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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
21.1K+ 172.87% |
$7.58M - $9.13M
|
33.4K
$20.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
21.1KNew |
$7.55M - $9.1M
|
21.1K
$12.8M
|
|
|
Nov 09, 2022
Q3 2022
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
21K+ 23.63% |
$7.52M - $9.06M
|
110K
$66.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.9K+ 0.38% |
$7.51M - $9.05M
|
5.53M
$3.35B
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
20.9K+ 178.05% |
$7.49M - $9.02M
|
32.6K
$19.8M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
20.8K+ 6.17% |
$7.45M - $8.97M
|
358K
$217M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20K+ 4.78% |
$7.19M - $8.66M
|
440K
$266M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
20K+ 108.91% |
$7.17M - $8.63M
|
38.3K
$23.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20K+ 98.93% |
$7.16M - $8.63M
|
40.2K
$24.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
19.6KNew |
$7.04M - $8.48M
|
19.6K
$11.9M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 47.14% |
$6.99M - $8.43M
|
60.9K
$36.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.4K+ 6.03% |
$6.94M - $8.36M
|
340K
$206M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.3K+ 3.72% |
$6.92M - $8.33M
|
537K
$326M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
19.2K+ 15.57% |
$6.87M - $8.28M
|
142K
$86.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
19K+ 67.98% |
$6.81M - $8.21M
|
46.9K
$28.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19K+ 12.54% |
$6.8M - $8.19M
|
170K
$103M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
18.6K+ 14.7% |
$6.66M - $8.03M
|
145K
$87.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
18.5K+ 333.42% |
$6.64M - $8M
|
24.1K
$14.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.7K+ 7.45% |
$6.36M - $7.67M
|
256K
$155M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
17.4K+ 18.74% |
$6.24M - $7.51M
|
110K
$66.7M
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
17.3KNew |
$6.2M - $7.47M
|
17.3K
$10.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.2K+ 13.19% |
$6.17M - $7.43M
|
148K
$89.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
17.1K+ 28.37% |
$6.15M - $7.41M
|
77.6K
$47M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.9K+ 20.91% |
$6.06M - $7.31M
|
97.8K
$59.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
16.9K+ 1.36% |
$6.06M - $7.3M
|
1.26M
$764M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
16.9K+ 360.59% |
$6.06M - $7.29M
|
21.6K
$13.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
16.7K+ 14.27% |
$5.98M - $7.21M
|
134K
$80.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
16.4K+ 10.07% |
$5.89M - $7.09M
|
179K
$109M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16.4K+ 3.33% |
$5.87M - $7.07M
|
508K
$308M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.3K+ 7.35% |
$5.83M - $7.03M
|
238K
$144M
|
|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
16.1K+ 64.05% |
$5.77M - $6.95M
|
41.2K
$25M
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
15.9K+ 23.81% |
$5.71M - $6.88M
|
82.8K
$50.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
15.9K+ 88.65% |
$5.71M - $6.88M
|
33.9K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
15.7K+ 56.33% |
$5.63M - $6.78M
|
43.5K
$26.4M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.4K+ 531.91% |
$5.51M - $6.64M
|
18.3K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.2K+ 50.22% |
$5.45M - $6.57M
|
45.5K
$27.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
14.9K+ 15.73% |
$5.33M - $6.43M
|
109K
$66.3M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.6K+ 36.29% |
$5.23M - $6.3M
|
54.7K
$33.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
14.4K+ 90.67% |
$5.17M - $6.23M
|
30.3K
$18.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
14.1K+ 2.52% |
$5.06M - $6.1M
|
575K
$348M
|
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
14.1K+ 13.15% |
$5.06M - $6.09M
|
121K
$73.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
14K+ 4.14% |
$5M - $6.03M
|
351K
$212M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.9K+ 0.88% |
$4.98M - $6M
|
1.59M
$964M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.9K+ 48.93% |
$4.98M - $6M
|
42.3K
$25.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
BUY
|
- |
13.9K+ 29.55% |
$4.98M - $5.99M
|
60.8K
$36.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.9K+ 40.93% |
$4.97M - $5.99M
|
47.7K
$28.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
13.9K+ 16.29% |
$4.97M - $5.98M
|
98.9K
$59.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
BUY
|
- |
13.8K+ 3.25% |
$4.96M - $5.97M
|
440K
$266M
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
13.8K+ 68.14% |
$4.95M - $5.96M
|
34K
$20.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
13.6K+ 19.68% |
$4.89M - $5.89M
|
82.9K
$50.2M
|