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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.16K- 3.18% |
$3.28M - $3.75M
|
279K
$171M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.27K- 2.68% |
$3.32M - $3.8M
|
337K
$206M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.31K- 3.8% |
$3.33M - $3.81M
|
235K
$144M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-9.41K- 8.23% |
$3.37M - $3.85M
|
105K
$64.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9.44K- 21.07% |
$3.38M - $3.86M
|
35.4K
$21.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9.48K- 99.0% |
$3.39M - $3.88M
|
96
$58.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.49K- 65.8% |
$3.4M - $3.89M
|
4.93K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-9.54K- 13.5% |
$3.41M - $3.9M
|
61.1K
$37.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9.54K- 10.97% |
$3.42M - $3.91M
|
77.5K
$47.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-9.62K- 1.82% |
$3.44M - $3.94M
|
519K
$318M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-9.66K- 80.03% |
$3.46M - $3.95M
|
2.41K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-9.74K- 4.02% |
$3.49M - $3.99M
|
232K
$142M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-9.88K- 13.95% |
$3.54M - $4.04M
|
60.9K
$37.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-9.9K- 1.79% |
$3.54M - $4.05M
|
543K
$333M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-10K- 3.63% |
$3.58M - $4.1M
|
265K
$163M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-10K- 99.08% |
$3.58M - $4.1M
|
93
$57K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-10.1K- 49.99% |
$3.6M - $4.12M
|
10.1K
$6.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.2K- 7.76% |
$3.64M - $4.16M
|
121K
$74M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-10.5K- 7.68% |
$3.77M - $4.31M
|
127K
$77.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-10.8K- 58.67% |
$3.85M - $4.4M
|
7.58K
$4.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10.8K- 1.69% |
$3.86M - $4.41M
|
627K
$384M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-10.9K- 61.48% |
$3.9M - $4.46M
|
6.82K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-11.5K- 36.7% |
$4.11M - $4.7M
|
19.8K
$12.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-11.6K- 11.34% |
$4.14M - $4.73M
|
90.4K
$55.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-11.7K- 48.77% |
$4.2M - $4.81M
|
12.3K
$7.56M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11.8K- 73.28% |
$4.22M - $4.83M
|
4.3K
$2.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-11.8K- 41.99% |
$4.24M - $4.84M
|
16.3K
$10M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.2K- 8.16% |
$4.37M - $4.99M
|
137K
$84.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12.5K- 8.76% |
$4.47M - $5.11M
|
130K
$79.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-12.5K- 1.95% |
$4.48M - $5.12M
|
628K
$385M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-12.5K- 95.67% |
$4.49M - $5.13M
|
568
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-13.3K- 28.67% |
$4.77M - $5.46M
|
33.2K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-13.7K- 21.13% |
$4.9M - $5.6M
|
51.1K
$31.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-13.9K- 40.61% |
$4.97M - $5.68M
|
20.3K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-14K- 7.98% |
$5M - $5.71M
|
161K
$98.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-14K- 11.86% |
$5.03M - $5.75M
|
104K
$63.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-14.2K- 34.53% |
$5.09M - $5.82M
|
27K
$16.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-14.5K- 6.35% |
$5.18M - $5.93M
|
214K
$131M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.7K- 2.73% |
$5.25M - $6M
|
523K
$320M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-14.8K- 12.49% |
$5.29M - $6.05M
|
104K
$63.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.1K- 0.27% |
$5.41M - $6.19M
|
5.51M
$3.38B
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15.1K- 6.29% |
$5.42M - $6.2M
|
226K
$138M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15.5K- 16.54% |
$5.53M - $6.33M
|
78K
$47.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-16.1K- 1.94% |
$5.75M - $6.58M
|
811K
$497M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-16.2K- 47.58% |
$5.78M - $6.61M
|
17.8K
$10.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.2K- 10.62% |
$5.8M - $6.63M
|
136K
$83.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.3K- 1.02% |
$5.82M - $6.65M
|
1.57M
$964M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-16.4K- 38.79% |
$5.87M - $6.71M
|
25.9K
$15.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-16.7K- 33.29% |
$5.98M - $6.84M
|
33.5K
$20.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-16.7K- 58.99% |
$5.99M - $6.84M
|
11.6K
$7.12M
|