Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.4K+ 5.14% |
$1.22M - $1.39M
|
69.5K
$41.1M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.37K+ 10.1% |
$1.21M - $1.38M
|
36.7K
$21.7M
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.37KNew |
$1.21M - $1.38M
|
3.37K
$1.99M
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.36K+ 6.85% |
$1.2M - $1.37M
|
52.4K
$31M
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.35K+ 120.68% |
$1.2M - $1.37M
|
6.12K
$3.62M
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
3.33K+ 24.05% |
$1.19M - $1.36M
|
17.2K
$10.2M
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
3.33K+ 4.59% |
$1.19M - $1.36M
|
75.9K
$44.9M
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
3.32K+ 5.82% |
$1.19M - $1.36M
|
60.4K
$35.8M
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.32K+ 72.4% |
$1.19M - $1.36M
|
7.89K
$4.67M
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.28KNew |
$1.17M - $1.34M
|
3.28K
$1.94M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.25K+ 7.52% |
$1.16M - $1.33M
|
46.5K
$27.5M
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
3.23K+ 5.98% |
$1.16M - $1.32M
|
57.3K
$33.9M
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
3.22KNew |
$1.15M - $1.32M
|
3.22K
$1.91M
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.22K+ 2.37% |
$1.15M - $1.32M
|
139K
$82.3M
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
3.2K+ 6.07% |
$1.15M - $1.31M
|
55.9K
$33.1M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.18K+ 6.69% |
$1.14M - $1.3M
|
50.6K
$30M
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
3.16K+ 356.9% |
$1.13M - $1.29M
|
4.04K
$2.39M
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.14KNew |
$1.13M - $1.29M
|
3.14K
$1.86M
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.14KNew |
$1.12M - $1.28M
|
3.14K
$1.86M
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
3.13KNew |
$1.12M - $1.28M
|
3.13K
$1.85M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.13K+ 1.95% |
$1.12M - $1.28M
|
164K
$96.9M
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
3.1K+ 19.22% |
$1.11M - $1.27M
|
19.2K
$11.4M
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.1K+ 9.5% |
$1.11M - $1.27M
|
35.7K
$21.1M
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.1K+ 103.82% |
$1.11M - $1.27M
|
6.08K
$3.6M
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.09K+ 4.24% |
$1.11M - $1.26M
|
75.9K
$44.9M
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.07KNew |
$1.1M - $1.26M
|
3.07K
$1.82M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.07K+ 0.97% |
$1.1M - $1.26M
|
318K
$188M
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.04K+ 29.59% |
$1.09M - $1.25M
|
13.3K
$7.89M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 12.01% |
$1.08M - $1.24M
|
28.3K
$16.7M
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.03K+ 14.03% |
$1.08M - $1.24M
|
24.6K
$14.5M
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.02KNew |
$1.08M - $1.24M
|
3.02K
$1.79M
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.02K+ 2.79% |
$1.08M - $1.23M
|
111K
$65.8M
|
|
Jan 23, 2023
Q4 2022
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
3K+ 5.0% |
$1.07M - $1.23M
|
63K
$37.3M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3KNew |
$1.07M - $1.23M
|
3K
$1.77M
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.98K+ 1.76% |
$1.07M - $1.22M
|
173K
$102M
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.97K+ 7.84% |
$1.06M - $1.22M
|
40.9K
$24.2M
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
2.95K+ 9.91% |
$1.06M - $1.21M
|
32.8K
$19.4M
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.95K+ 13.25% |
$1.06M - $1.21M
|
25.2K
$14.9M
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
2.9K+ 205.53% |
$1.04M - $1.19M
|
4.31K
$2.55M
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.9K+ 1.19% |
$1.04M - $1.19M
|
246K
$146M
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.89K+ 13.75% |
$1.03M - $1.18M
|
23.9K
$14.1M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.83K+ 46.04% |
$1.01M - $1.16M
|
8.99K
$5.32M
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.83K+ 8.61% |
$1.01M - $1.16M
|
35.7K
$21.1M
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.8K+ 1.53% |
$1M - $1.15M
|
185K
$110M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
2.79K+ 78.44% |
$1M - $1.14M
|
6.36K
$3.76M
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
2.79K+ 4.38% |
$997K - $1.14M
|
66.4K
$39.3M
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.77KNew |
$992K - $1.13M
|
2.77K
$1.64M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.76K+ 30.42% |
$987K - $1.13M
|
11.8K
$6.99M
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.75K+ 30.43% |
$986K - $1.13M
|
11.8K
$6.99M
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.75K+ 25.93% |
$984K - $1.13M
|
13.4K
$7.9M
|