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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
178+ 1.1% |
$63.7K - $72.9K
|
16.3K
$10.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
174+ 14.48% |
$62.3K - $71.2K
|
1.38K
$876K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
174+ 18.16% |
$62.3K - $71.2K
|
1.13K
$720K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
174+ 1.99% |
$62.3K - $71.2K
|
8.9K
$5.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
172+ 0.41% |
$61.6K - $70.4K
|
41.8K
$26.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
170+ 0.17% |
$60.9K - $69.6K
|
99.2K
$63.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
169+ 0.13% |
$60.5K - $69.2K
|
126K
$80M
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
168+ 0.47% |
$60.1K - $68.8K
|
35.8K
$22.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
167+ 7.36% |
$59.8K - $68.4K
|
2.44K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
163+ 5.71% |
$58.4K - $66.7K
|
3.02K
$1.92M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
163+ 5.04% |
$58.4K - $66.7K
|
3.4K
$2.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
160+ 8.91% |
$57.3K - $65.5K
|
1.96K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
160+ 4.82% |
$57.3K - $65.5K
|
3.48K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
159+ 2.94% |
$56.9K - $65.1K
|
5.56K
$3.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
158+ 8.62% |
$56.6K - $64.7K
|
1.99K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
156+ 1.61% |
$55.8K - $63.9K
|
9.83K
$6.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
154New |
$55.1K - $63K
|
154
$98K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
154+ 8.56% |
$55.1K - $63K
|
1.95K
$1.24M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
153New |
$54.8K - $62.6K
|
153
$97.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
153+ 0.71% |
$54.8K - $62.6K
|
21.8K
$13.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
151+ 4.81% |
$54.1K - $61.8K
|
3.29K
$2.1M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
150+ 3.47% |
$53.7K - $61.4K
|
4.48K
$2.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
149+ 4.37% |
$53.3K - $61K
|
3.56K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
149+ 3.79% |
$53.3K - $61K
|
4.08K
$2.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
148+ 21.02% |
$53K - $60.6K
|
852
$542K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
148+ 1.09% |
$53K - $60.6K
|
13.8K
$8.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
146+ 47.25% |
$52.3K - $59.8K
|
455
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
146+ 3.99% |
$52.3K - $59.8K
|
3.81K
$2.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
144New |
$51.5K - $58.9K
|
144
$91.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
142+ 3.39% |
$50.8K - $58.1K
|
4.33K
$2.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
141+ 2.47% |
$50.5K - $57.7K
|
5.85K
$3.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
139+ 129.91% |
$49.8K - $56.9K
|
246
$157K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
137+ 0.75% |
$49K - $56.1K
|
18.5K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
135+ 5.83% |
$48.3K - $55.3K
|
2.45K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
135New |
$48.3K - $55.3K
|
135
$85.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
134+ 11.75% |
$48K - $54.8K
|
1.27K
$811K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
134+ 0.09% |
$48K - $54.8K
|
157K
$99.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
133+ 7.11% |
$47.6K - $54.4K
|
2K
$1.28M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
BUY
|
- |
131+ 2.6% |
$46.9K - $53.6K
|
5.18K
$3.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
131+ 22.82% |
$46.9K - $53.6K
|
705
$449K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
131+ 2.98% |
$46.9K - $53.6K
|
4.53K
$2.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
131+ 12.43% |
$46.9K - $53.6K
|
1.19K
$754K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
130+ 9.05% |
$46.5K - $53.2K
|
1.57K
$997K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
130+ 1.22% |
$46.5K - $53.2K
|
10.8K
$6.86M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
128+ 4.35% |
$45.8K - $52.4K
|
3.07K
$1.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
127+ 8.21% |
$45.5K - $52K
|
1.67K
$1.06M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
126+ 22.74% |
$45.1K - $51.6K
|
680
$433K
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
124+ 17.89% |
$44.4K - $50.8K
|
817
$520K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
123+ 1.56% |
$44K - $50.3K
|
8K
$5.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
123+ 1.73% |
$44K - $50.3K
|
7.22K
$4.59M
|