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 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-748- 13.02% |
$268K - $323K
|
5K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-771- 1.56% |
$277K - $333K
|
48.7K
$29.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-786- 2.51% |
$282K - $340K
|
30.5K
$18.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-787- 22.36% |
$282K - $340K
|
2.73K
$1.65M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-790- 3.99% |
$283K - $341K
|
19K
$11.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-797- 21.56% |
$286K - $344K
|
2.9K
$1.75M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-799- 46.13% |
$287K - $345K
|
933
$563K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-805- 27.79% |
$289K - $348K
|
2.09K
$1.26M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-812- 10.05% |
$291K - $351K
|
7.27K
$4.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-822- 28.91% |
$295K - $355K
|
2.02K
$1.22M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-829- 7.38% |
$297K - $358K
|
10.4K
$6.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-829- 4.59% |
$297K - $358K
|
17.2K
$10.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-834- 2.86% |
$299K - $360K
|
28.3K
$17.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-837- 5.95% |
$300K - $362K
|
13.2K
$7.99M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-859- 20.14% |
$308K - $371K
|
3.41K
$2.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-868- 6.76% |
$311K - $375K
|
12K
$7.23M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-877- 7.0% |
$315K - $379K
|
11.7K
$7.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-878- 1.02% |
$315K - $379K
|
85.6K
$51.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-889- 3.15% |
$319K - $384K
|
27.3K
$16.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-893- 57.32% |
$320K - $386K
|
665
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-898- 5.54% |
$322K - $388K
|
15.3K
$9.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-905- 1.93% |
$325K - $391K
|
46.1K
$27.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-906- 3.44% |
$325K - $391K
|
25.4K
$15.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-910- 3.21% |
$326K - $393K
|
27.4K
$16.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-912- 6.75% |
$327K - $394K
|
12.6K
$7.61M
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-917- 1.45% |
$329K - $396K
|
62.2K
$37.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-923- 10.92% |
$331K - $399K
|
7.53K
$4.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-931- 0.9% |
$334K - $402K
|
103K
$62M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-935- 16.66% |
$335K - $404K
|
4.68K
$2.82M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-950- 2.78% |
$341K - $410K
|
33.2K
$20.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-958- 19.85% |
$344K - $414K
|
3.87K
$2.34M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-962- 8.43% |
$345K - $416K
|
10.4K
$6.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-963- 5.5% |
$345K - $416K
|
16.5K
$9.99M
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-972- 40.79% |
$349K - $420K
|
1.41K
$852K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-981- 21.03% |
$352K - $424K
|
3.68K
$2.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-982- 5.75% |
$352K - $424K
|
16.1K
$9.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-994- 0.89% |
$356K - $429K
|
110K
$66.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 5.49% |
$359K - $432K
|
17.2K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.01K- 5.74% |
$361K - $435K
|
16.5K
$9.99M
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.01K- 62.61% |
$362K - $435K
|
602
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.01K- 9.51% |
$363K - $437K
|
9.63K
$5.81M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.02K- 11.99% |
$365K - $440K
|
7.48K
$4.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.02K- 2.43% |
$365K - $440K
|
40.9K
$24.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 0.92% |
$371K - $447K
|
111K
$67.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.05K- 2.8% |
$376K - $453K
|
36.3K
$21.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.05K- 34.51% |
$377K - $454K
|
1.99K
$1.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 9.27% |
$380K - $458K
|
10.4K
$6.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.06K- 1.79% |
$381K - $459K
|
58.3K
$35.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.07K- 12.18% |
$382K - $460K
|
7.68K
$4.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.07K- 8.02% |
$385K - $464K
|
12.3K
$7.44M
|