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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
829+ 1.24% |
$297K - $339K
|
67.5K
$40M
|
|
|
Feb 08, 2023
Q4 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
826New |
$296K - $338K
|
826
$489K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
826New |
$296K - $338K
|
826
$489K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
817New |
$292K - $334K
|
817
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
816+ 4.12% |
$292K - $334K
|
20.6K
$12.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
810+ 4.32% |
$290K - $332K
|
19.6K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
810New |
$290K - $332K
|
810
$479K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
805+ 5.61% |
$288K - $330K
|
15.2K
$8.97M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
803New |
$287K - $329K
|
803
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
802New |
$287K - $328K
|
802
$475K
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
800+ 26.6% |
$286K - $327K
|
3.81K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
799+ 2.4% |
$286K - $327K
|
34.1K
$20.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
795New |
$285K - $325K
|
795
$471K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
794+ 0.82% |
$284K - $325K
|
97.5K
$57.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
793+ 0.64% |
$284K - $325K
|
126K
$74.4M
|
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
792New |
$284K - $324K
|
792
$469K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
785+ 5233.33% |
$281K - $321K
|
800
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
785+ 177.2% |
$281K - $321K
|
1.23K
$727K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
783+ 16.62% |
$280K - $320K
|
5.49K
$3.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
778+ 14.13% |
$279K - $318K
|
6.29K
$3.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
772+ 107.67% |
$276K - $316K
|
1.49K
$881K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
768+ 2.13% |
$275K - $314K
|
36.9K
$21.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
767+ 0.69% |
$275K - $314K
|
112K
$66.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
766+ 0.85% |
$274K - $314K
|
91K
$53.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
763New |
$273K - $312K
|
763
$452K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
756+ 2.3% |
$271K - $309K
|
33.6K
$19.9M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
752+ 1.29% |
$269K - $308K
|
58.9K
$34.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
751+ 0.74% |
$269K - $307K
|
103K
$60.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
750+ 64.88% |
$268K - $307K
|
1.91K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
750New |
$268K - $307K
|
750
$444K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
736New |
$263K - $301K
|
736
$436K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
735+ 30.69% |
$263K - $301K
|
3.13K
$1.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
733+ 14.79% |
$262K - $300K
|
5.69K
$3.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
732New |
$262K - $300K
|
732
$433K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
732+ 8.02% |
$262K - $300K
|
9.86K
$5.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
730+ 2.43% |
$261K - $299K
|
30.8K
$18.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
729New |
$261K - $298K
|
729
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
729+ 0.21% |
$261K - $298K
|
351K
$208M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
726+ 5.3% |
$260K - $297K
|
14.4K
$8.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
719+ 6.42% |
$257K - $294K
|
11.9K
$7.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
716New |
$256K - $293K
|
716
$424K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
713New |
$255K - $292K
|
713
$422K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
712+ 2.37% |
$255K - $291K
|
30.8K
$18.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
711New |
$255K - $291K
|
711
$421K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
710+ 9.88% |
$254K - $291K
|
7.89K
$4.67M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
705New |
$252K - $289K
|
705
$417K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
700+ 23.19% |
$251K - $287K
|
3.72K
$2.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
694New |
$248K - $284K
|
694
$411K
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
693New |
$248K - $284K
|
693
$410K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
693+ 0.55% |
$248K - $284K
|
126K
$74.4M
|