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
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
1.28K
+ 236.92%
$458K - $552K
1.82K $1.01M
Nov 02, 2022 Q3 2022
Connecticut Wealth Management, LLC

BUY
 -
1.27K
+ 15.84%
$457K - $550K
9.32K $5.2M
Nov 10, 2022 Q3 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.26K
+ 7.35%
$453K - $546K
18.4K $10.3M
Oct 12, 2022 Q3 2022
Simplicity Wealth,Llc

BUY
 -
1.26K
New
$452K - $544K
1.26K $703K
Nov 02, 2022 Q3 2022
Cim, LLC

BUY
 -
1.25K
+ 28.34%
$450K - $542K
5.68K $3.17M
Oct 27, 2022 Q3 2022
Portland Global Advisors LLC

BUY
 -
1.25K
+ 3.23%
$449K - $541K
40K $22.3M
Oct 26, 2022 Q3 2022
Spc Financial, Inc.

BUY
 -
1.25K
+ 33.64%
$448K - $540K
4.96K $2.77M
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.25K
+ 3.12%
$447K - $539K
41.2K $23M
Oct 11, 2022 Q3 2022
Buffington Mohr Mc Neal

BUY
 -
1.25K
+ 6.13%
$447K - $538K
21.6K $12M
Nov 09, 2022 Q3 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
1.24K
+ 24.11%
$444K - $534K
6.37K $3.55M
Oct 14, 2022 Q3 2022
Omega Financial Group, LLC

BUY
 -
1.23K
+ 6.18%
$440K - $530K
21.1K $11.7M
Oct 14, 2022 Q3 2022
Montecito Bank & Trust

BUY
 -
1.22K
+ 6.32%
$436K - $526K
20.5K $11.4M
Oct 11, 2022 Q3 2022
Wiser Wealth Management, Inc

BUY
 -
1.22K
+ 7.1%
$436K - $525K
18.3K $10.2M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
1.22K
New
$436K - $525K
1.22K $678K
Nov 14, 2022 Q3 2022
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.21K
+ 47.76%
$435K - $524K
3.76K $2.1M
Nov 14, 2022 Q3 2022
Trail Ridge Investment Advisors, LLC

BUY
 -
1.21K
+ 4.96%
$434K - $523K
25.6K $14.3M
Nov 14, 2022 Q3 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
1.21K
New
$434K - $522K
1.21K $675K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
1.21K
+ 2.26%
$433K - $521K
54.7K $30.5M
Oct 18, 2022 Q3 2022
Kaizen Financial Strategies

BUY
 -
1.2K
+ 167.6%
$430K - $518K
1.92K $1.07M
Nov 14, 2022 Q3 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.2K
+ 5.49%
$430K - $518K
23K $12.9M
Nov 03, 2022 Q3 2022
Gratus Capital LLC

BUY
 -
1.18K
+ 45.84%
$425K - $512K
3.77K $2.1M
Nov 14, 2022 Q3 2022
Financial Advisors, LLC

Andover, MA
BUY
 -
1.18K
+ 44.03%
$423K - $509K
3.86K $2.15M
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.18K
+ 1.73%
$423K - $509K
69.4K $38.7M
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
1.17K
New
$420K - $506K
1.17K $654K
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
1.16K
+ 2.15%
$417K - $503K
55.3K $30.9M
Nov 08, 2022 Q3 2022
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
1.16K
New
$417K - $503K
1.16K $650K
Oct 24, 2022 Q3 2022
Lockerman Financial Group, Inc.

BUY
 -
1.16K
New
$415K - $499K
1.16K $645K
Nov 14, 2022 Q3 2022
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
1.15K
New
$412K - $496K
1.15K $641K
Oct 21, 2022 Q3 2022
Alaska Permanent Capital Management

BUY
 -
1.15K
+ 0.83%
$411K - $495K
138K $77.2M
Nov 03, 2022 Q3 2022
Jones Financial Companies Lllp

BUY
 -
1.12K
+ 5.65%
$403K - $485K
21K $11.7M
Oct 24, 2022 Q3 2022
Fidato Wealth LLC

BUY
 -
1.12K
+ 1.01%
$401K - $483K
112K $62.5M
Nov 09, 2022 Q3 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
1.11K
+ 6.78%
$396K - $477K
17.4K $9.72M
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
1.1K
+ 144.74%
$395K - $475K
1.86K $1.04M
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.09K
+ 3.97%
$392K - $472K
28.6K $15.9M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.09K
+ 2.21%
$391K - $470K
50.5K $28.2M
Oct 24, 2022 Q3 2022
Calamos Wealth Management LLC

BUY
 -
1.07K
+ 0.4%
$383K - $462K
270K $151M
Oct 18, 2022 Q3 2022
Praetorian Wealth Management, Inc.

BUY
 -
1.05K
+ 4.03%
$377K - $455K
27.1K $15.1M
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
1.04K
+ 23.39%
$374K - $451K
5.51K $3.07M
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
1.04K
+ 1.0%
$372K - $448K
105K $58.5M
Nov 03, 2022 Q3 2022
Regions Financial Corp

BUY
 -
1.03K
+ 0.08%
$369K - $445K
1.29M $719M
Nov 07, 2022 Q3 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.02K
+ 17.69%
$365K - $440K
6.78K $3.78M
Nov 14, 2022 Q3 2022
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
1.02K
+ 2.15%
$365K - $440K
48.4K $27M
Oct 28, 2022 Q3 2022
Klingenstein Fields & CO LP

BUY
 -
1.01K
New
$363K - $437K
1.01K $565K
Oct 17, 2022 Q3 2022
Transcend Capital Advisors, LLC

BUY
 -
1.01K
+ 3.84%
$363K - $437K
27.3K $15.2M
Nov 01, 2022 Q3 2022
Highview Capital Management LLC

BUY
 -
1.01K
+ 3.69%
$362K - $436K
28.4K $15.9M
Oct 31, 2022 Q3 2022
Gries Financial LLC

Cleveland, OH
BUY
 -
994
+ 1.04%
$356K - $429K
96.3K $53.8M
Oct 31, 2022 Q3 2022
Nadler Financial Group, Inc.

BUY
 -
991
+ 5.54%
$355K - $428K
18.9K $10.5M
Oct 13, 2022 Q3 2022
Foster Group, Inc.

BUY
 -
989
+ 1.93%
$355K - $427K
52.2K $29.1M
Oct 26, 2022 Q3 2022
Fort Henry Capital, LLC

BUY
 -
987
+ 1.32%
$354K - $426K
75.6K $42.2M

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