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 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.33K+ 8.42% |
$3.35M - $4.03M
|
120K
$72.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
9.29K+ 0.78% |
$3.33M - $4.01M
|
1.2M
$727M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9.22K+ 13.61% |
$3.31M - $3.98M
|
77K
$46.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.22K+ 1.25% |
$3.31M - $3.98M
|
744K
$452M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9.1K+ 5.67% |
$3.26M - $3.93M
|
170K
$103M
|
|
|
Nov 14, 2022
Q3 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
9.08K+ 9.31% |
$3.26M - $3.92M
|
107K
$64.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9.06K+ 7.07% |
$3.25M - $3.92M
|
137K
$83.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.83K+ 2.99% |
$3.17M - $3.81M
|
304K
$184M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
8.68K+ 11.21% |
$3.11M - $3.75M
|
86.1K
$52.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
8.64K+ 12.83% |
$3.1M - $3.73M
|
76K
$46.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.57K+ 65.89% |
$3.08M - $3.7M
|
21.6K
$13.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
8.54K+ 20.51% |
$3.06M - $3.69M
|
50.2K
$30.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.52K+ 11.95% |
$3.06M - $3.68M
|
79.8K
$48.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
8.51K+ 111.85% |
$3.05M - $3.68M
|
16.1K
$9.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.49K+ 42.29% |
$3.04M - $3.67M
|
28.6K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
8.4K+ 14.77% |
$3.01M - $3.63M
|
65.2K
$39.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
8.36K+ 11.9% |
$3M - $3.61M
|
78.6K
$47.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
8.3KNew |
$2.98M - $3.59M
|
8.3K
$5.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
8.28KNew |
$2.97M - $3.58M
|
8.28K
$5.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8.27K+ 1.66% |
$2.97M - $3.57M
|
505K
$307M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.26K+ 135.64% |
$2.96M - $3.57M
|
14.3K
$8.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8.17K+ 6.83% |
$2.93M - $3.53M
|
128K
$77.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.11K+ 57.93% |
$2.91M - $3.5M
|
22.1K
$13.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.03K+ 64.2% |
$2.88M - $3.47M
|
20.5K
$12.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
8.03K+ 5.95% |
$2.88M - $3.47M
|
143K
$86.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
7.99K+ 2.7% |
$2.86M - $3.45M
|
304K
$184M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.98K+ 22.92% |
$2.86M - $3.45M
|
42.8K
$26M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
7.94K+ 2.91% |
$2.85M - $3.43M
|
280K
$170M
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.86K+ 21.18% |
$2.82M - $3.39M
|
45K
$27.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.82K+ 5.57% |
$2.8M - $3.38M
|
148K
$90M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.74K+ 37.72% |
$2.78M - $3.34M
|
28.3K
$17.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.72K+ 8.3% |
$2.77M - $3.33M
|
101K
$61.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
7.71K+ 0.94% |
$2.76M - $3.33M
|
827K
$502M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.69K+ 18.55% |
$2.76M - $3.32M
|
49.1K
$29.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.66K+ 18.57% |
$2.75M - $3.31M
|
48.9K
$29.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.58K+ 9.43% |
$2.72M - $3.27M
|
88K
$53.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.37K+ 14.75% |
$2.64M - $3.18M
|
57.4K
$34.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7.29K+ 18.1% |
$2.61M - $3.15M
|
47.6K
$28.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.25K+ 5.79% |
$2.6M - $3.13M
|
132K
$80.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
7.24K+ 1978.96% |
$2.6M - $3.13M
|
7.61K
$4.62M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.94KNew |
$2.49M - $3M
|
6.94K
$4.21M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.89K+ 4.16% |
$2.47M - $2.98M
|
173K
$105M
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
6.82K+ 62.64% |
$2.45M - $2.95M
|
17.7K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.63K+ 37.92% |
$2.38M - $2.86M
|
24.1K
$14.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.59KNew |
$2.36M - $2.85M
|
6.59K
$4M
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
6.58K+ 7.44% |
$2.36M - $2.84M
|
95.1K
$57.7M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.57K+ 31.52% |
$2.36M - $2.84M
|
27.4K
$16.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Of Finland
|
BUY
|
- |
6.52K+ 0.52% |
$2.34M - $2.82M
|
1.26M
$762M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.5K+ 43.55% |
$2.33M - $2.81M
|
21.4K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.43K+ 11.99% |
$2.31M - $2.78M
|
60K
$36.4M
|