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 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15KNew |
$5.36M - $6.13M
|
15K
$8.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14.9K+ 3.02% |
$5.33M - $6.09M
|
507K
$303M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
14.4K+ 116.68% |
$5.15M - $5.88M
|
26.7K
$16M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
14.3K+ 909.4% |
$5.12M - $5.86M
|
15.9K
$9.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.2KNew |
$5.07M - $5.79M
|
14.2K
$8.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
13.8K+ 181.25% |
$4.94M - $5.64M
|
21.4K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
13.8KNew |
$4.94M - $5.64M
|
13.8K
$8.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
13.8K+ 72.97% |
$4.93M - $5.63M
|
32.6K
$19.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Regency Capital Management Inc.\De
|
BUY
|
- |
13.7K+ 743.42% |
$4.9M - $5.6M
|
15.5K
$9.27M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
13.5KNew |
$4.82M - $5.51M
|
13.5K
$8.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
13.4K+ 89.54% |
$4.8M - $5.48M
|
28.4K
$17M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
13.1K+ 226.41% |
$4.69M - $5.36M
|
18.9K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
13K+ 1.56% |
$4.67M - $5.34M
|
850K
$508M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13K+ 47.52% |
$4.66M - $5.33M
|
40.4K
$24.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13K+ 1.19% |
$4.64M - $5.3M
|
1.1M
$658M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
12.9K+ 7.61% |
$4.63M - $5.29M
|
183K
$109M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 28.4% |
$4.58M - $5.24M
|
57.8K
$34.6M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
12.6K+ 22.83% |
$4.52M - $5.17M
|
67.9K
$40.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
12.5K+ 322.05% |
$4.48M - $5.12M
|
16.4K
$9.79M
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
12.3K+ 14.9% |
$4.42M - $5.05M
|
95.2K
$56.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
12.3K+ 11.15% |
$4.39M - $5.03M
|
122K
$73.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
12.2K+ 5.73% |
$4.38M - $5.01M
|
226K
$135M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.1K+ 10.29% |
$4.35M - $4.97M
|
130K
$77.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 27.7% |
$4.34M - $4.97M
|
55.9K
$33.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12.1K+ 6.77% |
$4.33M - $4.96M
|
191K
$114M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12KNew |
$4.31M - $4.93M
|
12K
$7.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
12K+ 80.17% |
$4.3M - $4.91M
|
27K
$16.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 12.16% |
$4.28M - $4.89M
|
110K
$65.9M
|
|
|
Feb 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
BUY
|
- |
11.9K+ 1898.08% |
$4.25M - $4.86M
|
12.5K
$7.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11.8K+ 4.45% |
$4.23M - $4.83M
|
277K
$165M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.8K+ 1.64% |
$4.21M - $4.82M
|
730K
$436M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.6K+ 108.11% |
$4.15M - $4.75M
|
22.3K
$13.4M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11.6K+ 43.35% |
$4.15M - $4.75M
|
38.3K
$22.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
11.5K+ 38.32% |
$4.13M - $4.72M
|
41.6K
$24.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11.5KNew |
$4.11M - $4.7M
|
11.5K
$6.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11.4KNew |
$4.1M - $4.69M
|
11.4K
$6.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
11.4K+ 66.7% |
$4.08M - $4.66M
|
28.5K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
11.3KNew |
$4.03M - $4.61M
|
11.3K
$6.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11.2KNew |
$4M - $4.57M
|
11.2K
$6.68M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.1K+ 0.73% |
$3.98M - $4.55M
|
1.53M
$912M
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
11K+ 483.18% |
$3.95M - $4.52M
|
13.3K
$7.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11K+ 27.55% |
$3.94M - $4.5M
|
50.9K
$30.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
11K+ 34.4% |
$3.94M - $4.5M
|
43K
$25.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
10.9K+ 2.5% |
$3.91M - $4.48M
|
449K
$268M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
BUY
|
- |
10.7KNew |
$3.83M - $4.38M
|
10.7K
$6.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
10.7KNew |
$3.83M - $4.37M
|
10.7K
$6.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
10.7KNew |
$3.83M - $4.37M
|
10.7K
$6.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.7K+ 0.75% |
$3.82M - $4.37M
|
1.43M
$854M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.6K+ 1.31% |
$3.78M - $4.33M
|
817K
$488M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
10.5K+ 82.52% |
$3.75M - $4.29M
|
23.2K
$13.8M
|