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 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
46+ 1.82% |
$16.5K - $18.8K
|
2.58K
$1.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
45+ 1.02% |
$16.1K - $18.4K
|
4.45K
$2.73M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
45+ 3.1% |
$16.1K - $18.4K
|
1.5K
$919K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 137.5% |
$15.8K - $18K
|
76
$46.7K
|
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
44+ 0.81% |
$15.8K - $18K
|
5.5K
$3.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
42+ 2.98% |
$15K - $17.2K
|
1.45K
$891K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
42+ 2.58% |
$15K - $17.2K
|
1.67K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
42+ 0.96% |
$15K - $17.2K
|
4.42K
$2.72M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
42+ 1.41% |
$15K - $17.2K
|
3.03K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
41+ 1.32% |
$14.7K - $16.8K
|
3.15K
$1.93M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
41+ 7.79% |
$14.7K - $16.8K
|
567
$348K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
40New |
$14.3K - $16.4K
|
40
$24.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
40+ 3.51% |
$14.3K - $16.4K
|
1.18K
$724K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
40+ 3.47% |
$14.3K - $16.4K
|
1.19K
$732K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
40+ 1.39% |
$14.3K - $16.4K
|
2.92K
$1.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
39+ 0.75% |
$14K - $16K
|
5.24K
$3.22M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
39+ 0.73% |
$14K - $16K
|
5.41K
$3.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
39+ 0.16% |
$14K - $16K
|
23.8K
$14.6M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
39+ 2.46% |
$14K - $16K
|
1.62K
$997K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
38New |
$13.6K - $15.6K
|
38
$23.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
38+ 0.52% |
$13.6K - $15.6K
|
7.35K
$4.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38New |
$13.6K - $15.6K
|
38
$23.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
38+ 0.15% |
$13.6K - $15.6K
|
24.6K
$15.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
37+ 3.91% |
$13.2K - $15.1K
|
984
$605K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
37+ 4.56% |
$13.2K - $15.1K
|
848
$521K
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
35+ 0.42% |
$12.5K - $14.3K
|
8.28K
$5.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
34+ 0.26% |
$12.2K - $13.9K
|
13.4K
$8.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
34+ 27.42% |
$12.2K - $13.9K
|
158
$97.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
32+ 2.02% |
$11.5K - $13.1K
|
1.61K
$992K
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
32+ 2.3% |
$11.5K - $13.1K
|
1.43K
$876K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
31+ 0.33% |
$11.1K - $12.7K
|
9.37K
$5.76M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
31+ 4.81% |
$11.1K - $12.7K
|
675
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
30+ 3.48% |
$10.7K - $12.3K
|
891
$548K
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
30+ 1.27% |
$10.7K - $12.3K
|
2.39K
$1.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
29+ 0.83% |
$10.4K - $11.9K
|
3.52K
$2.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
29+ 1.34% |
$10.4K - $11.9K
|
2.19K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
28+ 2.49% |
$10K - $11.5K
|
1.15K
$708K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
28+ 0.14% |
$10K - $11.5K
|
20K
$12.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
28+ 0.7% |
$10K - $11.5K
|
4.02K
$2.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
26+ 2.64% |
$9.31K - $10.6K
|
1.01K
$622K
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
25+ 3.03% |
$8.95K - $10.2K
|
849
$522K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
25+ 1.6% |
$8.95K - $10.2K
|
1.59K
$976K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
25+ 0.42% |
$8.95K - $10.2K
|
5.97K
$3.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
25+ 0.16% |
$8.95K - $10.2K
|
15.8K
$9.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
25+ 0.94% |
$8.95K - $10.2K
|
2.68K
$1.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
24+ 0.61% |
$8.59K - $9.82K
|
3.97K
$2.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
24+ 1.49% |
$8.59K - $9.82K
|
1.64K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
24+ 0.93% |
$8.59K - $9.82K
|
2.61K
$1.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
23+ 1.41% |
$8.23K - $9.41K
|
1.65K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
23+ 2.79% |
$8.23K - $9.41K
|
847
$520K
|