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 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
27+ 4.1% |
$9.68K - $11.7K
|
685
$409K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
27+ 0.93% |
$9.68K - $11.7K
|
2.94K
$1.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
26+ 4.41% |
$9.32K - $11.2K
|
616
$368K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
25+ 0.56% |
$8.97K - $10.8K
|
4.52K
$2.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
25+ 0.12% |
$8.97K - $10.8K
|
21.5K
$12.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
25+ 0.64% |
$8.97K - $10.8K
|
3.95K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Harvey Capital Management Inc
|
BUY
|
- |
25+ 0.37% |
$8.97K - $10.8K
|
6.76K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
25+ 1.17% |
$8.97K - $10.8K
|
2.16K
$1.29M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
24+ 1.33% |
$8.61K - $10.4K
|
1.83K
$1.1M
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
24+ 0.18% |
$8.61K - $10.4K
|
13.7K
$8.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
24+ 0.51% |
$8.61K - $10.4K
|
4.72K
$2.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
24+ 0.68% |
$8.61K - $10.4K
|
3.54K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
24+ 2.2% |
$8.61K - $10.4K
|
1.11K
$665K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
23+ 0.46% |
$8.25K - $9.94K
|
4.97K
$2.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22+ 0.1% |
$7.89K - $9.5K
|
23K
$13.7M
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
22+ 0.51% |
$7.89K - $9.5K
|
4.33K
$2.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
BUY
|
- |
21+ 5.45% |
$7.53K - $9.07K
|
406
$243K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
20+ 1.69% |
$7.17K - $8.64K
|
1.21K
$720K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
20+ 1.49% |
$7.17K - $8.64K
|
1.37K
$816K
|
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
20+ 3.13% |
$7.17K - $8.64K
|
658
$393K
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
20+ 0.2% |
$7.17K - $8.64K
|
9.78K
$5.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
19+ 0.05% |
$6.81K - $8.21K
|
41.5K
$24.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 0.03% |
$6.81K - $8.21K
|
75.6K
$45.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 1.43% |
$6.81K - $8.21K
|
1.35K
$804K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
18+ 1.25% |
$6.46K - $7.78K
|
1.46K
$872K
|
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
17+ 0.06% |
$6.1K - $7.34K
|
27.1K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
16+ 0.36% |
$5.74K - $6.91K
|
4.46K
$2.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
16+ 0.21% |
$5.74K - $6.91K
|
7.73K
$4.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
16+ 2.71% |
$5.74K - $6.91K
|
607
$363K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
15+ 0.26% |
$5.38K - $6.48K
|
5.84K
$3.49M
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
15+ 0.42% |
$5.38K - $6.48K
|
3.61K
$2.16M
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
15+ 2.05% |
$5.38K - $6.48K
|
746
$446K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15+ 1.29% |
$5.38K - $6.48K
|
1.18K
$703K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
15+ 0.46% |
$5.38K - $6.48K
|
3.27K
$1.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
14+ 0.47% |
$5.02K - $6.05K
|
2.98K
$1.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
13+ 1.99% |
$4.66K - $5.62K
|
665
$397K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 1.34% |
$4.66K - $5.62K
|
986
$589K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
13+ 1.65% |
$4.66K - $5.62K
|
799
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.19% |
$4.66K - $5.62K
|
7.01K
$4.19M
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
12+ 1.14% |
$4.3K - $5.18K
|
1.06K
$635K
|
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
12+ 1.03% |
$4.3K - $5.18K
|
1.18K
$703K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
12New |
$4.3K - $5.18K
|
12
$7.17K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 0.98% |
$4.3K - $5.18K
|
1.23K
$737K
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
11+ 1.52% |
$3.95K - $4.75K
|
737
$440K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
11+ 0.32% |
$3.95K - $4.75K
|
3.49K
$2.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 1.26% |
$3.59K - $4.32K
|
804
$481K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
10+ 0.21% |
$3.59K - $4.32K
|
4.67K
$2.79M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
10+ 0.5% |
$3.59K - $4.32K
|
2.01K
$1.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
9+ 0.51% |
$3.23K - $3.89K
|
1.77K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
9+ 1.48% |
$3.23K - $3.89K
|
619
$370K
|