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
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
41.3K+ 257.71% |
$15.2M - $18.9M
|
57.3K
$34.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.9K+ 5.19% |
$15M - $18.8M
|
828K
$503M
|
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
40.8K+ 964.21% |
$15M - $18.7M
|
45K
$27.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
40K+ 174.38% |
$14.7M - $18.4M
|
63K
$38.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40K+ 33.7% |
$14.7M - $18.3M
|
159K
$96.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
39.7K+ 8.69% |
$14.6M - $18.2M
|
497K
$301M
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
39.2KNew |
$14.4M - $18M
|
39.2K
$23.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
38.6K+ 14.02% |
$14.2M - $17.7M
|
314K
$191M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
38K+ 2.28% |
$14M - $17.5M
|
1.71M
$1.04B
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
36.3K+ 27.81% |
$13.3M - $16.6M
|
167K
$101M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36K+ 2.22% |
$13.2M - $16.5M
|
1.65M
$1B
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
35.9K+ 26.72% |
$13.2M - $16.5M
|
170K
$103M
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
35.4K+ 105.72% |
$13M - $16.2M
|
68.8K
$41.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
33.8K+ 23.33% |
$12.4M - $15.5M
|
179K
$109M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
33.6K+ 144.45% |
$12.3M - $15.4M
|
56.8K
$34.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33.5K+ 49.1% |
$12.3M - $15.4M
|
102K
$61.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Mass General Brigham, Inc
|
BUY
|
- |
33.4K+ 11.69% |
$12.3M - $15.3M
|
319K
$194M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
33K+ 38.19% |
$12.1M - $15.2M
|
120K
$72.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
32.1K+ 32.84% |
$11.8M - $14.7M
|
130K
$78.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
31.7K+ 41.95% |
$11.7M - $14.6M
|
107K
$65.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
31.4K+ 22.04% |
$11.5M - $14.4M
|
174K
$106M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.3K+ 6.42% |
$11.5M - $14.3M
|
518K
$314M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
30.5K+ 6.62% |
$11.2M - $14M
|
492K
$299M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.8K+ 14.26% |
$10.9M - $13.7M
|
239K
$145M
|
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
28.9K+ 438.95% |
$10.6M - $13.3M
|
35.5K
$21.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.2K+ 8.19% |
$10.4M - $13M
|
373K
$226M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
27.2K+ 1.52% |
$9.98M - $12.5M
|
1.82M
$1.1B
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
26.9K+ 8.68% |
$9.86M - $12.3M
|
337K
$204M
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
26.2K+ 1542.95% |
$9.6M - $12M
|
27.8K
$16.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
26K+ 108.33% |
$9.54M - $11.9M
|
50K
$30.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
25.2KNew |
$9.26M - $11.6M
|
25.2K
$15.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.1K+ 88.37% |
$9.23M - $11.5M
|
53.6K
$32.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
24.9K+ 23.97% |
$9.13M - $11.4M
|
129K
$78.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
24.5K+ 7.04% |
$8.99M - $11.2M
|
373K
$226M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
24.3K+ 18.46% |
$8.91M - $11.1M
|
156K
$94.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23.8KNew |
$8.72M - $10.9M
|
23.8K
$14.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
23.5K+ 1.48% |
$8.64M - $10.8M
|
1.62M
$981M
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
23K+ 33.92% |
$8.46M - $10.6M
|
91K
$55.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
22.9K+ 0.58% |
$8.39M - $10.5M
|
4M
$2.43B
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
22.7K+ 19.83% |
$8.33M - $10.4M
|
137K
$83.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
22.7K+ 2121.23% |
$8.32M - $10.4M
|
23.7K
$14.4M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
22.6K+ 4.76% |
$8.29M - $10.4M
|
497K
$302M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.2K+ 11.41% |
$8.13M - $10.2M
|
216K
$131M
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
21.6K+ 38.85% |
$7.93M - $9.91M
|
77.2K
$46.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
21.6K+ 1.39% |
$7.91M - $9.89M
|
1.57M
$954M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.8K+ 3.76% |
$7.63M - $9.53M
|
573K
$348M
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
BUY
|
- |
20.5K+ 97.47% |
$7.51M - $9.38M
|
41.4K
$25.2M
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
20.4K+ 76.95% |
$7.49M - $9.36M
|
46.9K
$28.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
19.6K+ 223.84% |
$7.2M - $9M
|
28.4K
$17.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.6K+ 4.89% |
$7.18M - $8.97M
|
420K
$255M
|