Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
4.57K+ 830.0% |
$1.64M - $1.97M
|
5.12K
$2.85M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.56K+ 9.81% |
$1.63M - $1.97M
|
51K
$28.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.54K+ 94.62% |
$1.63M - $1.96M
|
9.33K
$5.21M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.53K+ 31.56% |
$1.62M - $1.96M
|
18.9K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.52K+ 12.67% |
$1.62M - $1.95M
|
40.2K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.52K+ 1.49% |
$1.62M - $1.95M
|
308K
$172M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4.5K+ 9.41% |
$1.62M - $1.95M
|
52.4K
$29.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
4.45K+ 1.9% |
$1.6M - $1.92M
|
239K
$133M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
4.42K+ 3.54% |
$1.59M - $1.91M
|
129K
$72.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.42K+ 2.4% |
$1.59M - $1.91M
|
189K
$105M
|
|
|
Nov 08, 2022
Q3 2022
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
4.38KNew |
$1.57M - $1.89M
|
4.38K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.35K+ 16.13% |
$1.56M - $1.88M
|
31.3K
$17.5M
|
|
|
Feb 14, 2023
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.35K+ 16.13% |
$1.56M - $1.88M
|
31.3K
$17.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
4.31K+ 67.41% |
$1.54M - $1.86M
|
10.7K
$5.97M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.28K+ 6.73% |
$1.54M - $1.85M
|
67.9K
$37.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.25K+ 12.72% |
$1.53M - $1.84M
|
37.7K
$21M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.25K+ 277.36% |
$1.52M - $1.84M
|
5.79K
$3.23M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.25K+ 169.27% |
$1.52M - $1.84M
|
6.76K
$3.78M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.25K+ 8.02% |
$1.52M - $1.83M
|
57.2K
$31.9M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.25K+ 8.02% |
$1.52M - $1.83M
|
57.2K
$31.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
4.21K+ 8.62% |
$1.51M - $1.82M
|
53.1K
$29.6M
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
4.2K+ 8.14% |
$1.51M - $1.81M
|
55.7K
$31.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.18K+ 4.43% |
$1.5M - $1.81M
|
98.5K
$54.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.17K+ 17.35% |
$1.5M - $1.8M
|
28.2K
$15.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.16K+ 64.61% |
$1.49M - $1.8M
|
10.6K
$5.92M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.15K+ 38.35% |
$1.49M - $1.79M
|
15K
$8.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.15K+ 1.08% |
$1.49M - $1.79M
|
387K
$216M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.13K+ 0.27% |
$1.48M - $1.79M
|
1.51M
$845M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.11K+ 1.08% |
$1.47M - $1.77M
|
386K
$215M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.08K+ 6.0% |
$1.46M - $1.76M
|
72K
$40.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
4.07K+ 29.62% |
$1.46M - $1.76M
|
17.8K
$9.93M
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.06K+ 5.18% |
$1.46M - $1.76M
|
82.6K
$46.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4.02KNew |
$1.44M - $1.74M
|
4.02K
$2.24M
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.02KNew |
$1.44M - $1.74M
|
4.02K
$2.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4K+ 17.23% |
$1.43M - $1.73M
|
27.2K
$15.2M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.99K+ 454.56% |
$1.43M - $1.72M
|
4.87K
$2.72M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.97K+ 106.75% |
$1.42M - $1.71M
|
7.69K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.93KNew |
$1.41M - $1.7M
|
3.93K
$2.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
3.93K+ 14.02% |
$1.41M - $1.7M
|
32K
$17.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.92KNew |
$1.41M - $1.69M
|
3.92K
$2.19M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.89K+ 4.71% |
$1.4M - $1.68M
|
86.5K
$48.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.89K+ 295.81% |
$1.39M - $1.68M
|
5.2K
$2.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
3.88K+ 41.45% |
$1.39M - $1.68M
|
13.3K
$7.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
3.84K+ 3.87% |
$1.38M - $1.66M
|
103K
$57.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
3.8K+ 3.62% |
$1.36M - $1.64M
|
109K
$60.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.77K+ 6.82% |
$1.35M - $1.63M
|
59K
$32.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.77K+ 3.34% |
$1.35M - $1.63M
|
116K
$65M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.77K+ 28.96% |
$1.35M - $1.63M
|
16.8K
$9.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.76KNew |
$1.35M - $1.62M
|
3.76K
$2.1M
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
BUY
|
- |
3.75KNew |
$1.34M - $1.62M
|
3.75K
$2.09M
|