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
Jan 30, 2023 Q4 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
2.23K
New
$797K - $912K
2.23K $1.33M
Feb 03, 2023 Q4 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
2.22K
+ 136.32%
$794K - $908K
3.85K $2.3M
Feb 14, 2023 Q4 2022
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
2.2K
New
$789K - $902K
2.2K $1.32M
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.19K
+ 3.65%
$783K - $896K
62.2K $37.2M
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
2.17K
+ 4.46%
$778K - $890K
50.9K $30.4M
Feb 14, 2023 Q4 2022
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
2.14K
New
$767K - $877K
2.14K $1.28M
Feb 10, 2023 Q4 2022
Commerce Bank

Kansas City, MO
BUY
 -
2.13K
+ 0.92%
$764K - $873K
234K $140M
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
2.13K
+ 1.27%
$762K - $872K
170K $101M
Jan 05, 2023 Q4 2022
Wela Strategies, Inc.

BUY
 -
2.12K
+ 1.75%
$760K - $869K
123K $73.8M
Feb 10, 2023 Q4 2022
Cavalier Investments, LLC

BUY
 -
2.11K
+ 21.27%
$755K - $863K
12K $7.18M
Feb 01, 2023 Q4 2022
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
2.1K
+ 2.38%
$753K - $861K
90.6K $54.2M
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.1K
+ 2.37%
$750K - $858K
90.3K $54M
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
2.08K
New
$745K - $852K
2.08K $1.24M
Jan 12, 2023 Q4 2022
Yhb Investment Advisors, Inc.

BUY
 -
2.08K
+ 12.48%
$744K - $851K
18.7K $11.2M
Jan 20, 2023 Q4 2022
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
2.08K
New
$743K - $850K
2.08K $1.24M
Feb 13, 2023 Q4 2022
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
2.08K
+ 99.76%
$743K - $850K
4.16K $2.48M
Feb 08, 2023 Q4 2022
Tiedemann Advisors, LLC

BUY
 -
2.06K
+ 5.26%
$737K - $843K
41.2K $24.6M
Jan 30, 2023 Q4 2022
Narwhal Capital Management

BUY
 -
2.06K
+ 1.63%
$737K - $843K
129K $76.8M
Feb 14, 2023 Q4 2022
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
2.06K
+ 10.43%
$736K - $841K
21.8K $13M
Feb 07, 2023 Q4 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
2.05K
+ 7.44%
$733K - $838K
29.6K $17.7M
Feb 10, 2023 Q4 2022
Timucuan Asset Management Inc

Jacksonville, FL
BUY
 -
2.05K
New
$732K - $837K
2.05K $1.22M
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
2.03K
+ 5.07%
$728K - $833K
42.2K $25.2M
Jan 27, 2023 Q4 2022
Congress Park Capital LLC

BUY
 -
2.03K
+ 63.56%
$728K - $833K
5.23K $3.13M
Jan 17, 2023 Q4 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2.03K
+ 4.74%
$726K - $830K
44.8K $26.8M
Feb 08, 2023 Q4 2022
Sierra Capital LLC

BUY
 -
2.02K
+ 4.51%
$725K - $828K
46.9K $28M
Feb 06, 2023 Q4 2022
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
2.02K
New
$722K - $826K
2.02K $1.21M
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
2K
+ 3.24%
$717K - $819K
63.8K $38.1M
Jan 25, 2023 Q4 2022
Colton Groome Financial Advisors, LLC

BUY
 -
2K
+ 5.88%
$716K - $819K
36K $21.5M
Jan 12, 2023 Q4 2022
Brown Miller Wealth Management, LLC

BUY
 -
2K
+ 54.66%
$716K - $819K
5.66K $3.38M
Feb 14, 2023 Q4 2022
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
1.99K
New
$712K - $814K
1.99K $1.19M
Jan 31, 2023 Q4 2022
Spc Financial, Inc.

BUY
 -
1.97K
+ 39.74%
$706K - $807K
6.93K $4.14M
Jan 25, 2023 Q4 2022
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.97K
New
$706K - $807K
1.97K $1.18M
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
1.97K
+ 42.09%
$705K - $806K
6.65K $3.97M
Feb 14, 2023 Q4 2022
Ardent Capital Management, Inc.

Cincinnati, OH
BUY
 -
1.97K
New
$704K - $805K
1.97K $1.17M
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
1.97K
+ 2.28%
$703K - $804K
88.1K $52.6M
Jan 30, 2023 Q4 2022
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
1.96K
New
$703K - $804K
1.96K $1.17M
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.96K
+ 7.23%
$702K - $803K
29.1K $17.4M
Jan 23, 2023 Q4 2022
Lantz Financial LLC

BUY
 -
1.94K
+ 3.82%
$695K - $795K
52.8K $31.6M
Jan 18, 2023 Q4 2022
Moller Financial Services

BUY
 -
1.94K
+ 5.09%
$694K - $793K
40K $23.9M
Feb 01, 2023 Q4 2022
Bfsg, LLC

BUY
 -
1.92K
+ 10.64%
$686K - $785K
19.9K $11.9M
Jan 20, 2023 Q4 2022
Orion Capital Management LLC

BUY
 -
1.91K
+ 8.54%
$685K - $783K
24.3K $14.5M
Jan 30, 2023 Q4 2022
Highview Capital Management LLC

BUY
 -
1.91K
+ 6.72%
$683K - $781K
30.3K $18.1M
Sep 12, 2023 Q4 2022
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
1.9K
New
$681K - $779K
1.9K $1.14M
Jan 11, 2023 Q4 2022
Old Port Advisors

BUY
 -
1.89K
+ 49.45%
$677K - $774K
5.72K $3.42M
Feb 01, 2023 Q4 2022
Portland Global Advisors LLC

BUY
 -
1.89K
+ 4.72%
$677K - $774K
41.9K $25.1M
Feb 06, 2023 Q4 2022
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
1.89K
New
$677K - $774K
1.89K $1.13M
Feb 09, 2023 Q4 2022
Vista Finance, LLC

BUY
 -
1.87K
+ 270.48%
$669K - $765K
2.56K $1.53M
Jan 10, 2023 Q4 2022
Stillwater Investment Management, LLC

BUY
 -
1.87K
+ 0.78%
$668K - $764K
241K $144M
Jan 19, 2023 Q4 2022
Access Financial Services, Inc.

BUY
 -
1.86K
+ 22.05%
$667K - $763K
10.3K $6.17M

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