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 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
241+ 0.83% |
$88.4K - $111K
|
29.3K
$17.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
240+ 1.88% |
$88.1K - $110K
|
13K
$7.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
235+ 0.6% |
$86.2K - $108K
|
39.5K
$23.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
235+ 21.4% |
$86.2K - $108K
|
1.33K
$789K
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
233+ 0.25% |
$85.5K - $107K
|
94.3K
$55.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
233+ 19.4% |
$85.5K - $107K
|
1.43K
$849K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
233+ 0.88% |
$85.5K - $107K
|
26.7K
$15.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
232+ 9.4% |
$85.1K - $106K
|
2.7K
$1.6M
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
232+ 6.31% |
$85.1K - $106K
|
3.91K
$2.31M
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
231+ 10.77% |
$84.8K - $106K
|
2.38K
$1.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
231+ 7.36% |
$84.8K - $106K
|
3.37K
$2M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
230+ 3.72% |
$84.4K - $106K
|
6.41K
$3.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
230+ 3.44% |
$84.4K - $106K
|
6.92K
$4.09M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
229+ 0.4% |
$84K - $105K
|
57K
$33.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
BUY
|
- |
229+ 1.45% |
$84K - $105K
|
16K
$9.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
229+ 8.44% |
$84K - $105K
|
2.94K
$1.74M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
228+ 0.97% |
$83.7K - $105K
|
23.7K
$14M
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
227+ 0.35% |
$83.3K - $104K
|
64.8K
$38.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
227+ 1.84% |
$83.3K - $104K
|
12.6K
$7.45M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
226+ 3.43% |
$82.9K - $104K
|
6.82K
$4.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
226+ 4.47% |
$82.9K - $104K
|
5.28K
$3.13M
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
225+ 41.51% |
$82.6K - $103K
|
767
$454K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
224+ 2.38% |
$82.2K - $103K
|
9.63K
$5.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
223+ 0.86% |
$81.8K - $102K
|
26.3K
$15.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
222+ 23.97% |
$81.5K - $102K
|
1.15K
$680K
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
218+ 10.06% |
$80K - $100K
|
2.38K
$1.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
216+ 2.15% |
$79.3K - $99.1K
|
10.3K
$6.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
215+ 2.7% |
$78.9K - $98.6K
|
8.19K
$4.85M
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
214+ 3.58% |
$78.5K - $98.2K
|
6.19K
$3.67M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
210+ 9.32% |
$77.1K - $96.3K
|
2.46K
$1.46M
|
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
BUY
|
- |
210+ 0.77% |
$77.1K - $96.3K
|
27.4K
$16.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
209+ 4.43% |
$76.7K - $95.9K
|
4.93K
$2.92M
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
203+ 10.05% |
$74.5K - $93.1K
|
2.22K
$1.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
201+ 1.68% |
$73.8K - $92.2K
|
12.1K
$7.19M
|
|
|
Aug 03, 2022
Q2 2022
|
Searle & Co.
|
BUY
|
- |
200+ 12.06% |
$73.4K - $91.8K
|
1.86K
$1.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
199+ 8.26% |
$73K - $91.3K
|
2.61K
$1.54M
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
197+ 7.31% |
$72.3K - $90.4K
|
2.89K
$1.71M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
197+ 4.22% |
$72.3K - $90.4K
|
4.87K
$2.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
196New |
$71.9K - $89.9K
|
196
$116K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
192+ 16.08% |
$70.5K - $88.1K
|
1.39K
$820K
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
190+ 17.46% |
$69.7K - $87.2K
|
1.28K
$756K
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
187+ 19.44% |
$68.6K - $85.8K
|
1.15K
$680K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
185+ 69.29% |
$67.9K - $84.9K
|
452
$268K
|
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
184+ 23.71% |
$67.5K - $84.4K
|
960
$568K
|
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
182+ 8.29% |
$66.8K - $83.5K
|
2.38K
$1.41M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
181+ 8.62% |
$66.4K - $83K
|
2.28K
$1.35M
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
181+ 9.69% |
$66.4K - $83K
|
2.05K
$1.21M
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
179+ 6.15% |
$65.7K - $82.1K
|
3.09K
$1.83M
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
179+ 3.49% |
$65.7K - $82.1K
|
5.3K
$3.14M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
178+ 5.28% |
$65.3K - $81.7K
|
3.55K
$2.1M
|