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 07, 2022 Q3 2022
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
234
New
$83.9K - $101K
234 $141K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
233
+ 0.38%
$83.6K - $101K
62.3K $37.5M
Jan 03, 2023 Q3 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
230
+ 0.86%
$82.5K - $99.4K
26.9K $16.2M
Nov 09, 2022 Q3 2022
Mma Asset Management LLC

New York, NY
BUY
 -
229
+ 6.36%
$82.1K - $98.9K
3.83K $2.3M
Nov 09, 2022 Q3 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
225
+ 1.15%
$80.7K - $97.2K
19.7K $11.9M
Nov 14, 2022 Q3 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
222
+ 6.97%
$79.6K - $95.9K
3.41K $2.05M
Oct 13, 2022 Q3 2022
Pvg Asset Management Corp

Golden, CO
BUY
 -
222
+ 2.47%
$79.6K - $95.9K
9.19K $5.53M
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
220
+ 62.86%
$78.9K - $95K
570 $343K
Nov 14, 2022 Q3 2022
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
220
+ 10.24%
$78.9K - $95K
2.37K $1.43M
Oct 21, 2022 Q3 2022
All Season Financial Advisors, Inc.

BUY
 -
208
+ 6.01%
$74.6K - $89.9K
3.67K $2.21M
Nov 14, 2022 Q3 2022
Weik Capital Management

Wyomissing, PA
BUY
 -
205
+ 7.21%
$73.5K - $88.6K
3.05K $1.83M
Oct 19, 2022 Q3 2022
Birch Hill Investment Advisors LLC

BUY
 -
202
+ 0.49%
$72.4K - $87.3K
41.7K $25.1M
Oct 13, 2022 Q3 2022
Red Door Wealth Management, LLC

BUY
 -
200
+ 2.66%
$71.7K - $86.4K
7.73K $4.65M
Oct 19, 2022 Q3 2022
Randolph CO Inc

Cincinnati, OH
BUY
 -
200
+ 6.39%
$71.7K - $86.4K
3.33K $2M
Nov 03, 2022 Q3 2022
Bogart Wealth, LLC

BUY
 -
200
+ 32.05%
$71.7K - $86.4K
824 $496K
Oct 28, 2022 Q3 2022
Canvas Wealth Advisors, LLC

BUY
 -
199
+ 2.59%
$71.4K - $86K
7.88K $4.74M
Oct 12, 2022 Q3 2022
Sol Capital Management CO

BUY
 -
197
+ 2.94%
$70.7K - $85.1K
6.89K $4.15M
Oct 25, 2022 Q3 2022
Live Oak Private Wealth LLC

BUY
 -
197
+ 5.19%
$70.7K - $85.1K
3.99K $2.4M
Oct 18, 2022 Q3 2022
Eagle Ridge Investment Management

BUY
 -
195
+ 13.3%
$69.9K - $84.2K
1.66K $1M
Oct 28, 2022 Q3 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
195
+ 10.02%
$69.9K - $84.2K
2.14K $1.29M
Nov 14, 2022 Q3 2022
First Business Financial Services, Inc.

BUY
 -
195
+ 3.49%
$69.9K - $84.2K
5.79K $3.48M
Oct 21, 2022 Q3 2022
Strateg Iq Financial Group, LLC

BUY
 -
192
+ 0.61%
$68.9K - $83K
31.7K $19.1M
Jun 13, 2023 Q3 2022
Barrett & Company, Inc.

Providence, RI
BUY
 -
192
+ 1.64%
$68.9K - $83K
11.9K $7.14M
Oct 24, 2022 Q3 2022
Arbor Trust Wealth Advisors, LLC

BUY
 -
190
+ 3.16%
$68.1K - $82.1K
6.2K $3.73M
Nov 14, 2022 Q3 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
190
+ 2.34%
$68.1K - $82.1K
8.31K $5M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
186
+ 1.76%
$66.7K - $80.4K
10.7K $6.46M
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
185
New
$66.4K - $79.9K
185 $111K
Nov 10, 2022 Q3 2022
Campion Asset Management

BUY
 -
182
+ 1.64%
$65.3K - $78.6K
11.3K $6.79M
Nov 14, 2022 Q3 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
182
+ 7.05%
$65.3K - $78.6K
2.77K $1.66M
Oct 24, 2022 Q3 2022
Bernardo Wealth Planning LLC

BUY
 -
181
+ 0.46%
$64.9K - $78.2K
39.1K $23.5M
Oct 17, 2022 Q3 2022
Oxinas Partners Wealth Management LLC

BUY
 -
179
+ 2.11%
$64.2K - $77.3K
8.66K $5.21M
Oct 24, 2022 Q3 2022
First Purpose Wealth LLC

BUY
 -
172
+ 16.49%
$61.7K - $74.3K
1.22K $731K
Oct 18, 2022 Q3 2022
Innova Wealth Partners

BUY
 -
171
+ 28.13%
$61.3K - $73.9K
779 $469K
Oct 31, 2022 Q3 2022
Moloney Securities Asset Management, LLC

BUY
 -
171
+ 1.95%
$61.3K - $73.9K
8.95K $5.39M
Oct 12, 2022 Q3 2022
Teamwork Financial Advisors, LLC

BUY
 -
169
+ 9.45%
$60.6K - $73K
1.96K $1.18M
Nov 08, 2022 Q3 2022
Davis R M Inc

Portland, ME
BUY
 -
169
+ 3.16%
$60.6K - $73K
5.52K $3.32M
Oct 20, 2022 Q3 2022
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
166
+ 2.81%
$59.5K - $71.7K
6.08K $3.66M
Oct 24, 2022 Q3 2022
Trust CO Of Vermont

BUY
 -
165
+ 2.01%
$59.2K - $71.3K
8.38K $5.04M
Oct 07, 2024 Q3 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
165
+ 130.95%
$59.2K - $71.3K
291 $175K
Nov 14, 2022 Q3 2022
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
163
+ 17.23%
$58.5K - $70.4K
1.11K $667K
Nov 14, 2022 Q3 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
163
+ 26.46%
$58.5K - $70.4K
779 $469K
Oct 05, 2022 Q3 2022
Engrave Wealth Partners LLC

BUY
 -
156
+ 12.8%
$55.9K - $67.4K
1.38K $828K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
156
+ 0.2%
$55.9K - $67.4K
77.6K $46.7M
Oct 14, 2022 Q3 2022
Capital Market Strategies LLC

BUY
 -
154
+ 10.92%
$55.2K - $66.5K
1.56K $941K
Nov 14, 2022 Q3 2022
Boston Research & Management Inc

Manchester, MA
BUY
 -
152
+ 0.48%
$54.5K - $65.7K
32K $19.3M
Nov 14, 2022 Q3 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
152
+ 7.42%
$54.5K - $65.7K
2.2K $1.32M
Nov 10, 2022 Q3 2022
Geller Advisors LLC

New York, NY
BUY
 -
146
+ 3.28%
$52.4K - $63.1K
4.59K $2.76M
Nov 14, 2022 Q3 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
145
+ 1.4%
$52K - $62.6K
10.5K $6.32M
Nov 07, 2022 Q3 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
144
+ 4.86%
$51.6K - $62.2K
3.11K $1.87M

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