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 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
7.2KNew |
$2.58M - $2.95M
|
7.2K
$4.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
7.19K+ 0.81% |
$2.57M - $2.94M
|
897K
$536M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
7.18K+ 4.91% |
$2.57M - $2.94M
|
153K
$91.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.17K+ 34.4% |
$2.57M - $2.93M
|
28K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.13K+ 24.83% |
$2.55M - $2.92M
|
35.9K
$21.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7.08K+ 9.36% |
$2.53M - $2.9M
|
82.7K
$49.4M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.94KNew |
$2.48M - $2.84M
|
6.94K
$4.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.94K+ 3.34% |
$2.48M - $2.84M
|
215K
$128M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.86KNew |
$2.46M - $2.81M
|
6.86K
$4.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.86K+ 4.63% |
$2.46M - $2.81M
|
155K
$92.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
6.85K+ 14.61% |
$2.45M - $2.81M
|
53.8K
$32.1M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
6.85KNew |
$2.45M - $2.8M
|
6.85K
$4.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.85K+ 5.65% |
$2.45M - $2.8M
|
128K
$76.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.85K+ 6.93% |
$2.45M - $2.8M
|
106K
$63.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.84K+ 7.23% |
$2.45M - $2.8M
|
101K
$60.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.83KNew |
$2.45M - $2.8M
|
6.83K
$4.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
6.8KNew |
$2.43M - $2.78M
|
6.8K
$4.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.79K+ 5.54% |
$2.43M - $2.78M
|
129K
$77.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
6.58K+ 29.61% |
$2.36M - $2.69M
|
28.8K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.53K+ 6.8% |
$2.34M - $2.67M
|
103K
$61.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
6.48K+ 27.3% |
$2.32M - $2.65M
|
30.2K
$18.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6.43KNew |
$2.3M - $2.63M
|
6.43K
$3.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Divergent Planning, LLC
|
BUY
|
- |
6.41K+ 5.62% |
$2.29M - $2.62M
|
120K
$72M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
6.35K+ 10.25% |
$2.27M - $2.6M
|
68.3K
$40.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.35KNew |
$2.27M - $2.6M
|
6.35K
$3.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.33K+ 14.29% |
$2.27M - $2.59M
|
50.6K
$30.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.33K+ 34.34% |
$2.27M - $2.59M
|
24.8K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.3K+ 28.92% |
$2.25M - $2.58M
|
28.1K
$16.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
BUY
|
- |
6.3K+ 877.96% |
$2.25M - $2.58M
|
7.01K
$4.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.16K+ 3.93% |
$2.2M - $2.52M
|
163K
$97.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.09K+ 4.56% |
$2.18M - $2.49M
|
140K
$83.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
6KNew |
$2.15M - $2.46M
|
6K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.98K+ 562.56% |
$2.14M - $2.45M
|
7.04K
$4.21M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.94K+ 18.27% |
$2.13M - $2.43M
|
38.4K
$23M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.92K+ 14.36% |
$2.12M - $2.42M
|
47.1K
$28.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
5.9K+ 127.0% |
$2.11M - $2.41M
|
10.5K
$6.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.86K+ 289.2% |
$2.1M - $2.4M
|
7.89K
$4.71M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5.84KNew |
$2.09M - $2.39M
|
5.84K
$3.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
5.84K+ 5.49% |
$2.09M - $2.39M
|
112K
$67M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.83KNew |
$2.09M - $2.39M
|
5.83K
$3.48M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
5.81KNew |
$2.08M - $2.38M
|
5.81K
$3.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
5.79K+ 23.02% |
$2.07M - $2.37M
|
30.9K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.79KNew |
$2.07M - $2.37M
|
5.79K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.77K+ 12.13% |
$2.06M - $2.36M
|
53.3K
$31.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.73K+ 101.67% |
$2.05M - $2.34M
|
11.4K
$6.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
5.57K+ 19.88% |
$1.99M - $2.28M
|
33.6K
$20.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.56K+ 8.76% |
$1.99M - $2.28M
|
69K
$41.2M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.54K+ 11.74% |
$1.98M - $2.27M
|
52.8K
$31.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Bank Of Finland
|
BUY
|
- |
5.53K+ 0.44% |
$1.98M - $2.26M
|
1.26M
$754M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.51K+ 146.59% |
$1.97M - $2.25M
|
9.26K
$5.54M
|