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 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
6.21K+ 178.85% |
$2.23M - $2.68M
|
9.68K
$5.78M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.19K+ 4.41% |
$2.22M - $2.67M
|
147K
$87.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.14K+ 20.9% |
$2.2M - $2.65M
|
35.5K
$21.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
6.14K+ 611.86% |
$2.2M - $2.65M
|
7.14K
$4.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.1K+ 34.9% |
$2.19M - $2.64M
|
23.6K
$14.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.01KNew |
$2.16M - $2.6M
|
6.01K
$3.59M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.01K+ 8.2% |
$2.16M - $2.6M
|
79.3K
$47.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.94K+ 17.94% |
$2.13M - $2.57M
|
39K
$23.3M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
5.87K+ 303.05% |
$2.1M - $2.53M
|
7.8K
$4.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.8K+ 0.72% |
$2.08M - $2.51M
|
811K
$485M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.76K+ 7.34% |
$2.07M - $2.49M
|
84.2K
$50.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
5.65K+ 8.45% |
$2.03M - $2.44M
|
72.5K
$43.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.64K+ 2.66% |
$2.02M - $2.44M
|
218K
$130M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.61K+ 6.38% |
$2.01M - $2.42M
|
93.5K
$55.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
5.53K+ 5.83% |
$1.98M - $2.39M
|
100K
$60M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.53K+ 6.5% |
$1.98M - $2.39M
|
90.5K
$54.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.5K+ 88.55% |
$1.97M - $2.37M
|
11.7K
$6.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.45K+ 14.2% |
$1.95M - $2.35M
|
43.8K
$26.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
5.4K+ 25.01% |
$1.94M - $2.33M
|
27K
$16.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.4K+ 9.01% |
$1.94M - $2.33M
|
65.3K
$39M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.35K+ 5.76% |
$1.92M - $2.31M
|
98.2K
$58.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.34K+ 23.86% |
$1.91M - $2.3M
|
27.7K
$16.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.28K+ 5.37% |
$1.89M - $2.28M
|
103K
$61.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.23K+ 14.85% |
$1.88M - $2.26M
|
40.5K
$24.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
5.22K+ 11.05% |
$1.87M - $2.25M
|
52.4K
$31.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5.1K+ 8.36% |
$1.83M - $2.2M
|
66.1K
$39.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.03K+ 1.62% |
$1.8M - $2.17M
|
315K
$188M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.02K+ 1.93% |
$1.8M - $2.17M
|
265K
$158M
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
5.01K+ 12.92% |
$1.8M - $2.16M
|
43.8K
$26.2M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
4.98K+ 9.89% |
$1.79M - $2.15M
|
55.3K
$33M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
4.96K+ 6.97% |
$1.78M - $2.14M
|
76.1K
$45.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.9K+ 25.97% |
$1.76M - $2.12M
|
23.8K
$14.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.88KNew |
$1.75M - $2.11M
|
4.88K
$2.92M
|
|
|
Oct 07, 2022
Q3 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4.86K+ 5.31% |
$1.74M - $2.1M
|
96.3K
$57.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.82K+ 27.73% |
$1.73M - $2.08M
|
22.2K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
4.77K+ 8.95% |
$1.71M - $2.06M
|
58.1K
$34.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
4.77K+ 2.01% |
$1.71M - $2.06M
|
242K
$145M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
BUY
|
- |
4.75K+ 4.84% |
$1.7M - $2.05M
|
103K
$61.5M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4.74K+ 10.52% |
$1.7M - $2.05M
|
49.8K
$29.7M
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.64K+ 40.35% |
$1.66M - $2M
|
16.1K
$9.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.62K+ 16.35% |
$1.66M - $1.99M
|
32.9K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.58K+ 6.02% |
$1.64M - $1.98M
|
80.6K
$48.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.58K+ 8.75% |
$1.64M - $1.98M
|
56.9K
$34M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.58K+ 0.55% |
$1.64M - $1.98M
|
833K
$498M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.57K+ 14.46% |
$1.64M - $1.97M
|
36.1K
$21.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
4.57K+ 830.0% |
$1.64M - $1.97M
|
5.12K
$3.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.56K+ 9.81% |
$1.63M - $1.97M
|
51K
$30.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.54K+ 94.62% |
$1.63M - $1.96M
|
9.33K
$5.58M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.53K+ 31.56% |
$1.62M - $1.96M
|
18.9K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.52K+ 12.67% |
$1.62M - $1.95M
|
40.2K
$24M
|