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
Aug 11, 2022 Q2 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-888
- 1.3%
$326K - $407K
67.3K $39.9M
Aug 11, 2022 Q2 2022
Okabena Investment Services Inc

Minneapolis, MN
SELL
 -
-905
- 7.5%
$332K - $415K
11.2K $6.61M
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

SELL
 -
-906
- 11.4%
$332K - $416K
7.04K $4.17M
Jul 15, 2022 Q2 2022
Destiny Wealth Partners, LLC

SELL
 -
-910
- 8.69%
$334K - $418K
9.56K $5.66M
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-910
- 2.61%
$334K - $418K
33.9K $20.1M
Aug 09, 2022 Q2 2022
Great West Life Assurance CO

Winnipeg, A2
SELL
 -
-911
Closed
$334K - $418K
0 $0
Jul 21, 2022 Q2 2022
Market Street Wealth Management Advisors LLC

SELL
 -
-915
- 0.82%
$336K - $420K
111K $65.7M
Jul 13, 2022 Q2 2022
Rockland Trust CO

SELL
 -
-920
- 10.22%
$338K - $422K
8.08K $4.78M
Aug 10, 2022 Q2 2022
Cumberland Partners LTD

Toronto, A6
SELL
 -
-922
Closed
$338K - $423K
0 $0
Aug 15, 2022 Q2 2022
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-927
- 5.03%
$340K - $425K
17.5K $10.4M
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-928
- 44.53%
$341K - $426K
1.16K $684K
Jul 27, 2022 Q2 2022
Sterling Investment Advisors LLC

SELL
 -
-938
- 1.55%
$344K - $430K
59.4K $35.2M
Jul 14, 2022 Q2 2022
Brio Consultants, LLC

SELL
 -
-942
- 55.87%
$346K - $432K
744 $440K
Jul 21, 2022 Q2 2022
Cwa Asset Management Group, LLC

SELL
 -
-947
- 36.13%
$348K - $434K
1.67K $991K
Jul 06, 2022 Q2 2022
First Farmers & Merchants Bank

SELL
 -
-957
- 31.99%
$351K - $439K
2.04K $1.2M
Jul 11, 2022 Q2 2022
Northstar Advisory Group, LLC

SELL
 -
-961
- 5.04%
$353K - $441K
18.1K $10.7M
Jul 21, 2022 Q2 2022
Alpha Omega Wealth Management LLC

SELL
 -
-970
- 52.72%
$356K - $445K
870 $515K
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-981
- 2.59%
$360K - $450K
37K $21.9M
Aug 04, 2022 Q2 2022
Jackson, Grant Investment Advisers, Inc.

SELL
 -
-989
- 11.36%
$363K - $454K
7.72K $4.57M
Jul 15, 2022 Q2 2022
A. D. Beadell Investment Counsel, Inc.

SELL
 -
-1K
Closed
$367K - $459K
0 $0
Aug 04, 2022 Q2 2022
J. L. Bainbridge & Co., Inc.

SELL
 -
-1K
- 40.0%
$367K - $459K
1.5K $888K
Aug 11, 2022 Q2 2022
Provident Investment Management, Inc.

Novi, MI
SELL
 -
-1K
- 45.96%
$367K - $459K
1.18K $696K
Jul 11, 2022 Q2 2022
Austin Asset Management CO Inc

SELL
 -
-1K
- 32.43%
$368K - $461K
2.09K $1.24M
Jul 12, 2022 Q2 2022
Seven Bridge Financial Group, LLC

SELL
 -
-1.02K
Closed
$374K - $468K
0 $0
Aug 09, 2022 Q2 2022
First International Bank & Trust

Watford City, ND
SELL
 -
-1.03K
Closed
$378K - $472K
0 $0
Jul 25, 2022 Q2 2022
Arrow Financial Corp

SELL
 -
-1.05K
- 97.67%
$385K - $482K
25 $14.8K
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-1.05K
- 54.35%
$385K - $482K
882 $522K
Jul 20, 2022 Q2 2022
Donald L. Hagan, LLC

SELL
 -
-1.06K
- 19.95%
$388K - $485K
4.24K $2.51M
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-1.07K
- 1.55%
$391K - $489K
67.9K $40.2M
Aug 11, 2022 Q2 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
SELL
 -
-1.07K
- 45.61%
$392K - $490K
1.28K $755K
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

SELL
 -
-1.07K
- 38.84%
$393K - $492K
1.69K $999K
Aug 18, 2023 Q2 2022
Northeast Financial Group, Inc.

Tannersville, PA
SELL
 -
-1.08K
Closed
$395K - $494K
0 $0
Aug 03, 2022 Q2 2022
Sja Financial Advisory, LLC

SELL
 -
-1.08K
- 3.29%
$396K - $495K
31.7K $18.7M
Aug 11, 2022 Q2 2022
Axiom Investors LLC

Greenwich, CT
SELL
 -
-1.08K
- 12.59%
$396K - $496K
7.5K $4.44M
Aug 08, 2022 Q2 2022
Thrive Capital Management, LLC

Fort Washington, PA
SELL
 -
-1.1K
- 32.15%
$402K - $503K
2.31K $1.37M
Aug 05, 2022 Q2 2022
Pine Bridge Investments, L.P.

SELL
 -
-1.1K
- 6.24%
$404K - $505K
16.5K $9.78M
Aug 15, 2022 Q2 2022
Veritable, L.P.

Newtown Square, PA
SELL
 -
-1.11K
- 0.08%
$406K - $507K
1.31M $775M
Aug 02, 2022 Q2 2022
Resolute Financial, LLC

SELL
 -
-1.11K
- 3.58%
$407K - $508K
29.9K $17.7M
Aug 12, 2022 Q2 2022
Summit X, LLC

Chesterfield, MO
SELL
 -
-1.11K
- 2.15%
$407K - $509K
50.6K $29.9M
Aug 04, 2022 Q2 2022
Nova Point Capital, LLC

SELL
 -
-1.12K
- 25.58%
$410K - $512K
3.25K $1.92M
Jul 11, 2022 Q2 2022
West Coast Financial LLC

SELL
 -
-1.12K
- 0.72%
$410K - $513K
153K $90.6M
Jul 12, 2022 Q2 2022
Centennial Wealth Advisory LLC

SELL
 -
-1.12K
- 9.1%
$412K - $515K
11.2K $6.63M
Aug 11, 2022 Q2 2022
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-1.12K
- 10.56%
$412K - $515K
9.51K $5.63M
Aug 08, 2022 Q2 2022
Tmd Wealth Management, LLC

SELL
 -
-1.12K
- 28.48%
$412K - $516K
2.82K $1.67M
Jul 14, 2022 Q2 2022
Ford Financial Group, LLC

SELL
 -
-1.13K
- 13.48%
$413K - $517K
7.23K $4.28M
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-1.14K
- 1.32%
$417K - $522K
85.1K $50.4M
Aug 10, 2022 Q2 2022
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-1.14K
- 22.74%
$418K - $523K
3.87K $2.29M
Aug 01, 2022 Q2 2022
N.E.W. Advisory Services LLC

SELL
 -
-1.16K
- 29.44%
$425K - $531K
2.78K $1.64M
Jul 27, 2022 Q2 2022
Modera Wealth Management, LLC

SELL
 -
-1.17K
- 2.73%
$429K - $536K
41.6K $24.6M

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