Purchases and Sales Made in Q2 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 Q2 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
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
BUY
 -
178
+ 3.14%
$65.3K - $81.7K
5.84K $3.53M
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

BUY
 -
177
+ 8.68%
$65K - $81.2K
2.22K $1.34M
Aug 16, 2022 Q2 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
175
+ 2.62%
$64.2K - $80.3K
6.85K $4.14M
Jul 14, 2022 Q2 2022
Juncture Wealth Strategies, LLC

BUY
 -
174
+ 16.65%
$63.9K - $79.8K
1.22K $736K
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
174
+ 0.89%
$63.9K - $79.8K
19.7K $11.9M
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

BUY
 -
173
+ 13.24%
$63.5K - $79.4K
1.48K $894K
Aug 04, 2022 Q2 2022
Glassman Wealth Services

BUY
 -
173
+ 1.81%
$63.5K - $79.4K
9.74K $5.88M
Aug 15, 2022 Q2 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
172
+ 2.88%
$63.1K - $78.9K
6.15K $3.71M
Aug 10, 2022 Q2 2022
Cnb Bank

Clearfield, PA
BUY
 -
171
+ 5.88%
$62.8K - $78.5K
3.08K $1.86M
Aug 15, 2022 Q2 2022
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
171
+ 10.33%
$62.8K - $78.5K
1.83K $1.1M
May 11, 2023 Q2 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
170
+ 200.0%
$62.4K - $78K
255 $154K
Aug 10, 2022 Q2 2022
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
169
+ 5.75%
$62K - $77.5K
3.11K $1.88M
Aug 11, 2022 Q2 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
166
+ 1.01%
$60.9K - $76.2K
16.6K $10M
Aug 10, 2022 Q2 2022
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
165
+ 0.17%
$60.6K - $75.7K
98.1K $59.2M
Aug 05, 2022 Q2 2022
Epic Trust Investment Advisors, LLC

BUY
 -
165
+ 16.43%
$60.6K - $75.7K
1.17K $706K
Jul 08, 2022 Q2 2022
Burke & Herbert Bank & Trust CO

BUY
 -
163
+ 4.64%
$59.8K - $74.8K
3.68K $2.22M
Jul 14, 2022 Q2 2022
Affiance Financial, LLC

BUY
 -
162
+ 2.48%
$59.5K - $74.3K
6.71K $4.05M
Aug 04, 2022 Q2 2022
Brr Op Co, LLC

BUY
 -
161
+ 1.73%
$59.1K - $73.9K
9.48K $5.72M
Aug 22, 2022 Q2 2022
Trust CO Of Toledo Na

Holland, OH
BUY
 -
160
+ 4.48%
$58.7K - $73.4K
3.74K $2.26M
Nov 18, 2022 Q2 2022
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
160
+ 10.35%
$58.7K - $73.4K
1.71K $1.03M
Jul 18, 2022 Q2 2022
Ellevest, Inc.

BUY
 -
157
+ 1.11%
$57.6K - $72K
14.4K $8.66M
Jul 28, 2022 Q2 2022
Paces Ferry Wealth Advisors, LLC

BUY
 -
156
+ 1.45%
$57.3K - $71.6K
10.9K $6.57M
Jul 12, 2022 Q2 2022
Connecticut Wealth Management, LLC

BUY
 -
154
+ 1.95%
$56.5K - $70.7K
8.05K $4.86M
Aug 04, 2022 Q2 2022
Aj Wealth Strategies, LLC

BUY
 -
152
+ 1.16%
$55.8K - $69.7K
13.3K $8.02M
Aug 15, 2022 Q2 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
151
New
$55.4K - $69.3K
151 $91.2K
Jul 25, 2022 Q2 2022
Aspiriant, LLC

BUY
 -
150
+ 0.14%
$55K - $68.8K
104K $62.7M
Jul 22, 2022 Q2 2022
Sns Financial Group, LLC

BUY
 -
149
+ 1.85%
$54.7K - $68.4K
8.22K $4.96M
Aug 05, 2022 Q2 2022
Motco

BUY
 -
149
+ 2.3%
$54.7K - $68.4K
6.63K $4M
Jul 14, 2022 Q2 2022
Yhb Investment Advisors, Inc.

BUY
 -
148
+ 0.92%
$54.3K - $67.9K
16.2K $9.78M
Jul 22, 2022 Q2 2022
Howland Capital Management LLC

BUY
 -
145
+ 19.59%
$53.2K - $66.5K
885 $534K
Jul 22, 2022 Q2 2022
Tru Wealth Advisors, LLC

BUY
 -
145
+ 25.04%
$53.2K - $66.5K
724 $437K
Aug 11, 2022 Q2 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
145
+ 30.53%
$53.2K - $66.5K
620 $374K
Aug 12, 2022 Q2 2022
Weik Capital Management

Wyomissing, PA
BUY
 -
145
+ 5.38%
$53.2K - $66.5K
2.84K $1.72M
Jul 11, 2022 Q2 2022
Range Financial Group LLC

BUY
 -
144
+ 2.12%
$52.8K - $66.1K
6.95K $4.19M
Aug 05, 2022 Q2 2022
Smith & Howard Wealth Management, LLC

BUY
 -
144
+ 9.34%
$52.8K - $66.1K
1.69K $1.02M
Aug 15, 2022 Q2 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
143
+ 0.41%
$52.5K - $65.6K
35.1K $21.2M
Aug 02, 2022 Q2 2022
Shilanski & Associates, Inc.

BUY
 -
142
+ 4.11%
$52.1K - $65.1K
3.59K $2.17M
Aug 12, 2022 Q2 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
142
+ 19.92%
$52.1K - $65.1K
855 $516K
Aug 18, 2022 Q2 2022
New Millennium Group LLC

Sandy, UT
BUY
 -
142
New
$52.1K - $65.1K
142 $85.7K
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

BUY
 -
141
+ 11.12%
$51.7K - $64.7K
1.41K $851K
Aug 15, 2022 Q2 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
141
+ 1.46%
$51.7K - $64.7K
9.81K $5.93M
Oct 08, 2022 Q2 2022
Soundwatch Capital LLC

New York, NY
BUY
 -
141
+ 0.06%
$51.7K - $64.7K
221K $133M
Jul 26, 2022 Q2 2022
Capital Performance Advisors LLP

BUY
 -
139
+ 0.55%
$51K - $63.8K
25.3K $15.3M
Aug 04, 2022 Q2 2022
Edgemoor Investment Advisors, Inc.

BUY
 -
139
+ 14.79%
$51K - $63.8K
1.08K $652K
Nov 07, 2023 Q2 2022
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
139
+ 12.85%
$51K - $63.8K
1.22K $737K
Aug 04, 2022 Q2 2022
Altfest L J & CO Inc

BUY
 -
137
+ 12.31%
$50.3K - $62.9K
1.25K $755K
Aug 11, 2022 Q2 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
137
+ 2.68%
$50.3K - $62.9K
5.24K $3.17M
Jul 12, 2022 Q2 2022
Lake Street Financial LLC

BUY
 -
134
+ 0.97%
$49.2K - $61.5K
13.9K $8.4M
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
131
+ 18.69%
$48.1K - $60.1K
832 $502K

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