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 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
77+ 0.18% |
$28.3K - $35.3K
|
43.4K
$25.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
76+ 0.18% |
$27.9K - $34.9K
|
41.5K
$24.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
75+ 1.46% |
$27.5K - $34.4K
|
5.21K
$3.08M
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
BUY
|
- |
75+ 1.87% |
$27.5K - $34.4K
|
4.08K
$2.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
75+ 2.66% |
$27.5K - $34.4K
|
2.9K
$1.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
75+ 5.24% |
$27.5K - $34.4K
|
1.51K
$892K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
74+ 0.68% |
$27.2K - $34K
|
10.9K
$6.48M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
73+ 3.72% |
$26.8K - $33.5K
|
2.03K
$1.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
70+ 0.47% |
$25.7K - $32.1K
|
14.9K
$8.83M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
70+ 1.38% |
$25.7K - $32.1K
|
5.14K
$3.04M
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
70+ 5.09% |
$25.7K - $32.1K
|
1.44K
$855K
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
69+ 13.66% |
$25.3K - $31.7K
|
574
$340K
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
69+ 0.3% |
$25.3K - $31.7K
|
22.7K
$13.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
68+ 3.12% |
$25K - $31.2K
|
2.25K
$1.33M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
67+ 1.07% |
$24.6K - $30.7K
|
6.31K
$3.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
66+ 13.64% |
$24.2K - $30.3K
|
550
$326K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
65+ 0.78% |
$23.9K - $29.8K
|
8.36K
$4.95M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
64+ 4.33% |
$23.5K - $29.4K
|
1.54K
$913K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
64+ 1.37% |
$23.5K - $29.4K
|
4.73K
$2.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
63+ 7.04% |
$23.1K - $28.9K
|
958
$567K
|
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
62+ 7.93% |
$22.8K - $28.4K
|
844
$500K
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
62+ 0.34% |
$22.8K - $28.4K
|
18.4K
$10.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
BUY
|
- |
62+ 2.34% |
$22.8K - $28.4K
|
2.72K
$1.61M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
61+ 2.89% |
$22.4K - $28K
|
2.18K
$1.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
60+ 9.16% |
$22K - $27.5K
|
715
$423K
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
60+ 1.62% |
$22K - $27.5K
|
3.76K
$2.22M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
60+ 3.31% |
$22K - $27.5K
|
1.87K
$1.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
59+ 1.14% |
$21.7K - $27.1K
|
5.24K
$3.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
59+ 0.23% |
$21.7K - $27.1K
|
25.7K
$15.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
57+ 2.49% |
$20.9K - $26.2K
|
2.35K
$1.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
56+ 0.34% |
$20.6K - $25.7K
|
16.4K
$9.71M
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
53+ 0.94% |
$19.5K - $24.3K
|
5.72K
$3.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
53New |
$19.5K - $24.3K
|
53
$31.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
52+ 0.75% |
$19.1K - $23.9K
|
7.01K
$4.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
52+ 0.51% |
$19.1K - $23.9K
|
10.3K
$6.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
52+ 3.16% |
$19.1K - $23.9K
|
1.7K
$1.01M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
51+ 1.44% |
$18.7K - $23.4K
|
3.6K
$2.13M
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
51+ 1.5% |
$18.7K - $23.4K
|
3.45K
$2.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
51+ 0.72% |
$18.7K - $23.4K
|
7.09K
$4.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
51+ 1.32% |
$18.7K - $23.4K
|
3.92K
$2.32M
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
50+ 7.51% |
$18.3K - $22.9K
|
716
$424K
|
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.95% |
$18.3K - $22.9K
|
2.61K
$1.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
50+ 1.45% |
$18.3K - $22.9K
|
3.49K
$2.07M
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
49+ 7.88% |
$18K - $22.5K
|
671
$397K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
48+ 3.03% |
$17.6K - $22K
|
1.63K
$966K
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
48+ 8.16% |
$17.6K - $22K
|
636
$376K
|
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
47+ 1.33% |
$17.2K - $21.6K
|
3.58K
$2.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
BUY
|
- |
47+ 0.27% |
$17.2K - $21.6K
|
17.3K
$10.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
47+ 0.73% |
$17.2K - $21.6K
|
6.5K
$3.85M
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
46+ 2.52% |
$16.9K - $21.1K
|
1.87K
$1.11M
|