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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
20.8K+ 32.1% |
$7.46M - $8.53M
|
85.8K
$51.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
20.5KNew |
$7.34M - $8.39M
|
20.5K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
20.2KNew |
$7.23M - $8.27M
|
20.2K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
20.1KNew |
$7.18M - $8.21M
|
20.1K
$12.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
19.9K+ 379.48% |
$7.12M - $8.14M
|
25.1K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
19.6K+ 13.36% |
$7.03M - $8.04M
|
167K
$101M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
19.5K+ 84.51% |
$6.97M - $7.97M
|
42.5K
$25.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.4K+ 14.97% |
$6.95M - $7.94M
|
149K
$90M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
19.4K+ 18.52% |
$6.94M - $7.93M
|
124K
$74.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.3K+ 230.14% |
$6.92M - $7.91M
|
27.7K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19.2K+ 34.9% |
$6.87M - $7.85M
|
74.2K
$44.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
19.1K+ 239.09% |
$6.85M - $7.83M
|
27.1K
$16.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
19K+ 3.74% |
$6.8M - $7.78M
|
527K
$318M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19K+ 37.59% |
$6.79M - $7.76M
|
69.4K
$41.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 13.02% |
$6.69M - $7.65M
|
162K
$98M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
18.6K+ 68.02% |
$6.65M - $7.6M
|
45.9K
$27.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
18.3KNew |
$6.55M - $7.49M
|
18.3K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
18.2K+ 5.77% |
$6.52M - $7.46M
|
334K
$202M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.2KNew |
$6.52M - $7.45M
|
18.2K
$11M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
18.2K+ 12.4% |
$6.5M - $7.44M
|
165K
$99.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
18.1K+ 21.53% |
$6.48M - $7.41M
|
102K
$61.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
18KNew |
$6.44M - $7.37M
|
18K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.7K+ 62.83% |
$6.35M - $7.26M
|
46K
$27.8M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
17.7K+ 914.99% |
$6.33M - $7.24M
|
19.6K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
17.7K+ 408.65% |
$6.32M - $7.23M
|
22K
$13.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
17.5K+ 9.48% |
$6.28M - $7.18M
|
203K
$122M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
17.5K+ 61.23% |
$6.27M - $7.17M
|
46.1K
$27.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
17.5KNew |
$6.25M - $7.15M
|
17.5K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17.4K+ 40.72% |
$6.24M - $7.14M
|
60.2K
$36.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17.4KNew |
$6.23M - $7.12M
|
17.4K
$10.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
17.3K+ 22.21% |
$6.21M - $7.1M
|
95.5K
$57.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
17.3K+ 462.77% |
$6.21M - $7.1M
|
21.1K
$12.7M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.8K+ 112.39% |
$6.03M - $6.89M
|
31.8K
$19.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16.8K+ 17.48% |
$6.03M - $6.89M
|
113K
$68.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16.6K+ 152.81% |
$5.96M - $6.81M
|
27.5K
$16.6M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
16.4KNew |
$5.87M - $6.71M
|
16.4K
$9.9M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.3K+ 9.36% |
$5.82M - $6.66M
|
190K
$115M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
16.1K+ 7.54% |
$5.77M - $6.6M
|
230K
$139M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
16KNew |
$5.72M - $6.54M
|
16K
$9.64M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
15.8KNew |
$5.66M - $6.47M
|
15.8K
$9.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
15.8KNew |
$5.64M - $6.45M
|
15.8K
$9.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 11.81% |
$5.64M - $6.45M
|
149K
$90M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
15.7K+ 8.73% |
$5.61M - $6.41M
|
195K
$118M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
15.6K+ 10.68% |
$5.57M - $6.37M
|
161K
$97.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15.5K+ 39.62% |
$5.54M - $6.33M
|
54.5K
$32.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.1K+ 3.99% |
$5.4M - $6.18M
|
394K
$238M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
15.1K+ 3.66% |
$5.4M - $6.17M
|
427K
$258M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
15.1K+ 14.35% |
$5.39M - $6.16M
|
120K
$72.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15K+ 5.59% |
$5.38M - $6.15M
|
284K
$171M
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
15K+ 2.08% |
$5.37M - $6.14M
|
737K
$445M
|