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
Jan 24, 2023 Q4 2022
University Of Massachusetts Foundation, Inc.

Boston, MA
BUY
 -
490
+ 0.45%
$175K - $201K
110K $65.2M
Feb 10, 2023 Q4 2022
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
490
+ 23.82%
$175K - $201K
2.55K $1.51M
Jan 11, 2023 Q4 2022
Macroview Investment Management LLC

BUY
 -
487
+ 12.51%
$174K - $199K
4.38K $2.59M
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
484
+ 1.02%
$173K - $198K
48.1K $28.5M
Feb 09, 2023 Q4 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
483
+ 1.15%
$173K - $198K
42.6K $25.2M
Feb 10, 2023 Q4 2022
Fairhaven Wealth Management, LLC

BUY
 -
479
+ 0.66%
$171K - $196K
72.7K $43M
Jan 20, 2023 Q4 2022
Beacon Financial Advisory LLC

BUY
 -
474
+ 6.62%
$170K - $194K
7.63K $4.52M
Feb 15, 2023 Q4 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
473
+ 0.51%
$169K - $194K
92.5K $54.8M
Feb 07, 2023 Q4 2022
Ervin Investment Management, LLC

BUY
 -
469
+ 18.99%
$168K - $192K
2.94K $1.74M
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
466
+ 6.6%
$167K - $191K
7.52K $4.45M
Jan 30, 2023 Q4 2022
Sws Partners

BUY
 -
460
+ 1.32%
$165K - $188K
35.3K $20.9M
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
459
+ 9.06%
$164K - $188K
5.53K $3.27M
Feb 09, 2023 Q4 2022
River Glades Family Offices LLC

Naples, FL
BUY
 -
458
+ 0.83%
$164K - $187K
55.7K $33M
Feb 06, 2023 Q4 2022
Hm Payson & CO

Portland, ME
BUY
 -
452
+ 7.81%
$162K - $185K
6.24K $3.69M
Jan 24, 2023 Q4 2022
White Lighthouse Investment Management Inc.

BUY
 -
449
+ 32.19%
$161K - $184K
1.84K $1.09M
Jan 23, 2023 Q4 2022
Culbertson A N & CO Inc

BUY
 -
446
+ 34.71%
$160K - $183K
1.73K $1.02M
Jan 06, 2023 Q4 2022
Crestmont Private Wealth LLC

BUY
 -
441
+ 0.46%
$158K - $181K
96.7K $57.3M
Jan 23, 2023 Q4 2022
Hms Capital Management, LLC

BUY
 -
439
+ 36.52%
$157K - $180K
1.64K $971K
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
434
+ 6.78%
$155K - $178K
6.83K $4.05M
Feb 14, 2023 Q4 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
434
+ 5.3%
$155K - $178K
8.62K $5.1M
Feb 14, 2023 Q4 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
432
+ 4.4%
$155K - $177K
10.2K $6.06M
Feb 14, 2023 Q4 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
429
+ 0.71%
$154K - $176K
61K $36.1M
Feb 07, 2023 Q4 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
424
+ 0.36%
$152K - $174K
119K $70.2M
Jan 30, 2023 Q4 2022
Tpg Financial Advisors, LLC

BUY
 -
421
+ 27.2%
$151K - $172K
1.97K $1.17M
Feb 08, 2023 Q4 2022
Aufman Associates Inc

Sewickley, PA
BUY
 -
421
+ 6.46%
$151K - $172K
6.94K $4.11M
Jan 11, 2023 Q4 2022
Enterprise Bank & Trust CO

BUY
 -
414
+ 9.38%
$148K - $169K
4.83K $2.86M
Feb 14, 2023 Q4 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
414
+ 6.5%
$148K - $169K
6.78K $4.01M
Oct 24, 2023 Q4 2022
Lynch & Associates

BUY
 -
408
+ 1.15%
$146K - $167K
35.8K $21.2M
Jan 23, 2023 Q4 2022
Roman Butler Fullerton & CO

BUY
 -
406
+ 10.88%
$145K - $166K
4.14K $2.45M
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
397
+ 6.35%
$142K - $163K
6.65K $3.94M
Feb 14, 2023 Q4 2022
Hillman Capital Management, Inc.

Bethesda, MD
BUY
 -
395
New
$141K - $162K
395 $234K
Feb 01, 2023 Q4 2022
Security National Bank

BUY
 -
393
+ 8.89%
$141K - $161K
4.82K $2.85M
Jan 17, 2023 Q4 2022
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
390
+ 8.01%
$140K - $160K
5.26K $3.11M
Jan 25, 2023 Q4 2022
Uma Financial Services, Inc.

BUY
 -
388
+ 0.26%
$139K - $159K
151K $89.2M
Feb 08, 2023 Q4 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
388
+ 34.58%
$139K - $159K
1.51K $894K
Feb 14, 2023 Q4 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
387
+ 4.41%
$139K - $158K
9.16K $5.42M
Feb 01, 2023 Q4 2022
Pembroke Management, LTD

BUY
 -
386
+ 1.42%
$138K - $158K
27.6K $16.4M
Jan 17, 2023 Q4 2022
First Premier Bank

BUY
 -
382
+ 39.75%
$137K - $156K
1.34K $795K
Feb 28, 2024 Q4 2022
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
374
+ 2.14%
$134K - $153K
17.9K $10.6M
Jan 18, 2023 Q4 2022
Northwest Investment Counselors, LLC

BUY
 -
373
+ 7.3%
$134K - $153K
5.49K $3.25M
Jan 17, 2023 Q4 2022
Hubbell Strickland Wealth Management, LLC

BUY
 -
371
+ 1.02%
$133K - $152K
36.7K $21.7M
Feb 09, 2023 Q4 2022
Tempus Wealth Planning, LLC

BUY
 -
371
+ 3.17%
$133K - $152K
12.1K $7.15M
Feb 14, 2023 Q4 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
366
+ 4.19%
$131K - $150K
9.1K $5.39M
Jan 20, 2023 Q4 2022
Stone Point Wealth LLC

BUY
 -
365
+ 7.51%
$131K - $149K
5.22K $3.09M
Jan 24, 2023 Q4 2022
Wealthpoint, LLC

BUY
 -
363
+ 24.68%
$130K - $149K
1.83K $1.09M
Jan 18, 2023 Q4 2022
Oak Harbor Wealth Partners, LLC

BUY
 -
361
+ 31.64%
$129K - $148K
1.5K $889K
Feb 10, 2023 Q4 2022
Reynders Mc Veigh Capital Management, LLC

BUY
 -
361
+ 18.35%
$129K - $148K
2.33K $1.38M
Feb 13, 2023 Q4 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
360
+ 3.31%
$129K - $147K
11.2K $6.64M
Feb 13, 2023 Q4 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
359
+ 35.4%
$129K - $147K
1.37K $813K

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