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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-286- 11.99% |
$103K - $124K
|
2.1K
$1.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-288- 2.75% |
$103K - $124K
|
10.2K
$6.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-289- 21.52% |
$104K - $125K
|
1.05K
$636K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-290- 4.44% |
$104K - $125K
|
6.24K
$3.77M
|
|
|
Nov 04, 2022
Q3 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-290- 18.59% |
$104K - $125K
|
1.27K
$767K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-290- 3.14% |
$104K - $125K
|
8.95K
$5.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-291- 3.59% |
$104K - $126K
|
7.82K
$4.72M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-294- 10.9% |
$105K - $127K
|
2.4K
$1.45M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-297- 33.22% |
$107K - $128K
|
597
$360K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-298- 2.45% |
$107K - $129K
|
11.9K
$7.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-303- 1.29% |
$109K - $131K
|
23.2K
$14M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-307- 4.64% |
$110K - $133K
|
6.32K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-312- 0.24% |
$112K - $135K
|
131K
$79.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-314- 4.9% |
$113K - $136K
|
6.09K
$3.68M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-314- 23.64% |
$113K - $136K
|
1.01K
$612K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-316- 24.4% |
$113K - $137K
|
979
$591K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-318- 1.45% |
$114K - $137K
|
21.6K
$13M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-320- 11.79% |
$115K - $138K
|
2.4K
$1.45M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-323- 5.39% |
$116K - $140K
|
5.67K
$3.42M
|
|
|
Nov 08, 2022
Q3 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-324- 11.6% |
$116K - $140K
|
2.47K
$1.49M
|
|
|
Apr 14, 2023
Q3 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-324- 11.6% |
$116K - $140K
|
2.47K
$1.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-325- 0.26% |
$117K - $140K
|
123K
$74.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-325- 0.52% |
$117K - $140K
|
61.8K
$37.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-325- 16.48% |
$117K - $140K
|
1.65K
$994K
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-326- 3.23% |
$117K - $141K
|
9.75K
$5.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-326- 1.64% |
$117K - $141K
|
19.6K
$11.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-331- 14.31% |
$119K - $143K
|
1.98K
$1.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-335- 3.42% |
$120K - $145K
|
9.47K
$5.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-335- 11.08% |
$120K - $145K
|
2.69K
$1.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-345- 5.31% |
$124K - $149K
|
6.16K
$3.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-348- 2.15% |
$125K - $150K
|
15.8K
$9.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-349- 35.65% |
$125K - $151K
|
630
$380K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-350- 3.31% |
$126K - $151K
|
10.2K
$6.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-353- 27.97% |
$127K - $153K
|
909
$549K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-354- 18.36% |
$127K - $153K
|
1.57K
$950K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-359- 4.41% |
$129K - $155K
|
7.78K
$4.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-365- 0.32% |
$131K - $158K
|
115K
$69.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-365- 2.09% |
$131K - $158K
|
17.1K
$10.3M
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-365- 4.2% |
$131K - $158K
|
8.32K
$5.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-368- 7.44% |
$132K - $159K
|
4.58K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-371- 3.39% |
$133K - $160K
|
10.6K
$6.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-372- 35.0% |
$133K - $161K
|
691
$417K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-373- 3.05% |
$134K - $161K
|
11.9K
$7.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
SELL
|
- |
-375- 11.12% |
$134K - $162K
|
3K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-379- 4.0% |
$136K - $164K
|
9.1K
$5.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-392- 24.39% |
$141K - $169K
|
1.22K
$734K
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-392- 1.76% |
$141K - $169K
|
21.9K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-392- 2.78% |
$141K - $169K
|
13.7K
$8.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-400- 2.42% |
$143K - $173K
|
16.1K
$9.74M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 2.42% |
$143K - $173K
|
16.1K
$9.72M
|