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 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.24K+ 9.26% |
$1.56M - $1.95M
|
50K
$30.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
4.2K+ 6.55% |
$1.54M - $1.93M
|
68.4K
$41.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.19K+ 1.11% |
$1.54M - $1.92M
|
381K
$232M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.15K+ 4.46% |
$1.52M - $1.91M
|
97.3K
$59.1M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.15K+ 8.37% |
$1.52M - $1.9M
|
53.7K
$32.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4.15K+ 4.75% |
$1.52M - $1.9M
|
91.4K
$55.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
4.1K+ 9.16% |
$1.5M - $1.88M
|
48.8K
$29.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4.09K+ 85.79% |
$1.5M - $1.88M
|
8.86K
$5.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.09K+ 4.13% |
$1.5M - $1.88M
|
103K
$62.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
4.09K+ 3.07% |
$1.5M - $1.87M
|
137K
$83.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.08K+ 71.24% |
$1.5M - $1.87M
|
9.81K
$5.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.03K+ 47.5% |
$1.48M - $1.85M
|
12.5K
$7.59M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4K+ 18.95% |
$1.47M - $1.84M
|
25.1K
$15.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.98K+ 5.18% |
$1.46M - $1.83M
|
80.9K
$49.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
3.97K+ 11.01% |
$1.46M - $1.82M
|
40K
$24.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
3.96K+ 108.7% |
$1.45M - $1.82M
|
7.61K
$4.62M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
3.87K+ 15.91% |
$1.42M - $1.78M
|
28.2K
$17.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.87K+ 218.36% |
$1.42M - $1.77M
|
5.64K
$3.42M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.85K+ 9.22% |
$1.41M - $1.76M
|
45.6K
$27.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.81K+ 16.49% |
$1.4M - $1.75M
|
26.9K
$16.3M
|
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
3.81K+ 16.49% |
$1.4M - $1.75M
|
26.9K
$16.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.81K+ 26.4% |
$1.4M - $1.75M
|
18.2K
$11.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 7.61% |
$1.39M - $1.74M
|
53.6K
$32.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.79K+ 3.97% |
$1.39M - $1.74M
|
99.2K
$60.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
3.77K+ 25.66% |
$1.38M - $1.73M
|
18.5K
$11.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
3.7K+ 17.33% |
$1.36M - $1.7M
|
25K
$15.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.68K+ 30.61% |
$1.35M - $1.69M
|
15.7K
$9.52M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.65K+ 10.52% |
$1.34M - $1.68M
|
38.4K
$23.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.62K+ 3.4% |
$1.33M - $1.66M
|
110K
$66.7M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.55K+ 34.9% |
$1.3M - $1.63M
|
13.7K
$8.32M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.53K+ 3.74% |
$1.3M - $1.62M
|
98K
$59.5M
|
|
|
Jan 17, 2024
Q2 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
3.52K+ 783.3% |
$1.29M - $1.61M
|
3.97K
$2.41M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.45K+ 13.83% |
$1.27M - $1.58M
|
28.4K
$17.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.42K+ 26.76% |
$1.26M - $1.57M
|
16.2K
$9.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3.42K+ 4.04% |
$1.26M - $1.57M
|
88.1K
$53.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.4K+ 6.39% |
$1.25M - $1.56M
|
56.6K
$34.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
3.4K+ 5.35% |
$1.25M - $1.56M
|
66.9K
$40.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.37KNew |
$1.24M - $1.55M
|
3.37K
$2.04M
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
3.35K+ 3.3% |
$1.23M - $1.54M
|
105K
$63.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.34K+ 15.74% |
$1.23M - $1.53M
|
24.6K
$14.9M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.3K+ 11.66% |
$1.21M - $1.51M
|
31.6K
$19.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.28K+ 4.88% |
$1.2M - $1.5M
|
70.4K
$42.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.25K+ 7.48% |
$1.19M - $1.49M
|
46.6K
$28.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.23K+ 4.46% |
$1.18M - $1.48M
|
75.6K
$45.9M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.21K+ 21.59% |
$1.18M - $1.47M
|
18.1K
$11M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.21K+ 26.95% |
$1.18M - $1.47M
|
15.1K
$9.17M
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
BUY
|
- |
3.19K+ 6.59% |
$1.17M - $1.46M
|
51.5K
$31.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.18K+ 3.84% |
$1.17M - $1.46M
|
86K
$52.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.18K+ 4.52% |
$1.17M - $1.46M
|
73.5K
$44.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
BUY
|
- |
3.17K+ 2.88% |
$1.16M - $1.45M
|
113K
$68.7M
|