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 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
271+ 11.2% |
$97K - $111K
|
2.69K
$1.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
270+ 0.46% |
$96.7K - $111K
|
59.2K
$33.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
267+ 0.46% |
$95.6K - $109K
|
58.6K
$32.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
265+ 1.78% |
$94.9K - $108K
|
15.2K
$8.46M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
264New |
$94.5K - $108K
|
264
$147K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
264+ 11.65% |
$94.5K - $108K
|
2.53K
$1.41M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
260+ 1.0% |
$93.1K - $106K
|
26.2K
$14.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
BUY
|
- |
259+ 0.74% |
$92.7K - $106K
|
35.3K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
252+ 71.19% |
$90.2K - $103K
|
606
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
247+ 2.46% |
$88.4K - $101K
|
10.3K
$5.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
247+ 2.76% |
$88.4K - $101K
|
9.2K
$5.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
247+ 3.3% |
$88.4K - $101K
|
7.73K
$4.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
246+ 0.84% |
$88.1K - $101K
|
29.5K
$16.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
238+ 0.61% |
$85.2K - $97.4K
|
39.4K
$22M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
225+ 20.2% |
$80.5K - $92.1K
|
1.34K
$747K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
225New |
$80.5K - $92.1K
|
225
$126K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
225+ 9.53% |
$80.5K - $92.1K
|
2.59K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
223+ 0.22% |
$79.8K - $91.3K
|
102K
$57.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
221+ 1.4% |
$79.1K - $90.5K
|
16K
$8.92M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
221+ 11.07% |
$79.1K - $90.5K
|
2.22K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
219+ 19.85% |
$78.4K - $89.6K
|
1.32K
$738K
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
216+ 31.26% |
$77.3K - $88.4K
|
907
$506K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
213+ 0.84% |
$76.2K - $87.2K
|
25.6K
$14.3M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
212+ 2.43% |
$75.9K - $86.8K
|
8.93K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
211New |
$75.5K - $86.4K
|
211
$118K
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
BUY
|
- |
207+ 0.57% |
$74.1K - $84.7K
|
36.6K
$20.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
207+ 3.05% |
$74.1K - $84.7K
|
6.99K
$3.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
204+ 17.33% |
$73K - $83.5K
|
1.38K
$771K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
204+ 3.95% |
$73K - $83.5K
|
5.37K
$3M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
204+ 6.49% |
$73K - $83.5K
|
3.35K
$1.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
203+ 0.61% |
$72.7K - $83.1K
|
33.2K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
201+ 19.29% |
$72K - $82.3K
|
1.24K
$694K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
200+ 3.95% |
$71.6K - $81.9K
|
5.26K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
200+ 0.98% |
$71.6K - $81.9K
|
20.6K
$11.5M
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
BUY
|
- |
198+ 1.75% |
$70.9K - $81K
|
11.5K
$6.41M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
197+ 21.21% |
$70.5K - $80.6K
|
1.13K
$628K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
195+ 7.14% |
$69.8K - $79.8K
|
2.93K
$1.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
194+ 1.13% |
$69.4K - $79.4K
|
17.4K
$9.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
194+ 47.09% |
$69.4K - $79.4K
|
606
$338K
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
193+ 2.37% |
$69.1K - $79K
|
8.33K
$4.65M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
192+ 1.64% |
$68.7K - $78.6K
|
11.9K
$6.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
190New |
$68K - $77.8K
|
190
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
188+ 0.11% |
$67.3K - $77K
|
170K
$95.1M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
184+ 17.79% |
$65.9K - $75.3K
|
1.22K
$680K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
181+ 2.56% |
$64.8K - $74.1K
|
7.24K
$4.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
180+ 9.44% |
$64.4K - $73.7K
|
2.09K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
180+ 9.09% |
$64.4K - $73.7K
|
2.16K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
179+ 12.43% |
$64.1K - $73.3K
|
1.62K
$904K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
178+ 1.1% |
$63.7K - $72.9K
|
16.3K
$9.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
174+ 14.48% |
$62.3K - $71.2K
|
1.38K
$768K
|