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
Jan 19, 2023 Q4 2022
Marion Wealth Management

BUY
 -
160
+ 8.91%
$57.3K - $65.5K
1.96K $1.18M
Feb 13, 2023 Q4 2022
Krilogy Financial LLC

BUY
 -
160
+ 4.82%
$57.3K - $65.5K
3.48K $2.1M
Feb 13, 2023 Q4 2022
3 D/L Capital Management, LLC

BUY
 -
159
+ 2.94%
$56.9K - $65.1K
5.56K $3.36M
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

BUY
 -
158
+ 8.62%
$56.6K - $64.7K
1.99K $1.2M
Feb 13, 2023 Q4 2022
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
156
+ 1.61%
$55.8K - $63.9K
9.83K $5.94M
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
154
New
$55.1K - $63K
154 $93K
Feb 09, 2023 Q4 2022
Old Second National Bank Of Aurora

BUY
 -
154
+ 8.56%
$55.1K - $63K
1.95K $1.18M
Jan 18, 2023 Q4 2022
Magnolia Capital Management LTD

BUY
 -
153
New
$54.8K - $62.6K
153 $92.4K
Feb 07, 2023 Q4 2022
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
153
+ 0.71%
$54.8K - $62.6K
21.8K $13.2M
Feb 06, 2023 Q4 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
151
+ 4.81%
$54.1K - $61.8K
3.29K $1.99M
Feb 10, 2023 Q4 2022
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
149
+ 4.37%
$53.3K - $61K
3.56K $2.15M
Feb 14, 2023 Q4 2022
Angeles Wealth Management, LLC

BUY
 -
149
+ 3.79%
$53.3K - $61K
4.08K $2.46M
Jan 17, 2023 Q4 2022
Fsc Wealth Advisors, LLC

BUY
 -
148
+ 21.02%
$53K - $60.6K
852 $514K
Jan 31, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
148
+ 1.09%
$53K - $60.6K
13.8K $8.31M
Feb 14, 2023 Q4 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
146
+ 47.25%
$52.3K - $59.8K
455 $275K
Feb 14, 2023 Q4 2022
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
146
+ 3.99%
$52.3K - $59.8K
3.81K $2.3M
Feb 10, 2023 Q4 2022
Laffer Tengler Investments

Nashville, TN
BUY
 -
144
New
$51.5K - $58.9K
144 $86.9K
Jan 18, 2023 Q4 2022
Lincoln Capital LLC

BUY
 -
142
+ 3.39%
$50.8K - $58.1K
4.33K $2.61M
Jan 25, 2023 Q4 2022
Alpha Cubed Investments, LLC

BUY
 -
141
+ 2.47%
$50.5K - $57.7K
5.85K $3.53M
Jan 13, 2023 Q4 2022
Hexagon Capital Partners LLC

BUY
 -
139
+ 129.91%
$49.8K - $56.9K
246 $149K
Jan 23, 2023 Q4 2022
Shulman De Meo Asset Management LLC

BUY
 -
137
+ 0.75%
$49K - $56.1K
18.5K $11.2M
Feb 13, 2023 Q4 2022
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
135
+ 5.83%
$48.3K - $55.3K
2.45K $1.48M
Feb 14, 2023 Q4 2022
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
135
New
$48.3K - $55.3K
135 $81.5K
Jan 13, 2023 Q4 2022
Joule Financial, LLC

BUY
 -
134
+ 11.75%
$48K - $54.8K
1.27K $769K
Feb 07, 2023 Q4 2022
Conning Inc.

BUY
 -
134
+ 0.09%
$48K - $54.8K
157K $94.6M
Feb 13, 2023 Q4 2022
Vista Investment Management

Pittsburgh, PA
BUY
 -
133
+ 7.11%
$47.6K - $54.4K
2K $1.21M
Jan 23, 2023 Q4 2022
Connable Office Inc

BUY
 -
131
+ 2.6%
$46.9K - $53.6K
5.18K $3.13M
Feb 02, 2023 Q4 2022
Private Management Group Inc

BUY
 -
131
+ 22.82%
$46.9K - $53.6K
705 $426K
Feb 07, 2023 Q4 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
131
+ 2.98%
$46.9K - $53.6K
4.53K $2.73M
Feb 07, 2023 Q4 2022
Francis Financial, Inc.

New York, NY
BUY
 -
131
+ 12.43%
$46.9K - $53.6K
1.19K $715K
Jan 12, 2023 Q4 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
130
+ 9.05%
$46.5K - $53.2K
1.57K $946K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
130
+ 1.22%
$46.5K - $53.2K
10.8K $6.51M
Jan 16, 2024 Q4 2022
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
128
+ 4.35%
$45.8K - $52.4K
3.07K $1.86M
Feb 03, 2023 Q4 2022
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
127
+ 8.21%
$45.5K - $52K
1.67K $1.01M
Jan 10, 2023 Q4 2022
Grant

BUY
 -
126
+ 22.74%
$45.1K - $51.6K
680 $411K
Jan 13, 2023 Q4 2022
Platte River Wealth Advisors, LLC

BUY
 -
124
+ 17.89%
$44.4K - $50.8K
817 $493K
Jan 23, 2023 Q4 2022
Canvas Wealth Advisors, LLC

BUY
 -
123
+ 1.56%
$44K - $50.3K
8K $4.83M
Jan 25, 2023 Q4 2022
Stephens Inc

BUY
 -
123
+ 1.73%
$44K - $50.3K
7.22K $4.36M
Feb 01, 2023 Q4 2022
Cap Wealth Advisors, LLC

BUY
 -
123
+ 2.1%
$44K - $50.3K
5.98K $3.61M
Feb 01, 2023 Q4 2022
Cornell Pochily Investment Advisors, Inc.

BUY
 -
121
+ 1.33%
$43.3K - $49.5K
9.21K $5.56M
Feb 10, 2023 Q4 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
121
+ 13.31%
$43.3K - $49.5K
1.03K $622K
Jan 03, 2023 Q4 2022
Somerset Trust CO

BUY
 -
120
+ 11.62%
$43K - $49.1K
1.15K $696K
Feb 10, 2023 Q4 2022
Weik Capital Management

Wyomissing, PA
BUY
 -
120
+ 3.94%
$43K - $49.1K
3.17K $1.91M
Jan 23, 2023 Q4 2022
Index Fund Advisors, Inc.

BUY
 -
119
+ 1.07%
$42.6K - $48.7K
11.3K $6.8M
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
116
+ 12.33%
$41.5K - $47.5K
1.06K $638K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
116
+ 1.55%
$41.5K - $47.5K
7.6K $4.59M
Feb 08, 2023 Q4 2022
Hudock, Inc.

BUY
 -
115
+ 0.17%
$41.2K - $47.1K
69.4K $41.9M
Jan 24, 2023 Q4 2022
First Citizens Bank & Trust CO

BUY
 -
115
+ 0.17%
$41.2K - $47.1K
67.7K $40.9M
Feb 07, 2023 Q4 2022
Haverford Financial Services, Inc.

Radnor, PA
BUY
 -
115
+ 10.41%
$41.2K - $47.1K
1.22K $737K

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