Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
4.37K+ 7.83% |
$1.56M - $1.79M
|
60.1K
$35.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.35K+ 69.91% |
$1.56M - $1.78M
|
10.6K
$6.32M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
4.31KNew |
$1.54M - $1.76M
|
4.31K
$2.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.3K+ 5.21% |
$1.54M - $1.76M
|
86.9K
$51.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
4.3K+ 20.59% |
$1.54M - $1.76M
|
25.2K
$15.1M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.28KNew |
$1.53M - $1.75M
|
4.28K
$2.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.26K+ 5.05% |
$1.52M - $1.74M
|
88.6K
$53M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
4.26K+ 130.71% |
$1.52M - $1.74M
|
7.51K
$4.49M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
4.25KNew |
$1.52M - $1.74M
|
4.25K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
4.23K+ 75.25% |
$1.51M - $1.73M
|
9.84K
$5.88M
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
4.21KNew |
$1.51M - $1.72M
|
4.21K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.2K+ 0.99% |
$1.5M - $1.72M
|
431K
$257M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.2K+ 58.45% |
$1.5M - $1.72M
|
11.4K
$6.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.18K+ 7.31% |
$1.5M - $1.71M
|
61.4K
$36.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.09K+ 0.49% |
$1.46M - $1.67M
|
846K
$506M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.08K+ 4.26% |
$1.46M - $1.67M
|
99.9K
$59.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.08K+ 5.06% |
$1.46M - $1.67M
|
84.7K
$50.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.96K+ 2.79% |
$1.42M - $1.62M
|
146K
$87.4M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
3.96K+ 32.41% |
$1.42M - $1.62M
|
16.2K
$9.66M
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
3.93KNew |
$1.41M - $1.61M
|
3.93K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.93K+ 22.57% |
$1.41M - $1.61M
|
21.3K
$12.8M
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
3.89KNew |
$1.39M - $1.59M
|
3.89K
$2.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.86K+ 7.56% |
$1.38M - $1.58M
|
54.9K
$32.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.84K+ 4.88% |
$1.37M - $1.57M
|
82.4K
$49.3M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.82K+ 2.94% |
$1.37M - $1.57M
|
134K
$80.1M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.8KNew |
$1.36M - $1.55M
|
3.8K
$2.27M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.79KNew |
$1.36M - $1.55M
|
3.79K
$2.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
3.78K+ 196.01% |
$1.35M - $1.55M
|
5.71K
$3.41M
|
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
BUY
|
- |
3.76K+ 34.04% |
$1.35M - $1.54M
|
14.8K
$8.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.76K+ 16.26% |
$1.34M - $1.54M
|
26.9K
$16.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.72KNew |
$1.33M - $1.52M
|
3.72K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.71K+ 28.74% |
$1.33M - $1.52M
|
16.6K
$9.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.71K+ 6.77% |
$1.33M - $1.52M
|
58.4K
$34.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.71K+ 6.77% |
$1.33M - $1.52M
|
58.4K
$34.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.7KNew |
$1.33M - $1.52M
|
3.7K
$2.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.7K+ 9.43% |
$1.32M - $1.51M
|
43K
$25.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.67K+ 8.78% |
$1.31M - $1.5M
|
45.5K
$27.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.67K+ 17.84% |
$1.31M - $1.5M
|
24.2K
$14.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.66K+ 2.15% |
$1.31M - $1.5M
|
174K
$104M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.59K+ 17.93% |
$1.28M - $1.47M
|
23.6K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.58K+ 197.3% |
$1.28M - $1.47M
|
5.4K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.57KNew |
$1.28M - $1.46M
|
3.57K
$2.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.57K+ 131.12% |
$1.28M - $1.46M
|
6.29K
$3.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
3.56K+ 51.33% |
$1.27M - $1.46M
|
10.5K
$6.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.52KNew |
$1.26M - $1.44M
|
3.52K
$2.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
3.52K+ 6.37% |
$1.26M - $1.44M
|
58.7K
$35.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.46K+ 22.99% |
$1.24M - $1.42M
|
18.5K
$11.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.45K+ 53.75% |
$1.23M - $1.41M
|
9.87K
$5.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.44K+ 6.35% |
$1.23M - $1.41M
|
57.6K
$34.4M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.44K+ 21.31% |
$1.23M - $1.41M
|
19.6K
$11.7M
|