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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
131+ 3.44% |
$48.1K - $60.1K
|
3.94K
$2.33M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
130+ 4.01% |
$47.7K - $59.6K
|
3.37K
$1.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
129+ 1.21% |
$47.3K - $59.2K
|
10.8K
$6.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
129+ 11.74% |
$47.3K - $59.2K
|
1.23K
$727K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
128+ 1.03% |
$47K - $58.7K
|
12.5K
$7.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
127+ 9.35% |
$46.6K - $58.3K
|
1.49K
$880K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
126+ 39.62% |
$46.2K - $57.8K
|
444
$263K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
126+ 12.63% |
$46.2K - $57.8K
|
1.12K
$665K
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 0.22% |
$45.9K - $57.4K
|
56.6K
$33.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Nbw Capital LLC
|
BUY
|
- |
125+ 21.74% |
$45.9K - $57.4K
|
700
$414K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
125+ 1.91% |
$45.9K - $57.4K
|
6.68K
$3.95M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
117+ 417.86% |
$42.9K - $53.7K
|
145
$85.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
116+ 1.54% |
$42.6K - $53.2K
|
7.66K
$4.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
115+ 25.27% |
$42.2K - $52.8K
|
570
$337K
|
|
|
Aug 15, 2022
Q2 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
115+ 14.65% |
$42.2K - $52.8K
|
900
$533K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
114+ 4.32% |
$41.8K - $52.3K
|
2.75K
$1.63M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
111+ 0.27% |
$40.7K - $50.9K
|
41.1K
$24.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
110+ 16.18% |
$40.4K - $50.5K
|
790
$468K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
109+ 1.85% |
$40K - $50K
|
5.99K
$3.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
109+ 0.43% |
$40K - $50K
|
25.5K
$15.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
108+ 0.33% |
$39.6K - $49.6K
|
32.7K
$19.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
107+ 22.11% |
$39.3K - $49.1K
|
591
$350K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
106+ 5.56% |
$38.9K - $48.6K
|
2.01K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
103+ 0.64% |
$37.8K - $47.3K
|
16.2K
$9.56M
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
102+ 8.67% |
$37.4K - $46.8K
|
1.28K
$756K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
100New |
$36.7K - $45.9K
|
100
$59.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
99+ 43.42% |
$36.3K - $45.4K
|
327
$194K
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
98+ 0.21% |
$36K - $45K
|
46.7K
$27.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
97+ 1.51% |
$35.6K - $44.5K
|
6.52K
$3.86M
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
95+ 2.35% |
$34.9K - $43.6K
|
4.14K
$2.45M
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
95+ 1.71% |
$34.9K - $43.6K
|
5.64K
$3.34M
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
BUY
|
- |
95+ 9.99% |
$34.9K - $43.6K
|
1.05K
$619K
|
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
95+ 0.53% |
$34.9K - $43.6K
|
18K
$10.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
93+ 1.63% |
$34.1K - $42.7K
|
5.78K
$3.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
93+ 0.33% |
$34.1K - $42.7K
|
28.5K
$16.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
92+ 25.7% |
$33.8K - $42.2K
|
450
$266K
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
92+ 2.82% |
$33.8K - $42.2K
|
3.35K
$1.98M
|
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
BUY
|
- |
91+ 2.1% |
$33.4K - $41.8K
|
4.43K
$2.62M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
90+ 5.05% |
$33K - $41.3K
|
1.87K
$1.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
89+ 1.89% |
$32.7K - $40.8K
|
4.79K
$2.84M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
89+ 0.19% |
$32.7K - $40.8K
|
47.1K
$27.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
88+ 4.28% |
$32.3K - $40.4K
|
2.15K
$1.27M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
87+ 5.51% |
$31.9K - $39.9K
|
1.67K
$986K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
86+ 4.2% |
$31.6K - $39.5K
|
2.13K
$1.26M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
85+ 1.92% |
$31.2K - $39K
|
4.52K
$2.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
85+ 0.97% |
$31.2K - $39K
|
8.81K
$5.21M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
84New |
$30.8K - $38.5K
|
84
$49.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
84+ 3.51% |
$30.8K - $38.5K
|
2.48K
$1.47M
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
82+ 2.6% |
$30.1K - $37.6K
|
3.24K
$1.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
80+ 25.64% |
$29.4K - $36.7K
|
392
$232K
|