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
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.52K+ 1.49% |
$1.62M - $1.95M
|
308K
$184M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4.5K+ 9.41% |
$1.62M - $1.95M
|
52.4K
$31.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
4.45K+ 1.9% |
$1.6M - $1.92M
|
239K
$143M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
4.42K+ 3.54% |
$1.59M - $1.91M
|
129K
$77.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.42K+ 2.4% |
$1.59M - $1.91M
|
189K
$113M
|
|
|
Nov 08, 2022
Q3 2022
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
4.38KNew |
$1.57M - $1.89M
|
4.38K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.35K+ 16.13% |
$1.56M - $1.88M
|
31.3K
$18.7M
|
|
|
Feb 14, 2023
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.35K+ 16.13% |
$1.56M - $1.88M
|
31.3K
$18.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
4.31K+ 67.41% |
$1.54M - $1.86M
|
10.7K
$6.39M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.28K+ 6.73% |
$1.54M - $1.85M
|
67.9K
$40.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.25K+ 12.72% |
$1.53M - $1.84M
|
37.7K
$22.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.25K+ 277.36% |
$1.52M - $1.84M
|
5.79K
$3.46M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.25K+ 169.27% |
$1.52M - $1.84M
|
6.76K
$4.04M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.25K+ 8.02% |
$1.52M - $1.83M
|
57.2K
$34.2M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.25K+ 8.02% |
$1.52M - $1.83M
|
57.2K
$34.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
4.21K+ 8.62% |
$1.51M - $1.82M
|
53.1K
$31.7M
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
4.2K+ 8.14% |
$1.51M - $1.81M
|
55.7K
$33.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.18K+ 4.43% |
$1.5M - $1.81M
|
98.5K
$58.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.17K+ 17.35% |
$1.5M - $1.8M
|
28.2K
$16.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.16K+ 64.61% |
$1.49M - $1.8M
|
10.6K
$6.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.15K+ 38.35% |
$1.49M - $1.79M
|
15K
$8.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.15K+ 1.08% |
$1.49M - $1.79M
|
387K
$231M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.13K+ 0.27% |
$1.48M - $1.79M
|
1.51M
$905M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.11K+ 1.08% |
$1.47M - $1.77M
|
386K
$230M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.08K+ 6.0% |
$1.46M - $1.76M
|
72K
$43M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
4.07K+ 29.62% |
$1.46M - $1.76M
|
17.8K
$10.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.06K+ 5.18% |
$1.46M - $1.76M
|
82.6K
$49.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4.02KNew |
$1.44M - $1.74M
|
4.02K
$2.4M
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.02KNew |
$1.44M - $1.74M
|
4.02K
$2.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4K+ 17.23% |
$1.43M - $1.73M
|
27.2K
$16.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.99K+ 454.56% |
$1.43M - $1.72M
|
4.87K
$2.91M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.97K+ 106.75% |
$1.42M - $1.71M
|
7.69K
$4.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.93KNew |
$1.41M - $1.7M
|
3.93K
$2.35M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
3.93K+ 14.02% |
$1.41M - $1.7M
|
32K
$19.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.92KNew |
$1.41M - $1.69M
|
3.92K
$2.34M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.89K+ 4.71% |
$1.4M - $1.68M
|
86.5K
$51.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.89K+ 295.81% |
$1.39M - $1.68M
|
5.2K
$3.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
3.88K+ 41.45% |
$1.39M - $1.68M
|
13.3K
$7.92M
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
3.84K+ 3.87% |
$1.38M - $1.66M
|
103K
$61.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
3.8K+ 3.62% |
$1.36M - $1.64M
|
109K
$65M
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.77K+ 6.82% |
$1.35M - $1.63M
|
59K
$35.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.77K+ 3.34% |
$1.35M - $1.63M
|
116K
$69.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.77K+ 28.96% |
$1.35M - $1.63M
|
16.8K
$10M
|
|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.76KNew |
$1.35M - $1.62M
|
3.76K
$2.24M
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
3.75KNew |
$1.34M - $1.62M
|
3.75K
$2.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
3.74K+ 7.52% |
$1.34M - $1.62M
|
53.5K
$32M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.74K+ 2.09% |
$1.34M - $1.62M
|
183K
$109M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.73K+ 1.41% |
$1.34M - $1.61M
|
269K
$161M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.73K+ 6.09% |
$1.34M - $1.61M
|
64.9K
$38.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
3.73K+ 4.73% |
$1.34M - $1.61M
|
82.6K
$49.4M
|