Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
325+ 0.31% |
$117K - $140K
|
105K
$62.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
322New |
$115K - $139K
|
322
$192K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
321+ 14.43% |
$115K - $139K
|
2.55K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
315+ 2.09% |
$113K - $136K
|
15.4K
$9.22M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
314+ 9.9% |
$113K - $136K
|
3.49K
$2.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
306+ 4.14% |
$110K - $132K
|
7.69K
$4.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
304+ 9.9% |
$109K - $131K
|
3.37K
$2.02M
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
301+ 46.81% |
$108K - $130K
|
944
$564K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
297+ 7.84% |
$107K - $128K
|
4.08K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
296+ 0.25% |
$106K - $128K
|
117K
$70.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
295+ 3.86% |
$106K - $127K
|
7.93K
$4.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
295+ 1.43% |
$106K - $127K
|
20.9K
$12.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
293+ 0.28% |
$105K - $127K
|
104K
$62.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
292+ 6.12% |
$105K - $126K
|
5.07K
$3.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
292+ 6.9% |
$105K - $126K
|
4.53K
$2.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
289+ 5.69% |
$104K - $125K
|
5.37K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
288+ 3.35% |
$103K - $124K
|
8.89K
$5.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
286+ 4.11% |
$103K - $124K
|
7.25K
$4.33M
|
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
285+ 271.43% |
$102K - $123K
|
390
$233K
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
282+ 2.34% |
$101K - $122K
|
12.3K
$7.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
282+ 1128.0% |
$101K - $122K
|
307
$183K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
280+ 3.25% |
$100K - $121K
|
8.9K
$5.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
279+ 4.68% |
$100K - $121K
|
6.24K
$3.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
279+ 44.43% |
$100K - $121K
|
907
$542K
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
271+ 2.14% |
$97.2K - $117K
|
12.9K
$7.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
266+ 4.32% |
$95.4K - $115K
|
6.42K
$3.84M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
265+ 1.0% |
$95K - $114K
|
26.7K
$16M
|
|
|
Oct 12, 2022
Q3 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
264+ 1.84% |
$94.7K - $114K
|
14.6K
$8.72M
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
262+ 9.77% |
$94K - $113K
|
2.95K
$1.76M
|
|
|
Oct 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
261+ 5.37% |
$93.6K - $113K
|
5.12K
$3.06M
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
261+ 11.74% |
$93.6K - $113K
|
2.48K
$1.48M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
260+ 9.92% |
$93.2K - $112K
|
2.88K
$1.72M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
255+ 9.68% |
$91.5K - $110K
|
2.89K
$1.73M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
253+ 32.44% |
$90.7K - $109K
|
1.03K
$617K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
253+ 32.86% |
$90.7K - $109K
|
1.02K
$611K
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
253+ 8.15% |
$90.7K - $109K
|
3.36K
$2.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
252+ 8.19% |
$90.4K - $109K
|
3.33K
$1.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
252+ 1.44% |
$90.4K - $109K
|
17.8K
$10.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
249+ 14.76% |
$89.3K - $108K
|
1.94K
$1.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
247+ 2.19% |
$88.6K - $107K
|
11.5K
$6.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
244+ 8.64% |
$87.5K - $105K
|
3.07K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
244+ 13.22% |
$87.5K - $105K
|
2.09K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
243+ 3.51% |
$87.2K - $105K
|
7.17K
$4.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
239+ 3.44% |
$85.7K - $103K
|
7.19K
$4.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
239+ 3.88% |
$85.7K - $103K
|
6.4K
$3.83M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
238+ 24.11% |
$85.4K - $103K
|
1.23K
$732K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
236+ 2.67% |
$84.6K - $102K
|
9.09K
$5.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
235+ 25.94% |
$84.3K - $102K
|
1.14K
$682K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
235+ 2.41% |
$84.3K - $102K
|
9.98K
$5.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
234New |
$83.9K - $101K
|
234
$140K
|