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 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
137+ 12.31% |
$50.3K - $62.9K
|
1.25K
$749K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
137+ 2.68% |
$50.3K - $62.9K
|
5.24K
$3.14M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
134+ 0.97% |
$49.2K - $61.5K
|
13.9K
$8.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
131+ 18.69% |
$48.1K - $60.1K
|
832
$498K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
131+ 3.44% |
$48.1K - $60.1K
|
3.94K
$2.36M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
130+ 4.01% |
$47.7K - $59.6K
|
3.37K
$2.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
129+ 1.21% |
$47.3K - $59.2K
|
10.8K
$6.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
129+ 11.74% |
$47.3K - $59.2K
|
1.23K
$735K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
128+ 1.03% |
$47K - $58.7K
|
12.5K
$7.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
127+ 9.35% |
$46.6K - $58.3K
|
1.49K
$890K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
126+ 39.62% |
$46.2K - $57.8K
|
444
$266K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
126+ 12.63% |
$46.2K - $57.8K
|
1.12K
$673K
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 0.22% |
$45.9K - $57.4K
|
56.6K
$33.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Nbw Capital LLC
|
BUY
|
- |
125+ 21.74% |
$45.9K - $57.4K
|
700
$419K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
125+ 1.91% |
$45.9K - $57.4K
|
6.68K
$4M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
117+ 417.86% |
$42.9K - $53.7K
|
145
$86.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
116+ 1.54% |
$42.6K - $53.2K
|
7.66K
$4.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
115+ 25.27% |
$42.2K - $52.8K
|
570
$341K
|
|
|
Aug 15, 2022
Q2 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
115+ 14.65% |
$42.2K - $52.8K
|
900
$539K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
114+ 4.32% |
$41.8K - $52.3K
|
2.75K
$1.65M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
111+ 0.27% |
$40.7K - $50.9K
|
41.1K
$24.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
110+ 16.18% |
$40.4K - $50.5K
|
790
$473K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
109+ 1.85% |
$40K - $50K
|
5.99K
$3.59M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
109+ 0.43% |
$40K - $50K
|
25.5K
$15.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
108+ 0.33% |
$39.6K - $49.6K
|
32.7K
$19.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
107+ 22.11% |
$39.3K - $49.1K
|
591
$354K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
106+ 5.56% |
$38.9K - $48.6K
|
2.01K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
103+ 0.64% |
$37.8K - $47.3K
|
16.2K
$9.68M
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
102+ 8.67% |
$37.4K - $46.8K
|
1.28K
$765K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
100New |
$36.7K - $45.9K
|
100
$59.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
99+ 43.42% |
$36.3K - $45.4K
|
327
$196K
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
98+ 0.21% |
$36K - $45K
|
46.7K
$28M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
97+ 1.51% |
$35.6K - $44.5K
|
6.52K
$3.91M
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
95+ 2.35% |
$34.9K - $43.6K
|
4.14K
$2.48M
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
95+ 1.71% |
$34.9K - $43.6K
|
5.64K
$3.38M
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
BUY
|
- |
95+ 9.99% |
$34.9K - $43.6K
|
1.05K
$626K
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
95+ 0.53% |
$34.9K - $43.6K
|
18K
$10.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
93+ 1.63% |
$34.1K - $42.7K
|
5.78K
$3.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
93+ 0.33% |
$34.1K - $42.7K
|
28.5K
$17.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
92+ 25.7% |
$33.8K - $42.2K
|
450
$270K
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
92+ 2.82% |
$33.8K - $42.2K
|
3.35K
$2.01M
|
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
BUY
|
- |
91+ 2.1% |
$33.4K - $41.8K
|
4.43K
$2.65M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
90+ 5.05% |
$33K - $41.3K
|
1.87K
$1.12M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
89+ 1.89% |
$32.7K - $40.8K
|
4.79K
$2.87M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
89+ 0.19% |
$32.7K - $40.8K
|
47.1K
$28.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
88+ 4.28% |
$32.3K - $40.4K
|
2.15K
$1.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
87+ 5.51% |
$31.9K - $39.9K
|
1.67K
$998K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
86+ 4.2% |
$31.6K - $39.5K
|
2.13K
$1.28M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
85+ 1.92% |
$31.2K - $39K
|
4.52K
$2.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
85+ 0.97% |
$31.2K - $39K
|
8.81K
$5.27M
|