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
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
19.4K+ 11.28% |
$7.13M - $8.92M
|
192K
$116M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19.3K+ 116.75% |
$7.07M - $8.84M
|
35.8K
$21.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
18.8K+ 92.5% |
$6.91M - $8.64M
|
39.2K
$23.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.8K+ 1.21% |
$6.91M - $8.63M
|
1.58M
$955M
|
|
|
Aug 11, 2022
Q2 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
18.8K+ 1.53% |
$6.89M - $8.62M
|
1.24M
$754M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
18.5KNew |
$6.8M - $8.51M
|
18.5K
$11.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
18.4K+ 37.17% |
$6.74M - $8.42M
|
67.8K
$41.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
BUY
|
- |
17.9K+ 58.93% |
$6.56M - $8.21M
|
48.2K
$29.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.7K+ 10.62% |
$6.51M - $8.14M
|
185K
$112M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17.3K+ 12.64% |
$6.35M - $7.94M
|
154K
$93.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
17.3K+ 63.81% |
$6.35M - $7.94M
|
44.4K
$26.9M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
17.2K+ 32.48% |
$6.32M - $7.9M
|
70.2K
$42.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
17.2K+ 5769.8% |
$6.31M - $7.89M
|
17.5K
$10.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
BUY
|
- |
16.7KNew |
$6.12M - $7.65M
|
16.7K
$10.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
16.4K+ 5.9% |
$6.03M - $7.54M
|
295K
$179M
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
16.1K+ 3.5% |
$5.92M - $7.39M
|
477K
$289M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
16K+ 3.91% |
$5.88M - $7.35M
|
426K
$258M
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 37.01% |
$5.83M - $7.28M
|
58.8K
$35.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
15.7KNew |
$5.77M - $7.21M
|
15.7K
$9.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
14.7K+ 104.37% |
$5.39M - $6.74M
|
28.8K
$17.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.6K+ 6.53% |
$5.36M - $6.7M
|
238K
$144M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.1K+ 16.46% |
$5.18M - $6.48M
|
99.9K
$60.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14K+ 116.2% |
$5.14M - $6.43M
|
26.1K
$15.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
13.9K+ 684.67% |
$5.1M - $6.37M
|
15.9K
$9.65M
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
13.7K+ 11.96% |
$5.03M - $6.29M
|
128K
$77.8M
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
13.7K+ 118.64% |
$5.03M - $6.29M
|
25.3K
$15.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.7K+ 2.96% |
$5.03M - $6.29M
|
477K
$289M
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
BUY
|
- |
13.7K+ 95.41% |
$5.03M - $6.28M
|
28K
$17M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13.5K+ 65.0% |
$4.94M - $6.18M
|
34.2K
$20.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.3K+ 16.0% |
$4.87M - $6.09M
|
96.3K
$58.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13.3K+ 118.12% |
$4.86M - $6.08M
|
24.5K
$14.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
13.2K+ 54.85% |
$4.84M - $6.05M
|
37.2K
$22.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12.9K+ 4.35% |
$4.74M - $5.93M
|
310K
$188M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.9K+ 14.17% |
$4.73M - $5.91M
|
104K
$62.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.8K+ 2.33% |
$4.71M - $5.89M
|
564K
$341M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
12.7K+ 34.26% |
$4.66M - $5.82M
|
49.7K
$30.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
12.4K+ 8.25% |
$4.56M - $5.7M
|
163K
$98.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
12.3K+ 31.99% |
$4.52M - $5.65M
|
50.8K
$30.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.3K+ 76.9% |
$4.5M - $5.63M
|
28.2K
$17.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11.9K+ 1.63% |
$4.37M - $5.46M
|
742K
$450M
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.9K+ 103.82% |
$4.35M - $5.44M
|
23.3K
$14.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.8K+ 168.61% |
$4.34M - $5.42M
|
18.8K
$11.4M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
11.8K+ 7.54% |
$4.32M - $5.4M
|
168K
$102M
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
11.7KNew |
$4.3M - $5.38M
|
11.7K
$7.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.5K+ 10.51% |
$4.22M - $5.27M
|
121K
$73.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
11.4K+ 2.07% |
$4.18M - $5.22M
|
561K
$340M
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.4K+ 1.28% |
$4.17M - $5.21M
|
900K
$546M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 18.23% |
$4.13M - $5.16M
|
73K
$44.2M
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.2K+ 14.53% |
$4.12M - $5.15M
|
88.6K
$53.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
11.2KNew |
$4.1M - $5.13M
|
11.2K
$6.77M
|