Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-104- 1.32% |
$37.3K - $44.9K
|
7.78K
$4.7M
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-106- 3.12% |
$38K - $45.8K
|
3.29K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-107- 3.81% |
$38.4K - $46.2K
|
2.7K
$1.63M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-107- 4.5% |
$38.4K - $46.2K
|
2.27K
$1.37M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-109- 4.98% |
$39.1K - $47.1K
|
2.08K
$1.26M
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-110- 13.78% |
$39.5K - $47.5K
|
688
$415K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-111- 8.22% |
$39.8K - $48K
|
1.24K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-111- 6.95% |
$39.8K - $48K
|
1.49K
$897K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-112- 1.46% |
$40.2K - $48.4K
|
7.54K
$4.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-113- 1.26% |
$40.5K - $48.8K
|
8.82K
$5.33M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-114- 3.16% |
$40.9K - $49.3K
|
3.49K
$2.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-115- 12.78% |
$41.2K - $49.7K
|
785
$474K
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-115- 13.33% |
$41.2K - $49.7K
|
748
$452K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-115- 1.45% |
$41.2K - $49.7K
|
7.81K
$4.71M
|
|
|
Nov 01, 2022
Q3 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-116- 9.41% |
$41.6K - $50.1K
|
1.12K
$674K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-116- 7.81% |
$41.6K - $50.1K
|
1.37K
$827K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-118- 8.29% |
$42.3K - $51K
|
1.31K
$788K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-118- 1.0% |
$42.3K - $51K
|
11.7K
$7.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-119- 4.19% |
$42.7K - $51.4K
|
2.72K
$1.64M
|
|
|
Oct 26, 2022
Q3 2022
|
Close Asset Management LTD
|
SELL
|
- |
-120- 7.62% |
$43K - $51.8K
|
1.46K
$879K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-120- 1.37% |
$43K - $51.8K
|
8.64K
$5.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-121- 1.08% |
$43.4K - $52.3K
|
11.1K
$6.67M
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-121- 0.62% |
$43.4K - $52.3K
|
19.5K
$11.8M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-122- 3.76% |
$43.8K - $52.7K
|
3.12K
$1.88M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
SELL
|
- |
-122- 1.41% |
$43.8K - $52.7K
|
8.54K
$5.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-123- 1.38% |
$44.1K - $53.1K
|
8.79K
$5.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-123- 2.37% |
$44.1K - $53.1K
|
5.06K
$3.06M
|
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-123- 7.22% |
$44.1K - $53.1K
|
1.58K
$954K
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-124- 7.79% |
$44.5K - $53.6K
|
1.47K
$886K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-125- 14.37% |
$44.8K - $54K
|
745
$450K
|
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-127- 10.86% |
$45.5K - $54.9K
|
1.04K
$629K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-127- 0.15% |
$45.5K - $54.9K
|
87K
$52.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-130- 5.38% |
$46.6K - $56.2K
|
2.29K
$1.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-130- 0.86% |
$46.6K - $56.2K
|
14.9K
$9M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-131- 3.69% |
$47K - $56.6K
|
3.42K
$2.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-131- 6.1% |
$47K - $56.6K
|
2.02K
$1.22M
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-131- 18.58% |
$47K - $56.6K
|
574
$347K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
SELL
|
- |
-131- 18.58% |
$47K - $56.6K
|
574
$347K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-133- 1.4% |
$47.7K - $57.5K
|
9.35K
$5.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-138- 1.29% |
$49.5K - $59.6K
|
10.6K
$6.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-139- 1.5% |
$49.9K - $60.1K
|
9.12K
$5.5M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-140- 0.55% |
$50.2K - $60.5K
|
25.5K
$15.4M
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-140- 1.78% |
$50.2K - $60.5K
|
7.73K
$4.67M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
SELL
|
- |
-142- 15.42% |
$50.9K - $61.3K
|
779
$470K
|
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-142- 10.46% |
$50.9K - $61.3K
|
1.22K
$734K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-144- 19.1% |
$51.6K - $62.2K
|
610
$368K
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-144- 2.55% |
$51.6K - $62.2K
|
5.49K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-144- 6.15% |
$51.6K - $62.2K
|
2.2K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-145- 4.76% |
$52K - $62.6K
|
2.9K
$1.75M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-147- 57.2% |
$52.7K - $63.5K
|
110
$66.4K
|