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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
247+ 2.46% |
$88.4K - $101K
|
10.3K
$6.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
247+ 2.76% |
$88.4K - $101K
|
9.2K
$5.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
247+ 3.3% |
$88.4K - $101K
|
7.73K
$4.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
246+ 0.84% |
$88.1K - $101K
|
29.5K
$17.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
238+ 0.61% |
$85.2K - $97.4K
|
39.4K
$23.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
225+ 20.2% |
$80.5K - $92.1K
|
1.34K
$808K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
225New |
$80.5K - $92.1K
|
225
$136K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
225+ 9.53% |
$80.5K - $92.1K
|
2.59K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
223+ 0.22% |
$79.8K - $91.3K
|
102K
$61.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
221+ 1.4% |
$79.1K - $90.5K
|
16K
$9.65M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
221+ 11.07% |
$79.1K - $90.5K
|
2.22K
$1.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
219+ 19.85% |
$78.4K - $89.6K
|
1.32K
$798K
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
216+ 31.26% |
$77.3K - $88.4K
|
907
$548K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
213+ 0.84% |
$76.2K - $87.2K
|
25.6K
$15.5M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
212+ 2.43% |
$75.9K - $86.8K
|
8.93K
$5.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
211New |
$75.5K - $86.4K
|
211
$127K
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
BUY
|
- |
207+ 0.57% |
$74.1K - $84.7K
|
36.6K
$22.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
207+ 3.05% |
$74.1K - $84.7K
|
6.99K
$4.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
204+ 17.33% |
$73K - $83.5K
|
1.38K
$834K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
204+ 3.95% |
$73K - $83.5K
|
5.37K
$3.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
204+ 6.49% |
$73K - $83.5K
|
3.35K
$2.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
203+ 0.61% |
$72.7K - $83.1K
|
33.2K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
201+ 19.29% |
$72K - $82.3K
|
1.24K
$750K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
200+ 3.95% |
$71.6K - $81.9K
|
5.26K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
200+ 0.98% |
$71.6K - $81.9K
|
20.6K
$12.4M
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
BUY
|
- |
198+ 1.75% |
$70.9K - $81K
|
11.5K
$6.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
197+ 21.21% |
$70.5K - $80.6K
|
1.13K
$680K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
195+ 7.14% |
$69.8K - $79.8K
|
2.93K
$1.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
194+ 1.13% |
$69.4K - $79.4K
|
17.4K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
194+ 47.09% |
$69.4K - $79.4K
|
606
$366K
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
193+ 2.37% |
$69.1K - $79K
|
8.33K
$5.03M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
192+ 1.64% |
$68.7K - $78.6K
|
11.9K
$7.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
190New |
$68K - $77.8K
|
190
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
188+ 0.11% |
$67.3K - $77K
|
170K
$103M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
184+ 17.79% |
$65.9K - $75.3K
|
1.22K
$735K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
181+ 2.56% |
$64.8K - $74.1K
|
7.24K
$4.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
180+ 9.44% |
$64.4K - $73.7K
|
2.09K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
180+ 9.09% |
$64.4K - $73.7K
|
2.16K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
179+ 12.43% |
$64.1K - $73.3K
|
1.62K
$977K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
178+ 1.1% |
$63.7K - $72.9K
|
16.3K
$9.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
174+ 14.48% |
$62.3K - $71.2K
|
1.38K
$831K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
174+ 18.16% |
$62.3K - $71.2K
|
1.13K
$683K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
174+ 1.99% |
$62.3K - $71.2K
|
8.9K
$5.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
172+ 0.41% |
$61.6K - $70.4K
|
41.8K
$25.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
170+ 0.17% |
$60.9K - $69.6K
|
99.2K
$59.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
169+ 0.13% |
$60.5K - $69.2K
|
126K
$75.9M
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
168+ 0.47% |
$60.1K - $68.8K
|
35.8K
$21.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
167+ 7.36% |
$59.8K - $68.4K
|
2.44K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
163+ 5.71% |
$58.4K - $66.7K
|
3.02K
$1.82M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
163+ 5.04% |
$58.4K - $66.7K
|
3.4K
$2.05M
|