.37% |
$21.5K - $24.6K
|
16K
$9.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-60- 0.78% |
$21.5K - $24.6K
|
7.6K
$4.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-61- 2.19% |
$21.8K - $25K
|
2.73K
$1.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-62- 0.21% |
$22.2K - $25.4K
|
29.6K
$17.5M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-62- 6.87% |
$22.2K - $25.4K
|
841
$498K
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-63- 1.28% |
$22.6K - $25.8K
|
4.86K
$2.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-63- 11.05% |
$22.6K - $25.8K
|
507
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-63- 1.27% |
$22.6K - $25.8K
|
4.91K
$2.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-64- 3.62% |
$22.9K - $26.2K
|
1.7K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-64- 16.45% |
$22.9K - $26.2K
|
325
$192K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-65- 10.48% |
$23.3K - $26.6K
|
555
$329K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-66- 0.36% |
$23.6K - $27K
|
18.2K
$10.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-66- 1.25% |
$23.6K - $27K
|
5.22K
$3.09M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-69- 1.6% |
$24.7K - $28.2K
|
4.25K
$2.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-70- 63.64% |
$25.1K - $28.7K
|
40
$23.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-71- 1.75% |
$25.4K - $29.1K
|
3.98K
$2.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-72- 0.46% |
$25.8K - $29.5K
|
15.7K
$9.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-72- 9.82% |
$25.8K - $29.5K
|
661
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-72- 0.72% |
$25.8K - $29.5K
|
9.91K
$5.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-73- 10.01% |
$26.1K - $29.9K
|
656
$388K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-73- 6.84% |
$26.1K - $29.9K
|
995
$589K
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-74- 1.01% |
$26.5K - $30.3K
|
7.24K
$4.28M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-75- 2.32% |
$26.8K - $30.7K
|
3.15K
$1.87M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-75- 0.94% |
$26.8K - $30.7K
|
7.93K
$4.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-75- 5.21% |
$26.8K - $30.7K
|
1.36K
$807K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-76- 3.76% |
$27.2K - $31.1K
|
1.95K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-76- 0.37% |
$27.2K - $31.1K
|
20.5K
$12.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-76- 12.42% |
$27.2K - $31.1K
|
536
$317K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-77- 0.99% |
$27.6K - $31.5K
|
7.74K
$4.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-78- 4.05% |
$27.9K - $31.9K
|
1.85K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-78- 2.02% |
$27.9K - $31.9K
|
3.79K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-78- 0.05% |
$27.9K - $31.9K
|
164K
$97.3M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-79- 1.62% |
$28.3K - $32.3K
|
4.8K
$2.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-80- 2.34% |
$28.6K - $32.7K
|
3.34K
$1.98M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-81- 1.2% |
$29K - $33.2K
|
6.69K
$3.96M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-81- 36.32% |
$29K - $33.2K
|
142
$84.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-83- 1.83% |
$29.7K - $34K
|
4.44K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-83- 2.91% |
$29.7K - $34K
|
2.77K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-85- 2.07% |
$30.4K - $34.8K
|
4.03K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-87- 0.21% |
$31.1K - $35.6K
|
41.1K
$24.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-88- 0.57% |
$31.5K - $36K
|
15.3K
$9.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-88- 0.29% |
$31.5K - $36K
|
30.4K
$18M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-90- 1.67% |
$32.2K - $36.8K
|
5.29K
$3.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-90- 4.31% |
$32.2K - $36.8K
|
2K
$1.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-90- 3.27% |
$32.2K - $36.8K
|
2.66K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-91- 3.49% |
$32.6K - $37.2K
|
2.52K
$1.49M
|