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 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
9+ 1.48% |
$3.23K - $3.89K
|
619
$373K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9+ 56.25% |
$3.23K - $3.89K
|
25
$15K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8+ 0.31% |
$2.87K - $3.46K
|
2.57K
$1.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.51% |
$2.87K - $3.46K
|
1.58K
$952K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
8+ 0.34% |
$2.87K - $3.46K
|
2.36K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
8+ 0.9% |
$2.87K - $3.46K
|
892
$537K
|
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
BUY
|
- |
7+ 0.86% |
$2.51K - $3.02K
|
824
$496K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
7+ 0.12% |
$2.51K - $3.02K
|
5.84K
$3.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
7+ 0.01% |
$2.51K - $3.02K
|
69.2K
$41.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$2.51K - $3.02K
|
2.76K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
7+ 0.22% |
$2.51K - $3.02K
|
3.26K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
7New |
$2.51K - $3.02K
|
7
$4.21K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6+ 0.07% |
$2.15K - $2.59K
|
8.28K
$4.98M
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
6+ 0.19% |
$2.15K - $2.59K
|
3.16K
$1.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
6+ 0.43% |
$2.15K - $2.59K
|
1.39K
$838K
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5+ 0.36% |
$1.79K - $2.16K
|
1.38K
$831K
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$1.79K - $2.16K
|
5.85K
$3.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
5+ 0.48% |
$1.79K - $2.16K
|
1.05K
$634K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5+ 4.2% |
$1.79K - $2.16K
|
124
$74.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
5+ 0.52% |
$1.79K - $2.16K
|
960
$578K
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5+ 0.49% |
$1.79K - $2.16K
|
1.03K
$622K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$1.43K - $1.73K
|
2.51K
$1.51M
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4+ 0.31% |
$1.43K - $1.73K
|
1.29K
$774K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4+ 0.28% |
$1.43K - $1.73K
|
1.44K
$864K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4+ 0.43% |
$1.43K - $1.73K
|
942
$567K
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$1.08K - $1.3K
|
3.59K
$2.16M
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$1.08K - $1.3K
|
3.63K
$2.18M
|
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
3+ 0.37% |
$1.08K - $1.3K
|
824
$496K
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$1.08K - $1.3K
|
2.39K
$1.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3+ 0.18% |
$1.08K - $1.3K
|
1.63K
$980K
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.21% |
$1.08K - $1.3K
|
1.45K
$873K
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.39% |
$1.08K - $1.3K
|
771
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.33% |
$1.08K - $1.3K
|
907
$546K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
2+ 0.31% |
$717 - $864
|
648
$390K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2+ 0.2% |
$717 - $864
|
1.03K
$618K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
2+ 0.04% |
$717 - $864
|
4.66K
$2.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
2+ 0.18% |
$717 - $864
|
1.09K
$653K
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2+ 0.05% |
$717 - $864
|
3.65K
$2.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.09% |
$717 - $864
|
2.29K
$1.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2+ 0.1% |
$717 - $864
|
1.98K
$1.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.27% |
$717 - $864
|
741
$446K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 1.08% |
$717 - $864
|
187
$113K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.09% |
$717 - $864
|
2.32K
$1.4M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.3% |
$717 - $864
|
676
$407K
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1+ 0.08% |
$359 - $432
|
1.28K
$768K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.17% |
$359 - $432
|
605
$364K
|
|
|
Oct 24, 2022
Q3 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.0% |
$359 - $432
|
48K
$28.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.03% |
$359 - $432
|
3.97K
$2.39M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$359 - $432
|
6.5K
$3.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
1+ 0.16% |
$359 - $432
|
640
$385K
|