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 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
977+ 2.94% |
$359K - $448K
|
34.2K
$20.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
963+ 3.39% |
$353K - $442K
|
29.3K
$17.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
962+ 1.37% |
$353K - $441K
|
71.3K
$42.2M
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
959New |
$352K - $440K
|
959
$568K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
953+ 18.0% |
$350K - $437K
|
6.25K
$3.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
949+ 12.57% |
$348K - $435K
|
8.5K
$5.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
949+ 1.7% |
$348K - $435K
|
56.6K
$33.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
BUY
|
- |
948+ 4.18% |
$348K - $435K
|
23.6K
$14M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
947+ 1.74% |
$348K - $434K
|
55.4K
$32.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
946New |
$347K - $434K
|
946
$560K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
945+ 35.27% |
$347K - $434K
|
3.62K
$2.15M
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
937+ 0.85% |
$344K - $430K
|
112K
$66.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
936+ 18.79% |
$344K - $429K
|
5.92K
$3.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
933New |
$342K - $428K
|
933
$552K
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
930+ 1.62% |
$341K - $427K
|
58.4K
$34.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
928+ 14.2% |
$341K - $426K
|
7.47K
$4.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
923+ 4.05% |
$339K - $423K
|
23.7K
$14M
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
908New |
$333K - $417K
|
908
$537K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
895+ 134.99% |
$328K - $411K
|
1.56K
$922K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
892+ 44.33% |
$327K - $409K
|
2.9K
$1.72M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
892+ 1.86% |
$327K - $409K
|
49K
$29M
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
888+ 2.19% |
$326K - $407K
|
41.5K
$24.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
883+ 28.95% |
$324K - $405K
|
3.93K
$2.33M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
874+ 3.31% |
$321K - $401K
|
27.3K
$16.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
874+ 15.85% |
$321K - $401K
|
6.39K
$3.78M
|
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
BUY
|
- |
859New |
$315K - $394K
|
859
$508K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
850New |
$312K - $390K
|
850
$503K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
835+ 6.48% |
$306K - $383K
|
13.7K
$8.12M
|
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
833+ 33.9% |
$306K - $382K
|
3.29K
$1.95M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
833+ 1.11% |
$306K - $382K
|
75.6K
$44.8M
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
831+ 184.26% |
$305K - $381K
|
1.28K
$759K
|
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
826+ 28.12% |
$303K - $379K
|
3.76K
$2.23M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
824+ 2.25% |
$302K - $378K
|
37.4K
$22.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
819+ 4.3% |
$301K - $376K
|
19.9K
$11.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
814+ 15.51% |
$299K - $373K
|
6.06K
$3.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
812+ 6.53% |
$298K - $373K
|
13.2K
$7.84M
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
810+ 33.25% |
$297K - $372K
|
3.25K
$1.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
809+ 3.35% |
$297K - $371K
|
24.9K
$14.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
808+ 41.06% |
$297K - $371K
|
2.78K
$1.64M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
799+ 16.76% |
$293K - $367K
|
5.57K
$3.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
798New |
$293K - $366K
|
798
$472K
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
797+ 5.3% |
$292K - $366K
|
15.8K
$9.38M
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
787+ 6.88% |
$289K - $361K
|
12.2K
$7.24M
|
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
785New |
$288K - $360K
|
785
$465K
|
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
784+ 0.8% |
$288K - $360K
|
99.2K
$58.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Blooom, Inc.
|
BUY
|
- |
784New |
$288K - $360K
|
784
$464K
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
780New |
$286K - $358K
|
780
$462K
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
780+ 6.09% |
$286K - $358K
|
13.6K
$8.04M
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
777+ 150.0% |
$285K - $356K
|
1.3K
$767K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
771+ 39.84% |
$283K - $354K
|
2.71K
$1.6M
|