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 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
82+ 0.35% |
$29.4K - $33.6K
|
23.5K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
82+ 1.78% |
$29.4K - $33.6K
|
4.68K
$2.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
81+ 0.05% |
$29K - $33.2K
|
176K
$104M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
81+ 6.89% |
$29K - $33.2K
|
1.26K
$743K
|
|
|
Jan 31, 2023
Q4 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
80+ 1.11% |
$28.6K - $32.7K
|
7.32K
$4.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
80+ 11.51% |
$28.6K - $32.7K
|
775
$459K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
78+ 6.7% |
$27.9K - $31.9K
|
1.24K
$735K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
77+ 7.06% |
$27.6K - $31.5K
|
1.17K
$691K
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
77+ 3.03% |
$27.6K - $31.5K
|
2.62K
$1.55M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
76+ 8.65% |
$27.2K - $31.1K
|
955
$565K
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
75+ 7.0% |
$26.8K - $30.7K
|
1.15K
$678K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
75+ 3.92% |
$26.8K - $30.7K
|
1.99K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
75+ 0.37% |
$26.8K - $30.7K
|
20.2K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
73+ 1.25% |
$26.1K - $29.9K
|
5.91K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
72+ 0.65% |
$25.8K - $29.5K
|
11.2K
$6.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
71+ 4.47% |
$25.4K - $29.1K
|
1.66K
$983K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
69+ 4.6% |
$24.7K - $28.2K
|
1.57K
$929K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
67New |
$24K - $27.4K
|
67
$39.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
66+ 2.81% |
$23.6K - $27K
|
2.42K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
63+ 17.55% |
$22.6K - $25.8K
|
422
$250K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
60+ 8.72% |
$21.5K - $24.6K
|
748
$443K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
60+ 2.42% |
$21.5K - $24.6K
|
2.54K
$1.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
59+ 15.05% |
$21.1K - $24.1K
|
451
$267K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
59+ 5.6% |
$21.1K - $24.1K
|
1.11K
$659K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
58+ 0.81% |
$20.8K - $23.7K
|
7.2K
$4.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
58+ 0.27% |
$20.8K - $23.7K
|
21.9K
$13M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
57+ 3.03% |
$20.4K - $23.3K
|
1.94K
$1.15M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
57+ 1.51% |
$20.4K - $23.3K
|
3.83K
$2.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
57+ 1.71% |
$20.4K - $23.3K
|
3.39K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
57+ 1.66% |
$20.4K - $23.3K
|
3.5K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
55+ 1.96% |
$19.7K - $22.5K
|
2.87K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
55+ 0.52% |
$19.7K - $22.5K
|
10.6K
$6.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
54+ 2.25% |
$19.3K - $22.1K
|
2.45K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
52+ 0.25% |
$18.6K - $21.3K
|
20.5K
$12.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
52+ 6.73% |
$18.6K - $21.3K
|
825
$488K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
52+ 6.24% |
$18.6K - $21.3K
|
885
$524K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
51+ 4.94% |
$18.3K - $20.9K
|
1.08K
$642K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
51+ 4.14% |
$18.3K - $20.9K
|
1.28K
$760K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
50New |
$17.9K - $20.5K
|
50
$29.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
50+ 3.72% |
$17.9K - $20.5K
|
1.4K
$826K
|
|
|
Jan 31, 2023
Q4 2022
|
Montgomery Investment Management Inc
|
BUY
|
- |
50+ 1.28% |
$17.9K - $20.5K
|
3.95K
$2.34M
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
BUY
|
- |
50+ 0.74% |
$17.9K - $20.5K
|
6.81K
$4.03M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
50+ 1.36% |
$17.9K - $20.5K
|
3.73K
$2.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
49+ 1.04% |
$17.5K - $20.1K
|
4.77K
$2.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
48+ 0.71% |
$17.2K - $19.6K
|
6.78K
$4.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
47+ 1.33% |
$16.8K - $19.2K
|
3.57K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
47+ 0.56% |
$16.8K - $19.2K
|
8.42K
$4.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
46+ 1.82% |
$16.5K - $18.8K
|
2.58K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
45+ 1.02% |
$16.1K - $18.4K
|
4.45K
$2.63M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
45+ 3.1% |
$16.1K - $18.4K
|
1.5K
$886K
|