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 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.1K+ 36.68% |
$4.08M - $5.1M
|
41.4K
$25.2M
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
11KNew |
$4.04M - $5.05M
|
11K
$6.68M
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
11K+ 30.52% |
$4.03M - $5.04M
|
47K
$28.5M
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10.9K+ 228.59% |
$4.02M - $5.02M
|
15.7K
$9.55M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.9K+ 7.99% |
$4M - $5.01M
|
147K
$89.5M
|
|
Nov 14, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
10.8K+ 3.61% |
$3.97M - $4.96M
|
311K
$189M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.8K+ 21.44% |
$3.96M - $4.96M
|
61.2K
$37.1M
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
10.7K+ 10.1% |
$3.93M - $4.91M
|
117K
$70.8M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
10.7K+ 12.3% |
$3.91M - $4.89M
|
97.3K
$59.1M
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
10.6K+ 8.85% |
$3.89M - $4.86M
|
130K
$79.1M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.6K+ 0.63% |
$3.88M - $4.86M
|
1.68M
$1.02B
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
10.5KNew |
$3.85M - $4.81M
|
10.5K
$6.37M
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
10.5K+ 683.09% |
$3.84M - $4.8M
|
12K
$7.28M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.4K+ 5.46% |
$3.82M - $4.77M
|
201K
$122M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
10.4K+ 62.88% |
$3.82M - $4.77M
|
26.9K
$16.4M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3K+ 98.62% |
$3.79M - $4.74M
|
20.8K
$12.6M
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$3.78M - $4.73M
|
10.3K
$6.26M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.2K+ 4.83% |
$3.74M - $4.68M
|
221K
$134M
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
10.2K+ 4.82% |
$3.74M - $4.68M
|
222K
$135M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10.1K+ 608.88% |
$3.72M - $4.65M
|
11.8K
$7.17M
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
10.1KNew |
$3.71M - $4.64M
|
10.1K
$6.13M
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10K+ 2.84% |
$3.68M - $4.6M
|
364K
$221M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.97K+ 61.46% |
$3.66M - $4.58M
|
26.2K
$15.9M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
9.97K+ 12.88% |
$3.66M - $4.57M
|
87.3K
$53M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9.96K+ 8.42% |
$3.65M - $4.57M
|
128K
$77.8M
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
9.92K+ 8.5% |
$3.64M - $4.55M
|
127K
$76.9M
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
9.89K+ 16.19% |
$3.63M - $4.54M
|
71K
$43.1M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.82K+ 39.26% |
$3.6M - $4.5M
|
34.8K
$21.1M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.67K+ 19.3% |
$3.55M - $4.44M
|
59.8K
$36.3M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
9.64K+ 14.21% |
$3.54M - $4.42M
|
77.4K
$47M
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
9.54K+ 6.79% |
$3.5M - $4.38M
|
150K
$91.1M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.48K+ 3.42% |
$3.48M - $4.35M
|
287K
$174M
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9.45K+ 5.18% |
$3.47M - $4.34M
|
192K
$116M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
9.27K+ 598.64% |
$3.4M - $4.25M
|
10.8K
$6.57M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.25K+ 4.91% |
$3.39M - $4.24M
|
198K
$120M
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.81K+ 6.99% |
$3.23M - $4.04M
|
135K
$81.8M
|
|
Aug 09, 2022
Q2 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
8.8K+ 17.05% |
$3.23M - $4.04M
|
60.4K
$36.7M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
8.72KNew |
$3.2M - $4M
|
8.72K
$5.29M
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.61K+ 414.73% |
$3.16M - $3.95M
|
10.7K
$6.49M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.53K+ 11.8% |
$3.13M - $3.91M
|
80.8K
$49.1M
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
8.31K+ 7.16% |
$3.05M - $3.81M
|
124K
$75.5M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
8.26K+ 1.44% |
$3.03M - $3.79M
|
583K
$354M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
8.25K+ 19.62% |
$3.03M - $3.79M
|
50.3K
$30.5M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.22K+ 19.74% |
$3.02M - $3.77M
|
49.9K
$30.3M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8.21K+ 9.5% |
$3.01M - $3.76M
|
94.6K
$57.4M
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
BUY
|
- |
8.14K+ 9.03% |
$2.99M - $3.73M
|
98.2K
$59.6M
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
8.12K+ 4.14% |
$2.98M - $3.72M
|
204K
$124M
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7.99K+ 11.33% |
$2.93M - $3.67M
|
78.5K
$47.7M
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.95K+ 7.15% |
$2.92M - $3.65M
|
119K
$72.4M
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
7.88K+ 1.77% |
$2.89M - $3.62M
|
453K
$275M
|