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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.08K+ 17.67% |
$762K - $952K
|
13.8K
$8.39M
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
2.07K+ 671.2% |
$761K - $952K
|
2.38K
$1.45M
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.04K+ 0.48% |
$750K - $938K
|
426K
$259M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.04K+ 10.28% |
$748K - $935K
|
21.9K
$13.3M
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.03K+ 10.33% |
$745K - $932K
|
21.7K
$13.2M
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.03KNew |
$744K - $930K
|
2.03K
$1.23M
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
2K+ 191.75% |
$734K - $918K
|
3.04K
$1.85M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
2KNew |
$734K - $917K
|
2K
$1.21M
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2K+ 5.23% |
$733K - $916K
|
40.2K
$24.4M
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.98K+ 36.52% |
$725K - $906K
|
7.38K
$4.48M
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.96K+ 4.73% |
$719K - $898K
|
43.4K
$26.3M
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.94KNew |
$713K - $891K
|
1.94K
$1.18M
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.92K+ 107.31% |
$705K - $882K
|
3.71K
$2.25M
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.91K+ 59.02% |
$701K - $876K
|
5.15K
$3.12M
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.9KNew |
$698K - $873K
|
1.9K
$1.16M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.9KNew |
$698K - $873K
|
1.9K
$1.16M
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.9K+ 1.03% |
$697K - $871K
|
187K
$113M
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 41.19% |
$696K - $870K
|
6.5K
$3.95M
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 30.16% |
$693K - $866K
|
8.14K
$4.94M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.88K+ 46.24% |
$690K - $863K
|
5.95K
$3.61M
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.87K+ 43.42% |
$685K - $856K
|
6.16K
$3.74M
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.85K+ 3931.91% |
$678K - $848K
|
1.9K
$1.15M
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.84K+ 5.72% |
$676K - $846K
|
34.1K
$20.7M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.84K+ 26.51% |
$674K - $842K
|
8.76K
$5.32M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.83K+ 0.25% |
$672K - $841K
|
735K
$446M
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.83K+ 1.16% |
$670K - $838K
|
159K
$96.3M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.81K+ 105.78% |
$665K - $831K
|
3.53K
$2.14M
|
|
Aug 16, 2022
Q2 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.81KNew |
$664K - $830K
|
1.81K
$1.1M
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
1.81K+ 36.28% |
$663K - $829K
|
6.78K
$4.12M
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.78K+ 2.31% |
$655K - $818K
|
78.9K
$47.9M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.78K+ 3.17% |
$653K - $817K
|
57.9K
$35.1M
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.77K+ 9.71% |
$650K - $813K
|
20K
$12.1M
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
1.76K+ 2.03% |
$647K - $809K
|
88.5K
$53.7M
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.72K+ 14.35% |
$632K - $790K
|
13.7K
$8.32M
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.72K+ 0.58% |
$631K - $789K
|
299K
$181M
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.72K+ 3.71% |
$630K - $788K
|
48K
$29.1M
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.7K+ 7.9% |
$624K - $780K
|
23.2K
$14.1M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.7K+ 2.76% |
$622K - $778K
|
63K
$38.2M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.69K+ 282.61% |
$620K - $775K
|
2.29K
$1.39M
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
1.69K+ 1.27% |
$620K - $775K
|
135K
$81.9M
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.69K+ 22.69% |
$618K - $773K
|
9.11K
$5.53M
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.68K+ 9.23% |
$617K - $771K
|
19.9K
$12.1M
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.67KNew |
$613K - $766K
|
1.67K
$1.01M
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.65K+ 2.23% |
$604K - $755K
|
75.3K
$45.7M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.64K+ 2.64% |
$600K - $750K
|
63.6K
$38.6M
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.63K+ 60.95% |
$596K - $746K
|
4.29K
$2.6M
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.61K+ 3.25% |
$591K - $739K
|
51.2K
$31.1M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.61K+ 34.52% |
$589K - $737K
|
6.26K
$3.8M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.6K+ 3.08% |
$587K - $734K
|
53.5K
$32.5M
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.6K+ 0.94% |
$586K - $733K
|
172K
$105M
|