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 03, 2023 Q4 2022
Archer Investment Corp

BUY
 -
353
+ 42.12%
$126K - $144K
1.19K $721K
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

BUY
 -
352
+ 1.32%
$126K - $144K
27K $16.4M
Feb 13, 2023 Q4 2022
Cigna Investments Inc

Bloomfield, CT
BUY
 -
350
+ 21.74%
$125K - $143K
1.96K $1.19M
Jan 20, 2023 Q4 2022
Gemmer Asset Management LLC

BUY
 -
348
+ 5.27%
$125K - $142K
6.95K $4.21M
Jan 17, 2023 Q4 2022
Donald L. Hagan, LLC

BUY
 -
345
+ 8.98%
$124K - $141K
4.19K $2.53M
Jan 10, 2023 Q4 2022
Glassy Mountain Advisors, Inc.

BUY
 -
340
New
$122K - $139K
340 $206K
Jan 24, 2023 Q4 2022
Sol Capital Management CO

BUY
 -
340
+ 4.93%
$122K - $139K
7.23K $4.38M
Feb 13, 2023 Q4 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
340
+ 13.55%
$122K - $139K
2.85K $1.72M
Jan 17, 2023 Q4 2022
Black Diamond Wealth Management Inc.

BUY
 -
339
+ 58.35%
$121K - $139K
920 $557K
Feb 14, 2023 Q4 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
338
+ 1.18%
$121K - $138K
29.1K $17.6M
Jan 13, 2023 Q4 2022
Range Financial Group LLC

BUY
 -
327
+ 4.55%
$117K - $134K
7.51K $4.55M
Feb 06, 2023 Q4 2022
Sterling Financial Planning, Inc.

BUY
 -
327
+ 2.65%
$117K - $134K
12.7K $7.67M
Jan 11, 2023 Q4 2022
Pacifica Partners Inc.

BUY
 -
324
+ 8.75%
$116K - $133K
4.03K $2.44M
Jan 19, 2023 Q4 2022
Harbor Group, Inc.

BUY
 -
322
+ 1.61%
$115K - $132K
20.4K $12.3M
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
322
+ 122.9%
$115K - $132K
584 $353K
Feb 13, 2023 Q4 2022
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
321
+ 43.91%
$115K - $131K
1.05K $637K
Feb 01, 2023 Q4 2022
Hallmark Capital Management Inc

BUY
 -
319
+ 4.28%
$114K - $131K
7.77K $4.7M
Feb 08, 2023 Q4 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
319
+ 2.12%
$114K - $131K
15.4K $9.29M
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
319
+ 966.67%
$114K - $131K
352 $213K
Feb 02, 2023 Q4 2022
Peddock Capital Advisors, LLC

BUY
 -
318
+ 1.33%
$114K - $130K
24.2K $14.6M
Feb 13, 2024 Q4 2022
United Community Bank

Greenville, SC
BUY
 -
318
+ 1.77%
$114K - $130K
18.2K $11M
Feb 07, 2023 Q4 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
316
+ 57.35%
$113K - $129K
867 $525K
Jan 30, 2023 Q4 2022
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
315
+ 17.92%
$113K - $129K
2.07K $1.25M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
311
+ 0.48%
$111K - $127K
65.6K $39.7M
Feb 10, 2023 Q4 2022
Destination Wealth Management

BUY
 -
306
+ 0.22%
$110K - $125K
140K $84.9M
Jan 19, 2023 Q4 2022
Ccg Wealth Management, LLC

BUY
 -
300
+ 20.89%
$107K - $123K
1.74K $1.05M
Feb 07, 2023 Q4 2022
Highland Capital Management, LLC

BUY
 -
299
+ 0.33%
$107K - $122K
91K $55.1M
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
297
+ 5.68%
$106K - $122K
5.53K $3.34M
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
295
+ 2.29%
$106K - $121K
13.2K $7.99M
Jan 12, 2023 Q4 2022
Evensky & Katz LLC

BUY
 -
293
+ 1.37%
$105K - $120K
21.8K $13.2M
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
292
+ 1.32%
$105K - $120K
22.4K $13.6M
Feb 02, 2023 Q4 2022
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
292
+ 8.6%
$105K - $120K
3.69K $2.23M
Feb 06, 2023 Q4 2022
Burney CO

Reston, VA
BUY
 -
285
+ 14.03%
$102K - $117K
2.32K $1.4M
Mar 01, 2023 Q4 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
284
+ 7.79%
$102K - $116K
3.93K $2.38M
Jan 31, 2023 Q4 2022
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
278
+ 11.74%
$99.5K - $114K
2.65K $1.6M
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
277
+ 0.49%
$99.2K - $113K
56.6K $34.2M
Jan 23, 2023 Q4 2022
Measured Wealth Private Client Group, LLC

BUY
 -
274
+ 2.72%
$98.1K - $112K
10.4K $6.27M
Jan 17, 2023 Q4 2022
Capital Advisors Inc

BUY
 -
273
+ 22.29%
$97.7K - $112K
1.5K $906K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
273
New
$97.7K - $112K
273 $165K
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

BUY
 -
273
+ 0.87%
$97.7K - $112K
31.8K $19.2M
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
271
+ 11.2%
$97K - $111K
2.69K $1.63M
Feb 09, 2023 Q4 2022
Meridian Management CO

BUY
 -
270
+ 0.46%
$96.7K - $111K
59.2K $35.8M
Jan 26, 2023 Q4 2022
Sterling Investment Advisors LLC

BUY
 -
267
+ 0.46%
$95.6K - $109K
58.6K $35.5M
Jan 20, 2023 Q4 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
265
+ 1.78%
$94.9K - $108K
15.2K $9.18M
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
264
New
$94.5K - $108K
264 $160K
Jan 19, 2023 Q4 2022
Lincoln Capital Corp

BUY
 -
264
+ 11.65%
$94.5K - $108K
2.53K $1.53M
Feb 27, 2023 Q4 2022
Objective Capital Management, LLC

BUY
 -
260
+ 1.0%
$93.1K - $106K
26.2K $15.8M
Jan 25, 2023 Q4 2022
Cadinha & CO LLC

BUY
 -
259
+ 0.74%
$92.7K - $106K
35.3K $21.3M
Feb 14, 2023 Q4 2022
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
252
+ 71.19%
$90.2K - $103K
606 $367K

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