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 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-259- 20.16% |
$92.7K - $106K
|
1.03K
$607K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-260- 4.0% |
$93.1K - $106K
|
6.24K
$3.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-261- 1.35% |
$93.4K - $107K
|
19K
$11.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-263- 2.7% |
$94.1K - $108K
|
9.49K
$5.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-264- 2.9% |
$94.5K - $108K
|
8.85K
$5.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-265- 0.45% |
$94.9K - $108K
|
58.5K
$34.7M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-270- 21.06% |
$96.7K - $111K
|
1.01K
$599K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-273- 7.41% |
$97.7K - $112K
|
3.41K
$2.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-280- 15.0% |
$100K - $115K
|
1.59K
$939K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-281- 1.01% |
$101K - $115K
|
27.4K
$16.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-284- 2.9% |
$102K - $116K
|
9.5K
$5.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-285- 11.3% |
$102K - $117K
|
2.24K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-286- 2.09% |
$102K - $117K
|
13.4K
$7.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-288- 10.22% |
$103K - $118K
|
2.53K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-290- 2.13% |
$104K - $119K
|
13.3K
$7.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-291- 0.99% |
$104K - $119K
|
29K
$17.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-293- 6.5% |
$105K - $120K
|
4.22K
$2.5M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-295- 9.46% |
$106K - $121K
|
2.82K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-298- 21.41% |
$107K - $122K
|
1.09K
$648K
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-301- 0.87% |
$108K - $123K
|
34.5K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-301- 16.56% |
$108K - $123K
|
1.52K
$898K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-303- 2.38% |
$108K - $124K
|
12.4K
$7.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-309- 0.88% |
$111K - $126K
|
35K
$20.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-313- 19.76% |
$112K - $128K
|
1.27K
$752K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-314- 1.95% |
$112K - $129K
|
15.8K
$9.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-317- 2.4% |
$113K - $130K
|
12.9K
$7.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-319- 2.53% |
$114K - $131K
|
12.3K
$7.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-324- 2.81% |
$116K - $133K
|
11.2K
$6.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-331- 6.83% |
$118K - $135K
|
4.51K
$2.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-337- 13.21% |
$121K - $138K
|
2.21K
$1.31M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-344- 14.89% |
$123K - $141K
|
1.97K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-347- 5.65% |
$124K - $142K
|
5.8K
$3.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-350- 9.51% |
$125K - $143K
|
3.33K
$1.97M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-351- 2.24% |
$126K - $144K
|
15.3K
$9.06M
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-355- 3.56% |
$127K - $145K
|
9.61K
$5.69M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-356- 8.19% |
$127K - $146K
|
3.99K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-359- 1.7% |
$129K - $147K
|
20.7K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-364- 1.81% |
$130K - $149K
|
19.8K
$11.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-368- 3.84% |
$132K - $151K
|
9.21K
$5.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-368- 0.33% |
$132K - $151K
|
112K
$66.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-368- 0.18% |
$132K - $151K
|
199K
$118M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-369- 23.12% |
$132K - $151K
|
1.23K
$726K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-374- 2.68% |
$134K - $153K
|
13.6K
$8.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-379- 20.79% |
$136K - $155K
|
1.44K
$855K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
SELL
|
- |
-380- 11.79% |
$136K - $156K
|
2.84K
$1.68M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-380- 7.19% |
$136K - $156K
|
4.91K
$2.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-387- 10.37% |
$139K - $158K
|
3.35K
$1.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-389- 12.68% |
$139K - $159K
|
2.68K
$1.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-392- 30.48% |
$140K - $160K
|
894
$529K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-394- 0.4% |
$141K - $161K
|
98.9K
$58.5M
|