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 11, 2023 Q4 2022
Ellenbecker Investment Group

BUY
 -
10.4K
+ 2.96%
$3.72M - $4.25M
361K $216M
Feb 14, 2023 Q4 2022
Lavaca Capital LLC

Houston, TX
BUY
 -
10.3K
+ 306.29%
$3.68M - $4.2M
13.6K $8.14M
Feb 13, 2023 Q4 2022
Rafferty Asset Management, LLC

New York, NY
BUY
 -
10.2K
+ 5.33%
$3.65M - $4.17M
202K $120M
Jan 31, 2023 Q4 2022
Hi Line Capital Management, LLC

Watertown, SD
BUY
 -
10.2K
New
$3.64M - $4.16M
10.2K $6.08M
Feb 14, 2023 Q4 2022
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
10.1K
New
$3.63M - $4.15M
10.1K $6.06M
Feb 23, 2023 Q4 2022
Chelsea Counsel CO

BUY
 -
10.1K
New
$3.62M - $4.13M
10.1K $6.04M
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
10.1K
+ 6.19%
$3.61M - $4.13M
173K $103M
Feb 07, 2023 Q4 2022
Crewe Advisors LLC

BUY
 -
10K
+ 7.32%
$3.6M - $4.11M
147K $88M
Feb 13, 2023 Q4 2022
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
9.96K
+ 5.83%
$3.57M - $4.08M
181K $108M
Jun 01, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
9.93K
+ 2.24%
$3.56M - $4.07M
453K $270M
Feb 06, 2023 Q4 2022
Parsec Financial Management, Inc.

BUY
 -
9.69K
+ 5.44%
$3.47M - $3.97M
188K $112M
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
9.6K
+ 11.4%
$3.44M - $3.93M
93.8K $56.1M
Jan 18, 2023 Q4 2022
Congress Asset Management CO

BUY
 -
9.56K
+ 867.94%
$3.42M - $3.91M
10.7K $6.37M
Feb 10, 2023 Q4 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
9.41K
+ 444.69%
$3.37M - $3.85M
11.5K $6.89M
Jan 27, 2023 Q4 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
9.41K
+ 21.27%
$3.37M - $3.85M
53.6K $32.1M
Jul 18, 2023 Q4 2022
First County Bank /Ct/

Stamford, CT
BUY
 -
9.32K
New
$3.33M - $3.81M
9.32K $5.57M
Feb 15, 2023 Q4 2022
Simplicity Wealth,Llc

BUY
 -
9.11K
+ 722.86%
$3.26M - $3.73M
10.4K $6.2M
Jan 25, 2023 Q4 2022
Tarbox Family Office, Inc.

BUY
 -
9K
+ 2.5%
$3.22M - $3.68M
370K $221M
Jan 25, 2023 Q4 2022
Private Wealth Partners, LLC

BUY
 -
8.75K
New
$3.13M - $3.58M
8.75K $5.23M
Feb 15, 2023 Q4 2022
Sentinus, LLC

Oak Brook, IL
BUY
 -
8.66K
+ 20.79%
$3.1M - $3.55M
50.3K $30.1M
Jan 18, 2023 Q4 2022
Cardinal Strategic Wealth Guidance

BUY
 -
8.59K
+ 6.81%
$3.08M - $3.52M
135K $80.6M
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
8.57K
New
$3.07M - $3.51M
8.57K $5.12M
Feb 14, 2023 Q4 2022
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
8.41K
+ 5.75%
$3.01M - $3.44M
155K $92.4M
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
8.41K
New
$3.01M - $3.44M
8.41K $5.02M
Aug 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
8.37K
+ 4.31%
$3M - $3.43M
203K $121M
Jan 12, 2023 Q4 2022
Kmg Fiduciary Partners, LLC

BUY
 -
8.19K
+ 8.82%
$2.93M - $3.35M
101K $60.4M
Feb 02, 2023 Q4 2022
Northwest Capital Management Inc

BUY
 -
8.16K
+ 159.57%
$2.92M - $3.34M
13.3K $7.93M
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
8.15K
+ 3.74%
$2.92M - $3.33M
226K $135M
Feb 14, 2023 Q4 2022
Bos Asset Management, LLC

Springfield, IL
BUY
 -
8.14K
New
$2.92M - $3.33M
8.14K $4.87M
Apr 10, 2023 Q4 2022
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
8.09K
New
$2.9M - $3.31M
8.09K $4.83M
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

BUY
 -
8.07K
+ 21.14%
$2.89M - $3.3M
46.2K $27.6M
Jan 23, 2023 Q4 2022
Meridian Wealth Advisors, LLC

BUY
 -
8.03K
+ 9.32%
$2.87M - $3.29M
94.1K $56.3M
Jan 31, 2023 Q4 2022
Fifth Third Securities, Inc.

BUY
 -
8.02K
+ 14.49%
$2.87M - $3.28M
63.3K $37.9M
Feb 09, 2023 Q4 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
7.97K
+ 117.14%
$2.85M - $3.26M
14.8K $8.83M
Feb 09, 2023 Q4 2022
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
7.94K
New
$2.84M - $3.25M
7.94K $4.75M
Feb 13, 2023 Q4 2022
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
7.88K
+ 141.09%
$2.82M - $3.23M
13.5K $8.05M
Feb 15, 2023 Q4 2022
Vicus Capital

State College, PA
BUY
 -
7.88K
+ 2.59%
$2.82M - $3.23M
312K $186M
Feb 21, 2023 Q4 2022
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
7.87K
New
$2.82M - $3.22M
7.87K $4.7M
Feb 13, 2023 Q4 2022
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
7.83K
New
$2.8M - $3.2M
7.83K $4.68M
Feb 14, 2023 Q4 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
7.83K
+ 17.21%
$2.8M - $3.2M
53.3K $31.8M
Feb 02, 2023 Q4 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
7.81K
+ 6.12%
$2.8M - $3.2M
136K $81M
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
7.74K
New
$2.77M - $3.17M
7.74K $4.63M
Jan 23, 2023 Q4 2022
Clear Creek Financial Management, LLC

BUY
 -
7.69K
+ 18.59%
$2.75M - $3.15M
49.1K $29.3M
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
7.68K
+ 8.58%
$2.75M - $3.14M
97.2K $58.1M
Feb 13, 2023 Q4 2022
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
7.57K
New
$2.71M - $3.1M
7.57K $4.53M
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
7.55K
+ 10.88%
$2.7M - $3.09M
77K $46M
Feb 07, 2023 Q4 2022
Fort Pitt Capital Group, LLC

BUY
 -
7.54K
+ 152.56%
$2.7M - $3.09M
12.5K $7.46M
Feb 14, 2023 Q4 2022
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
7.44K
+ 23.53%
$2.66M - $3.04M
39K $23.3M
Feb 13, 2023 Q4 2022
Rptc Inc.

Jackson, WY
BUY
 -
7.41K
+ 3.15%
$2.65M - $3.03M
243K $145M

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