Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-392- 30.48% |
$140K - $160K
|
894
$548K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-394- 0.4% |
$141K - $161K
|
98.9K
$60.6M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-398- 7.02% |
$142K - $163K
|
5.27K
$3.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-398- 15.05% |
$142K - $163K
|
2.25K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-400- 1.01% |
$143K - $164K
|
39.1K
$23.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-401- 0.88% |
$144K - $164K
|
45.3K
$27.7M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-401- 5.46% |
$144K - $164K
|
6.94K
$4.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-401- 1.93% |
$144K - $164K
|
20.3K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-412- 2.6% |
$147K - $169K
|
15.4K
$9.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
SELL
|
- |
-414- 15.87% |
$148K - $169K
|
2.2K
$1.34M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-418- 6.94% |
$150K - $171K
|
5.6K
$3.43M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-420- 1.57% |
$150K - $172K
|
26.3K
$16.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-420- 7.93% |
$150K - $172K
|
4.88K
$2.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-425- 11.28% |
$152K - $174K
|
3.34K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-428- 1.77% |
$153K - $175K
|
23.8K
$14.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-428- 17.09% |
$153K - $175K
|
2.08K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-429- 6.57% |
$154K - $176K
|
6.1K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-431- 9.53% |
$154K - $176K
|
4.09K
$2.51M
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-433- 35.84% |
$155K - $177K
|
775
$475K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-436- 1.08% |
$156K - $178K
|
40K
$24.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-437- 31.3% |
$156K - $179K
|
959
$588K
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-437Closed |
$156K - $179K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-440- 0.58% |
$158K - $180K
|
75.4K
$46.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-440- 1.67% |
$158K - $180K
|
25.9K
$15.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-441- 0.71% |
$158K - $181K
|
61.3K
$37.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-441- 5.44% |
$158K - $181K
|
7.67K
$4.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-450- 1.64% |
$161K - $184K
|
26.9K
$16.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-454- 16.37% |
$163K - $186K
|
2.32K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-463- 0.95% |
$166K - $190K
|
48.5K
$29.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-464- 4.99% |
$166K - $190K
|
8.83K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-464- 10.89% |
$166K - $190K
|
3.8K
$2.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-468- 3.36% |
$168K - $192K
|
13.4K
$8.24M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-471- 4.04% |
$169K - $193K
|
11.2K
$6.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-471- 3.53% |
$169K - $193K
|
12.9K
$7.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-473- 14.91% |
$169K - $194K
|
2.7K
$1.65M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-474- 1.5% |
$170K - $194K
|
31.1K
$19.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-477- 2.05% |
$171K - $195K
|
22.8K
$14M
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-477- 42.93% |
$171K - $195K
|
634
$388K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-480- 11.64% |
$172K - $196K
|
3.65K
$2.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-485- 42.21% |
$174K - $199K
|
664
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-488- 3.4% |
$175K - $200K
|
13.9K
$8.49M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-490- 3.87% |
$175K - $201K
|
12.2K
$7.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-491- 19.98% |
$176K - $201K
|
1.97K
$1.2M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-491- 38.97% |
$176K - $201K
|
769
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-492- 20.59% |
$176K - $201K
|
1.9K
$1.16M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-493- 0.94% |
$176K - $202K
|
51.8K
$31.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-496- 8.32% |
$178K - $203K
|
5.46K
$3.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-500- 14.33% |
$179K - $205K
|
2.99K
$1.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-503- 0.48% |
$180K - $206K
|
104K
$63.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-510- 33.86% |
$183K - $209K
|
996
$610K
|