Purchases and Sales Made in Q2 2022 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 22, 2022 Q2 2022
Cortland Associates Inc

SELL
 -
-365
- 11.68%
$134K - $167K
2.76K $1.63M
Aug 10, 2022 Q2 2022
S&T Bank

Indiana, PA
SELL
 -
-365
- 2.58%
$134K - $167K
13.8K $8.17M
Jul 29, 2022 Q2 2022
Gratus Capital LLC

SELL
 -
-366
- 12.41%
$134K - $168K
2.58K $1.53M
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

SELL
 -
-367
- 2.7%
$135K - $168K
13.2K $7.84M
Jul 15, 2022 Q2 2022
West Bancorporation Inc

SELL
 -
-368
- 3.04%
$135K - $169K
11.7K $6.94M
Aug 04, 2022 Q2 2022
Platform Technology Partners

SELL
 -
-370
- 5.21%
$136K - $170K
6.74K $3.99M
Aug 15, 2022 Q2 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-376
- 7.3%
$138K - $173K
4.78K $2.83M
Jul 18, 2022 Q2 2022
Collective Family Office LLC

SELL
 -
-377
- 4.93%
$138K - $173K
7.27K $4.3M
Jul 14, 2022 Q2 2022
Tompkins Financial Corp

SELL
 -
-381
- 11.04%
$140K - $175K
3.07K $1.82M
Aug 09, 2022 Q2 2022
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-382
- 0.29%
$140K - $175K
131K $77.7M
Aug 25, 2022 Q2 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-385
- 0.54%
$141K - $177K
71.6K $42.4M
Aug 09, 2022 Q2 2022
Agate Pass Investment Management, LLC

Bainbridge Island, WA
SELL
 -
-387
- 20.2%
$142K - $178K
1.53K $905K
Jul 13, 2022 Q2 2022
Omega Financial Group, LLC

SELL
 -
-388
- 1.92%
$142K - $178K
19.8K $11.7M
Jul 12, 2022 Q2 2022
Jordan Park Group LLC

SELL
 -
-395
- 9.94%
$145K - $181K
3.58K $2.12M
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-395
- 34.2%
$145K - $181K
760 $450K
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-399
- 1.75%
$146K - $183K
22.4K $13.3M
Jul 26, 2022 Q2 2022
Jmg Financial Group, Ltd.

SELL
 -
-400
- 0.99%
$147K - $184K
39.8K $23.6M
Aug 02, 2022 Q2 2022
Maple Capital Management, Inc.

SELL
 -
-401
- 4.63%
$147K - $184K
8.26K $4.89M
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-401
- 4.76%
$147K - $184K
8.02K $4.75M
Jul 13, 2022 Q2 2022
Acg Wealth

SELL
 -
-404
- 7.97%
$148K - $185K
4.66K $2.76M
Jul 25, 2022 Q2 2022
Ml & R Wealth Management LLC

SELL
 -
-405
- 40.79%
$149K - $186K
588 $348K
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

SELL
 -
-405
- 9.81%
$149K - $186K
3.72K $2.2M
Jul 18, 2022 Q2 2022
First United Bank & Trust

SELL
 -
-411
- 5.72%
$151K - $189K
6.77K $4.01M
Jul 29, 2022 Q2 2022
Ashfield Capital Partners, LLC

SELL
 -
-413
- 9.61%
$152K - $189K
3.89K $2.3M
Aug 12, 2022 Q2 2022
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-418
- 3.06%
$153K - $192K
13.2K $7.84M
Aug 16, 2022 Q2 2022
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-420
- 1.11%
$154K - $193K
37.4K $22.1M
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

SELL
 -
-422
- 15.81%
$155K - $194K
2.25K $1.33M
Aug 05, 2022 Q2 2022
Sadoff Investment Management LLC

SELL
 -
-422
- 32.07%
$155K - $194K
894 $529K
Jul 25, 2022 Q2 2022
Summit Financial Strategies, Inc.

SELL
 -
-423
- 0.28%
$155K - $194K
149K $88.2M
Dec 05, 2023 Q2 2022
Morton Capital Management Llc/Ca

Calabasas, CA
SELL
 -
-423
- 29.13%
$155K - $194K
1.03K $609K
Jul 29, 2022 Q2 2022
Tpg Financial Advisors, LLC

SELL
 -
-426
- 21.58%
$156K - $195K
1.55K $916K
Aug 04, 2022 Q2 2022
9258 Wealth Management, LLC

SELL
 -
-426
- 1.98%
$156K - $195K
21.1K $12.5M
Aug 12, 2022 Q2 2022
May Tech Global Investments, LLC

New York, NY
SELL
 -
-429
- 9.71%
$157K - $197K
3.99K $2.36M
Jul 29, 2022 Q2 2022
Bernardo Wealth Planning LLC

SELL
 -
-431
- 1.09%
$158K - $198K
38.9K $23M
Aug 11, 2022 Q2 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-435
- 6.18%
$160K - $200K
6.6K $3.91M
Aug 09, 2022 Q2 2022
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-439
- 24.75%
$161K - $201K
1.34K $790K
Jul 07, 2022 Q2 2022
Buttonwood Financial Advisors Inc.

SELL
 -
-441
Closed
$162K - $202K
0 $0
Aug 08, 2022 Q2 2022
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-442
Closed
$162K - $203K
0 $0
Jul 18, 2022 Q2 2022
Veracity Capital LLC

SELL
 -
-444
- 7.08%
$163K - $204K
5.83K $3.45M
Aug 12, 2022 Q2 2022
Whalerock Point Partners, LLC

Providence, RI
SELL
 -
-444
- 4.65%
$163K - $204K
9.1K $5.39M
Jul 18, 2022 Q2 2022
Farmers Trust CO

SELL
 -
-445
- 11.13%
$163K - $204K
3.55K $2.1M
Aug 04, 2022 Q2 2022
Sensible Financial Planning & Management, Llc.

SELL
 -
-446
Closed
$164K - $205K
0 $0
Jul 11, 2022 Q2 2022
Greenspring Advisors, LLC

SELL
 -
-447
- 11.64%
$164K - $205K
3.39K $2.01M
Jul 20, 2022 Q2 2022
Falcon Wealth Planning

SELL
 -
-447
Closed
$164K - $205K
0 $0
Aug 02, 2022 Q2 2022
Sloy Dahl & Holst, LLC

SELL
 -
-447
Closed
$164K - $205K
0 $0
Jul 22, 2022 Q2 2022
Shufro Rose & CO LLC

SELL
 -
-450
Closed
$165K - $206K
0 $0
Jul 27, 2022 Q2 2022
Levy Wealth Management Group, LLC

SELL
 -
-450
Closed
$165K - $206K
0 $0
Aug 08, 2022 Q2 2022
Crossvault Capital Management LLC

SELL
 -
-450
Closed
$165K - $206K
0 $0
Aug 09, 2022 Q2 2022
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-451
Closed
$166K - $207K
0 $0

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