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 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-5.66K- 5.2% |
$2.03M - $2.32M
|
103K
$61.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.7K- 9.62% |
$2.04M - $2.33M
|
53.6K
$31.7M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5.72K- 4.76% |
$2.05M - $2.34M
|
114K
$67.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.86K- 86.58% |
$2.1M - $2.4M
|
908
$537K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-5.99K- 14.74% |
$2.14M - $2.45M
|
34.7K
$20.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-6.12K- 42.15% |
$2.19M - $2.51M
|
8.4K
$4.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.18K- 4.55% |
$2.21M - $2.53M
|
129K
$76.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-6.24K- 37.24% |
$2.23M - $2.55M
|
10.5K
$6.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.25K- 29.17% |
$2.24M - $2.56M
|
15.2K
$8.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.27K- 1.09% |
$2.24M - $2.56M
|
571K
$338M
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
SELL
|
- |
-6.34K- 8.65% |
$2.27M - $2.59M
|
66.9K
$39.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-6.34K- 7.64% |
$2.27M - $2.6M
|
76.7K
$45.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-6.38K- 70.46% |
$2.28M - $2.61M
|
2.68K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-6.55K- 50.0% |
$2.34M - $2.68M
|
6.55K
$3.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-6.63K- 1.68% |
$2.37M - $2.71M
|
388K
$229M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.77K- 11.58% |
$2.42M - $2.77M
|
51.7K
$30.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-6.95K- 43.12% |
$2.49M - $2.85M
|
9.17K
$5.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-7.01K- 36.15% |
$2.51M - $2.87M
|
12.4K
$7.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.05K- 3.53% |
$2.52M - $2.89M
|
193K
$114M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7.15K- 8.13% |
$2.56M - $2.93M
|
80.8K
$47.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.22K- 26.07% |
$2.58M - $2.96M
|
20.5K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.49K- 5.66% |
$2.68M - $3.07M
|
125K
$74M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.54K- 10.8% |
$2.7M - $3.09M
|
62.3K
$36.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.56K- 24.95% |
$2.71M - $3.09M
|
22.7K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-7.72K- 5.89% |
$2.76M - $3.16M
|
123K
$73M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.77K- 15.9% |
$2.78M - $3.18M
|
41.1K
$24.3M
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-7.78K- 10.57% |
$2.79M - $3.19M
|
65.8K
$39M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.81K- 3.22% |
$2.79M - $3.19M
|
235K
$139M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-8.03K- 19.63% |
$2.87M - $3.29M
|
32.9K
$19.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.18K- 8.55% |
$2.93M - $3.35M
|
87.4K
$51.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.34K- 40.66% |
$2.99M - $3.42M
|
12.2K
$7.21M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.34K- 40.66% |
$2.99M - $3.42M
|
12.2K
$7.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-8.36K- 0.27% |
$2.99M - $3.42M
|
3.14M
$1.86B
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-8.43K- 17.57% |
$3.02M - $3.45M
|
39.5K
$23.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-8.57K- 15.83% |
$3.07M - $3.51M
|
45.5K
$27M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-8.58K- 7.71% |
$3.07M - $3.51M
|
103K
$60.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-8.66K- 1.11% |
$3.1M - $3.54M
|
774K
$458M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-8.66K- 1.11% |
$3.1M - $3.54M
|
774K
$458M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.74K- 7.04% |
$3.13M - $3.58M
|
115K
$68.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.76K- 29.36% |
$3.14M - $3.59M
|
21.1K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-8.85K- 0.99% |
$3.17M - $3.62M
|
888K
$526M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.86K- 4.32% |
$3.17M - $3.63M
|
196K
$116M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-8.87K- 2.02% |
$3.18M - $3.63M
|
431K
$255M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.03K- 2.34% |
$3.23M - $3.7M
|
377K
$223M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-9.16K- 6.26% |
$3.28M - $3.75M
|
137K
$81.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.16K- 3.18% |
$3.28M - $3.75M
|
279K
$165M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.27K- 2.68% |
$3.32M - $3.8M
|
337K
$199M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.31K- 3.8% |
$3.33M - $3.81M
|
235K
$139M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-9.41K- 8.23% |
$3.37M - $3.85M
|
105K
$62.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.44K- 21.07% |
$3.38M - $3.86M
|
35.4K
$20.9M
|