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 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-188- 0.16% |
$67.3K - $77K
|
115K
$68.2M
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-189- 10.25% |
$67.7K - $77.4K
|
1.66K
$980K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-190- 0.22% |
$68K - $77.8K
|
85K
$50.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-191- 22.21% |
$68.4K - $78.2K
|
669
$396K
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-192- 26.05% |
$68.7K - $78.6K
|
545
$323K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-193- 20.1% |
$69.1K - $79K
|
767
$454K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-193- 10.18% |
$69.1K - $79K
|
1.7K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-196- 27.76% |
$70.2K - $80.2K
|
510
$302K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-198- 7.24% |
$70.9K - $81K
|
2.54K
$1.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-199- 2.26% |
$71.2K - $81.5K
|
8.59K
$5.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-199- 1.05% |
$71.2K - $81.5K
|
18.8K
$11.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-203- 7.69% |
$72.7K - $83.1K
|
2.44K
$1.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-203- 62.65% |
$72.7K - $83.1K
|
121
$71.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-203- 10.27% |
$72.7K - $83.1K
|
1.77K
$1.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-204- 0.99% |
$73K - $83.5K
|
20.4K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-204- 13.59% |
$73K - $83.5K
|
1.3K
$768K
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-205- 18.3% |
$73.4K - $83.9K
|
915
$542K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-206- 5.12% |
$73.7K - $84.3K
|
3.81K
$2.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-207- 7.37% |
$74.1K - $84.7K
|
2.6K
$1.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-209- 2.18% |
$74.8K - $85.5K
|
9.36K
$5.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-210- 15.68% |
$75.2K - $86K
|
1.13K
$668K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-214- 24.65% |
$76.6K - $87.6K
|
654
$387K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-215- 2.39% |
$77K - $88K
|
8.77K
$5.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-216- 3.69% |
$77.3K - $88.4K
|
5.64K
$3.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-222- 14.65% |
$79.5K - $90.9K
|
1.29K
$765K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-225- 27.14% |
$80.5K - $92.1K
|
604
$358K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-227- 23.19% |
$81.3K - $92.9K
|
752
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-227- 1.81% |
$81.3K - $92.9K
|
12.3K
$7.27M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-228- 4.28% |
$81.6K - $93.3K
|
5.1K
$3.02M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-231- 5.44% |
$82.7K - $94.6K
|
4.01K
$2.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-233- 3.69% |
$83.4K - $95.4K
|
6.08K
$3.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-233- 15.88% |
$83.4K - $95.4K
|
1.23K
$730K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-233- 2.94% |
$83.4K - $95.4K
|
7.7K
$4.56M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-234- 1.35% |
$83.8K - $95.8K
|
17.1K
$10.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-236- 15.27% |
$84.5K - $96.6K
|
1.31K
$775K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-236- 28.64% |
$84.5K - $96.6K
|
588
$348K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-236- 1.78% |
$84.5K - $96.6K
|
13K
$7.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-237- 9.58% |
$84.8K - $97K
|
2.24K
$1.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-237- 4.06% |
$84.8K - $97K
|
5.6K
$3.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-240- 3.99% |
$85.9K - $98.2K
|
5.77K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-240- 10.91% |
$85.9K - $98.2K
|
1.96K
$1.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-243- 0.15% |
$87K - $99.5K
|
166K
$98.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-244- 3.67% |
$87.3K - $99.9K
|
6.4K
$3.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-247- 2.22% |
$88.4K - $101K
|
10.9K
$6.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-247- 1.67% |
$88.4K - $101K
|
14.5K
$8.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-252- 2.84% |
$90.2K - $103K
|
8.63K
$5.11M
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-253- 2.66% |
$90.6K - $104K
|
9.26K
$5.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-254- 13.36% |
$90.9K - $104K
|
1.65K
$975K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-256- 15.15% |
$91.6K - $105K
|
1.43K
$849K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-259- 4.25% |
$92.7K - $106K
|
5.83K
$3.45M
|