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 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.77K+ 23.98% |
$2.85M - $3.56M
|
40.2K
$24.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
7.74K+ 3.1% |
$2.84M - $3.55M
|
257K
$156M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.73K+ 53.79% |
$2.84M - $3.55M
|
22.1K
$13.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.72K+ 1.24% |
$2.83M - $3.54M
|
628K
$381M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.72K+ 7.36% |
$2.83M - $3.54M
|
113K
$68.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
7.62K+ 39.58% |
$2.8M - $3.5M
|
26.9K
$16.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.58K+ 43.39% |
$2.78M - $3.48M
|
25K
$15.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
7.55K+ 1.81% |
$2.77M - $3.47M
|
426K
$258M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.53K+ 8.82% |
$2.76M - $3.46M
|
92.9K
$56.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.49K+ 6.55% |
$2.75M - $3.44M
|
122K
$73.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
7.43K+ 28.92% |
$2.72M - $3.41M
|
33.1K
$20.1M
|
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
7.28K+ 22.75% |
$2.67M - $3.34M
|
39.3K
$23.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.25K+ 8.6% |
$2.66M - $3.32M
|
91.5K
$55.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
7.17KNew |
$2.63M - $3.29M
|
7.17K
$4.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.07K+ 10.25% |
$2.6M - $3.24M
|
76K
$46.2M
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
7.03K+ 4.42% |
$2.58M - $3.22M
|
166K
$101M
|
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
7KNew |
$2.57M - $3.21M
|
7K
$4.25M
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
6.95K+ 5.44% |
$2.55M - $3.19M
|
135K
$81.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.93K+ 16.65% |
$2.54M - $3.18M
|
48.6K
$29.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.91K+ 0.88% |
$2.54M - $3.17M
|
795K
$483M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.83K+ 5.15% |
$2.51M - $3.13M
|
140K
$84.7M
|
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
BUY
|
- |
6.78K+ 0.75% |
$2.49M - $3.11M
|
906K
$550M
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
6.78KNew |
$2.49M - $3.11M
|
6.78K
$4.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
6.65K+ 784.43% |
$2.44M - $3.05M
|
7.5K
$4.55M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.65K+ 145.28% |
$2.44M - $3.05M
|
11.2K
$6.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
6.63K+ 1.76% |
$2.43M - $3.04M
|
382K
$232M
|
|
|
Aug 11, 2022
Q2 2022
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
6.51K+ 7.92% |
$2.39M - $2.99M
|
88.7K
$53.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.45KNew |
$2.37M - $2.96M
|
6.45K
$3.91M
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
6.41K+ 10.6% |
$2.35M - $2.94M
|
66.9K
$40.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
6.38K+ 19.5% |
$2.34M - $2.93M
|
39.1K
$23.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
6.29K+ 3.48% |
$2.31M - $2.88M
|
187K
$113M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.25K+ 7.94% |
$2.29M - $2.87M
|
85K
$51.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.25K+ 6.25% |
$2.29M - $2.87M
|
106K
$64.5M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
6.22K+ 3.83% |
$2.28M - $2.85M
|
169K
$102M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6.2K+ 8.58% |
$2.27M - $2.84M
|
78.4K
$47.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
6.16K+ 6.95% |
$2.26M - $2.83M
|
94.9K
$57.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.12K+ 8.19% |
$2.25M - $2.81M
|
80.9K
$49.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.03K+ 2.11% |
$2.21M - $2.76M
|
291K
$177M
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.01K+ 16.69% |
$2.2M - $2.76M
|
42K
$25.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.98K+ 6.89% |
$2.19M - $2.74M
|
92.8K
$56.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
5.96K+ 1.95% |
$2.19M - $2.73M
|
311K
$189M
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.96K+ 5.95% |
$2.19M - $2.73M
|
106K
$64.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.96K+ 12.0% |
$2.19M - $2.73M
|
55.6K
$33.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.92K+ 12.06% |
$2.17M - $2.72M
|
55K
$33.4M
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5.9K+ 11.44% |
$2.17M - $2.71M
|
57.5K
$34.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
5.83KNew |
$2.14M - $2.68M
|
5.83K
$3.54M
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.81K+ 17.95% |
$2.13M - $2.66M
|
38.2K
$23.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
5.79K+ 47.51% |
$2.12M - $2.65M
|
18K
$10.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.73K+ 16.14% |
$2.1M - $2.63M
|
41.2K
$25M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.73K+ 20.35% |
$2.1M - $2.63M
|
33.9K
$20.6M
|