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 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
97+ 0.59% |
$34.8K - $41.9K
|
16.4K
$9.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
95+ 2.58% |
$34.1K - $41K
|
3.77K
$2.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
95+ 3.99% |
$34.1K - $41K
|
2.47K
$1.49M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
95+ 8.39% |
$34.1K - $41K
|
1.23K
$738K
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
90+ 7.41% |
$32.3K - $38.9K
|
1.31K
$785K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
90+ 2.75% |
$32.3K - $38.9K
|
3.37K
$2.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
90+ 0.84% |
$32.3K - $38.9K
|
10.9K
$6.54M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
89+ 7.12% |
$31.9K - $38.5K
|
1.34K
$806K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
88+ 1.68% |
$31.6K - $38K
|
5.33K
$3.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
87+ 0.3% |
$31.2K - $37.6K
|
29.3K
$17.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
86+ 5.62% |
$30.8K - $37.2K
|
1.62K
$972K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
84+ 14.12% |
$30.1K - $36.3K
|
679
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
84+ 1.55% |
$30.1K - $36.3K
|
5.5K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
83+ 0.21% |
$29.8K - $35.9K
|
39.6K
$23.8M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
81+ 2.06% |
$29.1K - $35K
|
4.01K
$2.41M
|
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
81+ 6.86% |
$29.1K - $35K
|
1.26K
$759K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
81+ 57.04% |
$29.1K - $35K
|
223
$134K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
79+ 37.44% |
$28.3K - $34.1K
|
290
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
79+ 0.5% |
$28.3K - $34.1K
|
16K
$9.62M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
78+ 10.48% |
$28K - $33.7K
|
822
$495K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
77+ 4.27% |
$27.6K - $33.3K
|
1.88K
$1.13M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
76+ 1.61% |
$27.3K - $32.8K
|
4.81K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
76+ 3.24% |
$27.3K - $32.8K
|
2.42K
$1.46M
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
75+ 8.6% |
$26.9K - $32.4K
|
947
$570K
|
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
75+ 0.45% |
$26.9K - $32.4K
|
16.8K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
74+ 6.95% |
$26.5K - $32K
|
1.14K
$685K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
74+ 0.56% |
$26.5K - $32K
|
13.3K
$8.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
71+ 16.36% |
$25.5K - $30.7K
|
505
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
71+ 11.79% |
$25.5K - $30.7K
|
673
$405K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
70+ 1.0% |
$25.1K - $30.2K
|
7.08K
$4.26M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
70+ 3.76% |
$25.1K - $30.2K
|
1.93K
$1.16M
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
70+ 2.59% |
$25.1K - $30.2K
|
2.78K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
70+ 0.95% |
$25.1K - $30.2K
|
7.45K
$4.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
68+ 4.74% |
$24.4K - $29.4K
|
1.5K
$904K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
66+ 0.8% |
$23.7K - $28.5K
|
8.29K
$4.99M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
66+ 0.26% |
$23.7K - $28.5K
|
25.6K
$15.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
65New |
$23.3K - $28.1K
|
65
$39.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
65+ 2.34% |
$23.3K - $28.1K
|
2.84K
$1.71M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
65+ 0.49% |
$23.3K - $28.1K
|
13.2K
$7.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
65+ 4.39% |
$23.3K - $28.1K
|
1.55K
$930K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
65New |
$23.3K - $28.1K
|
65
$39.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
64+ 9.98% |
$23K - $27.7K
|
705
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
63+ 0.66% |
$22.6K - $27.2K
|
9.57K
$5.76M
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
63+ 5.59% |
$22.6K - $27.2K
|
1.19K
$716K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
61+ 2.71% |
$21.9K - $26.4K
|
2.31K
$1.39M
|
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
BUY
|
- |
61+ 0.16% |
$21.9K - $26.4K
|
38.1K
$22.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
60+ 3.82% |
$21.5K - $25.9K
|
1.63K
$981K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
60+ 2.54% |
$21.5K - $25.9K
|
2.42K
$1.46M
|
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
59+ 4.99% |
$21.2K - $25.5K
|
1.24K
$747K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
59+ 1.64% |
$21.2K - $25.5K
|
3.67K
$2.21M
|