Purchases and Sales Made in Q3 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 Q3 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
Nov 07, 2022 Q3 2022
Interchange Capital Partners, LLC

BUY
 -
3K
+ 53.81%
$1.08M - $1.3M
8.57K $5.32M
Nov 10, 2022 Q3 2022
Destination Wealth Management

BUY
 -
2.99K
+ 2.18%
$1.07M - $1.29M
140K $86.9M
Nov 14, 2022 Q3 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
2.98K
+ 11.25%
$1.07M - $1.29M
29.4K $18.3M
Nov 14, 2022 Q3 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
2.92K
+ 2.94%
$1.05M - $1.26M
102K $63.4M
Nov 14, 2022 Q3 2022
Ascent Group, LLC

BUY
 -
2.89K
+ 32.27%
$1.04M - $1.25M
11.8K $7.35M
Oct 24, 2022 Q3 2022
Goal Fusion Wealth Management, LLC

BUY
 -
2.88K
+ 4.22%
$1.03M - $1.25M
71.2K $44.2M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
2.88K
+ 7.91%
$1.03M - $1.24M
39.3K $24.4M
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
2.87K
+ 3.13%
$1.03M - $1.24M
94.6K $58.7M
Oct 17, 2022 Q3 2022
Lantz Financial LLC

BUY
 -
2.86K
+ 5.97%
$1.03M - $1.24M
50.9K $31.6M
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2.86K
+ 41.14%
$1.03M - $1.24M
9.83K $6.1M
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
2.83K
+ 5.93%
$1.01M - $1.22M
50.5K $31.3M
Nov 23, 2022 Q3 2022
Invst, LLC

Indianapolis, IN
BUY
 -
2.77K
+ 2.06%
$994K - $1.2M
138K $85.4M
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

BUY
 -
2.73K
+ 15.39%
$980K - $1.18M
20.5K $12.7M
Nov 14, 2022 Q3 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
2.72K
+ 1.71%
$975K - $1.17M
161K $100M
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
2.69K
+ 11.53%
$966K - $1.16M
26K $16.2M
Nov 14, 2022 Q3 2022
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
2.68K
+ 4.59%
$963K - $1.16M
61.1K $37.9M
Nov 14, 2022 Q3 2022
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
2.67K
New
$958K - $1.15M
2.67K $1.66M
Oct 25, 2022 Q3 2022
Dearborn Partners LLC

BUY
 -
2.65K
New
$950K - $1.14M
2.65K $1.64M
Oct 17, 2022 Q3 2022
Jmg Financial Group, Ltd.

BUY
 -
2.64K
+ 6.62%
$945K - $1.14M
42.5K $26.4M
Oct 27, 2022 Q3 2022
Affiance Financial, LLC

BUY
 -
2.63K
+ 39.21%
$943K - $1.14M
9.34K $5.8M
Jan 19, 2023 Q3 2022
Stephens Consulting, LLC

Flint, MI
BUY
 -
2.62K
+ 67.13%
$941K - $1.13M
6.53K $4.05M
Nov 01, 2022 Q3 2022
Lineweaver Wealth Advisors, LLC

BUY
 -
2.62K
+ 2.36%
$941K - $1.13M
114K $70.7M
Nov 01, 2022 Q3 2022
Triumph Capital Management

BUY
 -
2.61K
+ 53.54%
$935K - $1.13M
7.48K $4.64M
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
2.59K
+ 13.74%
$928K - $1.12M
21.4K $13.3M
Oct 31, 2022 Q3 2022
Matson Money. Inc.

BUY
 -
2.57K
+ 0.48%
$922K - $1.11M
539K $334M
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
2.57K
+ 3.75%
$921K - $1.11M
71K $44.1M
Nov 09, 2022 Q3 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
2.56K
+ 9.79%
$920K - $1.11M
28.8K $17.9M
Oct 18, 2022 Q3 2022
Lion Street Advisors, LLC

BUY
 -
2.53K
+ 87.51%
$907K - $1.09M
5.42K $3.36M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
2.53K
+ 71.43%
$907K - $1.09M
6.07K $3.77M
Nov 14, 2022 Q3 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
2.51K
+ 0.61%
$899K - $1.08M
412K $255M
Nov 14, 2022 Q3 2022
Monetary Management Group Inc

St Louis, MO
BUY
 -
2.5K
+ 371.47%
$897K - $1.08M
3.17K $1.97M
Nov 01, 2022 Q3 2022
Lee Financial CO

Dallas, TX
BUY
 -
2.5K
+ 1.62%
$895K - $1.08M
157K $97.3M
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

BUY
 -
2.47K
+ 3.26%
$885K - $1.07M
78.1K $48.5M
Oct 26, 2022 Q3 2022
Orion Capital Management LLC

BUY
 -
2.46K
+ 12.34%
$883K - $1.06M
22.4K $13.9M
Oct 26, 2022 Q3 2022
Smart Money Group LLC

BUY
 -
2.43K
+ 5.87%
$872K - $1.05M
43.9K $27.2M
Nov 08, 2022 Q3 2022
White Pine Capital LLC

Golden Valley, MN
BUY
 -
2.43K
+ 25.21%
$871K - $1.05M
12.1K $7.49M
Oct 31, 2022 Q3 2022
Armor Investment Advisors, LLC

BUY
 -
2.43K
+ 51.4%
$870K - $1.05M
7.15K $4.44M
Oct 25, 2022 Q3 2022
Meritage Portfolio Management

BUY
 -
2.42K
+ 17.64%
$868K - $1.05M
16.1K $10M
Nov 19, 2024 Q3 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
2.35K
+ 5.55%
$842K - $1.01M
44.6K $27.7M
Oct 26, 2022 Q3 2022
Cornerstone Advisory, LLC

BUY
 -
2.33K
+ 3.46%
$837K - $1.01M
69.7K $43.3M
Nov 07, 2022 Q3 2022
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
2.33K
+ 5.55%
$835K - $1.01M
44.3K $27.5M
Oct 20, 2022 Q3 2022
Country Trust Bank

BUY
 -
2.33K
+ 1.89%
$834K - $1M
126K $77.9M
Oct 18, 2022 Q3 2022
Ledyard National Bank

BUY
 -
2.32K
+ 4.48%
$831K - $1M
54.1K $33.6M
Nov 14, 2022 Q3 2022
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
2.32K
New
$831K - $1M
2.32K $1.44M
Oct 25, 2022 Q3 2022
Morris Financial Concepts, Inc.

BUY
 -
2.31K
+ 6.15%
$830K - $1M
40K $24.8M
Nov 03, 2022 Q3 2022
Windsor Capital Management, LLC

BUY
 -
2.31K
+ 4.61%
$827K - $996K
52.3K $32.5M
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

BUY
 -
2.29K
+ 2.16%
$820K - $988K
108K $67.1M
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
2.27K
+ 3.92%
$815K - $982K
60.3K $37.4M
Nov 10, 2022 Q3 2022
Stokes Family Office, LLC

BUY
 -
2.26K
+ 25.5%
$811K - $976K
11.1K $6.9M

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