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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-223- 16.78% |
$80K - $96.3K
|
1.11K
$668K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-223- 1.61% |
$80K - $96.3K
|
13.6K
$8.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-223- 1.24% |
$80K - $96.3K
|
17.8K
$10.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-228- 0.21% |
$81.8K - $98.5K
|
108K
$65.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-228- 3.09% |
$81.8K - $98.5K
|
7.15K
$4.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-231- 47.43% |
$82.8K - $99.8K
|
256
$155K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-232- 4.68% |
$83.2K - $100K
|
4.73K
$2.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-233- 1.4% |
$83.6K - $101K
|
16.4K
$9.91M
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-236- 1.81% |
$84.6K - $102K
|
12.8K
$7.73M
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-238- 0.65% |
$85.4K - $103K
|
36.5K
$22M
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-239- 2.57% |
$85.7K - $103K
|
9.06K
$5.47M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-241- 8.87% |
$86.4K - $104K
|
2.48K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-243- 0.14% |
$87.2K - $105K
|
174K
$105M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-245- 0.65% |
$87.9K - $106K
|
37.2K
$22.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-246- 13.73% |
$88.2K - $106K
|
1.55K
$933K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-249- 3.78% |
$89.3K - $108K
|
6.34K
$3.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-249- 1.36% |
$89.3K - $108K
|
18K
$10.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-250- 7.85% |
$89.7K - $108K
|
2.93K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-250- 6.44% |
$89.7K - $108K
|
3.63K
$2.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-251- 2.16% |
$90K - $108K
|
11.4K
$6.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-251- 3.42% |
$90K - $108K
|
7.09K
$4.28M
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-255- 4.51% |
$91.5K - $110K
|
5.39K
$3.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-255- 4.77% |
$91.5K - $110K
|
5.09K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-256- 0.8% |
$91.8K - $111K
|
31.7K
$19.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-257- 7.56% |
$92.2K - $111K
|
3.14K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-257- 9.71% |
$92.2K - $111K
|
2.39K
$1.44M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-258- 2.87% |
$92.5K - $111K
|
8.73K
$5.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-260- 36.06% |
$93.2K - $112K
|
461
$278K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-263- 0.77% |
$94.3K - $114K
|
33.8K
$20.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-263- 1.47% |
$94.3K - $114K
|
17.6K
$10.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-263- 0.42% |
$94.3K - $114K
|
61.8K
$37.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-265- 1.52% |
$95K - $114K
|
17.1K
$10.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-265- 2.77% |
$95K - $114K
|
9.29K
$5.61M
|
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-265- 0.75% |
$95K - $114K
|
34.9K
$21.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-266- 13.21% |
$95.4K - $115K
|
1.75K
$1.06M
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-267- 86.41% |
$95.8K - $115K
|
42
$25.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-267- 15.99% |
$95.8K - $115K
|
1.4K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-270- 22.3% |
$96.8K - $117K
|
941
$568K
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-272- 0.47% |
$97.6K - $118K
|
57.3K
$34.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-273- 4.56% |
$97.9K - $118K
|
5.71K
$3.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-273- 19.18% |
$97.9K - $118K
|
1.15K
$694K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-274- 0.47% |
$98.3K - $118K
|
58.5K
$35.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-276- 7.62% |
$99K - $119K
|
3.35K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-276- 1.07% |
$99K - $119K
|
25.4K
$15.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-277- 26.26% |
$99.3K - $120K
|
778
$470K
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-278- 8.13% |
$99.7K - $120K
|
3.14K
$1.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-283- 6.79% |
$101K - $122K
|
3.88K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-283- 1.63% |
$101K - $122K
|
17.1K
$10.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-285- 1.13% |
$102K - $123K
|
25K
$15.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-286- 15.88% |
$103K - $124K
|
1.52K
$915K
|