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 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
603New |
$216K - $261K
|
603
$364K
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
598New |
$214K - $258K
|
598
$361K
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
595+ 12.52% |
$213K - $257K
|
5.35K
$3.23M
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
593+ 6.51% |
$213K - $256K
|
9.71K
$5.86M
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
592+ 5.88% |
$212K - $256K
|
10.7K
$6.43M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
589+ 27.18% |
$211K - $254K
|
2.76K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
589+ 29.04% |
$211K - $254K
|
2.62K
$1.58M
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
586+ 49.7% |
$210K - $253K
|
1.77K
$1.07M
|
|
Nov 03, 2022
Q3 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
585+ 1.03% |
$210K - $253K
|
57.2K
$34.5M
|
|
Nov 14, 2022
Q3 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
584+ 7.61% |
$209K - $252K
|
8.26K
$4.98M
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
582New |
$209K - $251K
|
582
$351K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
581+ 14.32% |
$208K - $251K
|
4.64K
$2.8M
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
574+ 20.71% |
$206K - $248K
|
3.35K
$2.02M
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
571New |
$205K - $247K
|
571
$345K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
567+ 4.6% |
$203K - $245K
|
12.9K
$7.78M
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
BUY
|
- |
566+ 3.54% |
$203K - $245K
|
16.6K
$10M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
565+ 56500.0% |
$203K - $244K
|
566
$342K
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
560+ 15.14% |
$201K - $242K
|
4.26K
$2.57M
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
559New |
$200K - $242K
|
559
$338K
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
555+ 1.94% |
$199K - $240K
|
29.2K
$17.6M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
554+ 1.62% |
$199K - $239K
|
34.8K
$21M
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
551+ 14.98% |
$198K - $238K
|
4.23K
$2.55M
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
541+ 8.92% |
$194K - $234K
|
6.6K
$3.99M
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
533New |
$191K - $230K
|
533
$322K
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
530+ 1.13% |
$190K - $229K
|
47.6K
$28.8M
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
524+ 1.49% |
$188K - $226K
|
35.7K
$21.5M
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
524+ 2.24% |
$188K - $226K
|
23.9K
$14.4M
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
521+ 125.24% |
$187K - $225K
|
937
$566K
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
519+ 4.44% |
$186K - $224K
|
12.2K
$7.37M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
517+ 1.32% |
$185K - $223K
|
39.6K
$23.9M
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
BUY
|
- |
514+ 12.61% |
$184K - $222K
|
4.59K
$2.77M
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
513+ 3.82% |
$184K - $222K
|
13.9K
$8.42M
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
501+ 2.21% |
$180K - $216K
|
23.2K
$14M
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
498+ 38.97% |
$179K - $215K
|
1.78K
$1.07M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
495+ 2.54% |
$178K - $214K
|
20K
$12M
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
493+ 14.53% |
$177K - $213K
|
3.89K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
490+ 27.33% |
$176K - $212K
|
2.28K
$1.38M
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
BUY
|
- |
480+ 24.56% |
$172K - $207K
|
2.43K
$1.47M
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
475+ 5.54% |
$170K - $205K
|
9.06K
$5.47M
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
473+ 6.56% |
$170K - $204K
|
7.68K
$4.64M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
468+ 19.73% |
$168K - $202K
|
2.84K
$1.71M
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
467+ 22.8% |
$167K - $202K
|
2.52K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
464+ 0.04% |
$166K - $200K
|
1.31M
$791M
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
460+ 30.52% |
$165K - $199K
|
1.97K
$1.19M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
458+ 2.83% |
$164K - $198K
|
16.7K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
458+ 0.03% |
$164K - $198K
|
1.42M
$856M
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
456+ 0.65% |
$164K - $197K
|
70.9K
$42.8M
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
454+ 19.57% |
$163K - $196K
|
2.77K
$1.67M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
454+ 11.52% |
$163K - $196K
|
4.4K
$2.65M
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
453+ 0.42% |
$162K - $196K
|
107K
$64.7M
|