Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.51K+ 23.08% |
$922K - $1.15M
|
13.4K
$8.12M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.51KNew |
$922K - $1.15M
|
2.51K
$1.52M
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
2.5K+ 6.38% |
$917K - $1.15M
|
41.7K
$25.2M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.49K+ 2.93% |
$914K - $1.14M
|
87.6K
$53.1M
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2.48KNew |
$910K - $1.14M
|
2.48K
$1.5M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.47K+ 12.51% |
$907K - $1.13M
|
22.2K
$13.5M
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.45K+ 10.6% |
$899K - $1.12M
|
25.6K
$15.5M
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.45KNew |
$898K - $1.12M
|
2.45K
$1.48M
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 56.57% |
$897K - $1.12M
|
6.77K
$4.1M
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
2.44K+ 23.75% |
$897K - $1.12M
|
12.7K
$7.72M
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.43K+ 4.44% |
$892K - $1.12M
|
57.1K
$34.6M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.43K+ 22.06% |
$891K - $1.11M
|
13.4K
$8.14M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.4K+ 2.3% |
$880K - $1.1M
|
107K
$64.6M
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.38K+ 26.97% |
$873K - $1.09M
|
11.2K
$6.79M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.38K+ 10.41% |
$872K - $1.09M
|
25.2K
$15.3M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.36K+ 5.5% |
$867K - $1.08M
|
45.3K
$27.5M
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.35K+ 1.49% |
$861K - $1.08M
|
160K
$97.1M
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.35K+ 25.09% |
$861K - $1.08M
|
11.7K
$7.09M
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
2.34K+ 25.73% |
$859K - $1.07M
|
11.4K
$6.93M
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.34K+ 2.43% |
$858K - $1.07M
|
98.7K
$59.8M
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
BUY
|
- |
2.33K+ 1.93% |
$856K - $1.07M
|
123K
$74.7M
|
|
Jul 11, 2022
Q2 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
2.33K+ 3.69% |
$855K - $1.07M
|
65.5K
$39.7M
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2.33K+ 1.0% |
$854K - $1.07M
|
236K
$143M
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.33K+ 76.2% |
$853K - $1.07M
|
5.38K
$3.26M
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.32KNew |
$851K - $1.06M
|
2.32K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.32K+ 54.89% |
$851K - $1.06M
|
6.54K
$3.97M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.3K+ 1.4% |
$843K - $1.05M
|
167K
$101M
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.29K+ 12.5% |
$840K - $1.05M
|
20.6K
$12.5M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.27K+ 17.82% |
$833K - $1.04M
|
15K
$9.1M
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.26K+ 2.81% |
$830K - $1.04M
|
82.6K
$50.1M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 1.35% |
$827K - $1.03M
|
169K
$103M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.23K+ 1.95% |
$819K - $1.02M
|
117K
$70.8M
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.23K+ 6.45% |
$817K - $1.02M
|
36.7K
$22.2M
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
2.22K+ 31.27% |
$816K - $1.02M
|
9.34K
$5.66M
|
|
Jul 11, 2022
Q2 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
2.22K+ 1.39% |
$815K - $1.02M
|
162K
$98M
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.22K+ 144.63% |
$815K - $1.02M
|
3.76K
$2.28M
|
|
Jul 14, 2022
Q2 2022
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
2.19K+ 0.27% |
$802K - $1M
|
820K
$497M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.18K+ 1.04% |
$799K - $999K
|
212K
$129M
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.17K+ 297.39% |
$796K - $995K
|
2.9K
$1.76M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.16K+ 1.77% |
$793K - $992K
|
124K
$75.1M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.15K+ 194.22% |
$790K - $987K
|
3.26K
$1.98M
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
BUY
|
- |
2.15K+ 24.01% |
$789K - $986K
|
11.1K
$6.73M
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
2.14K+ 4.93% |
$784K - $980K
|
45.5K
$27.6M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.13K+ 12.13% |
$781K - $977K
|
19.7K
$11.9M
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.12K+ 4.76% |
$779K - $974K
|
46.7K
$28.3M
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.11K+ 70.07% |
$776K - $970K
|
5.13K
$3.11M
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.1K+ 121.52% |
$771K - $964K
|
3.83K
$2.32M
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.09KNew |
$768K - $960K
|
2.09K
$1.27M
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2.09K+ 5.69% |
$766K - $957K
|
38.8K
$23.5M
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.08K+ 0.45% |
$763K - $953K
|
467K
$283M
|