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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
336+ 2.58% |
$121K - $145K
|
13.3K
$7.44M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
335+ 6.38% |
$120K - $145K
|
5.59K
$3.12M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
332+ 0.57% |
$119K - $143K
|
58.2K
$32.5M
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
329+ 7.87% |
$118K - $142K
|
4.51K
$2.52M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
329+ 4.6% |
$118K - $142K
|
7.48K
$4.18M
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
327+ 6.35% |
$117K - $141K
|
5.47K
$3.05M
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
327+ 60.44% |
$117K - $141K
|
868
$484K
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
325+ 0.31% |
$117K - $140K
|
105K
$58.5M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
322New |
$115K - $139K
|
322
$180K
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
321+ 14.43% |
$115K - $139K
|
2.55K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
315+ 2.09% |
$113K - $136K
|
15.4K
$8.61M
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
314+ 9.9% |
$113K - $136K
|
3.49K
$1.95M
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
306+ 4.14% |
$110K - $132K
|
7.69K
$4.29M
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
304+ 9.9% |
$109K - $131K
|
3.37K
$1.88M
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
301+ 46.81% |
$108K - $130K
|
944
$527K
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
297+ 7.84% |
$107K - $128K
|
4.08K
$2.28M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
296+ 0.25% |
$106K - $128K
|
117K
$65.5M
|
|
Nov 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
295+ 3.86% |
$106K - $127K
|
7.93K
$4.43M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
295+ 1.43% |
$106K - $127K
|
20.9K
$11.7M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
293+ 0.28% |
$105K - $127K
|
104K
$58.2M
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
292+ 6.12% |
$105K - $126K
|
5.07K
$2.83M
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
292+ 6.9% |
$105K - $126K
|
4.53K
$2.53M
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
289+ 5.69% |
$104K - $125K
|
5.37K
$3M
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
288+ 3.35% |
$103K - $124K
|
8.89K
$4.96M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
286+ 4.11% |
$103K - $124K
|
7.25K
$4.05M
|
|
Oct 18, 2022
Q3 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
285+ 271.43% |
$102K - $123K
|
390
$218K
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
282+ 2.34% |
$101K - $122K
|
12.3K
$6.89M
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
282+ 1128.0% |
$101K - $122K
|
307
$171K
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
BUY
|
- |
280+ 3.25% |
$100K - $121K
|
8.9K
$4.97M
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
279+ 4.68% |
$100K - $121K
|
6.24K
$3.48M
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
279+ 44.43% |
$100K - $121K
|
907
$506K
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
271+ 2.14% |
$97.2K - $117K
|
12.9K
$7.21M
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
266+ 4.32% |
$95.4K - $115K
|
6.42K
$3.58M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
265+ 1.0% |
$95K - $114K
|
26.7K
$14.9M
|
|
Oct 12, 2022
Q3 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
264+ 1.84% |
$94.7K - $114K
|
14.6K
$8.14M
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
262+ 9.77% |
$94K - $113K
|
2.95K
$1.64M
|
|
Oct 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
261+ 5.37% |
$93.6K - $113K
|
5.12K
$2.86M
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
261+ 11.74% |
$93.6K - $113K
|
2.48K
$1.39M
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
260+ 9.92% |
$93.2K - $112K
|
2.88K
$1.61M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
255+ 9.68% |
$91.5K - $110K
|
2.89K
$1.61M
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
253+ 32.44% |
$90.7K - $109K
|
1.03K
$577K
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
253+ 32.86% |
$90.7K - $109K
|
1.02K
$571K
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
253+ 8.15% |
$90.7K - $109K
|
3.36K
$1.87M
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
252+ 8.19% |
$90.4K - $109K
|
3.33K
$1.86M
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
252+ 1.44% |
$90.4K - $109K
|
17.8K
$9.92M
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
249+ 14.76% |
$89.3K - $108K
|
1.94K
$1.08M
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
247+ 2.19% |
$88.6K - $107K
|
11.5K
$6.45M
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
244+ 8.64% |
$87.5K - $105K
|
3.07K
$1.71M
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
244+ 13.22% |
$87.5K - $105K
|
2.09K
$1.17M
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
243+ 3.51% |
$87.2K - $105K
|
7.17K
$4M
|