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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-18.2K- 31.79% |
$6.53M - $7.47M
|
39.1K
$23.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-18.4K- 1.43% |
$6.58M - $7.52M
|
1.27M
$774M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-18.9K- 18.17% |
$6.76M - $7.72M
|
85K
$51.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20.9K- 1.07% |
$7.48M - $8.55M
|
1.92M
$1.17B
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-21K- 1.95% |
$7.53M - $8.61M
|
1.06M
$646M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-21.1K- 43.15% |
$7.56M - $8.65M
|
27.8K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-21.5K- 49.31% |
$7.69M - $8.79M
|
22.1K
$13.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-21.5K- 6.15% |
$7.69M - $8.8M
|
328K
$200M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-22.2K- 1.28% |
$7.93M - $9.07M
|
1.71M
$1.04B
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-22.8K- 36.32% |
$8.16M - $9.33M
|
40K
$24.4M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-22.8K- 6.38% |
$8.17M - $9.34M
|
335K
$204M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-22.9K- 3.97% |
$8.19M - $9.37M
|
553K
$337M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-23.2K- 99.88% |
$8.3M - $9.49M
|
28
$17.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-23.4K- 68.32% |
$8.39M - $9.59M
|
10.9K
$6.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-23.9K- 3.99% |
$8.57M - $9.8M
|
577K
$351M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-24.7K- 8.62% |
$8.84M - $10.1M
|
262K
$159M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-24.9K- 53.14% |
$8.92M - $10.2M
|
22K
$13.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25K- 50.92% |
$8.96M - $10.2M
|
24.1K
$14.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-25.2K- 61.81% |
$9.01M - $10.3M
|
15.6K
$9.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-25.4K- 8.6% |
$9.08M - $10.4M
|
270K
$164M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-26.3K- 91.09% |
$9.43M - $10.8M
|
2.58K
$1.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.5K- 1.19% |
$9.83M - $11.2M
|
2.28M
$1.39B
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-28.2K- 8.6% |
$10.1M - $11.5M
|
300K
$183M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-28.4K- 7.8% |
$10.2M - $11.6M
|
336K
$205M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-29.5K- 14.97% |
$10.6M - $12.1M
|
168K
$102M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-29.8K- 17.02% |
$10.7M - $12.2M
|
145K
$88.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30.2K- 75.23% |
$10.8M - $12.4M
|
9.96K
$6.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.5K- 28.86% |
$10.9M - $12.5M
|
75.1K
$45.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-30.5K- 37.66% |
$10.9M - $12.5M
|
50.6K
$30.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-31.2K- 17.37% |
$11.2M - $12.8M
|
148K
$90.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-33.9K- 36.94% |
$12.1M - $13.9M
|
57.8K
$35.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-34.8K- 90.63% |
$12.5M - $14.3M
|
3.6K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-34.9K- 19.23% |
$12.5M - $14.3M
|
147K
$89.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-35.4K- 19.98% |
$12.7M - $14.5M
|
142K
$86.3M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-35.8K- 3.66% |
$12.8M - $14.6M
|
943K
$575M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-37.1K- 28.21% |
$13.3M - $15.2M
|
94.5K
$57.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-37.3K- 96.74% |
$13.3M - $15.3M
|
1.25K
$764K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-37.3K- 40.51% |
$13.3M - $15.3M
|
54.7K
$33.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-38.5K- 53.46% |
$13.8M - $15.8M
|
33.5K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-40K- 87.91% |
$14.3M - $16.4M
|
5.5K
$3.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-40.3K- 37.84% |
$14.4M - $16.5M
|
66.2K
$40.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-40.3K- 40.15% |
$14.4M - $16.5M
|
60.1K
$36.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-42.4K- 4.48% |
$15.2M - $17.4M
|
905K
$552M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-47.1K- 10.73% |
$16.9M - $19.3M
|
392K
$239M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-47.4K- 8.24% |
$17M - $19.4M
|
527K
$321M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-47.8K- 84.06% |
$17.1M - $19.6M
|
9.07K
$5.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-49.1K- 31.6% |
$17.6M - $20.1M
|
106K
$64.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-51K- 37.11% |
$18.3M - $20.9M
|
86.5K
$52.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-52.6K- 21.73% |
$18.8M - $21.5M
|
190K
$115M
|
|
|
Feb 12, 2024
Q4 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-53.6K- 12.15% |
$19.2M - $21.9M
|
388K
$236M
|