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 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
61+ 2.71% |
$21.9K - $26.4K
|
2.31K
$1.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
BUY
|
- |
61+ 0.16% |
$21.9K - $26.4K
|
38.1K
$21.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
60+ 3.82% |
$21.5K - $25.9K
|
1.63K
$910K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
60+ 2.54% |
$21.5K - $25.9K
|
2.42K
$1.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
59+ 4.99% |
$21.2K - $25.5K
|
1.24K
$693K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
59+ 1.64% |
$21.2K - $25.5K
|
3.67K
$2.05M
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
58+ 0.96% |
$20.8K - $25.1K
|
6.07K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
58+ 4.5% |
$20.8K - $25.1K
|
1.35K
$752K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
56New |
$20.1K - $24.2K
|
56
$31.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
56+ 3.31% |
$20.1K - $24.2K
|
1.75K
$976K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
54New |
$19.4K - $23.3K
|
54
$30.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
54+ 0.15% |
$19.4K - $23.3K
|
37K
$20.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
53+ 1.64% |
$19K - $22.9K
|
3.28K
$1.83M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
53+ 1.47% |
$19K - $22.9K
|
3.65K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
53+ 3.48% |
$19K - $22.9K
|
1.58K
$881K
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
52+ 0.54% |
$18.6K - $22.5K
|
9.75K
$5.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
50+ 1.35% |
$17.9K - $21.6K
|
3.75K
$2.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
49+ 0.93% |
$17.6K - $21.2K
|
5.29K
$2.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
49+ 12.44% |
$17.6K - $21.2K
|
443
$247K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
46+ 8.07% |
$16.5K - $19.9K
|
616
$344K
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
BUY
|
- |
45+ 1.09% |
$16.1K - $19.4K
|
4.19K
$2.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.91% |
$16.1K - $19.4K
|
4.98K
$2.78M
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
43+ 2.28% |
$15.4K - $18.6K
|
1.93K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
42+ 1.51% |
$15.1K - $18.1K
|
2.82K
$1.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
42+ 1.78% |
$15.1K - $18.1K
|
2.4K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
42New |
$15.1K - $18.1K
|
42
$23.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
42New |
$15.1K - $18.1K
|
42
$23.4K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
41+ 5.66% |
$14.7K - $17.7K
|
766
$428K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
40+ 0.77% |
$14.3K - $17.3K
|
5.23K
$2.92M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
40+ 0.14% |
$14.3K - $17.3K
|
27.7K
$15.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
40+ 2.14% |
$14.3K - $17.3K
|
1.91K
$1.07M
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
39+ 1.25% |
$14K - $16.8K
|
3.16K
$1.77M
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
39+ 0.46% |
$14K - $16.8K
|
8.45K
$4.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
38+ 0.17% |
$13.6K - $16.4K
|
22.1K
$12.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
37+ 2.55% |
$13.3K - $16K
|
1.49K
$829K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
37+ 0.35% |
$13.3K - $16K
|
10.5K
$5.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.12% |
$13.3K - $16K
|
30.5K
$17M
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
37+ 5.51% |
$13.3K - $16K
|
708
$395K
|
|
|
Dec 26, 2024
Q3 2022
|
Cypress Capital, LLC
|
BUY
|
- |
37+ 1.48% |
$13.3K - $16K
|
2.55K
$1.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
36+ 1.33% |
$12.9K - $15.6K
|
2.74K
$1.53M
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
36+ 1.92% |
$12.9K - $15.6K
|
1.91K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
36+ 0.7% |
$12.9K - $15.6K
|
5.18K
$2.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
36New |
$12.9K - $15.6K
|
36
$20.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Epiq Partners, LLC
|
BUY
|
- |
35+ 4.07% |
$12.6K - $15.1K
|
894
$499K
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
33+ 0.39% |
$11.8K - $14.3K
|
8.6K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
33+ 1.63% |
$11.8K - $14.3K
|
2.06K
$1.15M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
33+ 0.08% |
$11.8K - $14.3K
|
43.4K
$24.2M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
32New |
$11.5K - $13.8K
|
32
$17.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
31+ 1.92% |
$11.1K - $13.4K
|
1.64K
$917K
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
30+ 1.37% |
$10.8K - $13K
|
2.23K
$1.24M
|