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
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
22+ 1.94% |
$7.88K - $9.01K
|
1.16K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
22+ 1.16% |
$7.88K - $9.01K
|
1.91K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
21+ 1.75% |
$7.52K - $8.6K
|
1.22K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
21+ 0.59% |
$7.52K - $8.6K
|
3.56K
$2.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
20+ 0.19% |
$7.16K - $8.19K
|
10.4K
$6.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
20+ 0.34% |
$7.16K - $8.19K
|
5.86K
$3.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
20+ 2.36% |
$7.16K - $8.19K
|
869
$534K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
20+ 0.99% |
$7.16K - $8.19K
|
2.03K
$1.25M
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
19+ 0.35% |
$6.8K - $7.78K
|
5.49K
$3.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
18+ 1.79% |
$6.44K - $7.37K
|
1.02K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
18+ 0.81% |
$6.44K - $7.37K
|
2.24K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
18+ 0.07% |
$6.44K - $7.37K
|
24.1K
$14.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
17+ 0.29% |
$6.09K - $6.96K
|
5.86K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
17+ 0.94% |
$6.09K - $6.96K
|
1.83K
$1.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.78% |
$5.73K - $6.55K
|
2.06K
$1.27M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
15+ 1.0% |
$5.37K - $6.14K
|
1.52K
$932K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
15+ 0.21% |
$5.37K - $6.14K
|
7.02K
$4.32M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.62% |
$5.01K - $5.73K
|
878
$540K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
14+ 0.96% |
$5.01K - $5.73K
|
1.47K
$905K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.65% |
$5.01K - $5.73K
|
2.16K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14+ 0.24% |
$5.01K - $5.73K
|
5.75K
$3.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
13+ 0.44% |
$4.65K - $5.32K
|
2.99K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
13New |
$4.65K - $5.32K
|
13
$7.99K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13+ 0.03% |
$4.65K - $5.32K
|
43.4K
$26.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
12+ 0.92% |
$4.3K - $4.91K
|
1.32K
$809K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.57% |
$4.3K - $4.91K
|
2.13K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
12+ 0.02% |
$4.3K - $4.91K
|
69.3K
$42.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
11+ 4.26% |
$3.94K - $4.5K
|
269
$165K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
11+ 0.22% |
$3.94K - $4.5K
|
5.11K
$3.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
11+ 1.09% |
$3.94K - $4.5K
|
1.02K
$629K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.34% |
$3.94K - $4.5K
|
3.21K
$1.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
10+ 1.18% |
$3.58K - $4.09K
|
860
$528K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10+ 1.06% |
$3.58K - $4.09K
|
952
$585K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9+ 0.38% |
$3.22K - $3.68K
|
2.41K
$1.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
9+ 0.12% |
$3.22K - $3.68K
|
7.59K
$4.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.17% |
$3.22K - $3.68K
|
5.33K
$3.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8+ 0.33% |
$2.86K - $3.27K
|
2.43K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8New |
$2.86K - $3.27K
|
8
$4.92K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
7+ 0.71% |
$2.51K - $2.87K
|
995
$611K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
7+ 0.53% |
$2.51K - $2.87K
|
1.33K
$819K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$2.51K - $2.87K
|
5.01K
$3.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
7+ 0.49% |
$2.51K - $2.87K
|
1.42K
$874K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
7+ 0.01% |
$2.51K - $2.87K
|
126K
$77.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7+ 0.1% |
$2.51K - $2.87K
|
7.16K
$4.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7+ 0.49% |
$2.51K - $2.87K
|
1.45K
$890K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
6+ 0.13% |
$2.15K - $2.46K
|
4.72K
$2.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
6+ 0.46% |
$2.15K - $2.46K
|
1.32K
$814K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
6+ 0.23% |
$2.15K - $2.46K
|
2.66K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6+ 0.37% |
$2.15K - $2.46K
|
1.64K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
6+ 0.04% |
$2.15K - $2.46K
|
13.8K
$8.48M
|