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 14, 2022 Q3 2022
Accurate Wealth Management, LLC

BUY
 -
624
+ 70.75%
$224K - $270K
1.51K $935K
Oct 13, 2022 Q3 2022
Baldrige Asset Management LLC

BUY
 -
623
+ 3.46%
$223K - $269K
18.6K $11.6M
Nov 08, 2022 Q3 2022
Boston Family Office LLC

Boston, MA
BUY
 -
618
+ 8.72%
$222K - $267K
7.71K $4.78M
Mar 24, 2023 Q3 2022
Ratio Wealth Group

Denver, CO
BUY
 -
616
New
$221K - $266K
616 $382K
Oct 25, 2022 Q3 2022
Barber Financial Group, Inc.

BUY
 -
612
New
$219K - $264K
612 $380K
Oct 03, 2022 Q3 2022
Banc First Trust & Investment Management

Oklahoma City, OK
BUY
 -
603
New
$216K - $261K
603 $374K
Nov 14, 2022 Q3 2022
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
598
New
$214K - $258K
598 $371K
Oct 24, 2022 Q3 2022
Lyell Wealth Management, LP

BUY
 -
595
+ 12.52%
$213K - $257K
5.35K $3.32M
Oct 31, 2022 Q3 2022
Green Square Capital Advisors LLC

BUY
 -
593
+ 6.51%
$213K - $256K
9.71K $6.02M
Oct 21, 2022 Q3 2022
Endurance Wealth Management, Inc.

BUY
 -
592
+ 5.88%
$212K - $256K
10.7K $6.61M
Nov 14, 2022 Q3 2022
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
589
+ 29.04%
$211K - $254K
2.62K $1.62M
Oct 14, 2022 Q3 2022
Oak Harvest Investment Services

BUY
 -
586
+ 49.7%
$210K - $253K
1.77K $1.1M
Nov 03, 2022 Q3 2022
Bryant Woods Investment Advisors, LLC

BUY
 -
585
+ 1.03%
$210K - $253K
57.2K $35.5M
Nov 14, 2022 Q3 2022
Woodley Farra Manion Portfolio Management Inc

BUY
 -
584
+ 7.61%
$209K - $252K
8.26K $5.12M
Nov 14, 2022 Q3 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
582
New
$209K - $251K
582 $361K
Nov 14, 2022 Q3 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
581
+ 14.32%
$208K - $251K
4.64K $2.88M
Oct 31, 2022 Q3 2022
Tru Independence Asset Management 2, LLC

BUY
 -
574
+ 20.71%
$206K - $248K
3.35K $2.08M
Oct 25, 2022 Q3 2022
Ferguson Shapiro LLC

BUY
 -
571
New
$205K - $247K
571 $354K
Nov 15, 2022 Q3 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
567
+ 4.6%
$203K - $245K
12.9K $7.99M
Oct 14, 2022 Q3 2022
Chicago Capital, LLC

BUY
 -
566
+ 3.54%
$203K - $245K
16.6K $10.3M
Nov 08, 2022 Q3 2022
Old North State Trust, LLC

Greensboro, NC
BUY
 -
565
+ 56500.0%
$203K - $244K
566 $351K
Oct 26, 2022 Q3 2022
F3 Logic, LLC

BUY
 -
560
+ 15.14%
$201K - $242K
4.26K $2.64M
Oct 25, 2022 Q3 2022
Janney Capital Management LLC

BUY
 -
559
New
$200K - $242K
559 $347K
Nov 14, 2022 Q3 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
555
+ 1.94%
$199K - $240K
29.2K $18.1M
Nov 09, 2022 Q3 2022
Edge Capital Group, LLC

BUY
 -
554
+ 1.62%
$199K - $239K
34.8K $21.6M
Oct 12, 2023 Q3 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
551
+ 14.98%
$198K - $238K
4.23K $2.62M
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
541
+ 8.92%
$194K - $234K
6.6K $4.1M
Nov 14, 2022 Q3 2022
Rinkey Investments

San Diego, CA
BUY
 -
533
New
$191K - $230K
533 $331K
Nov 07, 2022 Q3 2022
South State Corp

BUY
 -
530
+ 1.13%
$190K - $229K
47.6K $29.6M
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
524
+ 1.49%
$188K - $226K
35.7K $22.1M
Nov 14, 2022 Q3 2022
Peddock Capital Advisors, LLC

BUY
 -
524
+ 2.24%
$188K - $226K
23.9K $14.8M
Nov 07, 2022 Q3 2022
Tevis Investment Management

BUY
 -
521
+ 125.24%
$187K - $225K
937 $582K
Oct 04, 2022 Q3 2022
Fulton Bank, N.A.

BUY
 -
519
+ 4.44%
$186K - $224K
12.2K $7.58M
Nov 14, 2022 Q3 2022
Kore Private Wealth LLC

New York, NY
BUY
 -
517
+ 1.32%
$185K - $223K
39.6K $24.6M
Oct 21, 2022 Q3 2022
Tufton Capital Management

BUY
 -
514
+ 12.61%
$184K - $222K
4.59K $2.85M
Oct 13, 2022 Q3 2022
Beacon Financial Group

BUY
 -
513
+ 3.82%
$184K - $222K
13.9K $8.66M
Nov 04, 2022 Q3 2022
Cypress Capital Group

BUY
 -
501
+ 2.21%
$180K - $216K
23.2K $14.4M
Oct 28, 2022 Q3 2022
Redw Wealth LLC

BUY
 -
498
+ 38.97%
$179K - $215K
1.78K $1.1M
Nov 09, 2022 Q3 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
495
+ 2.54%
$178K - $214K
20K $12.4M
Nov 02, 2022 Q3 2022
Greenspring Advisors, LLC

BUY
 -
493
+ 14.53%
$177K - $213K
3.89K $2.41M
Nov 14, 2022 Q3 2022
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
490
+ 27.33%
$176K - $212K
2.28K $1.42M
Nov 09, 2022 Q3 2022
Athena Investment Management

BUY
 -
480
+ 24.56%
$172K - $207K
2.43K $1.51M
Oct 06, 2022 Q3 2022
Advocacy Wealth Management Services, LLC

BUY
 -
475
+ 5.54%
$170K - $205K
9.06K $5.62M
Nov 02, 2022 Q3 2022
Jtc Employer Solutions Trustee LTD

BUY
 -
473
+ 6.56%
$170K - $204K
7.68K $4.77M
Oct 12, 2022 Q3 2022
Prosperity Planning, Inc.

BUY
 -
468
+ 19.73%
$168K - $202K
2.84K $1.76M
Oct 21, 2022 Q3 2022
Sbk Financial, Inc.

Richmond, VA
BUY
 -
467
+ 22.8%
$167K - $202K
2.52K $1.56M
Nov 14, 2022 Q3 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
464
+ 0.04%
$166K - $200K
1.31M $813M
Nov 08, 2022 Q3 2022
Reynders Mc Veigh Capital Management, LLC

BUY
 -
460
+ 30.52%
$165K - $199K
1.97K $1.22M
Nov 03, 2022 Q3 2022
Yhb Investment Advisors, Inc.

BUY
 -
458
+ 2.83%
$164K - $198K
16.7K $10.3M

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