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 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
360+ 38.38% |
$132K - $165K
|
1.3K
$768K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
353+ 3.64% |
$130K - $162K
|
10.1K
$5.96M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
350+ 45.75% |
$128K - $161K
|
1.12K
$660K
|
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
349+ 2.52% |
$128K - $160K
|
14.2K
$8.42M
|
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
348+ 1.21% |
$128K - $160K
|
29.2K
$17.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
347+ 7.68% |
$127K - $159K
|
4.86K
$2.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
346+ 56.44% |
$127K - $159K
|
959
$568K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
345+ 7.28% |
$127K - $158K
|
5.08K
$3.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
343+ 18.51% |
$126K - $157K
|
2.2K
$1.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
341+ 15.61% |
$125K - $156K
|
2.53K
$1.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
339+ 0.97% |
$124K - $156K
|
35.1K
$20.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
337+ 3.36% |
$124K - $155K
|
10.4K
$6.13M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
328+ 24.22% |
$120K - $150K
|
1.68K
$996K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
328+ 1.61% |
$120K - $150K
|
20.6K
$12.2M
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
324+ 19.31% |
$119K - $149K
|
2K
$1.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
322+ 15.37% |
$118K - $148K
|
2.42K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
321+ 71.18% |
$118K - $147K
|
772
$457K
|
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
319+ 40.64% |
$117K - $146K
|
1.1K
$653K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
318+ 3.31% |
$117K - $146K
|
9.93K
$5.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
317+ 32.58% |
$116K - $145K
|
1.29K
$764K
|
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
313+ 11.55% |
$115K - $144K
|
3.02K
$1.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
313+ 2.87% |
$115K - $144K
|
11.2K
$6.64M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
312+ 7.96% |
$115K - $143K
|
4.23K
$2.51M
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
311+ 10.29% |
$114K - $143K
|
3.33K
$1.97M
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
308+ 0.66% |
$113K - $141K
|
46.9K
$27.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
306+ 1.43% |
$112K - $140K
|
21.8K
$12.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
305+ 4.77% |
$112K - $140K
|
6.7K
$3.96M
|
|
|
Jul 15, 2022
Q2 2022
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
304+ 4.78% |
$112K - $139K
|
6.67K
$3.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
304+ 2.54% |
$112K - $139K
|
12.3K
$7.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
304+ 0.19% |
$112K - $139K
|
162K
$95.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
BUY
|
- |
301+ 7.44% |
$110K - $138K
|
4.35K
$2.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
297+ 12.26% |
$109K - $136K
|
2.72K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
296+ 0.75% |
$109K - $136K
|
40K
$23.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
293+ 2.94% |
$108K - $134K
|
10.2K
$6.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
BUY
|
- |
292+ 1.07% |
$107K - $134K
|
27.6K
$16.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
291+ 1.46% |
$107K - $134K
|
20.2K
$11.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
290+ 1.56% |
$106K - $133K
|
18.9K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
289+ 3.1% |
$106K - $133K
|
9.61K
$5.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
288+ 0.16% |
$106K - $132K
|
175K
$104M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
280+ 2.18% |
$103K - $128K
|
13.1K
$7.78M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
270+ 14.01% |
$99.1K - $124K
|
2.2K
$1.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
269+ 0.62% |
$98.7K - $123K
|
43.6K
$25.8M
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
263+ 169.68% |
$96.5K - $121K
|
418
$247K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
262+ 17.82% |
$96.2K - $120K
|
1.73K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
261+ 3.19% |
$95.8K - $120K
|
8.46K
$5M
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
259+ 11.31% |
$95.1K - $119K
|
2.55K
$1.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
253+ 1.53% |
$92.8K - $116K
|
16.8K
$9.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
251+ 5.49% |
$92.1K - $115K
|
4.83K
$2.86M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
251+ 0.24% |
$92.1K - $115K
|
107K
$63.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
246+ 0.34% |
$90.3K - $113K
|
72.9K
$43.1M
|