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 15, 2023 Q4 2022
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
1.03K
New
$370K - $423K
1.03K $612K
Jan 27, 2023 Q4 2022
Heritage Financial Services, LLC

BUY
 -
1.03K
+ 44.74%
$370K - $423K
3.34K $1.98M
Jan 27, 2023 Q4 2022
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
1.03K
New
$368K - $421K
1.03K $609K
Feb 07, 2023 Q4 2022
Accredited Investors Inc.

BUY
 -
1.03K
+ 0.79%
$368K - $421K
130K $77.2M
Jan 25, 2023 Q4 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
1.02K
+ 25.65%
$365K - $417K
4.99K $2.95M
Feb 02, 2023 Q4 2022
Brighton Jones LLC

BUY
 -
1.01K
+ 2.73%
$363K - $415K
38.2K $22.6M
Feb 08, 2023 Q4 2022
4 Thought Financial Group Inc.

BUY
 -
1.01K
+ 3.88%
$363K - $415K
27.1K $16M
Jan 20, 2023 Q4 2022
Wealth Management Partners, LLC

BUY
 -
1K
+ 5.26%
$358K - $409K
20K $11.8M
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
995
+ 7.54%
$356K - $407K
14.2K $8.41M
Feb 07, 2023 Q4 2022
Palo Alto Wealth Advisors, LLC

Palo Alto, CA
BUY
 -
992
New
$355K - $406K
992 $587K
Feb 09, 2023 Q4 2022
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
979
New
$350K - $401K
979 $579K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
976
+ 0.9%
$349K - $399K
109K $64.5M
Feb 13, 2023 Q4 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
976
+ 131.18%
$349K - $399K
1.72K $1.02M
Jan 31, 2023 Q4 2022
Hudson Valley Investment Advisors Inc

BUY
 -
967
New
$346K - $396K
967 $572K
Jan 26, 2023 Q4 2022
Granite Bay Wealth Management, LLC

BUY
 -
965
New
$345K - $395K
965 $571K
Jan 26, 2023 Q4 2022
American Financial Advisors, LLC

BUY
 -
962
+ 32.67%
$344K - $394K
3.91K $2.31M
Feb 14, 2023 Q4 2022
Interchange Capital Partners, LLC

BUY
 -
960
+ 11.2%
$344K - $393K
9.53K $5.64M
Feb 08, 2023 Q4 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
957
+ 2.08%
$343K - $392K
47.1K $27.9M
Apr 14, 2023 Q4 2022
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
957
New
$343K - $392K
957 $566K
Apr 06, 2023 Q4 2022
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
942
New
$337K - $386K
942 $558K
Jan 10, 2023 Q4 2022
Safeguard Financial, LLC

BUY
 -
928
New
$332K - $380K
928 $549K
Jan 31, 2023 Q4 2022
Mc Naughton Wealth Management, LLC

BUY
 -
923
+ 4.16%
$330K - $378K
23.1K $13.7M
Nov 17, 2023 Q4 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
916
+ 74.23%
$328K - $375K
2.15K $1.27M
Feb 15, 2023 Q4 2022
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
912
New
$326K - $373K
912 $540K
Jan 20, 2023 Q4 2022
Sequent Asset Management, LLC

BUY
 -
909
New
$325K - $372K
909 $538K
Jan 19, 2023 Q4 2022
Chesley Taft & Associates LLC

BUY
 -
904
+ 3.34%
$324K - $370K
28K $16.6M
Mar 02, 2023 Q4 2022
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
902
New
$323K - $369K
902 $534K
Jan 18, 2023 Q4 2022
Cerro Pacific Wealth Advisors LLC

BUY
 -
901
+ 20.47%
$323K - $369K
5.3K $3.14M
Jan 19, 2023 Q4 2022
Hengehold Capital Management LLC

BUY
 -
901
+ 4.59%
$323K - $369K
20.5K $12.2M
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
901
+ 1.7%
$323K - $369K
53.9K $31.9M
Feb 10, 2023 Q4 2022
Lowell Blake & Associates Inc.

Boston, MA
BUY
 -
901
+ 55.89%
$323K - $369K
2.51K $1.49M
Jan 13, 2023 Q4 2022
Strategy Asset Managers LLC

BUY
 -
900
+ 11.71%
$322K - $368K
8.59K $5.08M
Feb 24, 2023 Q4 2022
Cravens & CO Advisors, LLC

Cookeville, TN
BUY
 -
900
New
$322K - $368K
900 $533K
Feb 07, 2023 Q4 2022
Kcs Wealth Advisory

BUY
 -
899
+ 4.09%
$322K - $368K
22.9K $13.5M
Feb 14, 2023 Q4 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
899
+ 3.06%
$322K - $368K
30.3K $17.9M
Jan 24, 2023 Q4 2022
Osborne Partners Capital Management, LLC

BUY
 -
893
New
$320K - $366K
893 $529K
Feb 08, 2023 Q4 2022
Iag Wealth Partners, LLC

BUY
 -
880
+ 1.66%
$315K - $360K
53.9K $31.9M
Feb 10, 2023 Q4 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
878
+ 43.34%
$314K - $359K
2.9K $1.72M
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
870
+ 101.52%
$311K - $356K
1.73K $1.02M
Feb 14, 2023 Q4 2022
Legal & General Group PLC

London, X0
BUY
 -
869
+ 130.68%
$311K - $356K
1.53K $908K
Feb 14, 2023 Q4 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
866
New
$310K - $354K
866 $513K
Jun 06, 2024 Q4 2022
Rw Investment Management LLC

Eagle, ID
BUY
 -
866
+ 39.85%
$310K - $354K
3.04K $1.8M
Feb 07, 2023 Q4 2022
Theory Financial LLC

Fort Collins, CO
BUY
 -
859
New
$308K - $352K
859 $508K
Feb 02, 2023 Q4 2022
Mission Wealth Management, LP

BUY
 -
856
+ 8.2%
$306K - $350K
11.3K $6.69M
Jan 09, 2023 Q4 2022
Align Wealth Management, LLC

Oklahoma City, OK
BUY
 -
853
New
$305K - $349K
853 $505K
Feb 07, 2023 Q4 2022
Edgemoor Investment Advisors, Inc.

BUY
 -
853
+ 79.05%
$305K - $349K
1.93K $1.14M
Feb 10, 2023 Q4 2022
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
842
+ 25.79%
$301K - $345K
4.11K $2.43M
Feb 08, 2023 Q4 2022
One Day In July LLC

BUY
 -
833
+ 33.53%
$298K - $341K
3.32K $1.96M
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
830
New
$297K - $340K
830 $491K

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