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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.46K- 0.96% |
$521K - $596K
|
151K
$89.3M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.47K- 3.27% |
$527K - $603K
|
43.5K
$25.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.49K- 44.5% |
$533K - $610K
|
1.86K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1.49K- 38.68% |
$534K - $611K
|
2.37K
$1.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-1.49K- 6.42% |
$534K - $611K
|
21.7K
$12.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.5K- 3.75% |
$537K - $614K
|
38.5K
$22.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-1.5K- 25.86% |
$537K - $614K
|
4.3K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.51K- 38.27% |
$539K - $616K
|
2.43K
$1.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.52K- 0.56% |
$544K - $623K
|
269K
$159M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.54K- 20.04% |
$552K - $632K
|
6.16K
$3.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.56K- 2.5% |
$558K - $638K
|
60.7K
$35.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.58K- 8.89% |
$566K - $648K
|
16.2K
$9.59M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.61K- 17.23% |
$575K - $657K
|
7.71K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.61K- 18.04% |
$578K - $661K
|
7.33K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.62K- 19.86% |
$579K - $662K
|
6.53K
$3.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.62K- 10.73% |
$580K - $663K
|
13.5K
$7.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.67K- 9.48% |
$597K - $683K
|
15.9K
$9.43M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.68K- 17.8% |
$602K - $689K
|
7.77K
$4.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.69K- 5.01% |
$606K - $693K
|
32.1K
$19M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.7K- 25.08% |
$609K - $696K
|
5.08K
$3.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.7K- 3.61% |
$609K - $696K
|
45.4K
$26.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.7K- 2.59% |
$609K - $697K
|
63.9K
$37.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.71K- 2.79% |
$613K - $701K
|
59.8K
$35.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.73K- 19.88% |
$620K - $709K
|
6.98K
$4.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.74K- 5.48% |
$622K - $711K
|
30K
$17.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-1.74K- 5.92% |
$624K - $713K
|
27.7K
$16.4M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1.75K- 68.79% |
$625K - $715K
|
792
$469K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.78K- 0.92% |
$636K - $727K
|
191K
$113M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.79K- 2.4% |
$642K - $734K
|
72.9K
$43.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.81K- 49.83% |
$647K - $739K
|
1.82K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.81K- 22.88% |
$649K - $742K
|
6.11K
$3.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.81K- 2.36% |
$649K - $743K
|
75.2K
$44.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.82K- 46.9% |
$650K - $744K
|
2.06K
$1.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.82K- 1.73% |
$652K - $745K
|
103K
$61.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.85K- 53.47% |
$662K - $756K
|
1.61K
$952K
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-1.88K- 55.77% |
$671K - $767K
|
1.49K
$880K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1.89K- 2.49% |
$677K - $774K
|
74.1K
$43.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
SELL
|
- |
-1.91K- 22.22% |
$684K - $782K
|
6.69K
$3.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.93K- 2.75% |
$689K - $788K
|
68.1K
$40.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-1.94K- 5.86% |
$694K - $794K
|
31.2K
$18.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.96K- 11.82% |
$700K - $800K
|
14.6K
$8.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-1.98K- 1.39% |
$710K - $812K
|
141K
$83.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.04K- 2.1% |
$732K - $837K
|
95.2K
$56.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.06K- 9.24% |
$736K - $841K
|
20.2K
$11.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.06K- 1.32% |
$739K - $844K
|
154K
$91.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.07K- 3.77% |
$742K - $849K
|
52.9K
$31.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-2.18K- 4.07% |
$779K - $891K
|
51.3K
$30.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.21K- 6.5% |
$792K - $906K
|
31.8K
$18.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.23K- 11.54% |
$798K - $912K
|
17.1K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.23K- 54.71% |
$800K - $914K
|
1.85K
$1.09M
|