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 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-125- 51.23% |
$45.9K - $57.4K
|
119
$70.4K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-128- 7.79% |
$47K - $58.7K
|
1.52K
$897K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-129Closed |
$47.3K - $59.2K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-129- 0.96% |
$47.3K - $59.2K
|
13.3K
$7.87M
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-129- 8.91% |
$47.3K - $59.2K
|
1.32K
$780K
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-129- 1.85% |
$47.3K - $59.2K
|
6.84K
$4.05M
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-129- 2.37% |
$47.3K - $59.2K
|
5.32K
$3.15M
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-131- 0.32% |
$48.1K - $60.1K
|
40.5K
$24M
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-133- 1.77% |
$48.8K - $61K
|
7.38K
$4.37M
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-138- 0.22% |
$50.6K - $63.3K
|
63.2K
$37.4M
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-139- 1.42% |
$51K - $63.8K
|
9.63K
$5.7M
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-139- 43.3% |
$51K - $63.8K
|
182
$108K
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-141- 0.11% |
$51.7K - $64.7K
|
126K
$74.9M
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-141- 2.34% |
$51.7K - $64.7K
|
5.89K
$3.48M
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-142- 3.28% |
$52.1K - $65.1K
|
4.19K
$2.48M
|
|
Jul 26, 2022
Q2 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-142- 0.26% |
$52.1K - $65.1K
|
54.3K
$32.1M
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-143- 2.1% |
$52.5K - $65.6K
|
6.68K
$3.95M
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-143- 10.77% |
$52.5K - $65.6K
|
1.19K
$701K
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-144- 74.23% |
$52.8K - $66.1K
|
50
$29.6K
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-147- 18.49% |
$53.9K - $67.4K
|
648
$384K
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-149- 9.13% |
$54.7K - $68.4K
|
1.48K
$878K
|
|
Jul 06, 2022
Q2 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 9.83% |
$55K - $68.8K
|
1.38K
$814K
|
|
Jul 19, 2022
Q2 2022
|
Kidder Stephen W
|
SELL
|
- |
-150- 11.11% |
$55K - $68.8K
|
1.2K
$710K
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
SELL
|
- |
-151- 0.42% |
$55.4K - $69.3K
|
35.8K
$21.2M
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-151- 2.05% |
$55.4K - $69.3K
|
7.2K
$4.26M
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-154- 2.45% |
$56.5K - $70.7K
|
6.12K
$3.62M
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-154- 69.06% |
$56.5K - $70.7K
|
69
$40.8K
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-155- 5.37% |
$56.9K - $71.1K
|
2.73K
$1.62M
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-155- 0.31% |
$56.9K - $71.1K
|
50.3K
$29.8M
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-157- 8.44% |
$57.6K - $72K
|
1.7K
$1.01M
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-160- 8.7% |
$58.7K - $73.4K
|
1.68K
$994K
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-160- 3.73% |
$58.7K - $73.4K
|
4.14K
$2.45M
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-160- 6.29% |
$58.7K - $73.4K
|
2.39K
$1.41M
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-161- 2.6% |
$59.1K - $73.9K
|
6.02K
$3.57M
|
|
Sep 30, 2022
Q2 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-163- 20.3% |
$59.8K - $74.8K
|
640
$379K
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-165- 1.71% |
$60.6K - $75.7K
|
9.49K
$5.62M
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-166- 1.49% |
$60.9K - $76.2K
|
11K
$6.5M
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-167- 2.38% |
$61.3K - $76.6K
|
6.86K
$4.06M
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-168- 22.31% |
$61.7K - $77.1K
|
585
$346K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-168- 17.93% |
$61.7K - $77.1K
|
769
$455K
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-173- 2.87% |
$63.5K - $79.4K
|
5.85K
$3.46M
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-174- 3.24% |
$63.9K - $79.8K
|
5.2K
$3.08M
|
|
Aug 04, 2022
Q2 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-174- 10.92% |
$63.9K - $79.8K
|
1.42K
$840K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-177- 1.32% |
$65K - $81.2K
|
13.2K
$7.82M
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-177- 6.0% |
$65K - $81.2K
|
2.77K
$1.64M
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-177- 0.35% |
$65K - $81.2K
|
49.8K
$29.5M
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-177- 2.19% |
$65K - $81.2K
|
7.92K
$4.69M
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-178- 0.17% |
$65.3K - $81.7K
|
107K
$63.5M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-178- 1.5% |
$65.3K - $81.7K
|
11.7K
$6.9M
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-179- 12.42% |
$65.7K - $82.1K
|
1.26K
$747K
|