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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
770+ 0.64% |
$283K - $353K
|
120K
$71.2M
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
766+ 9.56% |
$281K - $351K
|
8.78K
$5.2M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
762+ 21.58% |
$280K - $350K
|
4.29K
$2.54M
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
754New |
$277K - $346K
|
754
$446K
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
745+ 2.96% |
$273K - $342K
|
25.9K
$15.3M
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
733+ 4.71% |
$269K - $336K
|
16.3K
$9.65M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
726+ 25.99% |
$266K - $333K
|
3.52K
$2.08M
|
|
Jul 12, 2022
Q2 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
723+ 13.62% |
$265K - $332K
|
6.03K
$3.57M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
717New |
$263K - $329K
|
717
$424K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
713+ 3.84% |
$262K - $327K
|
19.3K
$11.4M
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
709+ 25.03% |
$260K - $325K
|
3.54K
$2.1M
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
708+ 114.01% |
$260K - $325K
|
1.33K
$787K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
708+ 5.33% |
$260K - $325K
|
14K
$8.28M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
708+ 6.1% |
$260K - $325K
|
12.3K
$7.29M
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
BUY
|
- |
707+ 1.37% |
$259K - $324K
|
52.1K
$30.9M
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
705+ 3.6% |
$259K - $323K
|
20.3K
$12M
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
702+ 2.11% |
$258K - $322K
|
33.9K
$20.1M
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
BUY
|
- |
695+ 5.63% |
$255K - $319K
|
13K
$7.71M
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
690+ 24.75% |
$253K - $317K
|
3.48K
$2.06M
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
685New |
$251K - $314K
|
685
$405K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
684+ 13.45% |
$251K - $314K
|
5.77K
$3.42M
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
683New |
$251K - $313K
|
683
$404K
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
683+ 0.62% |
$251K - $313K
|
111K
$65.9M
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
683+ 16.02% |
$251K - $313K
|
4.95K
$2.93M
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
682+ 5.61% |
$250K - $313K
|
12.8K
$7.6M
|
|
Aug 09, 2022
Q2 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
675New |
$248K - $310K
|
675
$400K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
668+ 5.68% |
$245K - $306K
|
12.4K
$7.36M
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
662+ 12.62% |
$243K - $304K
|
5.91K
$3.5M
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
658New |
$241K - $302K
|
658
$389K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
655+ 0.99% |
$240K - $301K
|
67.1K
$39.7M
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
655+ 74.6% |
$240K - $301K
|
1.53K
$907K
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
651+ 1.86% |
$239K - $299K
|
35.7K
$21.1M
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
644+ 619.23% |
$236K - $295K
|
748
$443K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
644+ 7.72% |
$236K - $295K
|
8.99K
$5.32M
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
640New |
$235K - $294K
|
640
$379K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
639+ 9.48% |
$235K - $293K
|
7.38K
$4.37M
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
636+ 8.79% |
$233K - $292K
|
7.87K
$4.66M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
633+ 4.42% |
$232K - $290K
|
15K
$8.86M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
629+ 2.78% |
$231K - $289K
|
23.3K
$13.8M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
629+ 2.78% |
$231K - $289K
|
23.3K
$13.8M
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
623+ 2.28% |
$229K - $286K
|
27.9K
$16.5M
|
|
Aug 15, 2022
Q2 2022
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
621+ 0.27% |
$228K - $285K
|
235K
$139M
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
612+ 2.34% |
$225K - $281K
|
26.8K
$15.8M
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
612+ 85.47% |
$225K - $281K
|
1.33K
$786K
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
611+ 1.42% |
$224K - $280K
|
43.6K
$25.8M
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
611+ 75.25% |
$224K - $280K
|
1.42K
$842K
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
610New |
$224K - $280K
|
610
$361K
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
609+ 2.68% |
$223K - $279K
|
23.4K
$13.8M
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
603+ 0.92% |
$221K - $277K
|
66K
$39.1M
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
601+ 18.87% |
$221K - $276K
|
3.79K
$2.24M
|