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 27, 2022
Q2 2022
|
Advocate Group LLC
|
BUY
|
- |
600New |
$220K - $275K
|
600
$366K
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
589+ 26.15% |
$216K - $270K
|
2.84K
$1.73M
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
588+ 1.15% |
$216K - $270K
|
51.6K
$31.5M
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
586New |
$215K - $269K
|
586
$357K
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
583+ 2.29% |
$214K - $267K
|
26.1K
$15.9M
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
583+ 4.17% |
$214K - $267K
|
14.6K
$8.89M
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
572+ 0.97% |
$210K - $262K
|
59.3K
$36.1M
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
571+ 5.8% |
$210K - $262K
|
10.4K
$6.35M
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
BUY
|
- |
561+ 17.89% |
$206K - $257K
|
3.7K
$2.25M
|
|
Aug 17, 2022
Q2 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
560+ 11.38% |
$206K - $257K
|
5.48K
$3.34M
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
558+ 110.28% |
$205K - $256K
|
1.06K
$649K
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
552+ 2.12% |
$203K - $253K
|
26.6K
$16.3M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
549+ 18.87% |
$201K - $252K
|
3.46K
$2.11M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
543+ 8.42% |
$199K - $249K
|
7K
$4.27M
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
541New |
$199K - $248K
|
541
$330K
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
BUY
|
- |
541+ 1.08% |
$199K - $248K
|
50.4K
$30.8M
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
541+ 14.71% |
$199K - $248K
|
4.22K
$2.57M
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
540+ 1.53% |
$198K - $248K
|
35.8K
$21.8M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
540+ 0.37% |
$198K - $248K
|
145K
$88.4M
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
536+ 0.52% |
$197K - $246K
|
103K
$63.1M
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
535+ 1.43% |
$196K - $245K
|
38K
$23.2M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
534+ 6.34% |
$196K - $245K
|
8.96K
$5.46M
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
527+ 82.6% |
$193K - $242K
|
1.17K
$711K
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
526+ 1.12% |
$193K - $241K
|
47.4K
$28.9M
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
525+ 44.99% |
$193K - $241K
|
1.69K
$1.03M
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
522+ 12.43% |
$192K - $239K
|
4.72K
$2.88M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
511+ 0.75% |
$188K - $234K
|
68.4K
$41.7M
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
507+ 7.07% |
$186K - $233K
|
7.68K
$4.69M
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
504+ 11.6% |
$185K - $231K
|
4.85K
$2.96M
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
503+ 50.5% |
$185K - $231K
|
1.5K
$914K
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
500+ 3.45% |
$183K - $229K
|
15K
$9.14M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
498+ 4.02% |
$183K - $228K
|
12.9K
$7.86M
|
|
Jul 22, 2022
Q2 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
496+ 0.44% |
$182K - $228K
|
114K
$69.3M
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
488+ 48.7% |
$179K - $224K
|
1.49K
$909K
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
485+ 11.12% |
$178K - $223K
|
4.85K
$2.96M
|
|
Aug 15, 2022
Q2 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
484+ 0.48% |
$178K - $222K
|
101K
$61.5M
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
483+ 1.43% |
$177K - $222K
|
34.2K
$20.8M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
480+ 2.24% |
$176K - $220K
|
21.9K
$13.3M
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
479+ 32.08% |
$176K - $220K
|
1.97K
$1.2M
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
477+ 11.86% |
$175K - $219K
|
4.5K
$2.74M
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
474+ 16.9% |
$174K - $217K
|
3.28K
$2M
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
474+ 4.06% |
$174K - $217K
|
12.2K
$7.41M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
474+ 30.11% |
$174K - $217K
|
2.05K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
472+ 42.07% |
$173K - $217K
|
1.59K
$972K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
468+ 0.99% |
$172K - $215K
|
47.5K
$29M
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
465+ 3.88% |
$171K - $213K
|
12.5K
$7.6M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
463+ 2.66% |
$170K - $212K
|
17.9K
$10.9M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
463+ 2.66% |
$170K - $212K
|
17.9K
$10.9M
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
461+ 1.88% |
$169K - $212K
|
25K
$15.3M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
456+ 3.43% |
$167K - $209K
|
13.8K
$8.39M
|