Purchases and Sales Made in Q3 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.63K+ 2.2% |
$583K - $702K
|
75.5K
$45.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.63K+ 6.62% |
$583K - $702K
|
26.2K
$15.8M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.62K+ 3.72% |
$579K - $698K
|
45K
$27.2M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.61K+ 0.95% |
$577K - $695K
|
170K
$103M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.61KNew |
$576K - $693K
|
1.61K
$969K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.6K+ 4.02% |
$574K - $692K
|
41.4K
$25M
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.59K+ 3.66% |
$570K - $687K
|
45K
$27.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.58K+ 38.46% |
$567K - $683K
|
5.7K
$3.44M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 6.64% |
$564K - $679K
|
25.2K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.57K+ 38.63% |
$561K - $676K
|
5.62K
$3.39M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.56K+ 1.05% |
$561K - $676K
|
151K
$90.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.54K+ 64.8% |
$552K - $665K
|
3.91K
$2.36M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.52K+ 8.55% |
$545K - $657K
|
19.3K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.52K+ 2.36% |
$545K - $656K
|
66K
$39.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.5K+ 1.45% |
$539K - $649K
|
105K
$63.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.5K+ 0.52% |
$537K - $646K
|
289K
$174M
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.49K+ 2.86% |
$535K - $645K
|
53.6K
$32.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.49K+ 3.69% |
$534K - $644K
|
41.8K
$25.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
1.49K+ 22.43% |
$533K - $642K
|
8.11K
$4.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 10.86% |
$529K - $637K
|
15.1K
$9.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
1.48K+ 110.65% |
$529K - $637K
|
2.81K
$1.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
1.46K+ 271.19% |
$523K - $630K
|
2K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.46K+ 2.31% |
$523K - $630K
|
64.5K
$38.9M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.45K+ 4.01% |
$521K - $627K
|
37.6K
$22.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.43K+ 11.51% |
$514K - $620K
|
13.9K
$8.39M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.43K+ 7.84% |
$512K - $617K
|
19.6K
$11.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
BUY
|
- |
1.43K+ 4.86% |
$511K - $616K
|
30.8K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.42KNew |
$508K - $612K
|
1.42K
$856K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.41K+ 1.33% |
$507K - $610K
|
108K
$65.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.41K+ 5.22% |
$504K - $607K
|
28.3K
$17.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
1.4K+ 140.28% |
$502K - $605K
|
2.4K
$1.45M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.4K+ 1.27% |
$500K - $603K
|
111K
$67.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.39K+ 3.39% |
$497K - $599K
|
42.3K
$25.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.37K+ 38.32% |
$491K - $592K
|
4.95K
$2.99M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
1.37K+ 10.33% |
$491K - $591K
|
14.6K
$8.83M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.37K+ 5.42% |
$490K - $591K
|
26.6K
$16M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.36K+ 0.79% |
$488K - $588K
|
174K
$105M
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.36K+ 158.6% |
$486K - $586K
|
2.21K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.35K+ 174.22% |
$482K - $581K
|
2.12K
$1.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.34K+ 1.62% |
$482K - $580K
|
84K
$50.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.34K+ 3.64% |
$481K - $579K
|
38.2K
$23M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.33K+ 6.58% |
$478K - $576K
|
21.6K
$13.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.33K+ 37.22% |
$478K - $576K
|
4.92K
$2.97M
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.32K+ 0.54% |
$473K - $569K
|
243K
$147M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.31K+ 1.88% |
$471K - $567K
|
71.1K
$42.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
1.31K+ 1.29% |
$468K - $564K
|
102K
$61.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.3K+ 39.9% |
$465K - $560K
|
4.54K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.28K+ 236.92% |
$458K - $552K
|
1.82K
$1.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.27K+ 15.84% |
$457K - $550K
|
9.32K
$5.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.26K+ 7.35% |
$453K - $546K
|
18.4K
$11.1M
|