Purchases and Sales Made in Q4 2022 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
2.75K
New
$984K - $1.13M
2.75K $1.66M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
2.75K
+ 1.63%
$983K - $1.12M
171K $103M
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
2.74K
+ 69.98%
$981K - $1.12M
6.65K $4.02M
Feb 13, 2023 Q4 2022
Executive Wealth Management, LLC

BUY
 -
2.72K
+ 129.83%
$974K - $1.11M
4.82K $2.91M
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
2.69K
+ 12.85%
$961K - $1.1M
23.6K $14.2M
Feb 13, 2023 Q4 2022
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
2.68K
New
$958K - $1.09M
2.68K $1.62M
Feb 10, 2023 Q4 2022
Cim, LLC

BUY
 -
2.66K
+ 46.84%
$952K - $1.09M
8.34K $5.03M
Feb 13, 2023 Q4 2022
Carmichael Hill & Associates, Inc.

BUY
 -
2.61K
+ 125.02%
$935K - $1.07M
4.7K $2.84M
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
2.61K
New
$933K - $1.07M
2.61K $1.57M
Feb 13, 2023 Q4 2022
Schnieders Capital Management LLC

BUY
 -
2.6K
+ 81.82%
$931K - $1.07M
5.78K $3.49M
Feb 13, 2023 Q4 2022
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
2.58K
New
$925K - $1.06M
2.58K $1.56M
Jan 30, 2023 Q4 2022
Curated Wealth Partners LLC

BUY
 -
2.58K
+ 115.67%
$922K - $1.05M
4.8K $2.9M
Jan 30, 2023 Q4 2022
Bank Of Hawaii

Honolulu, HI
BUY
 -
2.56K
+ 0.91%
$917K - $1.05M
283K $171M
Jan 23, 2023 Q4 2022
Resonant Capital Advisors, LLC

BUY
 -
2.55K
+ 2.46%
$912K - $1.04M
106K $64M
Jan 25, 2023 Q4 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
2.54K
+ 3.89%
$910K - $1.04M
67.8K $40.9M
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
2.49K
+ 15.02%
$891K - $1.02M
19.1K $11.5M
Jan 09, 2023 Q4 2022
Dentgroup LLC

BUY
 -
2.48K
+ 32.19%
$888K - $1.02M
10.2K $6.15M
Jan 17, 2023 Q4 2022
Well Done, LLC

BUY
 -
2.47K
+ 2.41%
$883K - $1.01M
105K $63.4M
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
2.46K
New
$882K - $1.01M
2.46K $1.49M
Feb 10, 2023 Q4 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
2.46K
+ 13.18%
$882K - $1.01M
21.2K $12.8M
Jan 13, 2023 Q4 2022
Cadent Capital Advisors, LLC

BUY
 -
2.46K
New
$881K - $1.01M
2.46K $1.49M
Feb 13, 2023 Q4 2022
Ruane, Cunniff & Goldfarb L.P.

New York, NY
BUY
 -
2.46K
New
$881K - $1.01M
2.46K $1.49M
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
2.45K
+ 61.09%
$875K - $1M
6.45K $3.89M
Jan 23, 2023 Q4 2022
Foster Group, Inc.

BUY
 -
2.44K
+ 4.68%
$874K - $1M
54.7K $33M
Feb 14, 2023 Q4 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
2.44K
+ 2.94%
$872K - $997K
85.3K $51.5M
Jan 17, 2023 Q4 2022
Hunter Perkins Capital Management, LLC

BUY
 -
2.4K
New
$861K - $984K
2.4K $1.45M
Feb 08, 2023 Q4 2022
Prosperity Consulting Group, LLC

BUY
 -
2.39K
+ 5.26%
$855K - $977K
47.8K $28.9M
Feb 09, 2023 Q4 2022
Efg Asset Management (Americas) Corp.

BUY
 -
2.39K
+ 76.0%
$855K - $977K
5.53K $3.34M
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
2.38K
New
$853K - $975K
2.38K $1.44M
Jan 25, 2023 Q4 2022
Consilio Wealth Advisors, LLC

BUY
 -
2.38K
+ 5.28%
$851K - $973K
47.4K $28.6M
Jan 18, 2023 Q4 2022
Silverhawk Asset Management, LLC

BUY
 -
2.37K
+ 5.28%
$849K - $971K
47.3K $28.5M
Feb 10, 2023 Q4 2022
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
2.37K
+ 3.26%
$849K - $971K
75K $45.3M
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

BUY
 -
2.37K
+ 0.68%
$847K - $968K
350K $211M
Feb 07, 2023 Q4 2022
Harbor Advisory Corp

BUY
 -
2.36K
+ 13.03%
$843K - $964K
20.4K $12.3M
Jan 20, 2023 Q4 2022
Newman & Schimel, LLC

BUY
 -
2.33K
+ 47.21%
$834K - $953K
7.26K $4.38M
Feb 14, 2023 Q4 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.33K
+ 15.1%
$834K - $953K
17.7K $10.7M
Feb 16, 2023 Q4 2022
American Trust

Lexington, KY
BUY
 -
2.33K
+ 12.34%
$834K - $953K
21.2K $12.8M
Jan 17, 2023 Q4 2022
Lake Hills Wealth Management, LLC

BUY
 -
2.33K
New
$832K - $952K
2.33K $1.4M
Jan 25, 2023 Q4 2022
Halbert Hargrove Global Advisors, LLC

BUY
 -
2.33K
+ 0.46%
$832K - $952K
507K $306M
Jan 25, 2023 Q4 2022
Sageworth Trust CO

BUY
 -
2.32K
+ 7.41%
$831K - $950K
33.7K $20.3M
Jan 31, 2023 Q4 2022
F

BUY
 -
2.32K
New
$830K - $949K
2.32K $1.4M
Feb 14, 2023 Q4 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
2.32K
+ 196.44%
$830K - $949K
3.5K $2.11M
Feb 17, 2023 Q4 2022
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
2.3K
New
$825K - $943K
2.3K $1.39M
Jan 02, 2024 Q4 2022
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
2.3K
New
$822K - $940K
2.3K $1.39M
Feb 13, 2023 Q4 2022
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
2.29K
+ 27.7%
$821K - $939K
10.6K $6.38M
Jan 31, 2023 Q4 2022
Fulton Breakefield Broenniman LLC

BUY
 -
2.26K
+ 2.62%
$810K - $927K
88.8K $53.6M
Feb 14, 2023 Q4 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
2.26K
+ 7.66%
$807K - $923K
31.7K $19.1M
Feb 14, 2023 Q4 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.25K
+ 6.34%
$807K - $922K
37.8K $22.8M
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
2.23K
+ 28.67%
$799K - $914K
10K $6.05M

Track Institutional and Insider Activities on IVV

Follow ISHARES CORE S&P 500 ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IVV shares.

Notify only if

Insider Trading

Get notified when an Ishares Core S&P 500 ETF insider buys or sells IVV shares.

Notify only if

News

Receive news related to ISHARES CORE S&P 500 ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IVV