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 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.17K- 26.44% |
$430K - $538K
|
3.26K
$1.93M
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 4.59% |
$431K - $539K
|
24.4K
$14.4M
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.18KClosed |
$435K - $543K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 21.83% |
$437K - $546K
|
4.27K
$2.52M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.2K- 2.48% |
$441K - $551K
|
47.1K
$27.9M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.22K- 32.92% |
$449K - $562K
|
2.49K
$1.48M
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.23K- 2.04% |
$450K - $562K
|
58.8K
$34.8M
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-1.23K- 6.7% |
$450K - $563K
|
17.1K
$10.1M
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.23KClosed |
$451K - $564K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.23K- 21.28% |
$453K - $566K
|
4.57K
$2.7M
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-1.26K- 0.93% |
$462K - $578K
|
134K
$79M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 2.96% |
$464K - $579K
|
41.4K
$24.5M
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 25.12% |
$464K - $580K
|
3.77K
$2.23M
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.28KClosed |
$468K - $585K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.28K- 1.32% |
$469K - $586K
|
95.3K
$56.4M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.29K- 0.13% |
$475K - $593K
|
989K
$585M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.29K- 9.04% |
$475K - $594K
|
13K
$7.7M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.31K- 22.75% |
$482K - $603K
|
4.46K
$2.64M
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-1.33K- 9.33% |
$487K - $609K
|
12.9K
$7.64M
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.34K- 28.51% |
$490K - $612K
|
3.35K
$1.98M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.35KClosed |
$495K - $618K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.35K- 57.77% |
$495K - $619K
|
987
$584K
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.35KClosed |
$496K - $620K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.36K- 69.34% |
$497K - $622K
|
599
$355K
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.37KClosed |
$504K - $630K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.38K- 28.83% |
$507K - $634K
|
3.41K
$2.02M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.39K- 6.52% |
$509K - $636K
|
19.9K
$11.8M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 20.36% |
$513K - $641K
|
5.46K
$3.23M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.4K- 23.92% |
$514K - $643K
|
4.46K
$2.64M
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.4K- 6.87% |
$515K - $643K
|
19K
$11.2M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.41K- 0.66% |
$517K - $646K
|
213K
$126M
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.41K- 55.8% |
$517K - $646K
|
1.12K
$661K
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.41K- 6.77% |
$517K - $646K
|
19.4K
$11.5M
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.42K- 5.67% |
$519K - $649K
|
23.5K
$13.9M
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.42K- 5.05% |
$520K - $651K
|
26.7K
$15.8M
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-1.42K- 13.06% |
$520K - $651K
|
9.44K
$5.59M
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.44K- 10.11% |
$527K - $659K
|
12.8K
$7.56M
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.44K- 10.22% |
$528K - $661K
|
12.6K
$7.49M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.44K- 3.27% |
$529K - $662K
|
42.6K
$25.2M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.45K- 9.97% |
$534K - $667K
|
13.1K
$7.78M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.46K- 11.2% |
$537K - $672K
|
11.6K
$6.87M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.47K- 4.28% |
$539K - $674K
|
32.8K
$19.4M
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.49K- 7.01% |
$548K - $685K
|
19.8K
$11.7M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.5K- 9.1% |
$552K - $690K
|
15K
$8.89M
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.5K- 14.68% |
$552K - $690K
|
8.74K
$5.17M
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.51K- 2.43% |
$553K - $691K
|
60.4K
$35.8M
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.51K- 9.15% |
$556K - $695K
|
15K
$8.89M
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.52K- 9.06% |
$557K - $696K
|
15.2K
$9.02M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
SELL
|
- |
-1.53K- 2.6% |
$561K - $701K
|
57.3K
$33.9M
|
|
Aug 03, 2022
Q2 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.53K- 8.97% |
$563K - $703K
|
15.5K
$9.2M
|