Purchases and Sales Made in Q3 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 Q3 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
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2.86K
+ 41.14%
$1.03M - $1.24M
9.83K $5.83M
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

BUY
 -
2.86K
+ 1.74%
$1.03M - $1.24M
167K $99.3M
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
2.83K
+ 5.93%
$1.01M - $1.22M
50.5K $30M
Nov 23, 2022 Q3 2022
Invst, LLC

Indianapolis, IN
BUY
 -
2.77K
+ 2.06%
$994K - $1.2M
138K $81.6M
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

BUY
 -
2.73K
+ 15.39%
$980K - $1.18M
20.5K $12.2M
Nov 14, 2022 Q3 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
2.72K
+ 1.71%
$975K - $1.17M
161K $95.8M
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
2.69K
+ 11.53%
$966K - $1.16M
26K $15.4M
Nov 14, 2022 Q3 2022
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
2.68K
+ 4.59%
$963K - $1.16M
61.1K $36.3M
Nov 14, 2022 Q3 2022
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
2.67K
New
$958K - $1.15M
2.67K $1.58M
Oct 25, 2022 Q3 2022
Dearborn Partners LLC

BUY
 -
2.65K
New
$950K - $1.14M
2.65K $1.57M
Oct 27, 2022 Q3 2022
Affiance Financial, LLC

BUY
 -
2.63K
+ 39.21%
$943K - $1.14M
9.34K $5.54M
Jan 19, 2023 Q3 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
2.62K
+ 67.13%
$941K - $1.13M
6.53K $3.88M
Nov 01, 2022 Q3 2022
Lineweaver Wealth Advisors, LLC

BUY
 -
2.62K
+ 2.36%
$941K - $1.13M
114K $67.6M
Nov 01, 2022 Q3 2022
Triumph Capital Management

BUY
 -
2.61K
+ 53.54%
$935K - $1.13M
7.48K $4.44M
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
2.59K
+ 13.74%
$928K - $1.12M
21.4K $12.7M
Oct 31, 2022 Q3 2022
Matson Money. Inc.

BUY
 -
2.57K
+ 0.48%
$922K - $1.11M
539K $320M
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2.57K
+ 3.75%
$921K - $1.11M
71K $42.1M
Nov 09, 2022 Q3 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
2.56K
+ 9.79%
$920K - $1.11M
28.8K $17.1M
Oct 18, 2022 Q3 2022
Lion Street Advisors, LLC

BUY
 -
2.53K
+ 87.51%
$907K - $1.09M
5.42K $3.22M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
2.53K
+ 71.43%
$907K - $1.09M
6.07K $3.6M
Nov 14, 2022 Q3 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
2.51K
+ 0.61%
$899K - $1.08M
412K $244M
Nov 14, 2022 Q3 2022
Monetary Management Group Inc

St Louis, MO
BUY
 -
2.5K
+ 371.47%
$897K - $1.08M
3.17K $1.88M
Nov 01, 2022 Q3 2022
Lee Financial CO

Dallas, TX
BUY
 -
2.5K
+ 1.62%
$895K - $1.08M
157K $93M
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

BUY
 -
2.47K
+ 3.26%
$885K - $1.07M
78.1K $46.3M
Oct 26, 2022 Q3 2022
Orion Capital Management LLC

BUY
 -
2.46K
+ 12.34%
$883K - $1.06M
22.4K $13.3M
Oct 26, 2022 Q3 2022
Smart Money Group LLC

BUY
 -
2.43K
+ 5.87%
$872K - $1.05M
43.9K $26M
Nov 08, 2022 Q3 2022
White Pine Capital LLC

Golden Valley, MN
BUY
 -
2.43K
+ 25.21%
$871K - $1.05M
12.1K $7.15M
Oct 31, 2022 Q3 2022
Armor Investment Advisors, LLC

BUY
 -
2.43K
+ 51.4%
$870K - $1.05M
7.15K $4.24M
Oct 25, 2022 Q3 2022
Meritage Portfolio Management

BUY
 -
2.42K
+ 17.64%
$868K - $1.05M
16.1K $9.57M
Nov 19, 2024 Q3 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
2.35K
+ 5.55%
$842K - $1.01M
44.6K $26.5M
Oct 26, 2022 Q3 2022
Cornerstone Advisory, LLC

BUY
 -
2.33K
+ 3.46%
$837K - $1.01M
69.7K $41.3M
Nov 07, 2022 Q3 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
2.33K
+ 5.55%
$835K - $1.01M
44.3K $26.3M
Oct 20, 2022 Q3 2022
Country Trust Bank

BUY
 -
2.33K
+ 1.89%
$834K - $1M
126K $74.5M
Oct 18, 2022 Q3 2022
Ledyard National Bank

BUY
 -
2.32K
+ 4.48%
$831K - $1M
54.1K $32.1M
Nov 14, 2022 Q3 2022
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
2.32K
New
$831K - $1M
2.32K $1.37M
Oct 25, 2022 Q3 2022
Morris Financial Concepts, Inc.

BUY
 -
2.31K
+ 6.15%
$830K - $1M
40K $23.7M
Nov 03, 2022 Q3 2022
Windsor Capital Management, LLC

BUY
 -
2.31K
+ 4.61%
$827K - $996K
52.3K $31M
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

BUY
 -
2.29K
+ 2.16%
$820K - $988K
108K $64.1M
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
2.27K
+ 3.92%
$815K - $982K
60.3K $35.8M
Nov 10, 2022 Q3 2022
Stokes Family Office, LLC

BUY
 -
2.26K
+ 25.5%
$811K - $976K
11.1K $6.6M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.25K
+ 2.62%
$808K - $974K
88.2K $52.3M
Oct 27, 2022 Q3 2022
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
2.25K
+ 186.57%
$807K - $972K
3.46K $2.05M
Oct 17, 2022 Q3 2022
Greenhouse Wealth Management, LLC

BUY
 -
2.25K
+ 13.69%
$806K - $970K
18.7K $11.1M
Nov 01, 2022 Q3 2022
Avalon Investment & Advisory

Houston, TX
BUY
 -
2.24K
+ 4.8%
$805K - $969K
49K $29M
Nov 10, 2022 Q3 2022
Dakota Wealth Management

BUY
 -
2.24K
+ 16.58%
$805K - $969K
15.8K $9.36M
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
2.24K
+ 4.17%
$802K - $966K
55.9K $33.1M
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
2.23K
+ 14.86%
$798K - $961K
17.2K $10.2M
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

BUY
 -
2.2K
+ 10.57%
$790K - $952K
23.1K $13.7M
Nov 01, 2022 Q3 2022
Gyl Financial Synergies, LLC

BUY
 -
2.2K
+ 11.7%
$789K - $950K
21K $12.5M

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