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 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-368- 0.18% |
$132K - $151K
|
199K
$127M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-369- 23.12% |
$132K - $151K
|
1.23K
$781K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-374- 2.68% |
$134K - $153K
|
13.6K
$8.64M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-379- 20.79% |
$136K - $155K
|
1.44K
$919K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
SELL
|
- |
-380- 11.79% |
$136K - $156K
|
2.84K
$1.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-380- 7.19% |
$136K - $156K
|
4.91K
$3.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-387- 10.37% |
$139K - $158K
|
3.35K
$2.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-389- 12.68% |
$139K - $159K
|
2.68K
$1.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-392- 30.48% |
$140K - $160K
|
894
$569K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-394- 0.4% |
$141K - $161K
|
98.9K
$62.9M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-398- 7.02% |
$142K - $163K
|
5.27K
$3.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-398- 15.05% |
$142K - $163K
|
2.25K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-400- 1.01% |
$143K - $164K
|
39.1K
$24.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-401- 0.88% |
$144K - $164K
|
45.3K
$28.8M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-401- 5.46% |
$144K - $164K
|
6.94K
$4.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-401- 1.93% |
$144K - $164K
|
20.3K
$12.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-412- 2.6% |
$147K - $169K
|
15.4K
$9.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
SELL
|
- |
-414- 15.87% |
$148K - $169K
|
2.2K
$1.4M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-418- 6.94% |
$150K - $171K
|
5.6K
$3.57M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-420- 1.57% |
$150K - $172K
|
26.3K
$16.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-420- 7.93% |
$150K - $172K
|
4.88K
$3.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-425- 11.28% |
$152K - $174K
|
3.34K
$2.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-428- 1.77% |
$153K - $175K
|
23.8K
$15.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-428- 17.09% |
$153K - $175K
|
2.08K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-429- 6.57% |
$154K - $176K
|
6.1K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-431- 9.53% |
$154K - $176K
|
4.09K
$2.6M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-433- 35.84% |
$155K - $177K
|
775
$493K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-436- 1.08% |
$156K - $178K
|
40K
$25.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-437- 31.3% |
$156K - $179K
|
959
$610K
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-437Closed |
$156K - $179K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-440- 0.58% |
$158K - $180K
|
75.4K
$48M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-440- 1.67% |
$158K - $180K
|
25.9K
$16.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-441- 0.71% |
$158K - $181K
|
61.3K
$39M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-441- 5.44% |
$158K - $181K
|
7.67K
$4.88M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-450- 1.64% |
$161K - $184K
|
26.9K
$17.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-454- 16.37% |
$163K - $186K
|
2.32K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-463- 0.95% |
$166K - $190K
|
48.5K
$30.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-464- 4.99% |
$166K - $190K
|
8.83K
$5.62M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-464- 10.89% |
$166K - $190K
|
3.8K
$2.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-468- 3.36% |
$168K - $192K
|
13.4K
$8.55M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-471- 4.04% |
$169K - $193K
|
11.2K
$7.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-471- 3.53% |
$169K - $193K
|
12.9K
$8.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-473- 14.91% |
$169K - $194K
|
2.7K
$1.72M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-474- 1.5% |
$170K - $194K
|
31.1K
$19.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-477- 2.05% |
$171K - $195K
|
22.8K
$14.5M
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-477- 42.93% |
$171K - $195K
|
634
$403K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-480- 11.64% |
$172K - $196K
|
3.65K
$2.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-485- 42.21% |
$174K - $199K
|
664
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-488- 3.4% |
$175K - $200K
|
13.9K
$8.82M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-490- 3.87% |
$175K - $201K
|
12.2K
$7.76M
|