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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
690+ 2.53% |
$247K - $282K
|
28K
$16.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
683+ 8.78% |
$245K - $280K
|
8.46K
$5.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
682+ 34.78% |
$244K - $279K
|
2.64K
$1.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
681New |
$244K - $279K
|
681
$403K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
679New |
$243K - $278K
|
679
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
675+ 0.97% |
$242K - $276K
|
70.1K
$41.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
673New |
$241K - $275K
|
673
$398K
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
672New |
$241K - $275K
|
672
$398K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
670+ 42.46% |
$240K - $274K
|
2.25K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
670New |
$240K - $274K
|
670
$397K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
664+ 5.16% |
$238K - $272K
|
13.5K
$8.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
660+ 0.58% |
$236K - $270K
|
115K
$68.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
658+ 19.77% |
$236K - $269K
|
3.99K
$2.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
658+ 2.65% |
$236K - $269K
|
25.5K
$15.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
657New |
$235K - $269K
|
657
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
657+ 0.64% |
$235K - $269K
|
104K
$61.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
648New |
$232K - $265K
|
648
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
647New |
$232K - $265K
|
647
$383K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
645New |
$231K - $264K
|
645
$382K
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
642+ 1.09% |
$230K - $263K
|
59.7K
$35.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
639+ 1.79% |
$229K - $262K
|
36.3K
$21.5M
|
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
BUY
|
- |
639+ 36.33% |
$229K - $262K
|
2.4K
$1.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
631+ 38.62% |
$226K - $258K
|
2.27K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
630+ 807.69% |
$226K - $258K
|
708
$419K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
626New |
$224K - $256K
|
626
$371K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
625+ 2.44% |
$224K - $256K
|
26.3K
$15.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
624New |
$223K - $255K
|
624
$369K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
623+ 3.56% |
$223K - $255K
|
18.1K
$10.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
622+ 2.29% |
$223K - $255K
|
27.8K
$16.4M
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
622+ 11.1% |
$223K - $255K
|
6.23K
$3.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
621+ 1.56% |
$222K - $254K
|
40.4K
$23.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
621+ 2.31% |
$222K - $254K
|
27.5K
$16.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
620+ 6.06% |
$222K - $254K
|
10.9K
$6.42M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
618+ 10.56% |
$221K - $253K
|
6.47K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
616+ 1.72% |
$221K - $252K
|
36.5K
$21.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
612+ 2.63% |
$219K - $251K
|
23.9K
$14.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
599+ 9.09% |
$214K - $245K
|
7.19K
$4.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
597+ 62.19% |
$214K - $244K
|
1.56K
$922K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
596New |
$213K - $244K
|
596
$353K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
596+ 1.56% |
$213K - $244K
|
38.7K
$22.9M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
593+ 14.14% |
$212K - $243K
|
4.79K
$2.83M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
592+ 4.12% |
$212K - $242K
|
14.9K
$8.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
589+ 4.44% |
$211K - $241K
|
13.9K
$8.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
586New |
$210K - $240K
|
586
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
586+ 11.96% |
$210K - $240K
|
5.49K
$3.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
585+ 2.13% |
$209K - $239K
|
28K
$16.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
584New |
$209K - $239K
|
584
$346K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
580+ 3.39% |
$208K - $237K
|
17.7K
$10.5M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
577+ 10.48% |
$207K - $236K
|
6.09K
$3.6M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
575+ 3.15% |
$206K - $235K
|
18.8K
$11.1M
|