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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
141K+ 4.52% |
$50.6M - $57.9M
|
3.27M
$1.95B
|
|
|
Feb 15, 2023
Q4 2022
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
135KNew |
$48.3M - $55.2M
|
135K
$80.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
134K+ 2784.17% |
$47.8M - $54.6M
|
138K
$82.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
130KNew |
$46.6M - $53.3M
|
130K
$77.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
126K+ 31.35% |
$45.1M - $51.6M
|
528K
$316M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
124KNew |
$44.4M - $50.7M
|
124K
$74.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
121K+ 39.95% |
$43.4M - $49.7M
|
425K
$254M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
120KNew |
$43.1M - $49.3M
|
120K
$72M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
120KNew |
$42.9M - $49.1M
|
120K
$71.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
120KNew |
$42.8M - $48.9M
|
120K
$71.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119K+ 5.44% |
$42.7M - $48.9M
|
2.31M
$1.38B
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
117K+ 56.39% |
$41.9M - $48M
|
325K
$194M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
116K+ 42.85% |
$41.5M - $47.5M
|
387K
$231M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
109KNew |
$39M - $44.6M
|
109K
$65.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Genworth Financial Inc
|
BUY
|
- |
108K+ 26.62% |
$38.6M - $44.2M
|
513K
$307M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
107K+ 6.65% |
$38.5M - $44M
|
1.72M
$1.03B
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
106KNew |
$38M - $43.4M
|
106K
$63.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
104K+ 4486.59% |
$37.4M - $42.7M
|
107K
$63.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
103KNew |
$36.7M - $42M
|
103K
$61.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
99.8K+ 8.97% |
$35.7M - $40.9M
|
1.21M
$725M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
96.8KNew |
$34.6M - $39.6M
|
96.8K
$57.8M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
95.2K+ 32.63% |
$34.1M - $39M
|
387K
$231M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
94.4K+ 15.45% |
$33.8M - $38.6M
|
705K
$422M
|
|
|
Feb 06, 2023
Q4 2022
|
Matson Money. Inc.
|
BUY
|
- |
93.2K+ 17.3% |
$33.4M - $38.1M
|
632K
$378M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.5K+ 1.15% |
$32.4M - $37.1M
|
7.99M
$4.78B
|
|
|
Feb 06, 2023
Q4 2022
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
BUY
|
- |
90KNew |
$32.2M - $36.8M
|
90K
$53.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
89.3KNew |
$32M - $36.5M
|
89.3K
$53.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
87.9K+ 11.96% |
$31.5M - $36M
|
823K
$492M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
86.4K+ 53.32% |
$30.9M - $35.4M
|
248K
$148M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
85.7KNew |
$30.7M - $35.1M
|
85.7K
$51.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
80.9K+ 4.32% |
$28.9M - $33.1M
|
1.95M
$1.17B
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.1K+ 4.51% |
$28.7M - $32.8M
|
1.85M
$1.11B
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
77.2KNew |
$27.6M - $31.6M
|
77.2K
$46.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
75.6KNew |
$27.1M - $30.9M
|
75.6K
$45.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
74.8K+ 43.04% |
$26.8M - $30.6M
|
249K
$149M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
74.7KNew |
$26.8M - $30.6M
|
74.7K
$44.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
73.6KNew |
$26.4M - $30.1M
|
73.6K
$44M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
72.6KNew |
$26M - $29.7M
|
72.6K
$43.4M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71.3K+ 271.41% |
$25.5M - $29.2M
|
97.5K
$58.3M
|
|
|
Jan 20, 2023
Q4 2022
|
International City Management Association Retirement Corp
Washington, DC |
BUY
|
- |
70.3KNew |
$25.2M - $28.8M
|
70.3K
$42M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
70.2KNew |
$25.1M - $28.7M
|
70.2K
$41.9M
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
68K+ 320.02% |
$24.3M - $27.8M
|
89.3K
$53.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
64.7K+ 9.74% |
$23.2M - $26.5M
|
729K
$436M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
62.8K+ 1192.32% |
$22.5M - $25.7M
|
68.1K
$40.7M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62KNew |
$22.2M - $25.4M
|
62K
$37.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
61.4K+ 181.12% |
$22M - $25.1M
|
95.2K
$56.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
60.2KNew |
$21.6M - $24.7M
|
60.2K
$36M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
59.6K+ 53.16% |
$21.3M - $24.4M
|
172K
$103M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
57.9KNew |
$20.7M - $23.7M
|
57.9K
$34.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
56.8KNew |
$20.3M - $23.2M
|
56.8K
$33.9M
|