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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-146K- 70.1% |
$52.1M - $59.6M
|
62.1K
$36.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-169K- 13.84% |
$60.4M - $69M
|
1.05M
$620M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-192K- 10.65% |
$68.7M - $78.5M
|
1.61M
$950M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-202K- 80.29% |
$72.3M - $82.7M
|
49.6K
$29.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-231K- 55.86% |
$82.6M - $94.4M
|
182K
$108M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-245K- 99.58% |
$87.8M - $100M
|
1.02K
$604K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-253K- 4.18% |
$90.7M - $104M
|
5.81M
$3.43B
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-299K- 36.86% |
$107M - $122M
|
512K
$302M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-308K- 17.9% |
$110M - $126M
|
1.41M
$834M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-336KClosed |
$120M - $137M
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-339K- 22.33% |
$121M - $139M
|
1.18M
$695M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-365K- 59.57% |
$131M - $149M
|
247K
$146M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-448K- 49.75% |
$160M - $183M
|
453K
$267M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-468K- 34.15% |
$167M - $191M
|
902K
$533M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-530K- 78.64% |
$190M - $217M
|
144K
$85M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-749K- 89.83% |
$268M - $307M
|
84.8K
$50.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.04M- 21.11% |
$371M - $424M
|
3.87M
$2.28B
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.11M- 8.3% |
$397M - $454M
|
12.3M
$7.24B
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.12M- 86.41% |
$402M - $460M
|
177K
$104M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.87M- 5.51% |
$669M - $765M
|
32.1M
$18.9B
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7.4M- 99.74% |
$2.65B - $3.03B
|
19.3K
$11.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.4M- 38.06% |
$5.87B - $6.71B
|
26.7M
$15.7B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-196M- 100.0% |
$70B - $80.1B
|
1.58K
$934K
|