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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
56.2K+ 3893.63% |
$20.1M - $23M
|
57.7K
$34.8M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
55.7KNew |
$19.9M - $22.8M
|
55.7K
$33.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
53.9K+ 43.86% |
$19.3M - $22.1M
|
177K
$107M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
53.1K+ 1988.7% |
$19M - $21.8M
|
55.8K
$33.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
51.7K+ 16.61% |
$18.5M - $21.1M
|
363K
$219M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50.9KNew |
$18.2M - $20.8M
|
50.9K
$30.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
48.9K+ 983.6% |
$17.5M - $20M
|
53.9K
$32.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
48.2KNew |
$17.3M - $19.7M
|
48.2K
$29.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
47.3KNew |
$16.9M - $19.4M
|
47.3K
$28.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
46.4K+ 54.33% |
$16.6M - $19M
|
132K
$79.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
46.1K+ 205.26% |
$16.5M - $18.9M
|
68.6K
$41.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
45.5K+ 118.23% |
$16.3M - $18.6M
|
84K
$50.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
45.1K+ 1143.19% |
$16.2M - $18.5M
|
49.1K
$29.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
44.8KNew |
$16M - $18.3M
|
44.8K
$27M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
44.4KNew |
$15.9M - $18.2M
|
44.4K
$26.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
43.8KNew |
$15.7M - $17.9M
|
43.8K
$26.4M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
43.5K+ 152.38% |
$15.6M - $17.8M
|
72.1K
$43.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
43.5KNew |
$15.6M - $17.8M
|
43.5K
$26.3M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43.4KNew |
$15.5M - $17.8M
|
43.4K
$26.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
43.1KNew |
$15.4M - $17.7M
|
43.1K
$26M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42.1K+ 177.08% |
$15.1M - $17.2M
|
65.9K
$39.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42K+ 3.16% |
$15M - $17.2M
|
1.37M
$828M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
41.6K+ 52.48% |
$14.9M - $17M
|
121K
$73M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
41.4K+ 50.32% |
$14.8M - $17M
|
124K
$74.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
41.2KNew |
$14.8M - $16.9M
|
41.2K
$24.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
41.1K+ 5976.56% |
$14.7M - $16.8M
|
41.7K
$25.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
40.6K+ 57.24% |
$14.5M - $16.6M
|
111K
$67.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.9K+ 45.91% |
$14.3M - $16.3M
|
127K
$76.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
39.3K+ 15.46% |
$14.1M - $16.1M
|
294K
$177M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
39K+ 61.52% |
$14M - $16M
|
102K
$61.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
38.6K+ 4.44% |
$13.8M - $15.8M
|
908K
$548M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
37.7KNew |
$13.5M - $15.4M
|
37.7K
$22.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
36K+ 22.32% |
$12.9M - $14.7M
|
197K
$119M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
35.9K+ 8.63% |
$12.9M - $14.7M
|
452K
$273M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
35.7K+ 12.42% |
$12.8M - $14.6M
|
323K
$195M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
35.5K+ 7.39% |
$12.7M - $14.5M
|
515K
$311M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
35.3K+ 777.4% |
$12.6M - $14.5M
|
39.9K
$24.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
34.3K+ 1135.73% |
$12.3M - $14.1M
|
37.4K
$22.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
34.2K+ 2.01% |
$12.3M - $14M
|
1.74M
$1.05B
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
34.1K+ 1.77% |
$12.2M - $14M
|
1.96M
$1.18B
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34.1K+ 87.03% |
$12.2M - $14M
|
73.3K
$44.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
33.9K+ 4035.36% |
$12.1M - $13.9M
|
34.7K
$21M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
33.8K+ 217.31% |
$12.1M - $13.8M
|
49.3K
$29.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
33.7KNew |
$12.1M - $13.8M
|
33.7K
$20.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
32.9KNew |
$11.8M - $13.5M
|
32.9K
$19.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
32.9KNew |
$11.8M - $13.4M
|
32.9K
$19.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
32.5KNew |
$11.6M - $13.3M
|
32.5K
$19.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
32.4K+ 29.0% |
$11.6M - $13.2M
|
144K
$86.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
32.2K+ 38.19% |
$11.5M - $13.2M
|
116K
$70.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
31.4K+ 6.46% |
$11.2M - $12.8M
|
517K
$312M
|