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 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-83- 1.83% |
$29.7K - $34K
|
4.44K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-83- 2.91% |
$29.7K - $34K
|
2.77K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-85- 2.07% |
$30.4K - $34.8K
|
4.03K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-87- 0.21% |
$31.1K - $35.6K
|
41.1K
$26M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-88- 0.57% |
$31.5K - $36K
|
15.3K
$9.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-88- 0.29% |
$31.5K - $36K
|
30.4K
$19.2M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-90- 1.67% |
$32.2K - $36.8K
|
5.29K
$3.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-90- 4.31% |
$32.2K - $36.8K
|
2K
$1.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-90- 3.27% |
$32.2K - $36.8K
|
2.66K
$1.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-91- 3.49% |
$32.6K - $37.2K
|
2.52K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-91- 12.08% |
$32.6K - $37.2K
|
662
$418K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-93- 11.23% |
$33.3K - $38.1K
|
735
$464K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-94- 0.47% |
$33.7K - $38.5K
|
20K
$12.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-94- 1.13% |
$33.7K - $38.5K
|
8.19K
$5.18M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-94- 1.1% |
$33.7K - $38.5K
|
8.45K
$5.34M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-94- 3.75% |
$33.7K - $38.5K
|
2.41K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-95- 3.39% |
$34K - $38.9K
|
2.71K
$1.71M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-97- 3.5% |
$34.7K - $39.7K
|
2.68K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-97- 0.42% |
$34.7K - $39.7K
|
23.1K
$14.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-98- 5.75% |
$35.1K - $40.1K
|
1.61K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-98- 5.95% |
$35.1K - $40.1K
|
1.55K
$979K
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-98- 0.2% |
$35.1K - $40.1K
|
49.6K
$31.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-99- 1.03% |
$35.4K - $40.5K
|
9.53K
$6.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-100- 3.71% |
$35.8K - $40.9K
|
2.6K
$1.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-100- 2.61% |
$35.8K - $40.9K
|
3.73K
$2.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-100- 1.6% |
$35.8K - $40.9K
|
6.14K
$3.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
SELL
|
- |
-100- 1.31% |
$35.8K - $40.9K
|
7.56K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-100- 5.81% |
$35.8K - $40.9K
|
1.62K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-101- 2.61% |
$36.2K - $41.3K
|
3.76K
$2.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-101- 0.2% |
$36.2K - $41.3K
|
51.3K
$32.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-101- 6.42% |
$36.2K - $41.3K
|
1.47K
$929K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-101- 0.62% |
$36.2K - $41.3K
|
16.3K
$10.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-104- 1.84% |
$37.2K - $42.6K
|
5.53K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-104- 0.98% |
$37.2K - $42.6K
|
10.5K
$6.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-105- 0.59% |
$37.6K - $43K
|
17.8K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-105- 0.14% |
$37.6K - $43K
|
76.6K
$48.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-106- 1.41% |
$37.9K - $43.4K
|
7.43K
$4.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-108- 3.53% |
$38.7K - $44.2K
|
2.95K
$1.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-108- 4.13% |
$38.7K - $44.2K
|
2.51K
$1.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-108- 1.06% |
$38.7K - $44.2K
|
10.1K
$6.36M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-109- 17.33% |
$39K - $44.6K
|
520
$329K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-109- 4.24% |
$39K - $44.6K
|
2.46K
$1.56M
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-109- 17.06% |
$39K - $44.6K
|
530
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-112- 6.71% |
$40.1K - $45.8K
|
1.56K
$983K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-114- 0.3% |
$40.8K - $46.7K
|
38.3K
$24.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-115- 11.69% |
$41.2K - $47.1K
|
869
$549K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-116- 4.64% |
$41.5K - $47.5K
|
2.39K
$1.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-116- 0.28% |
$41.5K - $47.5K
|
41.1K
$25.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-116- 1.4% |
$41.5K - $47.5K
|
8.18K
$5.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-119- 0.38% |
$42.6K - $48.7K
|
31.6K
$19.9M
|