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 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
448+ 4.08% |
$161K - $194K
|
11.4K
$6.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
447+ 1.68% |
$160K - $193K
|
27.1K
$16.4M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
445+ 2.05% |
$160K - $192K
|
22.1K
$13.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
442+ 33.23% |
$159K - $191K
|
1.77K
$1.07M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
441+ 20.28% |
$158K - $191K
|
2.62K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
437+ 45.57% |
$157K - $189K
|
1.4K
$843K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
433+ 6.72% |
$155K - $187K
|
6.88K
$4.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
433+ 5.06% |
$155K - $187K
|
8.99K
$5.43M
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
428+ 9.74% |
$154K - $185K
|
4.82K
$2.91M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
426+ 4.13% |
$153K - $184K
|
10.8K
$6.49M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
425+ 7.42% |
$152K - $184K
|
6.16K
$3.72M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
422+ 0.09% |
$151K - $182K
|
473K
$286M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
420+ 5.36% |
$151K - $181K
|
8.26K
$4.99M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
417+ 2.07% |
$150K - $180K
|
20.6K
$12.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
416+ 1.48% |
$149K - $180K
|
28.6K
$17.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
412+ 0.34% |
$148K - $178K
|
121K
$73.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
412New |
$148K - $178K
|
412
$249K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
409+ 208.67% |
$147K - $177K
|
605
$365K
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
405+ 38.72% |
$145K - $175K
|
1.45K
$876K
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
404+ 34.15% |
$145K - $175K
|
1.59K
$958K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
398+ 17.71% |
$143K - $172K
|
2.65K
$1.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
398+ 0.17% |
$143K - $172K
|
228K
$138M
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
397+ 1.21% |
$142K - $172K
|
33.1K
$20M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
395+ 5.52% |
$142K - $171K
|
7.55K
$4.56M
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
391+ 6.48% |
$140K - $169K
|
6.42K
$3.88M
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
390+ 2.87% |
$140K - $168K
|
14K
$8.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
390+ 0.35% |
$140K - $168K
|
112K
$67.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
389+ 5.11% |
$140K - $168K
|
8K
$4.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
388+ 3.17% |
$139K - $168K
|
12.6K
$7.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
386+ 11.12% |
$138K - $167K
|
3.86K
$2.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
386+ 5.31% |
$138K - $167K
|
7.66K
$4.63M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
380+ 2.13% |
$136K - $164K
|
18.2K
$11M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
380+ 2.13% |
$136K - $164K
|
18.2K
$11M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
378+ 1350.0% |
$136K - $163K
|
406
$245K
|
|
|
Oct 28, 2022
Q3 2022
|
Verger Capital Management LLC
|
BUY
|
- |
376+ 0.52% |
$135K - $162K
|
73.3K
$44.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
375+ 1.73% |
$134K - $162K
|
22.1K
$13.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
374+ 1.93% |
$134K - $162K
|
19.8K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
372+ 8.32% |
$133K - $161K
|
4.84K
$2.92M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
366+ 0.37% |
$131K - $158K
|
99K
$59.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
365+ 1.9% |
$131K - $158K
|
19.6K
$11.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
363+ 0.81% |
$130K - $157K
|
45K
$27.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
354+ 9.39% |
$127K - $153K
|
4.13K
$2.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
350+ 24.2% |
$126K - $151K
|
1.8K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
348+ 14.6% |
$125K - $150K
|
2.73K
$1.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
346+ 1.45% |
$124K - $149K
|
24.3K
$14.6M
|
|
|
Oct 21, 2022
Q3 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
340+ 17.09% |
$122K - $147K
|
2.33K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
337+ 15.9% |
$121K - $146K
|
2.46K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
336+ 2.58% |
$121K - $145K
|
13.3K
$8.05M
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
335+ 6.38% |
$120K - $145K
|
5.59K
$3.37M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
332+ 0.57% |
$119K - $143K
|
58.2K
$35.2M
|