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
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
15+ 1.28% |
$5.5K - $6.88K
|
1.18K
$700K
|
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
15+ 0.34% |
$5.5K - $6.88K
|
4.38K
$2.59M
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
15+ 68.18% |
$5.5K - $6.88K
|
37
$21.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
14+ 0.06% |
$5.14K - $6.42K
|
24.2K
$14.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
BUY
|
- |
14+ 1.04% |
$5.14K - $6.42K
|
1.36K
$803K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
14+ 0.22% |
$5.14K - $6.42K
|
6.39K
$3.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13+ 0.69% |
$4.77K - $5.96K
|
1.89K
$1.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 60.0% |
$4.4K - $5.51K
|
32
$18.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
12+ 0.32% |
$4.4K - $5.51K
|
3.73K
$2.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
12+ 1.04% |
$4.4K - $5.51K
|
1.16K
$687K
|
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
12+ 0.72% |
$4.4K - $5.51K
|
1.67K
$989K
|
|
|
Jul 11, 2022
Q2 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
11+ 0.16% |
$4.04K - $5.05K
|
7.05K
$4.17M
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
11+ 1.71% |
$4.04K - $5.05K
|
654
$387K
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
11+ 0.55% |
$4.04K - $5.05K
|
2.03K
$1.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
11+ 0.4% |
$4.04K - $5.05K
|
2.74K
$1.62M
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10+ 0.1% |
$3.67K - $4.59K
|
10.1K
$5.95M
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 4.05% |
$3.67K - $4.59K
|
257
$152K
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.98% |
$3.67K - $4.59K
|
1.03K
$610K
|
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
9+ 1.4% |
$3.3K - $4.13K
|
652
$386K
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
9+ 0.36% |
$3.3K - $4.13K
|
2.53K
$1.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
9+ 0.23% |
$3.3K - $4.13K
|
3.93K
$2.32M
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9+ 0.01% |
$3.3K - $4.13K
|
64.2K
$38M
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
9+ 2.21% |
$3.3K - $4.13K
|
416
$246K
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.71% |
$3.3K - $4.13K
|
1.28K
$759K
|
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
8+ 0.34% |
$2.94K - $3.67K
|
2.36K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8+ 2.0% |
$2.94K - $3.67K
|
408
$242K
|
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
8+ 0.0% |
$2.94K - $3.67K
|
228K
$135M
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
8+ 0.74% |
$2.94K - $3.67K
|
1.09K
$645K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
8+ 0.29% |
$2.94K - $3.67K
|
2.8K
$1.66M
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
7+ 1.32% |
$2.57K - $3.21K
|
538
$318K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.2% |
$2.57K - $3.21K
|
3.48K
$2.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
7+ 0.24% |
$2.57K - $3.21K
|
2.92K
$1.73M
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7+ 0.02% |
$2.57K - $3.21K
|
32K
$19M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7+ 0.84% |
$2.57K - $3.21K
|
837
$495K
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7+ 0.1% |
$2.57K - $3.21K
|
7.15K
$4.23M
|
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.34% |
$2.2K - $2.75K
|
1.76K
$1.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.38% |
$2.2K - $2.75K
|
1.57K
$932K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
6+ 0.72% |
$2.2K - $2.75K
|
838
$496K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
6+ 0.28% |
$2.2K - $2.75K
|
2.12K
$1.25M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.05% |
$1.83K - $2.29K
|
9.71K
$5.75M
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
5+ 0.1% |
$1.83K - $2.29K
|
5.19K
$3.07M
|
|
|
Jul 13, 2022
Q2 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
5+ 0.55% |
$1.83K - $2.29K
|
915
$542K
|
|
|
Jul 20, 2022
Q2 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
5+ 0.18% |
$1.83K - $2.29K
|
2.79K
$1.65M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
5+ 0.26% |
$1.83K - $2.29K
|
1.93K
$1.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
5+ 0.25% |
$1.83K - $2.29K
|
1.97K
$1.17M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5+ 0.0% |
$1.83K - $2.29K
|
665K
$393M
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5+ 0.92% |
$1.83K - $2.29K
|
551
$326K
|
|
|
Apr 14, 2023
Q2 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
5+ 0.18% |
$1.83K - $2.29K
|
2.79K
$1.65M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4+ 0.07% |
$1.47K - $1.84K
|
5.5K
$3.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4+ 0.33% |
$1.47K - $1.84K
|
1.21K
$714K
|