Purchases and Sales Made in Q4 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 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
Jan 10, 2023 Q4 2022
Stillwater Investment Management, LLC

BUY
 -
1.87K
+ 0.78%
$668K - $764K
241K $146M
Jan 19, 2023 Q4 2022
Access Financial Services, Inc.

BUY
 -
1.86K
+ 22.05%
$667K - $763K
10.3K $6.22M
Feb 13, 2023 Q4 2022
Cullen/Frost Bankers, Inc.

BUY
 -
1.86K
+ 38.91%
$667K - $763K
6.66K $4.01M
Feb 13, 2023 Q4 2022
Wealth Alliance

Mellville, NY
BUY
 -
1.84K
+ 1.79%
$657K - $752K
104K $62.8M
Feb 14, 2023 Q4 2022
Ironwood Financial, LLC

BUY
 -
1.83K
+ 2.22%
$656K - $750K
84.4K $50.9M
Feb 09, 2023 Q4 2022
Towercrest Capital Management

Newtown, PA
BUY
 -
1.82K
+ 2.28%
$651K - $744K
81.6K $49.2M
Jan 26, 2023 Q4 2022
American Asset Management Inc.

BUY
 -
1.81K
New
$649K - $742K
1.81K $1.09M
Feb 14, 2023 Q4 2022
Chicago Wealth Management, Inc.

Chicago, IL
BUY
 -
1.81K
New
$649K - $742K
1.81K $1.09M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
1.81K
+ 0.24%
$648K - $740K
758K $457M
Feb 14, 2023 Q4 2022
Bristlecone Advisors, LLC

BUY
 -
1.81K
+ 2.39%
$647K - $740K
77.3K $46.6M
Jan 09, 2024 Q4 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1.79K
+ 46.65%
$642K - $734K
5.64K $3.4M
Feb 14, 2023 Q4 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.79K
New
$641K - $733K
1.79K $1.08M
Feb 03, 2023 Q4 2022
Mendota Financial Group, LLC

Madison, WI
BUY
 -
1.78K
New
$638K - $730K
1.78K $1.07M
Jan 27, 2023 Q4 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
1.78K
+ 23.15%
$637K - $729K
9.47K $5.71M
Feb 13, 2023 Q4 2022
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
1.78K
New
$637K - $728K
1.78K $1.07M
Jan 20, 2023 Q4 2022
Hartford Investment Management CO

BUY
 -
1.77K
+ 16.58%
$635K - $726K
12.5K $7.52M
Jan 20, 2023 Q4 2022
Fort Henry Capital, LLC

BUY
 -
1.77K
+ 2.34%
$633K - $723K
77.4K $46.6M
Jan 26, 2023 Q4 2022
Capital Planning LLC

BUY
 -
1.77K
+ 3.55%
$633K - $723K
51.6K $31.1M
Jan 31, 2023 Q4 2022
Bank Of The West

BUY
 -
1.76K
+ 13.31%
$631K - $722K
15K $9.05M
Feb 09, 2023 Q4 2022
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
1.76K
New
$631K - $722K
1.76K $1.06M
Feb 14, 2023 Q4 2022
Conrad N. Hilton Foundation

Agoura Hills, CA
BUY
 -
1.76K
New
$631K - $722K
1.76K $1.06M
Jan 20, 2023 Q4 2022
Sterling Investment Counsel, LLC

BUY
 -
1.76K
+ 12.68%
$630K - $721K
15.7K $9.44M
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
1.75K
+ 3.47%
$627K - $717K
52.3K $31.5M
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.75K
+ 2.25%
$626K - $716K
79.4K $47.9M
Feb 02, 2023 Q4 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
1.75K
+ 206.86%
$626K - $715K
2.59K $1.56M
Feb 09, 2023 Q4 2022
Strategic Equity Management

BUY
 -
1.75K
+ 224.26%
$625K - $715K
2.53K $1.52M
Feb 09, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.74K
+ 34.29%
$623K - $713K
6.82K $4.11M
Feb 10, 2023 Q4 2022
Pittenger & Anderson Inc

BUY
 -
1.74K
+ 20.81%
$623K - $712K
10.1K $6.09M
Feb 13, 2023 Q4 2022
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
1.73K
New
$621K - $710K
1.73K $1.05M
Feb 13, 2023 Q4 2022
Clal Insurance Enterprises Holdings LTD

Tel Aviv, L3
BUY
 -
1.73K
+ 2.23%
$619K - $708K
79.3K $47.8M
Aug 02, 2023 Q4 2022
Money Design Co.,Ltd.

BUY
 -
1.73K
+ 12.64%
$619K - $708K
15.4K $9.29M
Jan 23, 2023 Q4 2022
Defined Wealth Management, LLC

BUY
 -
1.71K
+ 8.29%
$610K - $698K
22.3K $13.4M
Jan 18, 2023 Q4 2022
Wesbanco Bank Inc

BUY
 -
1.69K
+ 7.85%
$606K - $693K
23.3K $14M
Feb 13, 2023 Q4 2022
ETF Store, Inc.

BUY
 -
1.69K
+ 3.16%
$606K - $693K
55.3K $33.3M
Feb 14, 2023 Q4 2022
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
1.69K
+ 282.61%
$605K - $692K
2.29K $1.38M
Jan 19, 2023 Q4 2022
Roth Financial Partners LLC

BUY
 -
1.69K
+ 2.44%
$605K - $691K
70.8K $42.7M
Jan 27, 2023 Q4 2022
Columbia Advisory Partners LLC

BUY
 -
1.69K
New
$604K - $690K
1.69K $1.02M
Jan 19, 2023 Q4 2022
Procyon Advisors, LLC

BUY
 -
1.69K
+ 31.96%
$603K - $690K
6.96K $4.19M
Feb 02, 2023 Q4 2022
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
1.69K
New
$603K - $690K
1.69K $1.02M
Feb 01, 2023 Q4 2022
Janney Capital Management LLC

BUY
 -
1.68K
+ 300.89%
$602K - $688K
2.24K $1.35M
Feb 09, 2023 Q4 2022
Fidato Wealth LLC

BUY
 -
1.66K
+ 1.48%
$594K - $679K
114K $68.6M
Feb 01, 2023 Q4 2022
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
1.66K
New
$593K - $678K
1.66K $999K
Feb 14, 2023 Q4 2022
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
1.66K
+ 2.8%
$593K - $678K
60.9K $36.7M
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
1.66K
New
$593K - $678K
1.66K $999K
Feb 10, 2023 Q4 2022
Good Life Advisors, LLC

BUY
 -
1.65K
+ 6.9%
$590K - $674K
25.5K $15.4M
Feb 06, 2023 Q4 2022
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
1.63K
+ 85.55%
$583K - $666K
3.53K $2.13M
Feb 07, 2023 Q4 2022
Mawer Investment Management Ltd.

Calgary, A0
BUY
 -
1.62K
New
$581K - $664K
1.62K $978K
Feb 06, 2023 Q4 2022
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
1.62K
+ 104.45%
$579K - $662K
3.17K $1.91M
Jan 24, 2023 Q4 2022
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
1.58K
+ 23.42%
$565K - $645K
8.31K $5.01M

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