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
Feb 06, 2023 Q4 2022
Mesirow Institutional Investment Management, Inc.

Chicago, IL
BUY
 -
42
+ 0.96%
$15K - $17.2K
4.42K $2.64M
Jul 27, 2023 Q4 2022
Washington Trust CO

BUY
 -
42
+ 1.41%
$15K - $17.2K
3.03K $1.81M
Feb 13, 2023 Q4 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
41
+ 1.32%
$14.7K - $16.8K
3.15K $1.88M
Apr 02, 2024 Q4 2022
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
41
+ 7.79%
$14.7K - $16.8K
567 $339K
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
40
New
$14.3K - $16.4K
40 $23.9K
Feb 09, 2023 Q4 2022
Unionview, LLC

Seattle, WA
BUY
 -
40
+ 3.51%
$14.3K - $16.4K
1.18K $704K
Feb 13, 2023 Q4 2022
True North Advisors, LLC

BUY
 -
40
+ 3.47%
$14.3K - $16.4K
1.19K $712K
Feb 14, 2023 Q4 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
40
+ 1.39%
$14.3K - $16.4K
2.92K $1.75M
Jan 24, 2023 Q4 2022
Aaron Wealth Advisors LLC

BUY
 -
39
+ 0.75%
$14K - $16K
5.24K $3.13M
Jan 13, 2023 Q4 2022
Harbour Capital Advisors, LLC

BUY
 -
39
+ 0.73%
$14K - $16K
5.41K $3.23M
Aug 07, 2024 Q4 2022
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
39
+ 2.46%
$14K - $16K
1.62K $969K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
38
New
$13.6K - $15.6K
38 $22.7K
Feb 01, 2023 Q4 2022
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
38
+ 0.52%
$13.6K - $15.6K
7.35K $4.39M
Feb 03, 2023 Q4 2022
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
38
New
$13.6K - $15.6K
38 $22.7K
Feb 09, 2023 Q4 2022
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
38
+ 0.15%
$13.6K - $15.6K
24.6K $14.7M
Jan 27, 2023 Q4 2022
Barnes Pettey Financial Advisors, LLC

BUY
 -
37
+ 3.91%
$13.2K - $15.1K
984 $588K
Jan 31, 2023 Q4 2022
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
37
+ 4.56%
$13.2K - $15.1K
848 $507K
Jan 27, 2023 Q4 2022
Asset Planning Corporation

BUY
 -
35
+ 0.42%
$12.5K - $14.3K
8.28K $4.95M
Feb 14, 2023 Q4 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
34
+ 0.26%
$12.2K - $13.9K
13.4K $7.98M
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
34
+ 27.42%
$12.2K - $13.9K
158 $94.4K
Jan 20, 2023 Q4 2022
Montz Harcus Wealth Management LLC

BUY
 -
32
+ 2.02%
$11.5K - $13.1K
1.61K $965K
Oct 23, 2024 Q4 2022
Convergence Financial, LLC

Columbia, MO
BUY
 -
32
+ 2.3%
$11.5K - $13.1K
1.43K $852K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
31
+ 0.33%
$11.1K - $12.7K
9.37K $5.6M
Jan 27, 2023 Q4 2022
City Holding CO

BUY
 -
31
+ 4.81%
$11.1K - $12.7K
675 $403K
Feb 10, 2023 Q4 2022
Wealthfront Advisers LLC

BUY
 -
30
+ 3.48%
$10.7K - $12.3K
891 $533K
Feb 27, 2023 Q4 2022
Benin Management Corp

BUY
 -
30
+ 1.27%
$10.7K - $12.3K
2.39K $1.43M
Jan 19, 2023 Q4 2022
Mkt Advisors LLC

Escondido, CA
BUY
 -
29
+ 0.83%
$10.4K - $11.9K
3.52K $2.1M
Jan 23, 2023 Q4 2022
Trinity Wealth Management, LLC

BUY
 -
29
+ 1.34%
$10.4K - $11.9K
2.19K $1.31M
Jan 17, 2023 Q4 2022
Key Client Fiduciary Advisors, LLC

BUY
 -
28
+ 2.49%
$10K - $11.5K
1.15K $688K
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
28
+ 0.14%
$10K - $11.5K
20K $11.9M
Feb 10, 2023 Q4 2022
Live Oak Private Wealth LLC

BUY
 -
28
+ 0.7%
$10K - $11.5K
4.02K $2.4M
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

BUY
 -
26
+ 2.64%
$9.31K - $10.6K
1.01K $605K
Jan 10, 2023 Q4 2022
Tl Private Wealth

BUY
 -
25
+ 3.03%
$8.95K - $10.2K
849 $507K
Jan 17, 2023 Q4 2022
Capital Market Strategies LLC

BUY
 -
25
+ 1.6%
$8.95K - $10.2K
1.59K $950K
Jan 20, 2023 Q4 2022
Straight Path Wealth Management

BUY
 -
25
+ 0.42%
$8.95K - $10.2K
5.97K $3.57M
Jan 20, 2023 Q4 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
25
+ 0.16%
$8.95K - $10.2K
15.8K $9.47M
Jan 27, 2023 Q4 2022
Arcus Capital Partners, LLC

BUY
 -
25
+ 0.94%
$8.95K - $10.2K
2.68K $1.6M
Jan 26, 2023 Q4 2022
Paulson Wealth Management Inc.

BUY
 -
24
+ 0.61%
$8.59K - $9.82K
3.97K $2.37M
Feb 06, 2023 Q4 2022
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
24
+ 1.49%
$8.59K - $9.82K
1.64K $980K
Feb 13, 2023 Q4 2022
N.E.W. Advisory Services LLC

BUY
 -
24
+ 0.93%
$8.59K - $9.82K
2.61K $1.56M
Jan 23, 2023 Q4 2022
Inlet Private Wealth, LLC

BUY
 -
23
+ 1.41%
$8.23K - $9.41K
1.65K $988K
Feb 06, 2023 Q4 2022
B & T Capital Management Dba Alpha Capital Management

BUY
 -
23
+ 2.79%
$8.23K - $9.41K
847 $506K
Jan 20, 2023 Q4 2022
Mountain Pacific Investment Advisers Inc

BUY
 -
22
+ 1.94%
$7.88K - $9.01K
1.16K $691K
Feb 14, 2023 Q4 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
22
+ 1.16%
$7.88K - $9.01K
1.91K $1.14M
Feb 14, 2023 Q4 2022
Madden Advisory Services, Inc.

BUY
 -
21
+ 1.75%
$7.52K - $8.6K
1.22K $729K
Feb 14, 2023 Q4 2022
May Tech Global Investments, LLC

New York, NY
BUY
 -
21
+ 0.59%
$7.52K - $8.6K
3.56K $2.13M
Jan 26, 2023 Q4 2022
Steph & CO

BUY
 -
20
+ 0.19%
$7.16K - $8.19K
10.4K $6.19M
Feb 09, 2023 Q4 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
20
+ 0.34%
$7.16K - $8.19K
5.86K $3.5M
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
20
+ 2.36%
$7.16K - $8.19K
869 $519K

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