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 02, 2022 Q3 2022
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
4.56K
+ 9.81%
$1.63M - $1.97M
51K $30.3M
Oct 12, 2022 Q3 2022
Pcg Wealth Advisors, LLC

BUY
 -
4.54K
+ 94.62%
$1.63M - $1.96M
9.33K $5.54M
Dec 02, 2022 Q3 2022
American Trust

Lexington, KY
BUY
 -
4.53K
+ 31.56%
$1.62M - $1.96M
18.9K $11.2M
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
4.52K
+ 12.67%
$1.62M - $1.95M
40.2K $23.9M
Nov 14, 2022 Q3 2022
Gryphon Financial Partners LLC

BUY
 -
4.52K
+ 1.49%
$1.62M - $1.95M
308K $183M
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
4.5K
+ 9.41%
$1.62M - $1.95M
52.4K $31.1M
Oct 21, 2022 Q3 2022
Tfc Financial Management

BUY
 -
4.45K
+ 1.9%
$1.6M - $1.92M
239K $142M
Nov 08, 2022 Q3 2022
Accredited Investors Inc.

BUY
 -
4.42K
+ 3.54%
$1.59M - $1.91M
129K $76.9M
Nov 07, 2022 Q3 2022
Arvest Trust CO N A

Rogers, AR
BUY
 -
4.42K
+ 2.4%
$1.59M - $1.91M
189K $112M
Nov 08, 2022 Q3 2022
Mesirow Institutional Investment Management, Inc.

Chicago, IL
BUY
 -
4.38K
New
$1.57M - $1.89M
4.38K $2.6M
Feb 14, 2023 Q3 2022
Axa S.A.

Paris, I0
BUY
 -
4.35K
+ 16.13%
$1.56M - $1.88M
31.3K $18.6M
Nov 02, 2022 Q3 2022
Hartford Investment Management CO

BUY
 -
4.31K
+ 67.41%
$1.54M - $1.86M
10.7K $6.35M
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
4.28K
+ 6.73%
$1.54M - $1.85M
67.9K $40.3M
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

BUY
 -
4.25K
+ 12.72%
$1.53M - $1.84M
37.7K $22.4M
Nov 03, 2022 Q3 2022
Salomon & Ludwin, LLC

BUY
 -
4.25K
+ 277.36%
$1.52M - $1.84M
5.79K $3.44M
Feb 14, 2023 Q3 2022
Y Intercept (Hong Kong) LTD

BUY
 -
4.25K
+ 169.27%
$1.52M - $1.84M
6.76K $4.02M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.25K
+ 8.02%
$1.52M - $1.83M
57.2K $34M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.25K
+ 8.02%
$1.52M - $1.83M
57.2K $34M
Nov 03, 2022 Q3 2022
Financial Management Network Inc

BUY
 -
4.21K
+ 8.62%
$1.51M - $1.82M
53.1K $31.5M
Oct 07, 2022 Q3 2022
Avondale Wealth Management

BUY
 -
4.2K
+ 8.14%
$1.51M - $1.81M
55.7K $33.1M
Oct 20, 2022 Q3 2022
Mbe Wealth Management, LLC

BUY
 -
4.18K
+ 4.43%
$1.5M - $1.81M
98.5K $58.5M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
4.17K
+ 17.35%
$1.5M - $1.8M
28.2K $16.8M
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
4.16K
+ 64.61%
$1.49M - $1.8M
10.6K $6.3M
Oct 18, 2022 Q3 2022
Apeiron Ria LLC

BUY
 -
4.15K
+ 38.35%
$1.49M - $1.79M
15K $8.89M
Nov 09, 2022 Q3 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
4.15K
+ 1.08%
$1.49M - $1.79M
387K $230M
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
4.13K
+ 0.27%
$1.48M - $1.79M
1.51M $900M
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
4.11K
+ 1.08%
$1.47M - $1.77M
386K $229M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
4.08K
+ 6.0%
$1.46M - $1.76M
72K $42.8M
Oct 24, 2022 Q3 2022
Bank Of New Hampshire

BUY
 -
4.07K
+ 29.62%
$1.46M - $1.76M
17.8K $10.6M
Oct 13, 2022 Q3 2022
Centerpoint Advisors, LLC

BUY
 -
4.06K
+ 5.18%
$1.46M - $1.76M
82.6K $49.1M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
4.02K
New
$1.44M - $1.74M
4.02K $2.39M
Nov 09, 2022 Q3 2022
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
4.02K
New
$1.44M - $1.74M
4.02K $2.39M
Oct 11, 2022 Q3 2022
Holland Advisory Services, Inc.

BUY
 -
4K
+ 17.23%
$1.43M - $1.73M
27.2K $16.2M
Oct 06, 2022 Q3 2022
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
3.99K
+ 454.56%
$1.43M - $1.72M
4.87K $2.89M
Oct 11, 2022 Q3 2022
Strategy Asset Managers LLC

BUY
 -
3.97K
+ 106.75%
$1.42M - $1.71M
7.69K $4.57M
Nov 14, 2022 Q3 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
3.93K
New
$1.41M - $1.7M
3.93K $2.34M
Oct 25, 2022 Q3 2022
Diversified, LLC

BUY
 -
3.93K
+ 14.02%
$1.41M - $1.7M
32K $19M
Oct 24, 2022 Q3 2022
Trinity Financial Advisors LLC

BUY
 -
3.92K
New
$1.41M - $1.69M
3.92K $2.33M
Oct 17, 2022 Q3 2022
Fulton Breakefield Broenniman LLC

BUY
 -
3.89K
+ 4.71%
$1.4M - $1.68M
86.5K $51.4M
Oct 21, 2022 Q3 2022
Aaron Wealth Advisors LLC

BUY
 -
3.89K
+ 295.81%
$1.39M - $1.68M
5.2K $3.09M
Oct 31, 2022 Q3 2022
Bank Of The West

BUY
 -
3.88K
+ 41.45%
$1.39M - $1.68M
13.3K $7.87M
Oct 26, 2022 Q3 2022
Prw Wealth Management LLC

BUY
 -
3.84K
+ 3.87%
$1.38M - $1.66M
103K $61.3M
Oct 12, 2022 Q3 2022
Tri Star Advisors Inc.

BUY
 -
3.8K
+ 3.62%
$1.36M - $1.64M
109K $64.6M
Oct 13, 2022 Q3 2022
Cypress Financial Planning LLC

BUY
 -
3.77K
+ 6.82%
$1.35M - $1.63M
59K $35.1M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
3.77K
+ 3.34%
$1.35M - $1.63M
116K $69.2M
Nov 14, 2022 Q3 2022
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
3.77K
+ 28.96%
$1.35M - $1.63M
16.8K $9.96M
Nov 03, 2022 Q3 2022
Citizens Business Bank

Ontario, CA
BUY
 -
3.76K
New
$1.35M - $1.62M
3.76K $2.23M
Oct 06, 2022 Q3 2022
Act Advisors, Llc.

BUY
 -
3.75K
New
$1.34M - $1.62M
3.75K $2.23M
Oct 11, 2022 Q3 2022
Telemus Capital, LLC

BUY
 -
3.74K
+ 7.52%
$1.34M - $1.62M
53.5K $31.8M

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