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
|
Tfc Financial Management
|
BUY
|
- |
5.7K+ 2.49% |
$2.09M - $2.62M
|
235K
$142M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.68K+ 4.59% |
$2.09M - $2.61M
|
130K
$78.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
BUY
|
- |
5.65K+ 4.62% |
$2.07M - $2.59M
|
128K
$77.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.62K+ 18.83% |
$2.06M - $2.58M
|
35.5K
$21.5M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.62K+ 8.67% |
$2.06M - $2.58M
|
70.5K
$42.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5.61K+ 9.92% |
$2.06M - $2.58M
|
62.2K
$37.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.59K+ 13.97% |
$2.05M - $2.56M
|
45.6K
$27.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
5.58K+ 1.5% |
$2.05M - $2.56M
|
377K
$229M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.56K+ 4.2% |
$2.04M - $2.55M
|
138K
$83.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.54K+ 15.99% |
$2.03M - $2.54M
|
40.2K
$24.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.5K+ 29.85% |
$2.02M - $2.52M
|
23.9K
$14.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
5.48K+ 5.54% |
$2.01M - $2.52M
|
104K
$63.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.39K+ 36.75% |
$1.98M - $2.47M
|
20.1K
$12.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
5.38K+ 173.95% |
$1.97M - $2.47M
|
8.47K
$5.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.3K+ 1.26% |
$1.95M - $2.43M
|
427K
$259M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
5.23K+ 6.31% |
$1.92M - $2.4M
|
88.1K
$53.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.22K+ 20.82% |
$1.91M - $2.39M
|
30.3K
$18.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
5.17K+ 9.58% |
$1.9M - $2.37M
|
59.1K
$35.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.15K+ 194.78% |
$1.89M - $2.36M
|
7.8K
$4.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.12KNew |
$1.88M - $2.35M
|
5.12K
$3.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.08K+ 109.36% |
$1.86M - $2.33M
|
9.73K
$5.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.97K+ 2.11% |
$1.83M - $2.28M
|
241K
$146M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.93K+ 244.3% |
$1.81M - $2.26M
|
6.95K
$4.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.85K+ 229.25% |
$1.78M - $2.23M
|
6.97K
$4.23M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.81K+ 1.61% |
$1.76M - $2.21M
|
303K
$184M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.79KNew |
$1.76M - $2.2M
|
4.79K
$2.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.79KNew |
$1.76M - $2.2M
|
4.79K
$2.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.77K+ 9.98% |
$1.75M - $2.19M
|
52.6K
$31.9M
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
4.75K+ 5.65% |
$1.74M - $2.18M
|
88.8K
$53.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.65K+ 2.0% |
$1.71M - $2.13M
|
237K
$144M
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.63K+ 493.5% |
$1.7M - $2.13M
|
5.57K
$3.38M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.61K+ 6.71% |
$1.69M - $2.11M
|
73.3K
$44.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.6K+ 3.78% |
$1.69M - $2.11M
|
126K
$76.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.59K+ 33.41% |
$1.69M - $2.11M
|
18.3K
$11.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
4.52K+ 29.25% |
$1.66M - $2.07M
|
20K
$12.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.48K+ 6.64% |
$1.64M - $2.05M
|
71.9K
$43.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
4.46K+ 4.5% |
$1.64M - $2.05M
|
104K
$62.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.42K+ 8.44% |
$1.62M - $2.03M
|
56.7K
$34.4M
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4.39KNew |
$1.61M - $2.02M
|
4.39K
$2.67M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.38K+ 213.23% |
$1.61M - $2.01M
|
6.44K
$3.91M
|
|
|
Jul 21, 2022
Q2 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
4.36K+ 39.7% |
$1.6M - $2M
|
15.4K
$9.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.36K+ 24.93% |
$1.6M - $2M
|
21.8K
$13.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.35K+ 91.46% |
$1.6M - $2M
|
9.11K
$5.53M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.3K+ 3.63% |
$1.58M - $1.97M
|
123K
$74.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 100.0% |
$1.58M - $1.97M
|
8.6K
$5.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.29K+ 2.25% |
$1.58M - $1.97M
|
195K
$118M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4.29K+ 2.53% |
$1.57M - $1.97M
|
173K
$105M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
4.29K+ 25.96% |
$1.57M - $1.97M
|
20.8K
$12.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.27K+ 211.02% |
$1.57M - $1.96M
|
6.29K
$3.82M
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.27K+ 1.79% |
$1.57M - $1.96M
|
242K
$147M
|