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 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.65% |
$1.79K - $2.05K
|
774
$458K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
5+ 0.09% |
$1.79K - $2.05K
|
5.5K
$3.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.13% |
$1.79K - $2.05K
|
3.99K
$2.36M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
4+ 0.69% |
$1.43K - $1.64K
|
582
$345K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.61% |
$1.43K - $1.64K
|
662
$392K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
4New |
$1.43K - $1.64K
|
4
$2.37K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.53% |
$1.43K - $1.64K
|
755
$447K
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
4+ 0.01% |
$1.43K - $1.64K
|
41.5K
$24.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.52% |
$1.43K - $1.64K
|
775
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4+ 0.09% |
$1.43K - $1.64K
|
4.64K
$2.75M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.59% |
$1.07K - $1.23K
|
508
$301K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$1.07K - $1.23K
|
14.9K
$8.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.21% |
$1.07K - $1.23K
|
1.45K
$860K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.46% |
$1.07K - $1.23K
|
651
$385K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$1.07K - $1.23K
|
1.55K
$916K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.09% |
$1.07K - $1.23K
|
3.53K
$2.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.95% |
$1.07K - $1.23K
|
319
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3+ 0.26% |
$1.07K - $1.23K
|
1.18K
$696K
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.06% |
$1.07K - $1.23K
|
5.45K
$3.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.05% |
$716 - $819
|
4.29K
$2.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2+ 0.15% |
$716 - $819
|
1.38K
$815K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.13% |
$716 - $819
|
1.59K
$941K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
2+ 0.09% |
$716 - $819
|
2.29K
$1.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.09% |
$716 - $819
|
2.32K
$1.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.34% |
$716 - $819
|
584
$346K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.27% |
$716 - $819
|
743
$440K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2+ 0.18% |
$716 - $819
|
1.12K
$660K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2+ 0.02% |
$716 - $819
|
10.8K
$6.39M
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$716 - $819
|
16.2K
$9.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.14% |
$358 - $409
|
694
$411K
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$358 - $409
|
895
$530K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
1+ 1.79% |
$358 - $409
|
57
$33.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.09% |
$358 - $409
|
1.09K
$643K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.15% |
$358 - $409
|
666
$394K
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.09% |
$358 - $409
|
1.15K
$683K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.34% |
$358 - $409
|
291
$172K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$358 - $409
|
1.12K
$661K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$358 - $409
|
1.77K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.15% |
$358 - $409
|
674
$399K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.0% |
$358 - $409
|
262K
$155M
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$358 - $409
|
1.55K
$917K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
1+ 0.1% |
$358 - $409
|
961
$569K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1+ 0.04% |
$358 - $409
|
2.7K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
1+ 0.15% |
$358 - $409
|
666
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
1+ 0.16% |
$358 - $409
|
617
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.05% |
$358 - $409
|
2.2K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.16% |
$358 - $409
|
631
$374K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.11% |
$358 - $409
|
911
$539K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$716 - $819
|
2.32K
$1.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 1.63% |
$1.07K - $1.23K
|
181
$107K
|