Purchases and Sales Made in Q4 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 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 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
580+ 3.39% |
$208K - $237K
|
17.7K
$10.7M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
577+ 10.48% |
$207K - $236K
|
6.09K
$3.67M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
575+ 3.15% |
$206K - $235K
|
18.8K
$11.3M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
575+ 3.15% |
$206K - $235K
|
18.8K
$11.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
573New |
$205K - $235K
|
573
$345K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
573New |
$205K - $235K
|
573
$345K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
572+ 0.39% |
$205K - $234K
|
149K
$89.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
570+ 82.85% |
$204K - $233K
|
1.26K
$758K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
570New |
$204K - $233K
|
570
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
567New |
$203K - $232K
|
567
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
566+ 39.94% |
$203K - $232K
|
1.98K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
565+ 50.72% |
$202K - $231K
|
1.68K
$1.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
563+ 516.51% |
$202K - $230K
|
672
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
560+ 3.05% |
$200K - $229K
|
18.9K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
559+ 18.57% |
$200K - $229K
|
3.57K
$2.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
557+ 2.04% |
$199K - $228K
|
27.8K
$16.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
557+ 69.71% |
$199K - $228K
|
1.36K
$817K
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
554New |
$198K - $227K
|
554
$334K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
553+ 2.86% |
$198K - $226K
|
19.9K
$12M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
552New |
$198K - $226K
|
552
$333K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
552+ 11.34% |
$198K - $226K
|
5.42K
$3.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
549New |
$197K - $225K
|
549
$331K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
547New |
$196K - $224K
|
547
$330K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
546New |
$195K - $223K
|
546
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
544New |
$195K - $223K
|
544
$328K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
543+ 9.38% |
$194K - $222K
|
6.33K
$3.82M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
542New |
$194K - $222K
|
542
$327K
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
540New |
$193K - $221K
|
540
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
540+ 39.91% |
$193K - $221K
|
1.89K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
538New |
$193K - $220K
|
538
$324K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
536+ 2.21% |
$192K - $219K
|
24.8K
$14.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
536+ 21.74% |
$192K - $219K
|
3K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
535New |
$192K - $219K
|
535
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
535New |
$192K - $219K
|
535
$323K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
531+ 10.82% |
$190K - $217K
|
5.44K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
531+ 2.07% |
$190K - $217K
|
26.2K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
531+ 43.38% |
$190K - $217K
|
1.76K
$1.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
530+ 2.46% |
$190K - $217K
|
22.1K
$13.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
530+ 35.71% |
$190K - $217K
|
2.01K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
529New |
$189K - $217K
|
529
$319K
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
528New |
$189K - $216K
|
528
$318K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
526+ 7.51% |
$188K - $215K
|
7.53K
$4.54M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
522+ 0.85% |
$187K - $214K
|
61.7K
$37.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
521+ 40.48% |
$187K - $213K
|
1.81K
$1.09M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
520+ 1.04% |
$186K - $213K
|
50.6K
$30.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
519+ 3.01% |
$186K - $212K
|
17.8K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
515+ 1.6% |
$184K - $211K
|
32.7K
$19.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
513+ 29.03% |
$184K - $210K
|
2.28K
$1.37M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
508+ 0.63% |
$182K - $208K
|
80.6K
$48.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
507+ 12.61% |
$181K - $208K
|
4.53K
$2.73M
|