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 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
181+ 9.69% |
$66.4K - $83K
|
2.05K
$1.14M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
179+ 6.15% |
$65.7K - $82.1K
|
3.09K
$1.72M
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
179+ 3.49% |
$65.7K - $82.1K
|
5.3K
$2.96M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
178+ 5.28% |
$65.3K - $81.7K
|
3.55K
$1.98M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
178+ 3.14% |
$65.3K - $81.7K
|
5.84K
$3.26M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
177+ 8.68% |
$65K - $81.2K
|
2.22K
$1.24M
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
175+ 2.62% |
$64.2K - $80.3K
|
6.85K
$3.82M
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
174+ 16.65% |
$63.9K - $79.8K
|
1.22K
$680K
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
174+ 0.89% |
$63.9K - $79.8K
|
19.7K
$11M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
173+ 13.24% |
$63.5K - $79.4K
|
1.48K
$826K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
173+ 1.81% |
$63.5K - $79.4K
|
9.74K
$5.44M
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
172+ 2.88% |
$63.1K - $78.9K
|
6.15K
$3.43M
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
171+ 5.88% |
$62.8K - $78.5K
|
3.08K
$1.72M
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
171+ 10.33% |
$62.8K - $78.5K
|
1.83K
$1.02M
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
170+ 46.96% |
$62.4K - $78K
|
532
$297K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
170+ 200.0% |
$62.4K - $78K
|
255
$142K
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
169+ 5.75% |
$62K - $77.5K
|
3.11K
$1.73M
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
166+ 1.01% |
$60.9K - $76.2K
|
16.6K
$9.27M
|
|
Aug 10, 2022
Q2 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
165+ 0.17% |
$60.6K - $75.7K
|
98.1K
$54.7M
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
165+ 16.43% |
$60.6K - $75.7K
|
1.17K
$652K
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
163+ 4.64% |
$59.8K - $74.8K
|
3.68K
$2.05M
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
162+ 2.48% |
$59.5K - $74.3K
|
6.71K
$3.74M
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
161+ 1.73% |
$59.1K - $73.9K
|
9.48K
$5.29M
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
160+ 4.48% |
$58.7K - $73.4K
|
3.74K
$2.08M
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
160+ 10.35% |
$58.7K - $73.4K
|
1.71K
$952K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
157+ 1.11% |
$57.6K - $72K
|
14.4K
$8.01M
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
156+ 1.45% |
$57.3K - $71.6K
|
10.9K
$6.07M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
154+ 1.95% |
$56.5K - $70.7K
|
8.05K
$4.49M
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
152+ 1.16% |
$55.8K - $69.7K
|
13.3K
$7.42M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
151New |
$55.4K - $69.3K
|
151
$84.3K
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
150+ 0.14% |
$55K - $68.8K
|
104K
$58M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
149+ 1.85% |
$54.7K - $68.4K
|
8.22K
$4.59M
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
149+ 2.3% |
$54.7K - $68.4K
|
6.63K
$3.7M
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
148+ 0.92% |
$54.3K - $67.9K
|
16.2K
$9.04M
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
145+ 19.59% |
$53.2K - $66.5K
|
885
$494K
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
145+ 25.04% |
$53.2K - $66.5K
|
724
$404K
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
145+ 30.53% |
$53.2K - $66.5K
|
620
$346K
|
|
Aug 12, 2022
Q2 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
145+ 5.38% |
$53.2K - $66.5K
|
2.84K
$1.59M
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
144+ 2.12% |
$52.8K - $66.1K
|
6.95K
$3.88M
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
144+ 9.34% |
$52.8K - $66.1K
|
1.69K
$941K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
143+ 0.41% |
$52.5K - $65.6K
|
35.1K
$19.6M
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
142+ 4.11% |
$52.1K - $65.1K
|
3.59K
$2.01M
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
142+ 19.92% |
$52.1K - $65.1K
|
855
$477K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
142New |
$52.1K - $65.1K
|
142
$79.3K
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
141+ 11.12% |
$51.7K - $64.7K
|
1.41K
$786K
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
141+ 1.46% |
$51.7K - $64.7K
|
9.81K
$5.48M
|
|
Oct 08, 2022
Q2 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
141+ 0.06% |
$51.7K - $64.7K
|
221K
$123M
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
139+ 0.55% |
$51K - $63.8K
|
25.3K
$14.1M
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
139+ 14.79% |
$51K - $63.8K
|
1.08K
$602K
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
139+ 12.85% |
$51K - $63.8K
|
1.22K
$681K
|