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
Feb 06, 2023 Q4 2022
Legacy Financial Advisors, Inc.

BUY
 -
1.33K
+ 16.4%
$476K - $544K
9.43K $5.69M
Feb 10, 2023 Q4 2022
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
1.33K
+ 5.83%
$475K - $543K
24.1K $14.5M
Feb 09, 2023 Q4 2022
Star Financial Bank

Fort Wayne, IN
BUY
 -
1.32K
New
$471K - $539K
1.32K $795K
Feb 06, 2023 Q4 2022
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
1.31K
New
$468K - $535K
1.31K $790K
Feb 03, 2023 Q4 2022
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
1.3K
New
$466K - $533K
1.3K $787K
Feb 10, 2023 Q4 2022
Ipsen Advisor Group LLC

Little Rock, AR
BUY
 -
1.3K
New
$464K - $531K
1.3K $783K
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.3K
+ 2.27%
$464K - $530K
58.5K $35.3M
Jan 26, 2023 Q4 2022
Baker Tilly Wealth Management, LLC

BUY
 -
1.29K
+ 7.75%
$461K - $528K
17.9K $10.8M
Feb 14, 2023 Q4 2022
Plancorp, LLC

BUY
 -
1.29K
+ 45.24%
$461K - $527K
4.13K $2.49M
Jan 09, 2023 Q4 2022
Geometric Wealth Advisors

BUY
 -
1.28K
New
$460K - $526K
1.28K $775K
Jan 18, 2023 Q4 2022
Central Bank & Trust CO

BUY
 -
1.26K
+ 29.96%
$451K - $516K
5.47K $3.3M
Feb 13, 2023 Q4 2022
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
1.26K
New
$450K - $514K
1.26K $758K
Jan 25, 2023 Q4 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.25K
+ 10.19%
$449K - $513K
13.6K $8.19M
Feb 09, 2023 Q4 2022
Allie Family Office LLC

BUY
 -
1.24K
New
$445K - $508K
1.24K $750K
Jan 18, 2023 Q4 2022
Ritholtz Wealth Management

BUY
 -
1.24K
+ 5.68%
$442K - $506K
23K $13.9M
Feb 15, 2023 Q4 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
1.23K
+ 0.64%
$440K - $503K
195K $118M
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.23K
+ 4.61%
$439K - $502K
27.8K $16.8M
Jan 27, 2023 Q4 2022
Clearwater Capital Advisors, LLC

BUY
 -
1.22K
+ 19.81%
$437K - $499K
7.38K $4.45M
Feb 07, 2023 Q4 2022
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
1.2K
New
$428K - $490K
1.2K $722K
Feb 13, 2023 Q4 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
1.18K
+ 53.55%
$424K - $485K
3.4K $2.05M
Feb 13, 2023 Q4 2022
Fortis Capital Management LLC

BUY
 -
1.18K
New
$422K - $483K
1.18K $712K
Feb 10, 2023 Q4 2022
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
1.18K
+ 25.76%
$421K - $481K
5.74K $3.46M
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1.17K
New
$420K - $480K
1.17K $708K
Jan 17, 2023 Q4 2022
H&H Retirement Design & Management Inc

BUY
 -
1.17K
+ 24.16%
$417K - $477K
5.99K $3.61M
Jan 20, 2023 Q4 2022
Hixon Zuercher, LLC

BUY
 -
1.16K
New
$416K - $475K
1.16K $701K
Feb 13, 2023 Q4 2022
Viawealth, LLC

Overland Park, KS
BUY
 -
1.16K
New
$415K - $475K
1.16K $700K
Feb 09, 2023 Q4 2022
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
1.15K
+ 4.08%
$412K - $472K
29.4K $17.7M
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.15K
+ 4.03%
$412K - $471K
29.7K $17.9M
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
1.15K
+ 5.87%
$412K - $471K
20.7K $12.5M
Feb 13, 2023 Q4 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
1.14K
+ 17.55%
$408K - $467K
7.64K $4.61M
Feb 07, 2023 Q4 2022
Boston Family Office LLC

Boston, MA
BUY
 -
1.14K
+ 14.78%
$408K - $466K
8.85K $5.34M
Jan 03, 2023 Q4 2022
Confluence Investment Management LLC

BUY
 -
1.13K
New
$406K - $464K
1.13K $685K
Feb 14, 2023 Q4 2022
Pacific Financial Group Inc

BUY
 -
1.12K
+ 4.55%
$402K - $460K
25.8K $15.6M
Feb 14, 2023 Q4 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
1.12K
+ 41.07%
$402K - $459K
3.85K $2.33M
Feb 10, 2023 Q4 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
1.11K
+ 116.56%
$398K - $455K
2.07K $1.25M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.1K
+ 2.92%
$393K - $449K
38.7K $23.4M
Jan 26, 2023 Q4 2022
Greenup Street Wealth Management LLC

BUY
 -
1.09K
+ 2.43%
$391K - $447K
46.1K $27.8M
Jan 17, 2023 Q4 2022
David J Yvars Group

BUY
 -
1.09K
+ 3.12%
$390K - $446K
36K $21.8M
Jan 31, 2023 Q4 2022
Lane Generational LLC

BUY
 -
1.09K
New
$389K - $445K
1.09K $656K
Jan 19, 2023 Q4 2022
Elk River Wealth Management, LLC

BUY
 -
1.08K
+ 2.24%
$387K - $442K
49.4K $29.8M
Feb 10, 2023 Q4 2022
Sei Investments CO

Oaks, PA
BUY
 -
1.08K
+ 19.53%
$386K - $441K
6.59K $3.98M
Jan 20, 2023 Q4 2022
Stone House Investment Management, LLC

BUY
 -
1.07K
+ 0.96%
$383K - $438K
112K $67.9M
Feb 07, 2023 Q4 2022
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
1.07K
+ 31.8%
$382K - $437K
4.43K $2.67M
Feb 03, 2023 Q4 2022
Smith, Salley & Associates

BUY
 -
1.06K
+ 39.55%
$381K - $435K
3.75K $2.26M
Jun 25, 2024 Q4 2022
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
1.06K
New
$381K - $435K
1.06K $642K
Jan 20, 2023 Q4 2022
Emerald Advisors, LLC

BUY
 -
1.05K
+ 11.92%
$376K - $430K
9.87K $5.96M
Jan 13, 2023 Q4 2022
First Heartland Consultants, Inc.

BUY
 -
1.05K
+ 10.1%
$376K - $430K
11.5K $6.91M
Feb 13, 2023 Q4 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
1.05K
+ 19.04%
$375K - $429K
6.55K $3.95M
Feb 15, 2023 Q4 2022
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
1.03K
New
$370K - $423K
1.03K $624K

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