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 26, 2022
Q2 2022
|
Pembroke Management, LTD
|
BUY
|
- |
454+ 1.61% |
$167K - $208K
|
28.7K
$17M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
454+ 1375.76% |
$167K - $208K
|
487
$288K
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
452+ 19.95% |
$166K - $207K
|
2.72K
$1.61M
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
445+ 3.46% |
$163K - $204K
|
13.3K
$7.88M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
445+ 5.73% |
$163K - $204K
|
8.21K
$4.86M
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
441+ 4.57% |
$162K - $202K
|
10.1K
$5.97M
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
441+ 9.76% |
$162K - $202K
|
4.96K
$2.94M
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
440+ 5.4% |
$161K - $202K
|
8.58K
$5.08M
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
439+ 5.26% |
$161K - $201K
|
8.78K
$5.2M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
439+ 2.91% |
$161K - $201K
|
15.5K
$9.18M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
431+ 1.87% |
$158K - $198K
|
23.5K
$13.9M
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
430+ 17.49% |
$158K - $197K
|
2.89K
$1.71M
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
428+ 8.51% |
$157K - $196K
|
5.46K
$3.23M
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
426+ 27.52% |
$156K - $195K
|
1.97K
$1.17M
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
426+ 93.42% |
$156K - $195K
|
882
$522K
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
426+ 7.76% |
$156K - $195K
|
5.91K
$3.5M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
425+ 0.87% |
$156K - $195K
|
49.5K
$29.3M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
422+ 0.94% |
$155K - $194K
|
45.3K
$26.8M
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
422+ 0.49% |
$155K - $194K
|
87.1K
$51.6M
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
421+ 1.02% |
$155K - $193K
|
41.7K
$24.7M
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
420+ 1.61% |
$154K - $193K
|
26.5K
$15.7M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
420+ 1.04% |
$154K - $193K
|
40.9K
$24.2M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
414+ 11.37% |
$152K - $190K
|
4.06K
$2.4M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
411+ 4.31% |
$151K - $189K
|
9.95K
$5.89M
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
411+ 10.07% |
$151K - $189K
|
4.49K
$2.66M
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
409+ 8.28% |
$150K - $188K
|
5.35K
$3.17M
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
408+ 3.5% |
$150K - $187K
|
12.1K
$7.14M
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
408+ 0.15% |
$150K - $187K
|
269K
$159M
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
408+ 0.37% |
$150K - $187K
|
112K
$66M
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
406+ 28.19% |
$149K - $186K
|
1.85K
$1.09M
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
403+ 7.32% |
$148K - $185K
|
5.91K
$3.5M
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
400+ 7.4% |
$147K - $184K
|
5.81K
$3.44M
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
400+ 3.75% |
$147K - $184K
|
11.1K
$6.54M
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
395+ 7.03% |
$145K - $181K
|
6.02K
$3.56M
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
394+ 15.89% |
$145K - $181K
|
2.87K
$1.7M
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
393+ 60.46% |
$144K - $180K
|
1.04K
$617K
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
389+ 2.85% |
$143K - $178K
|
14.1K
$8.32M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
388+ 11.43% |
$142K - $178K
|
3.78K
$2.24M
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
383+ 6.84% |
$141K - $176K
|
5.99K
$3.54M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
377+ 1.08% |
$138K - $173K
|
35.2K
$20.9M
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
375+ 5.07% |
$138K - $172K
|
7.77K
$4.6M
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
373+ 2.59% |
$137K - $171K
|
14.8K
$8.75M
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
372+ 4.35% |
$137K - $171K
|
8.93K
$5.29M
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
368+ 8.97% |
$135K - $169K
|
4.47K
$2.65M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
365+ 1.66% |
$134K - $167K
|
22.3K
$13.2M
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
364+ 15.79% |
$134K - $167K
|
2.67K
$1.58M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
364+ 38.4% |
$134K - $167K
|
1.31K
$777K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
363+ 15.98% |
$133K - $167K
|
2.63K
$1.56M
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
361+ 2.2% |
$132K - $166K
|
16.7K
$9.91M
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
361+ 13.69% |
$132K - $166K
|
3K
$1.77M
|