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 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.72K+ 1.55% |
$1.34M - $1.61M
|
245K
$145M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.72K+ 6.48% |
$1.34M - $1.61M
|
61.2K
$36.3M
|
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
3.67K+ 5.61% |
$1.32M - $1.59M
|
69.2K
$41M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
3.67K+ 5.67% |
$1.32M - $1.59M
|
68.5K
$40.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.67K+ 6.98% |
$1.32M - $1.59M
|
56.3K
$33.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.66K+ 6.59% |
$1.31M - $1.58M
|
59.2K
$35.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
3.65K+ 12.69% |
$1.31M - $1.58M
|
32.4K
$19.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.65K+ 222.65% |
$1.31M - $1.58M
|
5.29K
$3.13M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.6K+ 2.47% |
$1.29M - $1.56M
|
150K
$88.7M
|
|
|
Nov 14, 2022
Q3 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
3.58K+ 33.24% |
$1.28M - $1.55M
|
14.4K
$8.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.57K+ 105.94% |
$1.28M - $1.54M
|
6.94K
$4.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
3.56KNew |
$1.28M - $1.54M
|
3.56K
$2.11M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.56K+ 2.81% |
$1.28M - $1.54M
|
130K
$77.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.5K+ 81.57% |
$1.26M - $1.51M
|
7.79K
$4.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
3.47K+ 0.58% |
$1.24M - $1.5M
|
601K
$356M
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3.46K+ 1.47% |
$1.24M - $1.49M
|
239K
$142M
|
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.45K+ 4.26% |
$1.24M - $1.49M
|
84.4K
$50.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.43K+ 6.66% |
$1.23M - $1.48M
|
55K
$32.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.42K+ 35.63% |
$1.23M - $1.48M
|
13K
$7.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.37K+ 43.36% |
$1.21M - $1.46M
|
11.1K
$6.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.35K+ 4.51% |
$1.2M - $1.45M
|
77.7K
$46.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.34K+ 22.27% |
$1.2M - $1.44M
|
18.4K
$10.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
3.31K+ 48.49% |
$1.19M - $1.43M
|
10.1K
$6M
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.28K+ 124.4% |
$1.18M - $1.42M
|
5.92K
$3.51M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.27K+ 3.04% |
$1.17M - $1.41M
|
111K
$65.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
3.27K+ 24.56% |
$1.17M - $1.41M
|
16.6K
$9.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.26K+ 13.52% |
$1.17M - $1.41M
|
27.4K
$16.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.24K+ 17.08% |
$1.16M - $1.4M
|
22.2K
$13.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.23K+ 18.64% |
$1.16M - $1.4M
|
20.6K
$12.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.23K+ 6.01% |
$1.16M - $1.39M
|
57K
$33.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.22K+ 17.37% |
$1.15M - $1.39M
|
21.7K
$12.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
3.19K+ 7.65% |
$1.14M - $1.38M
|
44.9K
$26.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.17K+ 275.96% |
$1.14M - $1.37M
|
4.32K
$2.56M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.11K+ 52.37% |
$1.12M - $1.35M
|
9.06K
$5.37M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.11K+ 1.2% |
$1.11M - $1.34M
|
262K
$156M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.1K+ 4.33% |
$1.11M - $1.34M
|
74.7K
$44.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.08K+ 3.86% |
$1.1M - $1.33M
|
82.9K
$49.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.05KNew |
$1.09M - $1.32M
|
3.05K
$1.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.05K+ 5.21% |
$1.09M - $1.32M
|
61.5K
$36.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.04K+ 208.59% |
$1.09M - $1.31M
|
4.49K
$2.66M
|
|
|
Oct 26, 2022
Q3 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.03K+ 2.4% |
$1.09M - $1.31M
|
129K
$76.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3K+ 53.81% |
$1.08M - $1.3M
|
8.57K
$5.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
2.99K+ 2.18% |
$1.07M - $1.29M
|
140K
$83M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.98K+ 11.25% |
$1.07M - $1.29M
|
29.4K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.92K+ 2.94% |
$1.05M - $1.26M
|
102K
$60.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.89K+ 32.27% |
$1.04M - $1.25M
|
11.8K
$7.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.88K+ 4.22% |
$1.03M - $1.25M
|
71.2K
$42.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.88K+ 7.91% |
$1.03M - $1.24M
|
39.3K
$23.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.87K+ 3.13% |
$1.03M - $1.24M
|
94.6K
$56.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
2.86K+ 5.97% |
$1.03M - $1.24M
|
50.9K
$30.2M
|