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
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-130- 2.55% |
$46.5K - $53.2K
|
4.97K
$2.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-130- 4.77% |
$46.5K - $53.2K
|
2.59K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-130- 8.39% |
$46.5K - $53.2K
|
1.42K
$840K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-131- 0.46% |
$46.9K - $53.6K
|
28.2K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-131- 1.58% |
$46.9K - $53.6K
|
8.18K
$4.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-132- 0.49% |
$47.3K - $54K
|
26.8K
$15.9M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-132- 0.86% |
$47.3K - $54K
|
15.3K
$9.04M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-134- 3.67% |
$48K - $54.8K
|
3.52K
$2.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-134- 4.02% |
$48K - $54.8K
|
3.2K
$1.89M
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-136- 0.44% |
$48.7K - $55.7K
|
30.6K
$18.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-137- 13.51% |
$49K - $56.1K
|
877
$519K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-137- 4.03% |
$49K - $56.1K
|
3.26K
$1.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-138- 8.31% |
$49.4K - $56.5K
|
1.52K
$902K
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-141- 0.85% |
$50.5K - $57.7K
|
16.4K
$9.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-141- 5.27% |
$50.5K - $57.7K
|
2.53K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-143- 1.61% |
$51.2K - $58.5K
|
8.75K
$5.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-146- 4.62% |
$52.3K - $59.8K
|
3.01K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-146- 0.57% |
$52.3K - $59.8K
|
25.4K
$15.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-148- 2.77% |
$53K - $60.6K
|
5.19K
$3.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-149- 1.38% |
$53.3K - $61K
|
10.6K
$6.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-149- 11.68% |
$53.3K - $61K
|
1.13K
$667K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-150- 1.54% |
$53.7K - $61.4K
|
9.6K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 3.92% |
$53.7K - $61.4K
|
3.68K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-152- 0.43% |
$54.4K - $62.2K
|
35.6K
$21.1M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-154- 2.15% |
$55.1K - $63K
|
7.02K
$4.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-157- 2.16% |
$56.2K - $64.3K
|
7.11K
$4.21M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-157- 38.2% |
$56.2K - $64.3K
|
254
$150K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-158- 0.46% |
$56.6K - $64.7K
|
34.5K
$20.4M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-158- 5.64% |
$56.6K - $64.7K
|
2.64K
$1.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-159- 19.39% |
$56.9K - $65.1K
|
661
$391K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-160- 2.58% |
$57.3K - $65.5K
|
6.04K
$3.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-162- 0.64% |
$58K - $66.3K
|
25.3K
$15M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-162- 2.03% |
$58K - $66.3K
|
7.83K
$4.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-163- 4.54% |
$58.4K - $66.7K
|
3.43K
$2.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-164- 17.5% |
$58.7K - $67.1K
|
773
$458K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-164- 56.36% |
$58.7K - $67.1K
|
127
$75.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-165- 1.76% |
$59.1K - $67.5K
|
9.19K
$5.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-167- 1.64% |
$59.8K - $68.4K
|
10K
$5.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-167- 2.65% |
$59.8K - $68.4K
|
6.14K
$3.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-169- 5.26% |
$60.5K - $69.2K
|
3.05K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-172- 0.69% |
$61.6K - $70.4K
|
24.9K
$14.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-172- 10.41% |
$61.6K - $70.4K
|
1.48K
$876K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-173- 0.3% |
$61.9K - $70.8K
|
56.9K
$33.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-175- 0.99% |
$62.6K - $71.6K
|
17.6K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-176- 24.96% |
$63K - $72K
|
529
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-180- 6.14% |
$64.4K - $73.7K
|
2.75K
$1.63M
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-185- 0.17% |
$66.2K - $75.7K
|
108K
$63.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-186- 1.04% |
$66.6K - $76.1K
|
17.6K
$10.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-188- 5.18% |
$67.3K - $77K
|
3.44K
$2.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-188- 0.65% |
$67.3K - $77K
|
28.9K
$17.1M
|