Purchases and Sales Made in Q4 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 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 03, 2023 Q4 2022
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
1.57K
+ 7.75%
$560K - $641K
21.8K $12.9M
Feb 09, 2023 Q4 2022
Ria Advisory Group LLC

Ames, IA
BUY
 -
1.55K
New
$554K - $634K
1.55K $916K
Feb 08, 2023 Q4 2022
Team Hewins, LLC

Redwood City, CA
BUY
 -
1.54K
New
$551K - $630K
1.54K $912K
Jul 19, 2023 Q4 2022
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
1.54K
New
$551K - $630K
1.54K $910K
Feb 09, 2023 Q4 2022
Financial Management Network Inc

BUY
 -
1.53K
+ 2.89%
$549K - $628K
54.6K $32.3M
Feb 03, 2023 Q4 2022
Gradient Capital Advisors, LLC

BUY
 -
1.52K
+ 2.79%
$546K - $624K
56.1K $33.2M
Feb 13, 2023 Q4 2022
Innealta Capital, LLC

Austin, TX
BUY
 -
1.52K
+ 202.8%
$545K - $623K
2.27K $1.35M
Jan 17, 2023 Q4 2022
Novare Capital Management LLC

BUY
 -
1.51K
+ 2.48%
$541K - $618K
62.3K $36.9M
Feb 13, 2023 Q4 2022
Bridges Investment Management Inc

BUY
 -
1.5K
+ 1.82%
$538K - $616K
84.3K $49.9M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
1.5K
+ 8.71%
$536K - $613K
18.7K $11.1M
Jan 30, 2023 Q4 2022
Sustainable Growth Advisers, LP

Stamford, CT
BUY
 -
1.47K
New
$528K - $603K
1.47K $873K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.47K
+ 7.99%
$528K - $603K
19.9K $11.8M
May 12, 2023 Q4 2022
Sustainable Growth Advisers, LP

Stamford, CT
BUY
 -
1.47K
New
$528K - $603K
1.47K $873K
Jan 17, 2023 Q4 2022
Teamwork Financial Advisors, LLC

BUY
 -
1.47K
+ 75.27%
$527K - $603K
3.43K $2.03M
Feb 10, 2023 Q4 2022
Forum Private Client Group LLC

BUY
 -
1.47K
+ 25.85%
$527K - $603K
7.17K $4.24M
Jan 27, 2023 Q4 2022
Successful Portfolios LLC

BUY
 -
1.46K
+ 20.78%
$522K - $597K
8.48K $5.02M
Jan 24, 2023 Q4 2022
Zwj Investment Counsel Inc

BUY
 -
1.46K
+ 40.3%
$521K - $596K
5.07K $3M
Mar 01, 2023 Q4 2022
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
1.45K
New
$521K - $595K
1.45K $861K
Jan 12, 2023 Q4 2022
Next Capital Management LLC

BUY
 -
1.44K
+ 3.42%
$514K - $588K
43.4K $25.7M
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
1.44K
+ 10.28%
$514K - $588K
15.4K $9.12M
Jan 12, 2023 Q4 2022
Riverwater Partners LLC

BUY
 -
1.44K
New
$514K - $587K
1.44K $849K
Feb 16, 2023 Q4 2022
Gsb Wealth Management, LLC

BUY
 -
1.44K
+ 27.18%
$514K - $587K
6.71K $3.97M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
1.43K
+ 0.84%
$513K - $587K
172K $102M
Feb 14, 2023 Q4 2022
Capital International Investors

Los Angeles, CA
BUY
 -
1.43K
+ 163.27%
$511K - $584K
2.3K $1.36M
Jan 17, 2023 Q4 2022
Element Wealth, LLC

BUY
 -
1.42K
+ 4.75%
$509K - $582K
31.4K $18.6M
Jan 17, 2023 Q4 2022
Rede Wealth, LLC

BUY
 -
1.41K
+ 18.1%
$506K - $578K
9.22K $5.46M
Jun 09, 2023 Q4 2022
Bar Harbor Wealth Management

Concord, NH
BUY
 -
1.41K
+ 1.39%
$506K - $578K
103K $61.1M
Feb 01, 2023 Q4 2022
North Rock Partners, LLC

BUY
 -
1.41K
+ 56.72%
$504K - $577K
3.89K $2.3M
Feb 14, 2023 Q4 2022
Arvest Trust CO N A

Rogers, AR
BUY
 -
1.41K
+ 0.75%
$504K - $576K
190K $113M
Feb 08, 2023 Q4 2022
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
1.4K
+ 31.43%
$502K - $573K
5.86K $3.47M
Oct 27, 2023 Q4 2022
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.4K
New
$502K - $573K
1.4K $829K
Feb 01, 2023 Q4 2022
Ironwood Investment Counsel, LLC

BUY
 -
1.4K
+ 11.76%
$500K - $571K
13.3K $7.85M
Feb 06, 2023 Q4 2022
Arkansas Financial Group, Inc.

BUY
 -
1.39K
+ 3.09%
$499K - $570K
46.4K $27.5M
Jan 17, 2023 Q4 2022
Bank Of Stockton

BUY
 -
1.39K
+ 1.35%
$497K - $568K
104K $61.8M
Feb 01, 2023 Q4 2022
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
1.39K
+ 22.83%
$497K - $568K
7.46K $4.42M
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

BUY
 -
1.39K
+ 2.43%
$496K - $567K
58.4K $34.5M
Feb 14, 2023 Q4 2022
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
1.39K
New
$496K - $567K
1.39K $820K
Jan 30, 2023 Q4 2022
Walter & Keenan Wealth Management LLC

BUY
 -
1.38K
New
$495K - $566K
1.38K $819K
Jan 30, 2023 Q4 2022
Armor Investment Advisors, LLC

BUY
 -
1.37K
+ 19.16%
$490K - $560K
8.52K $5.04M
Feb 06, 2023 Q4 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
1.37K
+ 4.67%
$489K - $559K
30.6K $18.1M
Feb 06, 2023 Q4 2022
Ml & R Wealth Management LLC

BUY
 -
1.36K
+ 195.55%
$488K - $558K
2.06K $1.22M
Jan 13, 2023 Q4 2022
New England Professional Planning Group Inc.

BUY
 -
1.36K
+ 1.05%
$488K - $557K
131K $77.3M
Jan 20, 2023 Q4 2022
Secure Asset Management, LLC

BUY
 -
1.36K
+ 1.58%
$488K - $557K
87.3K $51.7M
Feb 13, 2023 Q4 2022
Barclays PLC

London, X0
BUY
 -
1.36K
+ 12.39%
$486K - $555K
12.3K $7.29M
Feb 07, 2023 Q4 2022
Capital Insight Partners, LLC

BUY
 -
1.35K
+ 4.76%
$481K - $551K
29.6K $17.5M
Jan 25, 2023 Q4 2022
Bay Harbor Wealth Management, LLC

BUY
 -
1.34K
+ 2.27%
$481K - $550K
60.6K $35.9M
Aug 14, 2023 Q4 2022
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
1.34K
New
$480K - $549K
1.34K $794K
Feb 08, 2023 Q4 2022
Institutional & Family Asset Management, LLC

BUY
 -
1.34K
+ 4.45%
$478K - $546K
31.3K $18.5M
Feb 10, 2023 Q4 2022
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
1.33K
+ 6.12%
$476K - $544K
23.1K $13.6M

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