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
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 8.28% |
$585K - $732K
|
20.9K
$12.7M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.59K+ 12.45% |
$583K - $729K
|
14.3K
$8.71M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.58K+ 14.88% |
$581K - $727K
|
12.2K
$7.42M
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
1.58K+ 1.61% |
$579K - $724K
|
99.3K
$60.3M
|
|
Jul 27, 2022
Q2 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.58K+ 2.16% |
$578K - $723K
|
74.6K
$45.3M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.57K+ 15.95% |
$576K - $720K
|
11.4K
$6.92M
|
|
Jul 15, 2022
Q2 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
1.56K+ 2.44% |
$573K - $716K
|
65.6K
$39.8M
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.56K+ 3.31% |
$572K - $715K
|
48.7K
$29.5M
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.54K+ 3.56% |
$564K - $705K
|
44.7K
$27.1M
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
1.54K+ 0.21% |
$563K - $704K
|
747K
$453M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.53K+ 6.0% |
$562K - $703K
|
27.1K
$16.4M
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.52K+ 9.31% |
$559K - $698K
|
17.9K
$10.8M
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.51K+ 9.32% |
$556K - $695K
|
17.8K
$10.8M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.51K+ 4.77% |
$553K - $691K
|
33.1K
$20.1M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.5K+ 285.17% |
$550K - $688K
|
2.03K
$1.23M
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.5K+ 23.61% |
$550K - $687K
|
7.84K
$4.76M
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.48KNew |
$544K - $680K
|
1.48K
$900K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
1.48K+ 2.16% |
$544K - $680K
|
70K
$42.5M
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 2.13% |
$542K - $678K
|
70.9K
$43M
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.47K+ 58.69% |
$540K - $675K
|
3.98K
$2.42M
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
1.47K+ 7.72% |
$539K - $674K
|
20.5K
$12.5M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.47K+ 16.4% |
$539K - $674K
|
10.4K
$6.33M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 3.97% |
$538K - $672K
|
38.4K
$23.3M
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.46K+ 2.57% |
$537K - $671K
|
58.4K
$35.5M
|
|
Aug 12, 2022
Q2 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.46KNew |
$534K - $668K
|
1.46K
$883K
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.44K+ 34.96% |
$528K - $661K
|
5.56K
$3.37M
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.43K+ 8.65% |
$524K - $655K
|
17.9K
$10.9M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.43K+ 7.34% |
$523K - $654K
|
20.8K
$12.7M
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.42K+ 8.32% |
$523K - $653K
|
18.5K
$11.3M
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.42K+ 29.77% |
$523K - $653K
|
6.21K
$3.77M
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.41K+ 0.55% |
$519K - $649K
|
260K
$158M
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.4K+ 96.28% |
$513K - $641K
|
2.85K
$1.73M
|
|
Jul 29, 2022
Q2 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.39K+ 9.85% |
$512K - $640K
|
15.5K
$9.44M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.39K+ 8.48% |
$510K - $638K
|
17.8K
$10.8M
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.38K+ 16.56% |
$506K - $632K
|
9.7K
$5.89M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.37KNew |
$504K - $630K
|
1.37K
$833K
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.37K+ 8.51% |
$504K - $629K
|
17.5K
$10.6M
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
1.37K+ 234.59% |
$503K - $629K
|
1.95K
$1.19M
|
|
Aug 10, 2022
Q2 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.37K+ 42.77% |
$503K - $629K
|
4.57K
$2.78M
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.37K+ 0.98% |
$501K - $626K
|
140K
$85.2M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.35K+ 1.23% |
$495K - $619K
|
111K
$67.4M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.33K+ 5.84% |
$488K - $611K
|
24.1K
$14.6M
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.33K+ 28.65% |
$487K - $609K
|
5.96K
$3.62M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.33K+ 10.38% |
$486K - $608K
|
14.1K
$8.55M
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.32K+ 312.26% |
$486K - $607K
|
1.75K
$1.06M
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
BUY
|
- |
1.32KNew |
$486K - $607K
|
1.32K
$803K
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.32K+ 4.09% |
$483K - $603K
|
33.5K
$20.3M
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.3K+ 1.37% |
$477K - $596K
|
96K
$58.2M
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.29K+ 5.67% |
$474K - $592K
|
24K
$14.6M
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.29K+ 4.69% |
$472K - $590K
|
28.7K
$17.4M
|