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 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
753+ 0.66% |
$270K - $325K
|
114K
$68.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
751New |
$269K - $324K
|
751
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
750+ 0.52% |
$269K - $324K
|
146K
$88M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
749+ 2.13% |
$269K - $324K
|
35.9K
$21.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
744New |
$267K - $321K
|
744
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
742+ 0.44% |
$266K - $321K
|
170K
$103M
|
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
739+ 13.48% |
$265K - $319K
|
6.22K
$3.76M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
737+ 14.41% |
$264K - $318K
|
5.85K
$3.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
733+ 0.8% |
$263K - $317K
|
92K
$55.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
BUY
|
- |
729+ 4.27% |
$261K - $315K
|
17.8K
$10.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
BUY
|
- |
727+ 4.19% |
$261K - $314K
|
18.1K
$10.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
726+ 19.64% |
$260K - $314K
|
4.42K
$2.67M
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
725+ 2.03% |
$260K - $313K
|
36.4K
$22M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
BUY
|
- |
723+ 3.06% |
$259K - $312K
|
24.3K
$14.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
722+ 2.9% |
$259K - $312K
|
25.7K
$15.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
717+ 11.37% |
$257K - $310K
|
7.02K
$4.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
716+ 9.59% |
$257K - $309K
|
8.18K
$4.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
712New |
$255K - $308K
|
712
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
710+ 14.78% |
$255K - $307K
|
5.52K
$3.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
704+ 3.38% |
$252K - $304K
|
21.6K
$13M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
699+ 0.47% |
$251K - $302K
|
150K
$90.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
BUY
|
- |
698+ 16.05% |
$250K - $302K
|
5.05K
$3.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
696+ 17.92% |
$250K - $301K
|
4.58K
$2.77M
|
|
|
Nov 08, 2022
Q3 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
695New |
$249K - $300K
|
695
$420K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
693New |
$249K - $299K
|
693
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
691+ 37.15% |
$248K - $299K
|
2.55K
$1.54M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
690+ 2.7% |
$247K - $298K
|
26.3K
$15.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
686+ 9.63% |
$246K - $296K
|
7.81K
$4.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
684+ 4.06% |
$245K - $296K
|
17.5K
$10.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
681+ 2.33% |
$244K - $294K
|
29.9K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
680New |
$244K - $294K
|
680
$411K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
678+ 4.39% |
$243K - $293K
|
16.1K
$9.74M
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
667+ 1.01% |
$239K - $288K
|
66.6K
$40.2M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
667New |
$239K - $288K
|
667
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
667New |
$239K - $288K
|
667
$403K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
665+ 8.94% |
$239K - $287K
|
8.1K
$4.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
661+ 57.13% |
$237K - $286K
|
1.82K
$1.1M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
655+ 256.86% |
$235K - $283K
|
910
$549K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
650+ 0.66% |
$233K - $281K
|
98.6K
$59.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
648+ 53.16% |
$232K - $280K
|
1.87K
$1.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
646+ 4.65% |
$232K - $279K
|
14.6K
$8.79M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
644+ 22.35% |
$231K - $278K
|
3.53K
$2.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
637New |
$228K - $275K
|
637
$385K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
630+ 10.92% |
$226K - $272K
|
6.4K
$3.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
624+ 4.05% |
$224K - $270K
|
16K
$9.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
624+ 70.75% |
$224K - $270K
|
1.51K
$909K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
623+ 3.46% |
$223K - $269K
|
18.6K
$11.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
618+ 8.72% |
$222K - $267K
|
7.71K
$4.65M
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
616New |
$221K - $266K
|
616
$372K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
612New |
$219K - $264K
|
612
$370K
|