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 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-524- 2.95% |
$188K - $214K
|
17.3K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-527- 3.94% |
$189K - $216K
|
12.8K
$7.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-532- 1.02% |
$190K - $218K
|
51.9K
$30.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-533- 10.44% |
$191K - $218K
|
4.57K
$2.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-540- 5.7% |
$193K - $221K
|
8.93K
$5.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-551- 6.67% |
$197K - $226K
|
7.71K
$4.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-569- 14.75% |
$204K - $233K
|
3.29K
$1.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-573- 7.48% |
$205K - $235K
|
7.09K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-574- 6.24% |
$205K - $235K
|
8.62K
$5.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-589- 13.41% |
$211K - $241K
|
3.8K
$2.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-590- 6.07% |
$211K - $241K
|
9.13K
$5.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-597- 4.27% |
$214K - $244K
|
13.4K
$7.92M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-599- 2.22% |
$214K - $245K
|
26.4K
$15.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-606- 11.14% |
$217K - $248K
|
4.84K
$2.86M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-609- 14.4% |
$218K - $249K
|
3.62K
$2.14M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-612- 1.12% |
$219K - $251K
|
54.1K
$32M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-615- 2.47% |
$220K - $252K
|
24.3K
$14.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-620- 0.94% |
$222K - $254K
|
65.4K
$38.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-633- 9.4% |
$227K - $259K
|
6.1K
$3.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-651- 3.97% |
$233K - $266K
|
15.7K
$9.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-653- 1.02% |
$234K - $267K
|
63.3K
$37.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-659- 41.71% |
$236K - $270K
|
921
$545K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-664- 14.66% |
$238K - $272K
|
3.87K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-667- 44.89% |
$239K - $273K
|
819
$485K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-669- 46.56% |
$239K - $274K
|
768
$455K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-671- 14.41% |
$240K - $275K
|
3.98K
$2.36M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-676- 3.46% |
$242K - $277K
|
18.9K
$11.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-678- 31.32% |
$243K - $278K
|
1.49K
$880K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-678- 1.52% |
$243K - $278K
|
43.9K
$26M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-699- 17.99% |
$250K - $286K
|
3.19K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-703- 3.25% |
$252K - $288K
|
20.9K
$12.4M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-704- 9.1% |
$252K - $288K
|
7.03K
$4.16M
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-706- 0.88% |
$253K - $289K
|
79.6K
$47.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-708- 6.99% |
$253K - $290K
|
9.42K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-712- 61.43% |
$255K - $291K
|
447
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-720- 5.71% |
$258K - $295K
|
11.9K
$7.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-723- 74.15% |
$259K - $296K
|
252
$149K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-728- 2.19% |
$261K - $298K
|
32.5K
$19.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-729- 4.52% |
$261K - $298K
|
15.4K
$9.12M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-730- 2.16% |
$261K - $299K
|
33.1K
$19.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-732- 2.67% |
$262K - $300K
|
26.7K
$15.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-738- 20.94% |
$264K - $302K
|
2.79K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-741- 52.44% |
$265K - $303K
|
672
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-746- 42.92% |
$267K - $305K
|
992
$587K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-749- 0.79% |
$268K - $307K
|
94.3K
$55.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-755- 88.82% |
$270K - $309K
|
95
$56.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-757- 4.6% |
$271K - $310K
|
15.7K
$9.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-770- 30.91% |
$276K - $315K
|
1.72K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-771- 43.41% |
$276K - $316K
|
1.01K
$595K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-777- 3.22% |
$278K - $318K
|
23.3K
$13.8M
|