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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
13.6K+ 4.17% |
$4.88M - $5.88M
|
340K
$206M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 97.92% |
$4.81M - $5.8M
|
27.1K
$16.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
13.4K+ 2.37% |
$4.8M - $5.78M
|
577K
$350M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 0.22% |
$4.75M - $5.72M
|
6.06M
$3.68B
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.1K+ 8.86% |
$4.69M - $5.64M
|
161K
$97.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13K+ 11.72% |
$4.67M - $5.62M
|
124K
$75.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12.7K+ 18.08% |
$4.56M - $5.5M
|
83.1K
$50.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$4.48M - $5.39M
|
12.5K
$7.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
12.3K+ 12.67% |
$4.42M - $5.33M
|
110K
$66.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.1K+ 192.86% |
$4.35M - $5.24M
|
18.4K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12.1K+ 15.02% |
$4.35M - $5.24M
|
93K
$56.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
12K+ 24.0% |
$4.3M - $5.18M
|
62K
$37.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
11.9K+ 24.58% |
$4.28M - $5.16M
|
60.5K
$36.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
11.9K+ 593.35% |
$4.25M - $5.12M
|
13.9K
$8.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
11.7K+ 6.74% |
$4.19M - $5.05M
|
185K
$112M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
11.7K+ 11.69% |
$4.19M - $5.04M
|
112K
$67.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
11.7K+ 9.4% |
$4.18M - $5.04M
|
136K
$82.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
11.6KNew |
$4.17M - $5.03M
|
11.6K
$7.06M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11.5K+ 10.79% |
$4.12M - $4.97M
|
118K
$71.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 8.67% |
$4.11M - $4.95M
|
144K
$87.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
11.4K+ 7.04% |
$4.09M - $4.92M
|
173K
$105M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.4KNew |
$4.08M - $4.92M
|
11.4K
$6.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.4K+ 24.91% |
$4.07M - $4.9M
|
56.9K
$34.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11.3K+ 49.37% |
$4.05M - $4.88M
|
34.2K
$20.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
11.2K+ 5.5% |
$4.02M - $4.84M
|
215K
$130M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
11K+ 227.82% |
$3.93M - $4.74M
|
15.8K
$9.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
10.9K+ 23.6% |
$3.91M - $4.71M
|
57.1K
$34.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10.9K+ 11.89% |
$3.9M - $4.7M
|
102K
$62.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.8K+ 111.86% |
$3.89M - $4.68M
|
20.5K
$12.5M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.8K+ 111.86% |
$3.89M - $4.68M
|
20.5K
$12.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
10.8K+ 134925.0% |
$3.87M - $4.66M
|
10.8K
$6.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10.8K+ 48.55% |
$3.87M - $4.66M
|
33K
$20M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
10.5K+ 6.24% |
$3.75M - $4.52M
|
178K
$108M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.3K+ 0.91% |
$3.71M - $4.47M
|
1.14M
$692M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.3K+ 0.91% |
$3.71M - $4.47M
|
1.14M
$692M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.3K+ 10.77% |
$3.71M - $4.47M
|
106K
$64.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
10.3K+ 7.43% |
$3.68M - $4.43M
|
148K
$89.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
10.1K+ 122.08% |
$3.61M - $4.35M
|
18.3K
$11.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
10.1K+ 6.67% |
$3.61M - $4.35M
|
161K
$97.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
9.98KNew |
$3.58M - $4.31M
|
9.98K
$6.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.95KNew |
$3.57M - $4.3M
|
9.95K
$6.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.87K+ 2.45% |
$3.54M - $4.27M
|
413K
$251M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
9.78K+ 1.56% |
$3.51M - $4.22M
|
638K
$387M
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
9.78K+ 81.06% |
$3.51M - $4.22M
|
21.8K
$13.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
9.61K+ 23.06% |
$3.45M - $4.15M
|
51.3K
$31.1M
|
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
9.51KNew |
$3.41M - $4.11M
|
9.51K
$5.77M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9.43K+ 46.17% |
$3.38M - $4.07M
|
29.8K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
9.41K+ 36.35% |
$3.37M - $4.06M
|
35.3K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.37K+ 6.71% |
$3.36M - $4.05M
|
149K
$90.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
9.37K+ 50.27% |
$3.36M - $4.05M
|
28K
$17M
|