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 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
46+ 5.69% |
$16.9K - $21.1K
|
854
$506K
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
46+ 0.11% |
$16.9K - $21.1K
|
41.2K
$24.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
45+ 1.24% |
$16.5K - $20.6K
|
3.67K
$2.17M
|
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
45+ 1.65% |
$16.5K - $20.6K
|
2.77K
$1.64M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
45+ 0.17% |
$16.5K - $20.6K
|
26.4K
$15.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
43New |
$15.8K - $19.7K
|
43
$25.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
42+ 0.07% |
$15.4K - $19.3K
|
61K
$36.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
41+ 0.24% |
$15K - $18.8K
|
17.5K
$10.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
41+ 0.17% |
$15K - $18.8K
|
24.5K
$14.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
BUY
|
- |
40+ 3.11% |
$14.7K - $18.4K
|
1.33K
$785K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
39New |
$14.3K - $17.9K
|
39
$23.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
38+ 0.05% |
$13.9K - $17.4K
|
69.2K
$41M
|
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
37+ 1.86% |
$13.6K - $17K
|
2.02K
$1.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
37+ 0.94% |
$13.6K - $17K
|
3.97K
$2.35M
|
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
36+ 6.13% |
$13.2K - $16.5K
|
623
$369K
|
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
35+ 3.21% |
$12.8K - $16.1K
|
1.13K
$667K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
34+ 3.64% |
$12.5K - $15.6K
|
967
$572K
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
34New |
$12.5K - $15.6K
|
34
$20.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.4% |
$12.1K - $15.1K
|
2.39K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
33New |
$12.1K - $15.1K
|
33
$19.5K
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
32+ 2.51% |
$11.7K - $14.7K
|
1.31K
$773K
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
BUY
|
- |
32+ 3.31% |
$11.7K - $14.7K
|
998
$591K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
31+ 0.38% |
$11.4K - $14.2K
|
8.18K
$4.84M
|
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
31+ 5.19% |
$11.4K - $14.2K
|
628
$372K
|
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
31+ 0.04% |
$11.4K - $14.2K
|
76.6K
$45.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
30+ 3.91% |
$11K - $13.8K
|
797
$472K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
30+ 0.18% |
$11K - $13.8K
|
16.3K
$9.68M
|
|
|
Jul 25, 2022
Q2 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
29+ 0.17% |
$10.6K - $13.3K
|
17.4K
$10.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
29+ 1.83% |
$10.6K - $13.3K
|
1.61K
$954K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
27+ 1.27% |
$9.91K - $12.4K
|
2.15K
$1.27M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
25+ 1.56% |
$9.17K - $11.5K
|
1.63K
$962K
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
24+ 0.12% |
$8.81K - $11K
|
20.1K
$11.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
24+ 0.35% |
$8.81K - $11K
|
6.87K
$4.07M
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
23+ 0.31% |
$8.44K - $10.6K
|
7.53K
$4.46M
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
23+ 3.71% |
$8.44K - $10.6K
|
643
$381K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
22+ 46.81% |
$8.07K - $10.1K
|
69
$40.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
22+ 0.62% |
$8.07K - $10.1K
|
3.6K
$2.13M
|
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
21+ 0.25% |
$7.71K - $9.63K
|
8.56K
$5.07M
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
20+ 0.42% |
$7.34K - $9.18K
|
4.75K
$2.81M
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
18+ 3.41% |
$6.61K - $8.26K
|
546
$323K
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18+ 2.76% |
$6.61K - $8.26K
|
669
$396K
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
18+ 0.58% |
$6.61K - $8.26K
|
3.14K
$1.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
17+ 0.54% |
$6.24K - $7.8K
|
3.19K
$1.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
17+ 1.97% |
$6.24K - $7.8K
|
878
$520K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
17+ 2.26% |
$6.24K - $7.8K
|
769
$455K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17+ 0.09% |
$6.24K - $7.8K
|
20K
$11.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
17+ 0.33% |
$6.24K - $7.8K
|
5.24K
$3.1M
|
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
16+ 0.05% |
$5.87K - $7.34K
|
34.7K
$20.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Sara Bay Financial
|
BUY
|
- |
16+ 1.37% |
$5.87K - $7.34K
|
1.18K
$700K
|
|
|
Aug 04, 2022
Q2 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
15+ 0.21% |
$5.5K - $6.88K
|
7.24K
$4.28M
|