Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.28K+ 4.2% |
$471K - $589K
|
31.8K
$18.8M
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.28K+ 20.73% |
$469K - $587K
|
7.45K
$4.41M
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
1.27K+ 0.53% |
$466K - $583K
|
243K
$144M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.27K+ 99.37% |
$465K - $581K
|
2.54K
$1.5M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.27K+ 4.62% |
$464K - $580K
|
28.7K
$17M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.25K+ 1.86% |
$458K - $572K
|
68.2K
$40.4M
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.24K+ 43.91% |
$454K - $567K
|
4.05K
$2.4M
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 12.23% |
$452K - $565K
|
11.3K
$6.69M
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.22KNew |
$447K - $559K
|
1.22K
$722K
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.22K+ 65.57% |
$447K - $559K
|
3.08K
$1.82M
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.21KNew |
$443K - $553K
|
1.21K
$714K
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.21K+ 61.01% |
$442K - $553K
|
3.18K
$1.88M
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
1.2K+ 24.77% |
$442K - $552K
|
6.07K
$3.59M
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
1.19K+ 26.0% |
$436K - $545K
|
5.76K
$3.41M
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.17K+ 6.13% |
$430K - $538K
|
20.3K
$12M
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 0.74% |
$430K - $538K
|
161K
$95M
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.16K+ 9.18% |
$427K - $534K
|
13.8K
$8.19M
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1.16K+ 2.58% |
$426K - $533K
|
46.2K
$27.3M
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
1.16K+ 38.35% |
$425K - $532K
|
4.18K
$2.47M
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.16KNew |
$425K - $531K
|
1.16K
$685K
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.15K+ 12.78% |
$422K - $528K
|
10.2K
$6.01M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.14K+ 5.99% |
$419K - $523K
|
20.2K
$12M
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
1.14KNew |
$418K - $523K
|
1.14K
$675K
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.14K+ 24.78% |
$418K - $522K
|
5.73K
$3.39M
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.14K+ 38.11% |
$417K - $521K
|
4.11K
$2.43M
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.12K+ 0.66% |
$410K - $512K
|
169K
$100M
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
1.11K+ 14.69% |
$408K - $510K
|
8.67K
$5.13M
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.11K+ 110.61% |
$406K - $507K
|
2.1K
$1.25M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.1K+ 6.4% |
$402K - $502K
|
18.2K
$10.8M
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
1.08K+ 27.67% |
$397K - $497K
|
5K
$2.96M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 11.9% |
$397K - $496K
|
10.2K
$6.02M
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.08K+ 53.77% |
$395K - $494K
|
3.08K
$1.82M
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.08KNew |
$395K - $493K
|
1.08K
$636K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.07K+ 6.31% |
$392K - $490K
|
18K
$10.7M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.07K+ 240.54% |
$392K - $490K
|
1.51K
$895K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.06K+ 6.66% |
$390K - $488K
|
17K
$10.1M
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.06K+ 1.31% |
$389K - $486K
|
82.2K
$48.7M
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.05KNew |
$384K - $480K
|
1.05K
$619K
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.04K+ 2.03% |
$382K - $477K
|
52.3K
$31M
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.03K+ 26.81% |
$378K - $472K
|
4.87K
$2.88M
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.03K+ 0.77% |
$377K - $472K
|
135K
$80M
|
|
Jul 11, 2022
Q2 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.03K+ 3.08% |
$377K - $471K
|
34.4K
$20.4M
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.02K+ 5.57% |
$375K - $469K
|
19.4K
$11.5M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.02K+ 0.97% |
$374K - $468K
|
106K
$62.6M
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.02K+ 5.5% |
$372K - $466K
|
19.5K
$11.5M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.01K+ 8.24% |
$372K - $465K
|
13.3K
$7.88M
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.01K+ 1.38% |
$370K - $462K
|
73.9K
$43.7M
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
994+ 49.01% |
$365K - $456K
|
3.02K
$1.79M
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
991+ 1.41% |
$364K - $455K
|
71.2K
$42.1M
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
989+ 5.12% |
$363K - $454K
|
20.3K
$12M
|