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 10, 2023 Q4 2022
American National Bank

BUY
 -
87
+ 12.59%
$31.1K - $35.6K
778 $528K
Jan 12, 2023 Q4 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
86
+ 12.89%
$30.8K - $35.2K
753 $511K
Feb 01, 2023 Q4 2022
Ipswich Investment Management Co., Inc.

BUY
 -
86
+ 2.01%
$30.8K - $35.2K
4.36K $2.96M
Jan 20, 2023 Q4 2022
Chicago Capital, LLC

BUY
 -
85
+ 0.51%
$30.4K - $34.8K
16.6K $11.3M
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
85
+ 0.08%
$30.4K - $34.8K
111K $75.3M
Feb 06, 2023 Q4 2022
Retirement Systems Of Alabama

BUY
 -
85
+ 0.26%
$30.4K - $34.8K
32.3K $22M
Feb 06, 2023 Q4 2022
Neumann Capital Management, LLC

BUY
 -
85
+ 10.63%
$30.4K - $34.8K
885 $601K
Feb 14, 2023 Q4 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
85
New
$30.4K - $34.8K
85 $57.7K
Jan 30, 2023 Q4 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
83
+ 4.02%
$29.7K - $34K
2.15K $1.46M
Feb 01, 2023 Q4 2022
Cypress Capital, LLC

BUY
 -
83
+ 3.11%
$29.7K - $34K
2.75K $1.87M
Jan 27, 2023 Q4 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
82
+ 6.75%
$29.4K - $33.6K
1.3K $880K
Feb 14, 2023 Q4 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
82
+ 0.35%
$29.4K - $33.6K
23.5K $16M
Feb 14, 2023 Q4 2022
Geller Advisors LLC

New York, NY
BUY
 -
82
+ 1.78%
$29.4K - $33.6K
4.68K $3.17M
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
81
+ 0.05%
$29K - $33.2K
176K $119M
Jan 23, 2023 Q4 2022
Wood Trust Financial Corp

BUY
 -
81
+ 6.89%
$29K - $33.2K
1.26K $853K
Jan 31, 2023 Q4 2022
Cohen Capital Management, Inc.

BUY
 -
80
+ 1.11%
$28.6K - $32.7K
7.32K $4.97M
Feb 08, 2023 Q4 2022
Ceera Investments, LLC

Bellaire, TX
BUY
 -
80
+ 11.51%
$28.6K - $32.7K
775 $526K
Feb 10, 2023 Q4 2022
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
78
+ 6.7%
$27.9K - $31.9K
1.24K $843K
Jan 31, 2023 Q4 2022
Chatham Capital Group, Inc.

BUY
 -
77
+ 7.06%
$27.6K - $31.5K
1.17K $792K
Dec 26, 2024 Q4 2022
Cypress Capital, LLC

BUY
 -
77
+ 3.03%
$27.6K - $31.5K
2.62K $1.78M
Sep 04, 2024 Q4 2022
Mas Advisors LLC

Miami, FL
BUY
 -
76
+ 8.65%
$27.2K - $31.1K
955 $648K
Jan 17, 2023 Q4 2022
Howard Capital Management Group, LLC

BUY
 -
75
+ 7.0%
$26.8K - $30.7K
1.15K $778K
Jan 26, 2023 Q4 2022
Sky Oak Wealth, LLC

BUY
 -
75
+ 3.92%
$26.8K - $30.7K
1.99K $1.35M
Feb 14, 2023 Q4 2022
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
75
+ 0.37%
$26.8K - $30.7K
20.2K $13.7M
Feb 13, 2023 Q4 2022
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
73
+ 1.25%
$26.1K - $29.9K
5.91K $4.01M
Feb 14, 2023 Q4 2022
Stokes Family Office, LLC

BUY
 -
72
+ 0.65%
$25.8K - $29.5K
11.2K $7.6M
Feb 06, 2023 Q4 2022
Rollins Financial

BUY
 -
71
+ 4.47%
$25.4K - $29.1K
1.66K $1.13M
Jan 27, 2023 Q4 2022
J. L. Bainbridge & Co., Inc.

BUY
 -
69
+ 4.6%
$24.7K - $28.2K
1.57K $1.07M
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
67
New
$24K - $27.4K
67 $45.5K
Jan 20, 2023 Q4 2022
Mjp Associates Inc

BUY
 -
66
+ 2.81%
$23.6K - $27K
2.42K $1.64M
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
63
+ 17.55%
$22.6K - $25.8K
422 $286K
Jan 24, 2023 Q4 2022
Bill Few Associates, Inc.

BUY
 -
60
+ 8.72%
$21.5K - $24.6K
748 $508K
Feb 07, 2023 Q4 2022
Vista Wealth Management Group, LLC

BUY
 -
60
+ 2.42%
$21.5K - $24.6K
2.54K $1.72M
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

BUY
 -
59
+ 15.05%
$21.1K - $24.1K
451 $306K
Jan 31, 2023 Q4 2022
Advisor Os, LLC

BUY
 -
59
+ 5.6%
$21.1K - $24.1K
1.11K $756K
Feb 03, 2023 Q4 2022
Auxano Advisors, LLC

BUY
 -
58
+ 0.81%
$20.8K - $23.7K
7.2K $4.89M
Feb 14, 2023 Q4 2022
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
58
+ 0.27%
$20.8K - $23.7K
21.9K $14.9M
Feb 08, 2023 Q4 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
57
+ 3.03%
$20.4K - $23.3K
1.94K $1.31M
Jan 11, 2023 Q4 2022
Burke & Herbert Bank & Trust CO

BUY
 -
57
+ 1.51%
$20.4K - $23.3K
3.83K $2.6M
Jan 24, 2023 Q4 2022
Randolph CO Inc

Cincinnati, OH
BUY
 -
57
+ 1.71%
$20.4K - $23.3K
3.39K $2.3M
Feb 13, 2023 Q4 2022
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
57
+ 1.66%
$20.4K - $23.3K
3.5K $2.37M
Feb 06, 2023 Q4 2022
Hyman Charles D

BUY
 -
55
+ 1.96%
$19.7K - $22.5K
2.87K $1.95M
Feb 14, 2023 Q4 2022
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
55
+ 0.52%
$19.7K - $22.5K
10.6K $7.22M
Feb 13, 2023 Q4 2022
Bank Ozk

BUY
 -
54
+ 2.25%
$19.3K - $22.1K
2.45K $1.66M
Jan 20, 2023 Q4 2022
Montecito Bank & Trust

BUY
 -
52
+ 0.25%
$18.6K - $21.3K
20.5K $13.9M
Jan 25, 2023 Q4 2022
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
52
+ 6.73%
$18.6K - $21.3K
825 $560K
Feb 14, 2023 Q4 2022
Willner & Heller, LLC

BUY
 -
52
+ 6.24%
$18.6K - $21.3K
885 $601K
Feb 06, 2023 Q4 2022
Financial Sense Advisors, Inc.

BUY
 -
51
+ 4.94%
$18.3K - $20.9K
1.08K $736K
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
51
+ 4.14%
$18.3K - $20.9K
1.28K $872K

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