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 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
142+ 3.44% |
$50.9K - $61.3K
|
4.27K
$2.57M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
141+ 8.38% |
$50.6K - $60.9K
|
1.82K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
138+ 1.04% |
$49.5K - $59.6K
|
13.4K
$8.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
136+ 18.78% |
$48.8K - $58.8K
|
860
$518K
|
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
BUY
|
- |
136+ 1.68% |
$48.8K - $58.8K
|
8.24K
$4.96M
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
BUY
|
- |
134+ 1.14% |
$48.1K - $57.9K
|
11.9K
$7.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
133+ 6.55% |
$47.7K - $57.5K
|
2.16K
$1.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
133+ 4.08% |
$47.7K - $57.5K
|
3.39K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
133+ 7.03% |
$47.7K - $57.5K
|
2.03K
$1.22M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
132+ 0.66% |
$47.3K - $57K
|
20.1K
$12.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
131+ 1.32% |
$47K - $56.6K
|
10.1K
$6.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
130+ 2.49% |
$46.6K - $56.2K
|
5.34K
$3.21M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
128+ 0.82% |
$45.9K - $55.3K
|
15.8K
$9.51M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
127+ 10.53% |
$45.5K - $54.9K
|
1.33K
$802K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
126+ 4.08% |
$45.2K - $54.4K
|
3.21K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
126+ 0.56% |
$45.2K - $54.4K
|
22.5K
$13.5M
|
|
|
Oct 07, 2022
Q3 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
125+ 0.03% |
$44.8K - $54K
|
394K
$237M
|
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
124+ 0.84% |
$44.5K - $53.6K
|
14.9K
$8.97M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
124+ 0.22% |
$44.5K - $53.6K
|
57.1K
$34.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
124+ 3.81% |
$44.5K - $53.6K
|
3.38K
$2.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
124+ 2.48% |
$44.5K - $53.6K
|
5.12K
$3.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
120+ 3.3% |
$43K - $51.8K
|
3.76K
$2.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
119+ 14.25% |
$42.7K - $51.4K
|
954
$574K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
119+ 62.63% |
$42.7K - $51.4K
|
309
$186K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
118+ 16.5% |
$42.3K - $51K
|
833
$501K
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
118+ 1.19% |
$42.3K - $51K
|
10K
$6.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
117+ 80.69% |
$42K - $50.5K
|
262
$158K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
116+ 13.74% |
$41.6K - $50.1K
|
960
$578K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
115+ 4.4% |
$41.2K - $49.7K
|
2.73K
$1.64M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
115+ 0.35% |
$41.2K - $49.7K
|
33.3K
$20M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
114+ 3.91% |
$40.9K - $49.3K
|
3.03K
$1.82M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
113+ 0.3% |
$40.5K - $48.8K
|
38.1K
$22.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
110+ 45.08% |
$39.5K - $47.5K
|
354
$213K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
109+ 20.96% |
$39.1K - $47.1K
|
629
$379K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
109+ 18.32% |
$39.1K - $47.1K
|
704
$424K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
109+ 18.54% |
$39.1K - $47.1K
|
697
$419K
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
108+ 0.99% |
$38.7K - $46.7K
|
11K
$6.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
108+ 3.24% |
$38.7K - $46.7K
|
3.44K
$2.07M
|
|
|
Oct 06, 2022
Q3 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
106+ 18.12% |
$38K - $45.8K
|
691
$416K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
106+ 2.23% |
$38K - $45.8K
|
4.86K
$2.92M
|
|
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
105+ 1.46% |
$37.7K - $45.4K
|
7.31K
$4.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
102+ 4.44% |
$36.6K - $44.1K
|
2.4K
$1.44M
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
102+ 1.12% |
$36.6K - $44.1K
|
9.24K
$5.56M
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
101+ 4.15% |
$36.2K - $43.6K
|
2.53K
$1.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
101+ 0.65% |
$36.2K - $43.6K
|
15.5K
$9.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
101+ 7.66% |
$36.2K - $43.6K
|
1.42K
$854K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
101+ 1.9% |
$36.2K - $43.6K
|
5.4K
$3.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
100+ 0.98% |
$35.9K - $43.2K
|
10.3K
$6.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
99+ 11.19% |
$35.5K - $42.8K
|
984
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
98+ 0.5% |
$35.1K - $42.3K
|
19.8K
$11.9M
|