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 21, 2023
Q4 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
31.1K+ 5.92% |
$11.1M - $12.7M
|
556K
$329M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.6K+ 11.96% |
$11M - $12.5M
|
287K
$170M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
30.4K+ 77.65% |
$10.9M - $12.5M
|
69.7K
$41.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
30.1K+ 115.64% |
$10.8M - $12.3M
|
56.2K
$33.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.8K+ 91.08% |
$10.7M - $12.2M
|
62.6K
$37M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
29.4K+ 33.08% |
$10.5M - $12M
|
118K
$69.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
29K+ 77.82% |
$10.4M - $11.9M
|
66.3K
$39.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
28.9KNew |
$10.3M - $11.8M
|
28.9K
$17.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
28.7KNew |
$10.3M - $11.7M
|
28.7K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.4K+ 11.95% |
$10.2M - $11.6M
|
266K
$157M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
27.4KNew |
$9.82M - $11.2M
|
27.4K
$16.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
27.2KNew |
$9.74M - $11.1M
|
27.2K
$16.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
27.1K+ 279.29% |
$9.7M - $11.1M
|
36.8K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
26.7K+ 2.04% |
$9.57M - $10.9M
|
1.34M
$791M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
26.7K+ 31.16% |
$9.55M - $10.9M
|
112K
$66.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
26.6K+ 24.27% |
$9.51M - $10.9M
|
136K
$80.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.4K+ 1.5% |
$9.46M - $10.8M
|
1.78M
$1.05B
|
|
|
Feb 10, 2023
Q4 2022
|
Freemont Management S.A.
|
BUY
|
- |
26.4K+ 406.63% |
$9.46M - $10.8M
|
32.9K
$19.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
26.2K+ 163.85% |
$9.37M - $10.7M
|
42.2K
$24.9M
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
25.8KNew |
$9.24M - $10.6M
|
25.8K
$15.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
25.6K+ 10.47% |
$9.16M - $10.5M
|
270K
$160M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
25.5K+ 8.93% |
$9.14M - $10.5M
|
312K
$184M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
25.5K+ 8.93% |
$9.14M - $10.5M
|
312K
$184M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.5K+ 16146.2% |
$9.13M - $10.4M
|
25.7K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25.4K+ 13.05% |
$9.08M - $10.4M
|
220K
$130M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25.1K+ 18.44% |
$9M - $10.3M
|
162K
$95.5M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
25K+ 14.48% |
$8.95M - $10.2M
|
198K
$117M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
24.8K+ 16.67% |
$8.89M - $10.2M
|
174K
$103M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
24.5K+ 1812.79% |
$8.78M - $10M
|
25.9K
$15.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
24.5K+ 1.94% |
$8.76M - $10M
|
1.29M
$760M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
24.3KNew |
$8.71M - $9.96M
|
24.3K
$14.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
24K+ 46.75% |
$8.58M - $9.81M
|
75.2K
$44.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.7K+ 419.17% |
$8.48M - $9.69M
|
29.3K
$17.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.7K+ 34.21% |
$8.47M - $9.68M
|
92.8K
$54.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.5K+ 1.25% |
$8.42M - $9.63M
|
1.9M
$1.12B
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
23.1KNew |
$8.28M - $9.47M
|
23.1K
$13.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
22.8K+ 1787.13% |
$8.15M - $9.32M
|
24K
$14.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
22.7KNew |
$8.14M - $9.31M
|
22.7K
$13.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
22.5KNew |
$8.04M - $9.19M
|
22.5K
$13.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
22KNew |
$7.87M - $9M
|
22K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.9K+ 3.82% |
$7.85M - $8.97M
|
596K
$353M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
21.7K+ 27.91% |
$7.77M - $8.88M
|
99.4K
$58.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
21.7K+ 10.07% |
$7.75M - $8.86M
|
237K
$140M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.6K+ 7.89% |
$7.74M - $8.85M
|
296K
$175M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
21.5KNew |
$7.71M - $8.81M
|
21.5K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 4.89% |
$7.7M - $8.81M
|
461K
$273M
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
21.5KNew |
$7.69M - $8.8M
|
21.5K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
21.3K+ 9.63% |
$7.62M - $8.72M
|
243K
$144M
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
21.2K+ 78.08% |
$7.61M - $8.7M
|
48.5K
$28.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
21.1KNew |
$7.55M - $8.63M
|
21.1K
$12.5M
|