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 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-32- 0.45% |
$11.7K - $14.7K
|
7.06K
$4.18M
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-32- 0.89% |
$11.7K - $14.7K
|
3.57K
$2.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-33- 2.72% |
$12.1K - $15.1K
|
1.18K
$698K
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-34- 0.53% |
$12.5K - $15.6K
|
6.44K
$3.81M
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-35- 1.65% |
$12.8K - $16.1K
|
2.08K
$1.23M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-35- 0.14% |
$12.8K - $16.1K
|
24.1K
$14.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-35- 1.19% |
$12.8K - $16.1K
|
2.91K
$1.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-35- 0.43% |
$12.8K - $16.1K
|
8.11K
$4.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-37- 0.12% |
$13.6K - $17K
|
31.5K
$18.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-37- 2.5% |
$13.6K - $17K
|
1.44K
$853K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-37- 1.7% |
$13.6K - $17K
|
2.13K
$1.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-37- 0.46% |
$13.6K - $17K
|
8.03K
$4.75M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-39- 1.52% |
$14.3K - $17.9K
|
2.52K
$1.49M
|
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-39- 3.5% |
$14.3K - $17.9K
|
1.08K
$636K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-40- 0.07% |
$14.7K - $18.4K
|
57.9K
$34.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-40- 3.55% |
$14.7K - $18.4K
|
1.09K
$643K
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-40- 0.46% |
$14.7K - $18.4K
|
8.62K
$5.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-40- 0.96% |
$14.7K - $18.4K
|
4.11K
$2.43M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-40- 0.56% |
$14.7K - $18.4K
|
7.13K
$4.22M
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-41- 0.24% |
$15K - $18.8K
|
17.4K
$10.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-41- 0.21% |
$15K - $18.8K
|
19.7K
$11.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-41- 1.81% |
$15K - $18.8K
|
2.22K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-43Closed |
$15.8K - $19.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-44- 0.43% |
$16.1K - $20.2K
|
10.1K
$6M
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-44Closed |
$16.1K - $20.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-45- 36.29% |
$16.5K - $20.6K
|
79
$46.8K
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-45- 2.05% |
$16.5K - $20.6K
|
2.15K
$1.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-45- 0.74% |
$16.5K - $20.6K
|
6K
$3.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-45- 4.05% |
$16.5K - $20.6K
|
1.07K
$632K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-47Closed |
$17.2K - $21.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-48- 0.92% |
$17.6K - $22K
|
5.17K
$3.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-48- 0.64% |
$17.6K - $22K
|
7.44K
$4.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-48- 2.73% |
$17.6K - $22K
|
1.71K
$1.01M
|
|
|
Dec 06, 2024
Q2 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-48- 0.66% |
$17.6K - $22K
|
7.28K
$4.31M
|
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-49- 4.25% |
$18K - $22.5K
|
1.1K
$653K
|
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-50- 1.23% |
$18.3K - $22.9K
|
4K
$2.37M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-50- 0.32% |
$18.3K - $22.9K
|
15.7K
$9.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-50- 0.93% |
$18.3K - $22.9K
|
5.31K
$3.14M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 4.39% |
$18.3K - $22.9K
|
1.09K
$645K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-50- 1.62% |
$18.3K - $22.9K
|
3.03K
$1.79M
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 5.56% |
$18.3K - $22.9K
|
849
$503K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-52- 0.07% |
$19.1K - $23.9K
|
69.8K
$41.3M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-52- 1.61% |
$19.1K - $23.9K
|
3.17K
$1.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-52- 1.61% |
$19.1K - $23.9K
|
3.18K
$1.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-52- 5.66% |
$19.1K - $23.9K
|
866
$513K
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-53- 1.27% |
$19.5K - $24.3K
|
4.12K
$2.44M
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-53Closed |
$19.5K - $24.3K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-53- 65.43% |
$19.5K - $24.3K
|
28
$16.6K
|
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-54- 0.25% |
$19.8K - $24.8K
|
21.6K
$12.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-54- 1.15% |
$19.8K - $24.8K
|
4.63K
$2.74M
|