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 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.86K+ 38.91% |
$667K - $763K
|
6.66K
$3.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.84K+ 1.79% |
$657K - $752K
|
104K
$61.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.83K+ 2.22% |
$656K - $750K
|
84.4K
$50M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.82K+ 2.28% |
$651K - $744K
|
81.6K
$48.3M
|
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
BUY
|
- |
1.81KNew |
$649K - $742K
|
1.81K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.81KNew |
$649K - $742K
|
1.81K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 0.24% |
$648K - $740K
|
758K
$449M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.81K+ 2.39% |
$647K - $740K
|
77.3K
$45.8M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.8KNew |
$644K - $737K
|
1.8K
$1.07M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.79K+ 46.65% |
$642K - $734K
|
5.64K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.79KNew |
$641K - $733K
|
1.79K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.78KNew |
$638K - $730K
|
1.78K
$1.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.78K+ 23.15% |
$637K - $729K
|
9.47K
$5.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.78KNew |
$637K - $728K
|
1.78K
$1.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.77K+ 16.58% |
$635K - $726K
|
12.5K
$7.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.77K+ 2.34% |
$633K - $723K
|
77.4K
$45.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.77K+ 3.55% |
$633K - $723K
|
51.6K
$30.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.76K+ 13.31% |
$631K - $722K
|
15K
$8.89M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.76KNew |
$631K - $722K
|
1.76K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
BUY
|
- |
1.76KNew |
$631K - $722K
|
1.76K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.76K+ 12.68% |
$630K - $721K
|
15.7K
$9.27M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
1.75K+ 3.47% |
$627K - $717K
|
52.3K
$30.9M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 2.25% |
$626K - $716K
|
79.4K
$47M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.75K+ 206.86% |
$626K - $715K
|
2.59K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
1.75K+ 224.26% |
$625K - $715K
|
2.53K
$1.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.74K+ 34.29% |
$623K - $713K
|
6.82K
$4.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.74K+ 20.81% |
$623K - $712K
|
10.1K
$5.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.73KNew |
$621K - $710K
|
1.73K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.73K+ 2.23% |
$619K - $708K
|
79.3K
$46.9M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.73K+ 12.64% |
$619K - $708K
|
15.4K
$9.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.71K+ 8.29% |
$610K - $698K
|
22.3K
$13.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.69K+ 7.85% |
$606K - $693K
|
23.3K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.69K+ 3.16% |
$606K - $693K
|
55.3K
$32.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.69K+ 282.61% |
$605K - $692K
|
2.29K
$1.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
1.69K+ 2.44% |
$605K - $691K
|
70.8K
$41.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.69KNew |
$604K - $690K
|
1.69K
$998K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.69K+ 31.96% |
$603K - $690K
|
6.96K
$4.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.69KNew |
$603K - $690K
|
1.69K
$997K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.68K+ 300.89% |
$602K - $688K
|
2.24K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Fidato Wealth LLC
|
BUY
|
- |
1.66K+ 1.48% |
$594K - $679K
|
114K
$67.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.66KNew |
$593K - $678K
|
1.66K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.66K+ 2.8% |
$593K - $678K
|
60.9K
$36.1M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.66KNew |
$593K - $678K
|
1.66K
$981K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.65K+ 6.9% |
$590K - $674K
|
25.5K
$15.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.63K+ 85.55% |
$583K - $666K
|
3.53K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
BUY
|
- |
1.62KNew |
$581K - $664K
|
1.62K
$961K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.62K+ 104.45% |
$579K - $662K
|
3.17K
$1.87M
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.58K+ 23.42% |
$565K - $645K
|
8.31K
$4.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
1.58K+ 1.28% |
$564K - $645K
|
124K
$73.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.57K+ 55.63% |
$561K - $641K
|
4.38K
$2.6M
|