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 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
3+ 0.27% |
$1.1K - $1.38K
|
1.1K
$652K
|
|
|
Jul 18, 2022
Q2 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
3+ 0.15% |
$1.1K - $1.38K
|
2.01K
$1.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.1K - $1.38K
|
5.1K
$3.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
3+ 0.04% |
$1.1K - $1.38K
|
6.98K
$4.13M
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
3+ 0.32% |
$1.1K - $1.38K
|
955
$565K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.28% |
$1.1K - $1.38K
|
1.08K
$640K
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
3+ 0.06% |
$1.1K - $1.38K
|
4.72K
$2.79M
|
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3+ 0.03% |
$1.1K - $1.38K
|
9.76K
$5.78M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
3+ 0.29% |
$1.1K - $1.38K
|
1.05K
$621K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3+ 0.27% |
$1.1K - $1.38K
|
1.13K
$670K
|
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3+ 0.21% |
$1.1K - $1.38K
|
1.42K
$841K
|
|
|
Aug 12, 2022
Q2 2022
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
3+ 0.24% |
$1.1K - $1.38K
|
1.23K
$730K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.08% |
$1.1K - $1.38K
|
3.61K
$2.14M
|
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.23% |
$1.1K - $1.38K
|
1.32K
$781K
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.39% |
$1.1K - $1.38K
|
768
$455K
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$734 - $918
|
3.05K
$1.81M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.46% |
$734 - $918
|
434
$257K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.37% |
$734 - $918
|
543
$321K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
2+ 0.17% |
$734 - $918
|
1.2K
$713K
|
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.28% |
$734 - $918
|
726
$430K
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
2+ 0.08% |
$734 - $918
|
2.65K
$1.57M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$734 - $918
|
2.68K
$1.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2+ 0.01% |
$734 - $918
|
14.2K
$8.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.21% |
$734 - $918
|
938
$555K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.27% |
$734 - $918
|
751
$445K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.14% |
$734 - $918
|
1.45K
$857K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.49% |
$734 - $918
|
414
$245K
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2+ 0.22% |
$734 - $918
|
904
$535K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.3% |
$734 - $918
|
674
$399K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.12% |
$367 - $459
|
858
$508K
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.07% |
$367 - $459
|
1.45K
$858K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$367 - $459
|
13.6K
$8.08M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$367 - $459
|
13.9K
$8.23M
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$367 - $459
|
3.99K
$2.36M
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.02% |
$367 - $459
|
4.38K
$2.59M
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.09% |
$367 - $459
|
1.08K
$641K
|
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.14% |
$367 - $459
|
739
$437K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.1% |
$367 - $459
|
1.02K
$606K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.01% |
$367 - $459
|
8.56K
$5.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.18% |
$367 - $459
|
551
$326K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1+ 0.41% |
$367 - $459
|
244
$144K
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
1+ 0.11% |
$367 - $459
|
884
$523K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1+ 0.07% |
$367 - $459
|
1.48K
$878K
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1+ 0.06% |
$367 - $459
|
1.57K
$931K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.04% |
$367 - $459
|
2.32K
$1.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.06% |
$367 - $459
|
1.79K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.04% |
$367 - $459
|
2.68K
$1.59M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.03% |
$367 - $459
|
3.65K
$2.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1- 0.05% |
$367 - $459
|
1.95K
$1.16M
|