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 18, 2022
Q3 2022
|
Genworth Financial Inc
|
BUY
|
- |
113K+ 38.5% |
$40.4M - $48.7M
|
405K
$245M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
106K+ 5.84% |
$38.1M - $45.9M
|
1.93M
$1.17B
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
105K+ 249.85% |
$37.6M - $45.3M
|
147K
$88.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
101K+ 10.28% |
$36.4M - $43.9M
|
1.09M
$659M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
96.7KNew |
$34.7M - $41.8M
|
96.7K
$58.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
95.4KNew |
$34.2M - $41.2M
|
95.4K
$57.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92.9K+ 5.21% |
$33.3M - $40.1M
|
1.88M
$1.14B
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
92.5K+ 3.05% |
$33.2M - $39.9M
|
3.12M
$1.89B
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
91.3K+ 29.36% |
$32.7M - $39.4M
|
402K
$243M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
89.6K+ 69.11% |
$32.1M - $38.7M
|
219K
$133M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
86.9KNew |
$31.2M - $37.5M
|
86.9K
$52.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
84.6K+ 7.09% |
$30.3M - $36.5M
|
1.28M
$774M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
81.1K+ 11.12% |
$29.1M - $35.1M
|
811K
$491M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
80.2K+ 26.64% |
$28.8M - $34.7M
|
381K
$231M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79.5K+ 2.59% |
$28.5M - $34.3M
|
3.15M
$1.91B
|
|
|
Nov 15, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
77.4K+ 39.34% |
$27.8M - $33.4M
|
274K
$166M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
75.7K+ 7.3% |
$27.1M - $32.7M
|
1.11M
$673M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
68.4K+ 24.26% |
$24.5M - $29.6M
|
351K
$212M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67.6K+ 4.09% |
$24.2M - $29.2M
|
1.72M
$1.04B
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
67.4K+ 6429.39% |
$24.2M - $29.1M
|
68.4K
$41.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
65KNew |
$23.3M - $28.1M
|
65K
$39.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
64K+ 96.88% |
$22.9M - $27.6M
|
130K
$78.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
63K+ 10241.79% |
$22.6M - $27.2M
|
63.6K
$38.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
61.1K+ 98.88% |
$21.9M - $26.4M
|
123K
$74.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
60.7K+ 3.58% |
$21.8M - $26.2M
|
1.76M
$1.06B
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
59K+ 563.9% |
$21.2M - $25.5M
|
69.4K
$42M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
58.2K+ 1.99% |
$20.9M - $25.1M
|
2.97M
$1.8B
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
57.4K+ 12605.05% |
$20.6M - $24.8M
|
57.8K
$35M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
53.8K+ 46.32% |
$19.3M - $23.2M
|
170K
$103M
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
52.7K+ 134.06% |
$18.9M - $22.8M
|
92K
$55.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
52.4K+ 156.54% |
$18.8M - $22.7M
|
85.9K
$52M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
52.1K+ 23.32% |
$18.7M - $22.5M
|
275K
$167M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
52K+ 3.46% |
$18.6M - $22.5M
|
1.55M
$940M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
49.5K+ 627.1% |
$17.7M - $21.4M
|
57.4K
$34.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
49K+ 19.57% |
$17.6M - $21.2M
|
299K
$181M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
48.7K+ 0.94% |
$17.5M - $21M
|
5.24M
$3.17B
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
47.2K+ 123.37% |
$16.9M - $20.4M
|
85.5K
$51.7M
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
46.9KNew |
$16.8M - $20.3M
|
46.9K
$28.4M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
46K+ 28.9% |
$16.5M - $19.9M
|
205K
$124M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.8K+ 76.61% |
$16.4M - $19.8M
|
106K
$63.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45.4K+ 185.33% |
$16.3M - $19.6M
|
69.8K
$42.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
45.2K+ 12.17% |
$16.2M - $19.5M
|
416K
$252M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
43.2K+ 41.88% |
$15.5M - $18.7M
|
146K
$88.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
42.9K+ 11.51% |
$15.4M - $18.5M
|
415K
$251M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
41.7KNew |
$14.9M - $18M
|
41.7K
$25.2M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
41.7KNew |
$14.9M - $18M
|
41.7K
$25.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
41.4K+ 8.66% |
$14.8M - $17.9M
|
519K
$314M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
40.5K+ 63.02% |
$14.5M - $17.5M
|
105K
$63.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38K+ 6.64% |
$13.6M - $16.4M
|
611K
$370M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
38K+ 10.07% |
$13.6M - $16.4M
|
415K
$251M
|