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 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-259- 0.32% |
$95.1K - $119K
|
79.8K
$47.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-262- 4.48% |
$96.2K - $120K
|
5.59K
$3.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-263- 5.58% |
$96.5K - $121K
|
4.45K
$2.63M
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-264- 8.18% |
$96.9K - $121K
|
2.96K
$1.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-265- 0.9% |
$97.3K - $122K
|
29.3K
$17.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Biechele Royce Advisors
|
SELL
|
- |
-265- 30.99% |
$97.3K - $122K
|
590
$349K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-265- 1.28% |
$97.3K - $122K
|
20.5K
$12.1M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-265- 8.72% |
$97.3K - $122K
|
2.78K
$1.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-268- 1.58% |
$98.4K - $123K
|
16.7K
$9.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-268- 32.37% |
$98.4K - $123K
|
560
$331K
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-269- 1.87% |
$98.7K - $123K
|
14.1K
$8.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-270- 6.96% |
$99.1K - $124K
|
3.61K
$2.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-272- 0.7% |
$99.8K - $125K
|
38.7K
$22.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
SELL
|
- |
-273- 14.77% |
$100K - $125K
|
1.58K
$932K
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-273- 0.25% |
$100K - $125K
|
108K
$64.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-282- 5.6% |
$103K - $129K
|
4.75K
$2.81M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-283- 1.76% |
$104K - $130K
|
15.8K
$9.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-289- 13.9% |
$106K - $133K
|
1.79K
$1.06M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-289- 3.03% |
$106K - $133K
|
9.25K
$5.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-291- 21.15% |
$107K - $134K
|
1.09K
$642K
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-292- 11.49% |
$107K - $134K
|
2.25K
$1.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-293- 24.44% |
$108K - $134K
|
906
$536K
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-294- 6.93% |
$108K - $135K
|
3.95K
$2.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-294- 0.3% |
$108K - $135K
|
98.5K
$58.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-300- 0.63% |
$110K - $138K
|
47.2K
$27.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-300- 4.39% |
$110K - $138K
|
6.53K
$3.87M
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-303- 13.88% |
$111K - $139K
|
1.88K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-306- 12.47% |
$112K - $140K
|
2.15K
$1.27M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-308- 3.36% |
$113K - $141K
|
8.85K
$5.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-314- 4.32% |
$115K - $144K
|
6.96K
$4.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-317- 15.06% |
$116K - $145K
|
1.79K
$1.06M
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-323- 12.33% |
$119K - $148K
|
2.3K
$1.36M
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-329- 21.55% |
$121K - $151K
|
1.2K
$709K
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-331- 11.7% |
$121K - $152K
|
2.5K
$1.48M
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-332- 1.24% |
$122K - $152K
|
26.4K
$15.6M
|
|
|
Aug 04, 2022
Q2 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-332- 3.09% |
$122K - $152K
|
10.4K
$6.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-333- 1.43% |
$122K - $153K
|
23K
$13.6M
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-334- 38.43% |
$123K - $153K
|
535
$317K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-335- 5.0% |
$123K - $154K
|
6.37K
$3.77M
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-337- 6.1% |
$124K - $155K
|
5.19K
$3.07M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-338- 0.68% |
$124K - $155K
|
49.4K
$29.2M
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-340- 5.51% |
$125K - $156K
|
5.83K
$3.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-341- 0.84% |
$125K - $156K
|
40.3K
$23.8M
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-343- 74.73% |
$126K - $157K
|
116
$68.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-349- 1.75% |
$128K - $160K
|
19.6K
$11.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-349- 1.42% |
$128K - $160K
|
24.3K
$14.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-354- 15.8% |
$130K - $162K
|
1.89K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-360- 3.27% |
$132K - $165K
|
10.6K
$6.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-361- 8.89% |
$132K - $166K
|
3.7K
$2.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-363- 81.03% |
$133K - $167K
|
85
$50.3K
|