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 01, 2023 Q4 2022
Cap Wealth Advisors, LLC

BUY
 -
123
+ 2.1%
$44K - $50.3K
5.98K $3.8M
Feb 01, 2023 Q4 2022
Cornell Pochily Investment Advisors, Inc.

BUY
 -
121
+ 1.33%
$43.3K - $49.5K
9.21K $5.86M
Feb 10, 2023 Q4 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
121
+ 13.31%
$43.3K - $49.5K
1.03K $656K
Jan 03, 2023 Q4 2022
Somerset Trust CO

BUY
 -
120
+ 11.62%
$43K - $49.1K
1.15K $734K
Feb 10, 2023 Q4 2022
Weik Capital Management

Wyomissing, PA
BUY
 -
120
+ 3.94%
$43K - $49.1K
3.17K $2.02M
Jan 23, 2023 Q4 2022
Index Fund Advisors, Inc.

BUY
 -
119
+ 1.07%
$42.6K - $48.7K
11.3K $7.16M
Feb 10, 2023 Q4 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
116
+ 12.33%
$41.5K - $47.5K
1.06K $673K
Oct 10, 2024 Q4 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
116
+ 1.55%
$41.5K - $47.5K
7.6K $4.84M
Feb 08, 2023 Q4 2022
Hudock, Inc.

BUY
 -
115
+ 0.17%
$41.2K - $47.1K
69.4K $44.2M
Jan 24, 2023 Q4 2022
First Citizens Bank & Trust CO

BUY
 -
115
+ 0.17%
$41.2K - $47.1K
67.7K $43.1M
Feb 13, 2023 Q4 2022
Hamilton Capital, LLC

Columbus, OH
BUY
 -
115
+ 5.71%
$41.2K - $47.1K
2.13K $1.36M
Jan 17, 2023 Q4 2022
Hfg Advisors, Inc.

BUY
 -
114
+ 4.48%
$40.8K - $46.7K
2.66K $1.69M
Feb 14, 2023 Q4 2022
Davis R M Inc

Portland, ME
BUY
 -
114
+ 2.07%
$40.8K - $46.7K
5.63K $3.58M
Jan 20, 2023 Q4 2022
Mechanics Financial Corp

BUY
 -
113
+ 1.22%
$40.5K - $46.3K
9.36K $5.95M
Jan 25, 2023 Q4 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
112
+ 4.4%
$40.1K - $45.8K
2.66K $1.69M
Feb 01, 2023 Q4 2022
Absolute Capital Management, LLC

BUY
 -
110
+ 1.81%
$39.4K - $45K
6.18K $3.93M
Jul 20, 2023 Q4 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
110
+ 12.47%
$39.4K - $45K
992 $631K
Jan 31, 2023 Q4 2022
Investment Research & Advisory Group, Inc.

BUY
 -
108
+ 6.01%
$38.7K - $44.2K
1.91K $1.21M
Feb 14, 2023 Q4 2022
Laird Norton Trust Company, LLC

BUY
 -
108
+ 0.89%
$38.7K - $44.2K
12.3K $7.8M
Jan 23, 2023 Q4 2022
Benchmark Financial Wealth Advisors, LLC

BUY
 -
107
+ 4.68%
$38.3K - $43.8K
2.39K $1.52M
Jan 09, 2023 Q4 2022
Cwa Asset Management Group, LLC

BUY
 -
107
+ 7.02%
$38.3K - $43.8K
1.63K $1.04M
Jan 26, 2023 Q4 2022
Inspire Advisors, LLC

Meridian, ID
BUY
 -
106
+ 8.64%
$37.9K - $43.4K
1.33K $848K
Feb 02, 2023 Q4 2022
Bailard, Inc.

BUY
 -
106
+ 0.14%
$37.9K - $43.4K
74.6K $47.5M
Feb 08, 2023 Q4 2022
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
106
+ 9.65%
$37.9K - $43.4K
1.2K $766K
Feb 14, 2023 Q4 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
103
+ 0.45%
$36.9K - $42.2K
23.1K $14.7M
Feb 15, 2023 Q4 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
103
+ 0.92%
$36.9K - $42.2K
11.3K $7.17M
Jan 30, 2023 Q4 2022
Waterfront Wealth Inc.

BUY
 -
101
+ 7.12%
$36.2K - $41.3K
1.52K $967K
Feb 03, 2023 Q4 2022
Wells Financial Advisors Inc

BUY
 -
101
+ 2.56%
$36.2K - $41.3K
4.05K $2.58M
Feb 14, 2023 Q4 2022
Family Management Corp

New York, NY
BUY
 -
101
+ 1.72%
$36.2K - $41.3K
5.97K $3.8M
Jan 03, 2023 Q4 2022
Horizons Wealth Management

Asheville, NC
BUY
 -
100
+ 7.28%
$35.8K - $40.9K
1.47K $937K
Feb 01, 2023 Q4 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
100
+ 1.25%
$35.8K - $40.9K
8.09K $5.15M
Feb 07, 2023 Q4 2022
Trinity Point Wealth, LLC

BUY
 -
100
+ 8.7%
$35.8K - $40.9K
1.25K $796K
Feb 13, 2023 Q4 2022
Lokken Investment Group LLC

BUY
 -
100
+ 10.19%
$35.8K - $40.9K
1.08K $688K
Jan 19, 2023 Q4 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
99
+ 1.54%
$35.4K - $40.5K
6.52K $4.15M
Feb 10, 2023 Q4 2022
Bbr Partners, LLC

New York, NY
BUY
 -
99
+ 0.8%
$35.4K - $40.5K
12.5K $7.98M
Feb 13, 2023 Q4 2022
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
99
+ 1.27%
$35.4K - $40.5K
7.89K $5.02M
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
98
+ 0.46%
$35.1K - $40.1K
21.5K $13.7M
Feb 14, 2023 Q4 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
98
+ 1.89%
$35.1K - $40.1K
5.27K $3.36M
Jan 31, 2023 Q4 2022
Core Alternative Capital

BUY
 -
94
New
$33.7K - $38.5K
94 $59.8K
Feb 13, 2023 Q4 2022
Facet Wealth, Inc.

BUY
 -
93
+ 1.82%
$33.3K - $38.1K
5.21K $3.32M
Feb 16, 2023 Q4 2022
Bensler, LLC

Bellevue, WA
BUY
 -
91
+ 13.46%
$32.6K - $37.2K
767 $488K
Jan 27, 2023 Q4 2022
Jmg Financial Group, Ltd.

BUY
 -
90
+ 0.21%
$32.2K - $36.8K
42.6K $27.1M
Feb 01, 2023 Q4 2022
Windsor Group LTD

BUY
 -
90
+ 0.52%
$32.2K - $36.8K
17.3K $11M
Jan 19, 2023 Q4 2022
David Katz Matrix Asset Advisors Inc
BUY
 -
89
+ 4.67%
$31.9K - $36.4K
2K $1.27M
Jan 24, 2023 Q4 2022
Madison Wealth Partners, Inc

BUY
 -
88
+ 0.35%
$31.5K - $36K
24.9K $15.8M
Jan 10, 2023 Q4 2022
American National Bank

BUY
 -
87
+ 12.59%
$31.1K - $35.6K
778 $495K
Jan 12, 2023 Q4 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
86
+ 12.89%
$30.8K - $35.2K
753 $479K
Feb 01, 2023 Q4 2022
Ipswich Investment Management Co., Inc.

BUY
 -
86
+ 2.01%
$30.8K - $35.2K
4.36K $2.77M
Jan 20, 2023 Q4 2022
Chicago Capital, LLC

BUY
 -
85
+ 0.51%
$30.4K - $34.8K
16.6K $10.6M

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