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 13, 2023 Q4 2022
Platte River Wealth Advisors, LLC

BUY
 -
124
+ 17.89%
$44.4K - $50.8K
817 $555K
Jan 23, 2023 Q4 2022
Canvas Wealth Advisors, LLC

BUY
 -
123
+ 1.56%
$44K - $50.3K
8K $5.43M
Jan 25, 2023 Q4 2022
Stephens Inc

BUY
 -
123
+ 1.73%
$44K - $50.3K
7.22K $4.9M
Feb 01, 2023 Q4 2022
Cap Wealth Advisors, LLC

BUY
 -
123
+ 2.1%
$44K - $50.3K
5.98K $4.06M
Feb 01, 2023 Q4 2022
Cornell Pochily Investment Advisors, Inc.

BUY
 -
121
+ 1.33%
$43.3K - $49.5K
9.21K $6.25M
Feb 10, 2023 Q4 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
121
+ 13.31%
$43.3K - $49.5K
1.03K $699K
Jan 03, 2023 Q4 2022
Somerset Trust CO

BUY
 -
120
+ 11.62%
$43K - $49.1K
1.15K $783K
Feb 10, 2023 Q4 2022
Weik Capital Management

Wyomissing, PA
BUY
 -
120
+ 3.94%
$43K - $49.1K
3.17K $2.15M
Jan 23, 2023 Q4 2022
Index Fund Advisors, Inc.

BUY
 -
119
+ 1.07%
$42.6K - $48.7K
11.3K $7.64M
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
116
+ 12.33%
$41.5K - $47.5K
1.06K $718K
Feb 08, 2023 Q4 2022
Hudock, Inc.

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

BUY
 -
115
+ 0.17%
$41.2K - $47.1K
67.7K $46M
Feb 07, 2023 Q4 2022
Haverford Financial Services, Inc.

Radnor, PA
BUY
 -
115
+ 10.41%
$41.2K - $47.1K
1.22K $828K
Feb 13, 2023 Q4 2022
Hamilton Capital, LLC

Columbus, OH
BUY
 -
115
+ 5.71%
$41.2K - $47.1K
2.13K $1.45M
Jan 17, 2023 Q4 2022
Hfg Advisors, Inc.

BUY
 -
114
+ 4.48%
$40.8K - $46.7K
2.66K $1.8M
Feb 14, 2023 Q4 2022
Davis R M Inc

Portland, ME
BUY
 -
114
+ 2.07%
$40.8K - $46.7K
5.63K $3.82M
Jan 20, 2023 Q4 2022
Mechanics Financial Corp

BUY
 -
113
+ 1.22%
$40.5K - $46.3K
9.36K $6.35M
Jan 25, 2023 Q4 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
112
+ 4.4%
$40.1K - $45.8K
2.66K $1.8M
Feb 01, 2023 Q4 2022
Absolute Capital Management, LLC

BUY
 -
110
+ 1.81%
$39.4K - $45K
6.18K $4.2M
Jul 20, 2023 Q4 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
110
+ 12.47%
$39.4K - $45K
992 $673K
Jan 31, 2023 Q4 2022
Investment Research & Advisory Group, Inc.

BUY
 -
108
+ 6.01%
$38.7K - $44.2K
1.91K $1.29M
Feb 14, 2023 Q4 2022
Laird Norton Trust Company, LLC

BUY
 -
108
+ 0.89%
$38.7K - $44.2K
12.3K $8.32M
Jan 23, 2023 Q4 2022
Benchmark Financial Wealth Advisors, LLC

BUY
 -
107
+ 4.68%
$38.3K - $43.8K
2.39K $1.63M
Jan 09, 2023 Q4 2022
Cwa Asset Management Group, LLC

BUY
 -
107
+ 7.02%
$38.3K - $43.8K
1.63K $1.11M
Jan 26, 2023 Q4 2022
Inspire Advisors, LLC

Meridian, ID
BUY
 -
106
+ 8.64%
$37.9K - $43.4K
1.33K $905K
Feb 02, 2023 Q4 2022
Bailard, Inc.

BUY
 -
106
+ 0.14%
$37.9K - $43.4K
74.6K $50.6M
Feb 08, 2023 Q4 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
106
+ 9.65%
$37.9K - $43.4K
1.2K $817K
Feb 14, 2023 Q4 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
103
+ 0.45%
$36.9K - $42.2K
23.1K $15.7M
Feb 15, 2023 Q4 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
103
+ 0.92%
$36.9K - $42.2K
11.3K $7.64M
Jan 30, 2023 Q4 2022
Waterfront Wealth Inc.

BUY
 -
101
+ 7.12%
$36.2K - $41.3K
1.52K $1.03M
Feb 03, 2023 Q4 2022
Wells Financial Advisors Inc

BUY
 -
101
+ 2.56%
$36.2K - $41.3K
4.05K $2.75M
Feb 14, 2023 Q4 2022
Family Management Corp

New York, NY
BUY
 -
101
+ 1.72%
$36.2K - $41.3K
5.97K $4.05M
Jan 03, 2023 Q4 2022
Horizons Wealth Management

Asheville, NC
BUY
 -
100
+ 7.28%
$35.8K - $40.9K
1.47K $1M
Feb 01, 2023 Q4 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
100
+ 1.25%
$35.8K - $40.9K
8.09K $5.49M
Feb 07, 2023 Q4 2022
Trinity Point Wealth, LLC

BUY
 -
100
+ 8.7%
$35.8K - $40.9K
1.25K $849K
Feb 13, 2023 Q4 2022
Lokken Investment Group LLC

BUY
 -
100
+ 10.19%
$35.8K - $40.9K
1.08K $734K
Jan 19, 2023 Q4 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
99
+ 1.54%
$35.4K - $40.5K
6.52K $4.43M
Feb 10, 2023 Q4 2022
Bbr Partners, LLC

New York, NY
BUY
 -
99
+ 0.8%
$35.4K - $40.5K
12.5K $8.51M
Feb 13, 2023 Q4 2022
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
99
+ 1.27%
$35.4K - $40.5K
7.89K $5.36M
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
98
+ 0.46%
$35.1K - $40.1K
21.5K $14.6M
Feb 14, 2023 Q4 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
98
+ 1.89%
$35.1K - $40.1K
5.27K $3.58M
Jan 31, 2023 Q4 2022
Core Alternative Capital

BUY
 -
94
New
$33.7K - $38.5K
94 $63.8K
Feb 13, 2023 Q4 2022
Facet Wealth, Inc.

BUY
 -
93
+ 1.82%
$33.3K - $38.1K
5.21K $3.54M
Feb 16, 2023 Q4 2022
Bensler, LLC

Bellevue, WA
BUY
 -
91
+ 13.46%
$32.6K - $37.2K
767 $521K
Jan 27, 2023 Q4 2022
Jmg Financial Group, Ltd.

BUY
 -
90
+ 0.21%
$32.2K - $36.8K
42.6K $28.9M
Feb 01, 2023 Q4 2022
Windsor Group LTD

BUY
 -
90
+ 0.52%
$32.2K - $36.8K
17.3K $11.8M
Oct 01, 2025 Q4 2022
Caldwell Trust CO

Venice, FL
BUY
 -
90
+ 1.26%
$32.2K - $36.8K
7.24K $4.91M
Jan 19, 2023 Q4 2022
David Katz Matrix Asset Advisors Inc
BUY
 -
89
+ 4.67%
$31.9K - $36.4K
2K $1.35M
Jan 24, 2023 Q4 2022
Madison Wealth Partners, Inc

BUY
 -
88
+ 0.35%
$31.5K - $36K
24.9K $16.9M

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