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 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-523- 1.23% |
$192K - $240K
|
41.9K
$25.4M
|
|
|
Sep 14, 2022
Q2 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-523Closed |
$192K - $240K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-524- 2.83% |
$192K - $240K
|
18K
$10.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-524- 2.71% |
$192K - $240K
|
18.8K
$11.4M
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-525Closed |
$193K - $241K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-530- 1.97% |
$195K - $243K
|
26.3K
$16M
|
|
|
Aug 04, 2022
Q2 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-535Closed |
$196K - $245K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-535- 6.84% |
$196K - $245K
|
7.28K
$4.41M
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-543- 15.41% |
$199K - $249K
|
2.98K
$1.81M
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-544Closed |
$200K - $250K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-544- 14.34% |
$200K - $250K
|
3.25K
$1.97M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-545- 2.45% |
$200K - $250K
|
21.7K
$13.1M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-551- 14.5% |
$202K - $253K
|
3.25K
$1.97M
|
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-557Closed |
$204K - $256K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-557- 1.97% |
$204K - $256K
|
27.7K
$16.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-558- 9.13% |
$205K - $256K
|
5.56K
$3.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-559- 23.69% |
$205K - $256K
|
1.8K
$1.09M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-562- 23.2% |
$206K - $258K
|
1.86K
$1.13M
|
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-564- 29.58% |
$207K - $259K
|
1.34K
$814K
|
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-565- 6.91% |
$207K - $259K
|
7.61K
$4.61M
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-570- 7.93% |
$209K - $262K
|
6.62K
$4.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-572- 40.51% |
$210K - $262K
|
840
$509K
|
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-574- 8.65% |
$211K - $263K
|
6.06K
$3.67M
|
|
|
Jul 29, 2022
Q2 2022
|
Client First Capital LLC
|
SELL
|
- |
-574- 2.4% |
$211K - $263K
|
23.3K
$14.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-576- 2.08% |
$211K - $264K
|
27.1K
$16.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-577- 1.66% |
$212K - $265K
|
34.2K
$20.7M
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-580- 18.84% |
$213K - $266K
|
2.5K
$1.51M
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-580- 2.27% |
$213K - $266K
|
24.9K
$15.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-580- 15.81% |
$213K - $266K
|
3.09K
$1.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-580Closed |
$213K - $266K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-585- 21.6% |
$215K - $268K
|
2.12K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-591- 45.53% |
$217K - $271K
|
707
$428K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-599- 4.98% |
$220K - $275K
|
11.4K
$6.92M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-600- 1.19% |
$220K - $275K
|
50K
$30.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-605Closed |
$222K - $278K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-609Closed |
$223K - $279K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-611- 44.24% |
$224K - $280K
|
770
$467K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-617- 7.07% |
$226K - $283K
|
8.12K
$4.92M
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-618- 3.43% |
$227K - $284K
|
17.4K
$10.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-618Closed |
$227K - $284K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-621- 1.68% |
$228K - $285K
|
36.4K
$22M
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-626Closed |
$230K - $287K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-628- 9.53% |
$230K - $288K
|
5.96K
$3.61M
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-633- 2.37% |
$232K - $290K
|
26.1K
$15.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-642Closed |
$236K - $295K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
SELL
|
- |
-649- 62.77% |
$238K - $298K
|
385
$233K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-651Closed |
$239K - $299K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-653- 1.44% |
$240K - $300K
|
44.8K
$27.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-661- 18.54% |
$243K - $303K
|
2.91K
$1.76M
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-665- 3.49% |
$244K - $305K
|
18.4K
$11.1M
|