Purchases and Sales Made in Q4 2022 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 04, 2023 Q4 2022
Centric Wealth Management

SELL
 -
-398
- 7.02%
$142K - $163K
5.27K $3.12M
Feb 09, 2023 Q4 2022
Avantax Planning Partners, Inc.

SELL
 -
-398
- 15.05%
$142K - $163K
2.25K $1.33M
Feb 13, 2023 Q4 2022
Vestor Capital, LLC

Chicago, IL
SELL
 -
-400
- 1.01%
$143K - $164K
39.1K $23.1M
Jan 11, 2023 Q4 2022
Moody National Bank Trust Division

SELL
 -
-401
- 0.88%
$144K - $164K
45.3K $26.8M
Jan 20, 2023 Q4 2022
V Wealth Advisors LLC

SELL
 -
-401
- 5.46%
$144K - $164K
6.94K $4.11M
Jan 31, 2023 Q4 2022
Canal Capital Management, LLC

SELL
 -
-401
- 1.93%
$144K - $164K
20.3K $12M
Feb 10, 2023 Q4 2022
Heritage Trust CO

Oklahoma City, OK
SELL
 -
-412
- 2.6%
$147K - $169K
15.4K $9.13M
Jan 27, 2023 Q4 2022
Cortland Associates Inc

SELL
 -
-414
- 15.87%
$148K - $169K
2.2K $1.3M
Sep 01, 2023 Q4 2022
Corrigan Financial, Inc.

Middletown, RI
SELL
 -
-418
- 6.94%
$150K - $171K
5.6K $3.32M
Jan 13, 2023 Q4 2022
Gofen & Glossberg LLC

SELL
 -
-420
- 1.57%
$150K - $172K
26.3K $15.6M
Jan 27, 2023 Q4 2022
Gratus Capital LLC

SELL
 -
-425
- 11.28%
$152K - $174K
3.34K $1.98M
Feb 08, 2023 Q4 2022
Madison Asset Management, LLC

Madison, WI
SELL
 -
-428
- 1.77%
$153K - $175K
23.8K $14.1M
Feb 09, 2023 Q4 2022
Southeast Asset Advisors Inc.

Thomasville, GA
SELL
 -
-428
- 17.09%
$153K - $175K
2.08K $1.23M
Feb 13, 2023 Q4 2022
Invesco Ltd.

Atlanta, GA
SELL
 -
-429
- 6.57%
$154K - $176K
6.1K $3.61M
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

SELL
 -
-431
- 9.53%
$154K - $176K
4.09K $2.42M
Oct 02, 2023 Q4 2022
Ceera Investments, LLC

Bellaire, TX
SELL
 -
-433
- 35.84%
$155K - $177K
775 $459K
Feb 07, 2023 Q4 2022
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-436
- 1.08%
$156K - $178K
40K $23.7M
Feb 06, 2023 Q4 2022
Main Street Research LLC

Sausalito, CA
SELL
 -
-437
- 31.3%
$156K - $179K
959 $568K
Oct 03, 2024 Q4 2022
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
SELL
 -
-437
Closed
$156K - $179K
0 $0
Feb 09, 2023 Q4 2022
Briggs Advisory Group, Inc.

SELL
 -
-440
- 0.58%
$158K - $180K
75.4K $44.6M
Feb 10, 2023 Q4 2022
Cooper/Haims Advisors, LLC

SELL
 -
-440
- 1.67%
$158K - $180K
25.9K $15.3M
Jan 13, 2023 Q4 2022
Beacon Investment Advisory Services, Inc.

SELL
 -
-441
- 0.71%
$158K - $181K
61.3K $36.3M
Feb 10, 2023 Q4 2022
Motco

SELL
 -
-441
- 5.44%
$158K - $181K
7.67K $4.54M
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

SELL
 -
-450
- 1.64%
$161K - $184K
26.9K $15.9M
Feb 06, 2023 Q4 2022
Keb Asset Management, LLC

Springfield, IL
SELL
 -
-454
- 16.37%
$163K - $186K
2.32K $1.37M
Feb 14, 2023 Q4 2022
Dimension Capital Management LLC

Coral Gables, FL
SELL
 -
-463
- 0.95%
$166K - $190K
48.5K $28.7M
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

SELL
 -
-464
- 4.99%
$166K - $190K
8.83K $5.23M
Feb 14, 2023 Q4 2022
F3 Logic, LLC

SELL
 -
-464
- 10.89%
$166K - $190K
3.8K $2.25M
Jan 25, 2023 Q4 2022
Lake Street Financial LLC

SELL
 -
-468
- 3.36%
$168K - $192K
13.4K $7.96M
Jan 11, 2023 Q4 2022
New England Guild Wealth Advisors, Inc.

SELL
 -
-471
- 4.04%
$169K - $193K
11.2K $6.62M
Feb 06, 2023 Q4 2022
Moneda S.A. Administradora General De Fondos

SELL
 -
-471
- 3.53%
$169K - $193K
12.9K $7.61M
Feb 13, 2023 Q4 2022
Monetary Management Group Inc

St Louis, MO
SELL
 -
-473
- 14.91%
$169K - $194K
2.7K $1.6M
Feb 21, 2023 Q4 2022
Cva Family Office, LLC

SELL
 -
-474
- 1.5%
$170K - $194K
31.1K $18.4M
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

SELL
 -
-477
- 2.05%
$171K - $195K
22.8K $13.5M
Jan 31, 2023 Q4 2022
First National Bank & Trust CO Of Newtown

SELL
 -
-477
- 42.93%
$171K - $195K
634 $375K
Jan 26, 2023 Q4 2022
Sightline Wealth Advisors, LLC

SELL
 -
-480
- 11.64%
$172K - $196K
3.65K $2.16M
Jan 25, 2023 Q4 2022
Sandbox Financial Partners, LLC

Bethesda, MD
SELL
 -
-485
- 42.21%
$174K - $199K
664 $393K
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-488
- 3.4%
$175K - $200K
13.9K $8.2M
Jan 09, 2023 Q4 2022
Trust CO

SELL
 -
-490
- 3.87%
$175K - $201K
12.2K $7.21M
Feb 14, 2023 Q4 2022
Palisade Capital Management LLC

Fort Lee, NJ
SELL
 -
-491
- 19.98%
$176K - $201K
1.97K $1.16M
May 23, 2024 Q4 2022
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
SELL
 -
-491
- 38.97%
$176K - $201K
769 $455K
Feb 13, 2023 Q4 2022
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-492
- 20.59%
$176K - $201K
1.9K $1.12M
Jan 13, 2023 Q4 2022
Windsor Capital Management, LLC

SELL
 -
-493
- 0.94%
$176K - $202K
51.8K $30.7M
Jan 12, 2023 Q4 2022
Ackerman Capital Advisors, LLC

SELL
 -
-496
- 8.32%
$178K - $203K
5.46K $3.23M
Feb 06, 2023 Q4 2022
Brandywine Oak Private Wealth LLC

SELL
 -
-500
- 14.33%
$179K - $205K
2.99K $1.77M
Jan 23, 2023 Q4 2022
Aspiriant, LLC

SELL
 -
-503
- 0.48%
$180K - $206K
104K $61.4M
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

SELL
 -
-510
- 33.86%
$183K - $209K
996 $590K
Jan 24, 2023 Q4 2022
Oak Harvest Investment Services

SELL
 -
-511
- 28.95%
$183K - $209K
1.25K $742K
Feb 14, 2023 Q4 2022
Silicon Valley Capital Partners

SELL
 -
-511
- 21.27%
$183K - $209K
1.89K $1.12M

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