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 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
970+ 3.56% |
$348K - $419K
|
28.2K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
966+ 7.67% |
$346K - $417K
|
13.6K
$8.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
964+ 0.41% |
$346K - $416K
|
236K
$142M
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
961+ 1.21% |
$345K - $415K
|
80.1K
$48.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
960New |
$344K - $415K
|
960
$580K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
954+ 0.79% |
$342K - $412K
|
121K
$73.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
953+ 13.51% |
$342K - $412K
|
8.01K
$4.83M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
943+ 7.59% |
$338K - $407K
|
13.4K
$8.07M
|
|
|
Oct 27, 2022
Q3 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
940+ 0.83% |
$337K - $406K
|
115K
$69.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
938+ 19.34% |
$336K - $405K
|
5.79K
$3.49M
|
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
934+ 26.85% |
$335K - $404K
|
4.41K
$2.66M
|
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
926+ 1.34% |
$332K - $400K
|
70.1K
$42.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
920+ 31.68% |
$330K - $397K
|
3.82K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
914+ 3.21% |
$328K - $395K
|
29.4K
$17.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
902+ 168.6% |
$324K - $390K
|
1.44K
$868K
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
902New |
$324K - $390K
|
902
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
897+ 8.03% |
$322K - $388K
|
12.1K
$7.28M
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
894+ 2.57% |
$321K - $386K
|
35.6K
$21.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
889+ 8.66% |
$319K - $384K
|
11.2K
$6.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
884+ 1.81% |
$317K - $382K
|
49.8K
$30.1M
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
881+ 4.06% |
$316K - $381K
|
22.6K
$13.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
881+ 5.9% |
$316K - $381K
|
15.8K
$9.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
881+ 23.41% |
$316K - $381K
|
4.64K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
874New |
$313K - $378K
|
874
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
865+ 3.89% |
$310K - $374K
|
23.1K
$13.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
860New |
$308K - $372K
|
860
$519K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
855+ 4.56% |
$307K - $369K
|
19.6K
$11.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
852+ 8.44% |
$306K - $368K
|
10.9K
$6.61M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
845New |
$303K - $365K
|
845
$510K
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
837+ 4.16% |
$300K - $362K
|
21K
$12.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
831+ 6.33% |
$298K - $359K
|
14K
$8.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
820New |
$294K - $354K
|
820
$495K
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
819+ 22.86% |
$294K - $354K
|
4.4K
$2.66M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
817+ 32.64% |
$293K - $353K
|
3.32K
$2M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
817+ 5.17% |
$293K - $353K
|
16.6K
$10M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
809+ 12.95% |
$290K - $350K
|
7.06K
$4.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
809+ 2.09% |
$290K - $350K
|
39.5K
$23.8M
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
808+ 3.2% |
$290K - $349K
|
26.1K
$15.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
803+ 4.47% |
$288K - $347K
|
18.8K
$11.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
798+ 2.71% |
$286K - $345K
|
30.3K
$18.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
795+ 6.68% |
$285K - $343K
|
12.7K
$7.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
788+ 4.62% |
$283K - $340K
|
17.8K
$10.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
785+ 3.04% |
$282K - $339K
|
26.6K
$16.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
771+ 1.62% |
$277K - $333K
|
48.3K
$29.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Union Investments & Development Ltd.
|
BUY
|
- |
770+ 0.43% |
$276K - $333K
|
181K
$109M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
769+ 0.31% |
$276K - $332K
|
247K
$149M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
762+ 3.17% |
$273K - $329K
|
24.8K
$15M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
759+ 18.48% |
$272K - $328K
|
4.87K
$2.94M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
759+ 2.62% |
$272K - $328K
|
29.7K
$17.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
756+ 53.66% |
$271K - $327K
|
2.17K
$1.31M
|