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 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.24K+ 16.58% |
$805K - $969K
|
15.8K
$9.67M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 4.17% |
$802K - $966K
|
55.9K
$34.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.23K+ 14.86% |
$798K - $961K
|
17.2K
$10.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.2K+ 10.57% |
$790K - $952K
|
23.1K
$14.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.2K+ 11.7% |
$789K - $950K
|
21K
$12.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
2.2K+ 1.59% |
$788K - $950K
|
140K
$85.9M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
2.19K+ 7.92% |
$785K - $946K
|
29.8K
$18.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.19K+ 7.83% |
$784K - $944K
|
30.1K
$18.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2.18K+ 3.24% |
$781K - $941K
|
69.3K
$42.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.17K+ 8.03% |
$780K - $939K
|
29.3K
$17.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.17K+ 34.97% |
$777K - $936K
|
8.36K
$5.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.16K+ 6.32% |
$775K - $934K
|
36.3K
$22.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.15K+ 4.58% |
$770K - $928K
|
49K
$30M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.14K+ 21.0% |
$766K - $923K
|
12.3K
$7.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.08KNew |
$747K - $900K
|
2.08K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.07K+ 60.78% |
$743K - $895K
|
5.48K
$3.36M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.07K+ 2.94% |
$743K - $895K
|
72.6K
$44.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.07K+ 0.97% |
$742K - $894K
|
215K
$132M
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.06K+ 133.94% |
$739K - $890K
|
3.6K
$2.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.04K+ 4.38% |
$732K - $881K
|
48.7K
$29.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.03KNew |
$727K - $876K
|
2.03K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.01K+ 4.12% |
$719K - $866K
|
50.7K
$31M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.97K+ 5.34% |
$708K - $853K
|
39K
$23.9M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.97K+ 105.23% |
$707K - $852K
|
3.85K
$2.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.97K+ 2.77% |
$705K - $849K
|
72.8K
$44.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.96KNew |
$703K - $847K
|
1.96K
$1.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
1.94K+ 4.85% |
$697K - $839K
|
42K
$25.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1.94K+ 10.69% |
$694K - $836K
|
20K
$12.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.91K+ 56.74% |
$685K - $826K
|
5.28K
$3.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.87K+ 4.29% |
$670K - $807K
|
45.4K
$27.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.85K+ 40.4% |
$665K - $801K
|
6.44K
$3.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 2.51% |
$639K - $769K
|
72.7K
$44.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.78K+ 13.34% |
$637K - $767K
|
15.1K
$9.24M
|
|
|
Nov 14, 2022
Q3 2022
|
First Long Island Investors, LLC
|
BUY
|
- |
1.76KNew |
$631K - $760K
|
1.76K
$1.08M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.76K+ 44.4% |
$629K - $758K
|
5.71K
$3.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.75K+ 17.03% |
$627K - $756K
|
12K
$7.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.73K+ 4.22% |
$622K - $749K
|
42.8K
$26.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.73K+ 24.82% |
$621K - $748K
|
8.71K
$5.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.73K+ 6.02% |
$619K - $746K
|
30.4K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.73K+ 2.93% |
$619K - $746K
|
60.6K
$37.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.71K+ 6.03% |
$614K - $740K
|
30.1K
$18.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.7K+ 5.72% |
$610K - $734K
|
31.4K
$19.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.7K+ 2.73% |
$608K - $733K
|
63.9K
$39.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.7K+ 3.41% |
$608K - $733K
|
51.4K
$31.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
BUY
|
- |
1.7K+ 2.96% |
$608K - $733K
|
59K
$36.1M
|
|
|
Nov 09, 2022
Q3 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
1.69K+ 200.0% |
$607K - $731K
|
2.54K
$1.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.69K+ 8.92% |
$604K - $728K
|
20.6K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1.67K+ 6.89% |
$599K - $721K
|
25.9K
$15.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
1.64K+ 49.94% |
$589K - $710K
|
4.93K
$3.02M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
1.64K+ 27.07% |
$589K - $709K
|
7.71K
$4.72M
|