Purchases and Sales Made in Q2 2022 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 13, 2022 Q2 2022
New England Professional Planning Group Inc.

BUY
 -
3.16K
+ 2.57%
$1.16M - $1.45M
126K $76.6M
Aug 19, 2022 Q2 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
3.16K
+ 7.53%
$1.16M - $1.45M
45K $27.3M
Aug 04, 2022 Q2 2022
Capital Advisors Wealth Management, LLC

BUY
 -
3.15K
+ 8.45%
$1.15M - $1.44M
40.3K $24.5M
Jul 07, 2022 Q2 2022
Crestwood Advisors Group LLC

BUY
 -
3.14K
+ 10.22%
$1.15M - $1.44M
33.8K $20.5M
Aug 15, 2022 Q2 2022
Tradewinds, Llc.

Raleigh, NC
BUY
 -
3.13K
New
$1.15M - $1.43M
3.13K $1.9M
Jul 27, 2022 Q2 2022
Portland Global Advisors LLC

BUY
 -
3.11K
+ 8.72%
$1.14M - $1.43M
38.8K $23.5M
Aug 01, 2022 Q2 2022
Essex LLC

BUY
 -
3.06K
+ 67.43%
$1.12M - $1.4M
7.6K $4.61M
Aug 15, 2022 Q2 2022
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
3.06K
+ 341.68%
$1.12M - $1.4M
3.95K $2.4M
Aug 10, 2022 Q2 2022
Altshuler Shaham LTD

BUY
 -
3.04K
New
$1.12M - $1.4M
3.04K $1.85M
Aug 04, 2022 Q2 2022
Washington Trust Bank

BUY
 -
3.01K
+ 4.76%
$1.1M - $1.38M
66.2K $40.2M
Aug 10, 2022 Q2 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
3K
+ 6.82%
$1.1M - $1.38M
47K $28.5M
Aug 03, 2022 Q2 2022
Sweet Financial Partners, LLC

BUY
 -
2.97K
New
$1.09M - $1.36M
2.97K $1.8M
Jul 19, 2022 Q2 2022
Comerica Securities,Inc.

BUY
 -
2.96K
+ 1.83%
$1.08M - $1.36M
165K $99.9M
Aug 11, 2022 Q2 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
2.94K
+ 3.32%
$1.08M - $1.35M
91.3K $55.4M
Jul 07, 2022 Q2 2022
Peoples Financial Services Corp.

BUY
 -
2.93K
+ 75.05%
$1.07M - $1.34M
6.83K $4.14M
Aug 12, 2022 Q2 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
2.92K
+ 1.73%
$1.07M - $1.34M
172K $104M
Aug 05, 2022 Q2 2022
Dakota Wealth Management

BUY
 -
2.89K
+ 27.15%
$1.06M - $1.33M
13.5K $8.21M
Jul 19, 2022 Q2 2022
Ledyard National Bank

BUY
 -
2.88K
+ 5.89%
$1.06M - $1.32M
51.8K $31.4M
Aug 30, 2022 Q2 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
2.88K
New
$1.06M - $1.32M
2.88K $1.75M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.86K
+ 1.93%
$1.05M - $1.31M
151K $91.8M
Aug 08, 2022 Q2 2022
Texas Permanent School Fund

Austin, TX
BUY
 -
2.85K
+ 18.88%
$1.05M - $1.31M
18K $10.9M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.84K
+ 5.66%
$1.04M - $1.3M
52.9K $32.1M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.84K
+ 5.66%
$1.04M - $1.3M
52.9K $32.1M
Jul 18, 2022 Q2 2022
Elm Partners Management LLC

BUY
 -
2.82K
+ 7.51%
$1.04M - $1.29M
40.4K $24.5M
Feb 27, 2023 Q2 2022
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
2.82K
+ 2.32%
$1.03M - $1.29M
124K $75.2M
Aug 11, 2022 Q2 2022
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
2.81K
New
$1.03M - $1.29M
2.81K $1.7M
Aug 11, 2022 Q2 2022
Bank Of Hawaii

Honolulu, HI
BUY
 -
2.79K
+ 1.04%
$1.03M - $1.28M
272K $165M
Jul 27, 2022 Q2 2022
Consilio Wealth Advisors, LLC

BUY
 -
2.77K
+ 6.82%
$1.02M - $1.27M
43.5K $26.4M
Oct 16, 2023 Q2 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
2.77K
+ 4.16%
$1.02M - $1.27M
69.4K $42.1M
Aug 05, 2022 Q2 2022
Private Management Group Inc

BUY
 -
2.76K
+ 541.65%
$1.01M - $1.26M
3.27K $1.98M
Jul 25, 2022 Q2 2022
Morris Financial Concepts, Inc.

BUY
 -
2.74K
+ 7.85%
$1.01M - $1.26M
37.6K $22.8M
Jul 25, 2022 Q2 2022
Regal Wealth Group, Inc.

BUY
 -
2.74K
+ 8.3%
$1M - $1.25M
35.7K $21.6M
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.73K
+ 12.8%
$1M - $1.25M
24.1K $14.6M
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
2.72K
+ 7.97%
$998K - $1.25M
36.8K $22.4M
Jul 18, 2022 Q2 2022
Caerus Investment Advisors, LLC

BUY
 -
2.72K
+ 507.66%
$997K - $1.25M
3.25K $1.97M
Aug 10, 2022 Q2 2022
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
2.71K
+ 0.4%
$994K - $1.24M
680K $413M
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

BUY
 -
2.7K
+ 1.53%
$992K - $1.24M
180K $109M
Jul 15, 2022 Q2 2022
Transform Wealth, LLC

BUY
 -
2.68K
+ 25.66%
$983K - $1.23M
13.1K $7.96M
Aug 12, 2022 Q2 2022
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
BUY
 -
2.66K
+ 17.85%
$976K - $1.22M
17.6K $10.7M
Jul 27, 2022 Q2 2022
Ieq Capital, LLC

BUY
 -
2.64K
+ 5.83%
$968K - $1.21M
47.9K $29.1M
Jul 19, 2022 Q2 2022
Pettinga Financial Advisors, LLC

BUY
 -
2.61K
+ 2.38%
$958K - $1.2M
112K $68.2M
Jul 22, 2022 Q2 2022
Congress Park Capital LLC

BUY
 -
2.61K
+ 39.76%
$958K - $1.2M
9.18K $5.57M
Aug 10, 2022 Q2 2022
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
2.6K
+ 16.35%
$955K - $1.19M
18.5K $11.2M
Jul 08, 2022 Q2 2022
Covington Capital Management

BUY
 -
2.57K
+ 13.43%
$944K - $1.18M
21.7K $13.2M
Jul 12, 2022 Q2 2022
Elk River Wealth Management, LLC

BUY
 -
2.55K
+ 5.67%
$935K - $1.17M
47.5K $28.8M
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.55K
+ 4.3%
$934K - $1.17M
61.8K $37.5M
Aug 15, 2022 Q2 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
2.54K
+ 1.93%
$930K - $1.16M
134K $81.3M
Nov 03, 2022 Q2 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
2.53K
New
$930K - $1.16M
2.53K $1.54M
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

BUY
 -
2.52K
+ 6.76%
$925K - $1.16M
39.8K $24.1M

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