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
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

SELL
 -
-2.24K
- 3.71%
$802K - $917K
58.1K $34.4M
Mar 02, 2023 Q4 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-2.24K
- 34.91%
$803K - $918K
4.18K $2.47M
Feb 02, 2023 Q4 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-2.26K
- 1.56%
$809K - $925K
143K $84.4M
Jan 31, 2023 Q4 2022
Leuthold Group, LLC

SELL
 -
-2.28K
- 13.66%
$815K - $932K
14.4K $8.52M
Feb 13, 2023 Q4 2022
Wellspring Financial Advisors, LLC

Cleveland, OH
SELL
 -
-2.34K
- 7.67%
$839K - $959K
28.2K $16.7M
Feb 10, 2023 Q4 2022
Cws Financial Advisors, LLC

Kalamazoo, MI
SELL
 -
-2.37K
- 45.37%
$850K - $972K
2.86K $1.69M
Feb 07, 2023 Q4 2022
Doliver Advisors, LP

Houston, TX
SELL
 -
-2.4K
- 18.54%
$857K - $980K
10.5K $6.23M
Jan 19, 2023 Q4 2022
Lion Street Advisors, LLC

SELL
 -
-2.4K
- 44.2%
$858K - $981K
3.03K $1.79M
Jan 27, 2023 Q4 2022
Flc Capital Advisors

SELL
 -
-2.43K
- 16.63%
$870K - $995K
12.2K $7.21M
Feb 07, 2023 Q4 2022
Dakota Wealth Management

SELL
 -
-2.43K
- 15.42%
$871K - $996K
13.3K $7.9M
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-2.45K
- 1.33%
$877K - $1M
182K $108M
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-2.5K
- 21.94%
$894K - $1.02M
8.88K $5.26M
Feb 10, 2023 Q4 2022
Connor, Clark & Lunn Investment Management Ltd.

SELL
 -
-2.5K
- 33.07%
$896K - $1.02M
5.07K $3M
Jan 20, 2023 Q4 2022
Summit Financial Strategies, Inc.

SELL
 -
-2.54K
- 1.68%
$908K - $1.04M
148K $87.6M
Feb 14, 2023 Q4 2022
Outlook Wealth Advisors, LLC

SELL
 -
-2.65K
- 71.49%
$947K - $1.08M
1.06K $624K
Jan 24, 2023 Q4 2022
Satovsky Asset Management LLC

SELL
 -
-2.65K
- 1.36%
$950K - $1.09M
192K $114M
Feb 14, 2023 Q4 2022
Wilshire Advisors LLC

Santa Monica, CA
SELL
 -
-2.67K
- 1.57%
$956K - $1.09M
167K $99M
Feb 14, 2023 Q4 2022
Caerus Investment Advisors, LLC

SELL
 -
-2.68K
- 79.26%
$958K - $1.09M
700 $414K
Feb 14, 2023 Q4 2022
New Vernon Capital Holdings Ii LLC

Morristown, NJ
SELL
 -
-2.69K
- 6.18%
$964K - $1.1M
40.9K $24.2M
Jan 17, 2023 Q4 2022
Forte Asset Management LLC

SELL
 -
-2.7K
- 18.02%
$966K - $1.1M
12.3K $7.27M
Feb 09, 2023 Q4 2022
Omega Financial Group, LLC

SELL
 -
-2.71K
- 12.86%
$969K - $1.11M
18.3K $10.9M
Sep 12, 2023 Q4 2022
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-2.72K
- 49.11%
$974K - $1.11M
2.82K $1.67M
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-2.73K
- 1.11%
$979K - $1.12M
244K $145M
Jan 19, 2023 Q4 2022
Psi Advisors, LLC

SELL
 -
-2.78K
- 17.17%
$996K - $1.14M
13.4K $7.94M
Feb 10, 2023 Q4 2022
Argent Trust CO

Nashville, TN
SELL
 -
-2.83K
- 4.39%
$1.01M - $1.16M
61.6K $36.5M
Feb 07, 2023 Q4 2022
Edge Capital Group, LLC

SELL
 -
-2.84K
- 8.15%
$1.02M - $1.16M
31.9K $18.9M
Jan 11, 2023 Q4 2022
Onyx Bridge Wealth Group LLC

SELL
 -
-2.84K
- 7.54%
$1.02M - $1.16M
34.9K $20.6M
Jan 20, 2023 Q4 2022
Pennsylvania Capital Management Inc

SELL
 -
-2.9K
- 8.76%
$1.04M - $1.19M
30.2K $17.9M
Feb 10, 2023 Q4 2022
Morningstar Investment Services LLC

Chicago, IL
SELL
 -
-2.91K
- 1.8%
$1.04M - $1.19M
159K $94.1M
Jan 25, 2023 Q4 2022
Whittier Trust CO

SELL
 -
-2.93K
- 0.71%
$1.05M - $1.2M
412K $244M
Feb 01, 2023 Q4 2022
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-2.95K
- 2.7%
$1.05M - $1.21M
106K $63M
May 17, 2023 Q4 2022
Zhang Financial LLC

SELL
 -
-2.98K
- 16.28%
$1.07M - $1.22M
15.3K $9.06M
Jan 05, 2023 Q4 2022
Capital Investment Advisors, LLC

SELL
 -
-2.98K
- 5.11%
$1.07M - $1.22M
55.3K $32.7M
Jan 19, 2023 Q4 2022
Kingfisher Capital LLC

SELL
 -
-2.99K
- 15.32%
$1.07M - $1.23M
16.6K $9.8M
Feb 13, 2023 Q4 2022
Prio Wealth Limited Partnership

Boston, MA
SELL
 -
-3K
- 2.42%
$1.07M - $1.23M
121K $71.7M
Feb 10, 2023 Q4 2022
Jackson Wealth Management, LLC

SELL
 -
-3.06K
- 19.37%
$1.09M - $1.25M
12.7K $7.53M
Feb 14, 2023 Q4 2022
Lws Wealth Advisors, Inc.

SELL
 -
-3.06K
- 6.04%
$1.1M - $1.25M
47.6K $28.2M
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-3.07K
- 2.79%
$1.1M - $1.26M
107K $63.4M
Feb 14, 2023 Q4 2022
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-3.08K
- 9.56%
$1.1M - $1.26M
29.2K $17.3M
Mar 21, 2023 Q4 2022
Cabot Wellington, LLC

Boston, MA
SELL
 -
-3.12K
Closed
$1.12M - $1.28M
0 $0
Feb 14, 2023 Q4 2022
Lowe Brockenbrough & CO Inc

SELL
 -
-3.18K
- 3.56%
$1.14M - $1.3M
86.2K $51M
Feb 13, 2023 Q4 2022
Coyle Financial Counsel LLC

Glenview, IL
SELL
 -
-3.24K
- 3.97%
$1.16M - $1.33M
78.4K $46.4M
Feb 13, 2023 Q4 2022
Fayez Sarofim & CO

Houston, TX
SELL
 -
-3.26K
- 75.46%
$1.17M - $1.33M
1.06K $627K
Jan 19, 2023 Q4 2022
Home Federal Bank Of Tennessee

SELL
 -
-3.27K
- 1.35%
$1.17M - $1.34M
239K $142M
Jan 09, 2023 Q4 2022
Brookstone Capital Management

SELL
 -
-3.27K
- 1.39%
$1.17M - $1.34M
233K $138M
Jan 19, 2023 Q4 2022
Rezny Wealth Management, Inc.

SELL
 -
-3.34K
- 1.56%
$1.2M - $1.37M
211K $125M
Feb 13, 2023 Q4 2022
Cornerstone Advisory, LLC

SELL
 -
-3.35K
- 4.81%
$1.2M - $1.37M
66.4K $39.3M
Jan 24, 2023 Q4 2022
Smart Money Group LLC

SELL
 -
-3.36K
- 7.65%
$1.2M - $1.37M
40.5K $24M
Jan 30, 2023 Q4 2022
High Tower Trust Services, Lta

SELL
 -
-3.44K
- 44.05%
$1.23M - $1.41M
4.37K $2.58M

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