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 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-5K- 45.45% |
$1.79M - $2.05M
|
6K
$3.54M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.01K- 2.94% |
$1.79M - $2.05M
|
165K
$97.6M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-5.09K- 0.82% |
$1.82M - $2.08M
|
618K
$365M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.15K- 18.99% |
$1.84M - $2.11M
|
22K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.19K- 1.82% |
$1.86M - $2.13M
|
280K
$165M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.2K- 55.7% |
$1.86M - $2.13M
|
4.13K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-5.21K- 7.61% |
$1.87M - $2.13M
|
63.2K
$37.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-5.28K- 76.15% |
$1.89M - $2.16M
|
1.66K
$977K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-5.34K- 71.35% |
$1.91M - $2.18M
|
2.14K
$1.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.35K- 24.77% |
$1.91M - $2.19M
|
16.2K
$9.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.56K- 21.85% |
$1.99M - $2.27M
|
19.9K
$11.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.6K- 9.84% |
$2M - $2.29M
|
51.3K
$30.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-5.63K- 18.09% |
$2.01M - $2.3M
|
25.5K
$15M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.63K- 1.66% |
$2.02M - $2.31M
|
334K
$197M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-5.66K- 5.2% |
$2.03M - $2.32M
|
103K
$60.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5.7K- 9.62% |
$2.04M - $2.33M
|
53.6K
$31.6M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5.72K- 4.76% |
$2.05M - $2.34M
|
114K
$67.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.86K- 86.58% |
$2.1M - $2.4M
|
908
$536K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-5.99K- 14.74% |
$2.14M - $2.45M
|
34.7K
$20.5M
|
|
|
May 19, 2025
Q4 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-6.11K- 6.1% |
$2.19M - $2.5M
|
94.1K
$55.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-6.12K- 42.15% |
$2.19M - $2.51M
|
8.4K
$4.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.18K- 4.55% |
$2.21M - $2.53M
|
129K
$76.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-6.24K- 37.24% |
$2.23M - $2.55M
|
10.5K
$6.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.25K- 29.17% |
$2.24M - $2.56M
|
15.2K
$8.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.27K- 1.09% |
$2.24M - $2.56M
|
571K
$337M
|
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
SELL
|
- |
-6.34K- 8.65% |
$2.27M - $2.59M
|
66.9K
$39.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-6.34K- 7.64% |
$2.27M - $2.6M
|
76.7K
$45.3M
|
|
|
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
$30.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-6.95K- 43.12% |
$2.49M - $2.85M
|
9.17K
$5.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-7.01K- 36.15% |
$2.51M - $2.87M
|
12.4K
$7.31M
|
|
|
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
$47.7M
|
|
|
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
|
|
|
Jan 10, 2025
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
$73.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.54K- 10.8% |
$2.7M - $3.09M
|
62.3K
$36.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.56K- 24.95% |
$2.71M - $3.09M
|
22.7K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-7.72K- 5.89% |
$2.76M - $3.16M
|
123K
$72.8M
|
|
|
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
$38.9M
|
|
|
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
$19.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.18K- 8.55% |
$2.93M - $3.35M
|
87.4K
$51.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.34K- 40.66% |
$2.99M - $3.42M
|
12.2K
$7.19M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.34K- 40.66% |
$2.99M - $3.42M
|
12.2K
$7.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-8.36K- 0.27% |
$2.99M - $3.42M
|
3.14M
$1.85B
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-8.43K- 17.57% |
$3.02M - $3.45M
|
39.5K
$23.3M
|