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 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4+ 0.33% |
$1.47K - $1.84K
|
1.21K
$739K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
3+ 0.27% |
$1.1K - $1.38K
|
1.1K
$675K
|
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
3+ 0.15% |
$1.1K - $1.38K
|
2.01K
$1.23M
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.1K - $1.38K
|
5.1K
$3.13M
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
3+ 0.04% |
$1.1K - $1.38K
|
6.98K
$4.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
3+ 0.32% |
$1.1K - $1.38K
|
955
$585K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.28% |
$1.1K - $1.38K
|
1.08K
$663K
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
3+ 0.06% |
$1.1K - $1.38K
|
4.72K
$2.89M
|
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3+ 0.03% |
$1.1K - $1.38K
|
9.76K
$5.98M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
3+ 0.29% |
$1.1K - $1.38K
|
1.05K
$643K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3+ 0.27% |
$1.1K - $1.38K
|
1.13K
$694K
|
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3+ 0.21% |
$1.1K - $1.38K
|
1.42K
$870K
|
|
|
Aug 12, 2022
Q2 2022
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
3+ 0.24% |
$1.1K - $1.38K
|
1.23K
$755K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.08% |
$1.1K - $1.38K
|
3.61K
$2.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.23% |
$1.1K - $1.38K
|
1.32K
$809K
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.39% |
$1.1K - $1.38K
|
768
$471K
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$734 - $918
|
3.05K
$1.87M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.46% |
$734 - $918
|
434
$266K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.37% |
$734 - $918
|
543
$333K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
2+ 0.17% |
$734 - $918
|
1.2K
$738K
|
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.28% |
$734 - $918
|
726
$445K
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
2+ 0.08% |
$734 - $918
|
2.65K
$1.63M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$734 - $918
|
2.68K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2+ 0.01% |
$734 - $918
|
14.2K
$8.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.21% |
$734 - $918
|
938
$575K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.27% |
$734 - $918
|
751
$460K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.14% |
$734 - $918
|
1.45K
$887K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.49% |
$734 - $918
|
414
$254K
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2+ 0.22% |
$734 - $918
|
904
$554K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.3% |
$734 - $918
|
674
$413K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.12% |
$367 - $459
|
858
$526K
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.07% |
$367 - $459
|
1.45K
$888K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$367 - $459
|
13.6K
$8.36M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$367 - $459
|
13.9K
$8.52M
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$367 - $459
|
3.99K
$2.44M
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.02% |
$367 - $459
|
4.38K
$2.68M
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.09% |
$367 - $459
|
1.08K
$664K
|
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.14% |
$367 - $459
|
739
$453K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.1% |
$367 - $459
|
1.02K
$627K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.01% |
$367 - $459
|
8.56K
$5.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.18% |
$367 - $459
|
551
$338K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1+ 0.41% |
$367 - $459
|
244
$149K
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
1+ 0.11% |
$367 - $459
|
884
$542K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1+ 0.07% |
$367 - $459
|
1.48K
$909K
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1+ 0.06% |
$367 - $459
|
1.57K
$963K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.04% |
$367 - $459
|
2.32K
$1.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.06% |
$367 - $459
|
1.79K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.04% |
$367 - $459
|
2.68K
$1.64M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.03% |
$367 - $459
|
3.65K
$2.23M
|
|
|
Aug 11, 2022
Q2 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|