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 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-149- 8.9% |
$53.4K - $64.4K
|
1.53K
$921K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-150- 2.68% |
$53.8K - $64.8K
|
5.44K
$3.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-150- 5.6% |
$53.8K - $64.8K
|
2.53K
$1.53M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-150- 3.91% |
$53.8K - $64.8K
|
3.68K
$2.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Cortland Associates Inc
|
SELL
|
- |
-150- 5.44% |
$53.8K - $64.8K
|
2.61K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-151- 5.14% |
$54.2K - $65.2K
|
2.79K
$1.68M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-154- 6.25% |
$55.2K - $66.5K
|
2.31K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-154- 11.79% |
$55.2K - $66.5K
|
1.15K
$696K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-155- 9.53% |
$55.6K - $67K
|
1.47K
$888K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-156- 4.19% |
$55.9K - $67.4K
|
3.57K
$2.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-157- 3.23% |
$56.3K - $67.8K
|
4.71K
$2.84M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-159- 5.88% |
$57K - $68.7K
|
2.55K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-159- 1.57% |
$57K - $68.7K
|
9.98K
$6.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-160- 9.38% |
$57.4K - $69.1K
|
1.55K
$933K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-162- 17.7% |
$58.1K - $70K
|
753
$455K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-162- 39.42% |
$58.1K - $70K
|
249
$150K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-165- 12.91% |
$59.2K - $71.3K
|
1.11K
$672K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-169- 2.4% |
$60.6K - $73K
|
6.88K
$4.15M
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-174- 1.04% |
$62.4K - $75.2K
|
16.5K
$9.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-174- 6.0% |
$62.4K - $75.2K
|
2.72K
$1.64M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-176- 6.96% |
$63.1K - $76K
|
2.35K
$1.42M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-176- 4.63% |
$63.1K - $76K
|
3.63K
$2.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-181- 11.85% |
$64.9K - $78.2K
|
1.35K
$813K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-183- 1.05% |
$65.6K - $79.1K
|
17.3K
$10.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-183- 2.74% |
$65.6K - $79.1K
|
6.5K
$3.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-183- 10.47% |
$65.6K - $79.1K
|
1.57K
$945K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-183- 6.04% |
$65.6K - $79.1K
|
2.85K
$1.72M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-183- 6.82% |
$65.6K - $79.1K
|
2.5K
$1.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-185- 14.42% |
$66.4K - $79.9K
|
1.1K
$663K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-189- 4.23% |
$67.8K - $81.7K
|
4.28K
$2.59M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-189- 6.81% |
$67.8K - $81.7K
|
2.59K
$1.56M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-192- 17.74% |
$68.9K - $83K
|
890
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-192- 2.04% |
$68.9K - $83K
|
9.2K
$5.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-195- 0.44% |
$69.9K - $84.2K
|
44.2K
$26.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-198- 0.4% |
$71K - $85.5K
|
49.6K
$29.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-199- 1.91% |
$71.4K - $86K
|
10.2K
$6.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-199- 0.25% |
$71.4K - $86K
|
79.4K
$47.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-203- 18.44% |
$72.8K - $87.7K
|
898
$542K
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-204- 5.7% |
$73.2K - $88.1K
|
3.37K
$2.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-204- 4.51% |
$73.2K - $88.1K
|
4.32K
$2.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-206- 6.15% |
$73.9K - $89K
|
3.14K
$1.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
SELL
|
- |
-210- 8.41% |
$75.3K - $90.7K
|
2.29K
$1.38M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-210- 0.39% |
$75.3K - $90.7K
|
54.1K
$32.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-212- 2.54% |
$76K - $91.6K
|
8.14K
$4.92M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-213- 0.91% |
$76.4K - $92K
|
23.2K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-214- 14.28% |
$76.8K - $92.5K
|
1.29K
$776K
|
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-215- 7.9% |
$77.1K - $92.9K
|
2.51K
$1.51M
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-220- 13.62% |
$78.9K - $95K
|
1.4K
$842K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-220- 3.51% |
$78.9K - $95K
|
6.04K
$3.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-222- 1.48% |
$79.6K - $95.9K
|
14.8K
$8.93M
|