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 04, 2023
Q4 2022
|
Private Asset Management Inc
|
BUY
|
- |
5+ 0.77% |
$1.79K - $2.05K
|
653
$400K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
5New |
$1.79K - $2.05K
|
5
$3.06K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
5+ 0.41% |
$1.79K - $2.05K
|
1.22K
$747K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
5+ 0.65% |
$1.79K - $2.05K
|
774
$474K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
5+ 0.09% |
$1.79K - $2.05K
|
5.5K
$3.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.13% |
$1.79K - $2.05K
|
3.99K
$2.45M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
4+ 0.69% |
$1.43K - $1.64K
|
582
$357K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.61% |
$1.43K - $1.64K
|
662
$406K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
4New |
$1.43K - $1.64K
|
4
$2.45K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.53% |
$1.43K - $1.64K
|
755
$463K
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
4+ 0.01% |
$1.43K - $1.64K
|
41.5K
$25.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.52% |
$1.43K - $1.64K
|
775
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4+ 0.09% |
$1.43K - $1.64K
|
4.64K
$2.84M
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.59% |
$1.07K - $1.23K
|
508
$311K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$1.07K - $1.23K
|
14.9K
$9.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.21% |
$1.07K - $1.23K
|
1.45K
$890K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
3+ 0.46% |
$1.07K - $1.23K
|
651
$399K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$1.07K - $1.23K
|
1.55K
$948K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3+ 0.09% |
$1.07K - $1.23K
|
3.53K
$2.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.95% |
$1.07K - $1.23K
|
319
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3+ 0.26% |
$1.07K - $1.23K
|
1.18K
$720K
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.06% |
$1.07K - $1.23K
|
5.45K
$3.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.05% |
$716 - $819
|
4.29K
$2.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
2+ 0.15% |
$716 - $819
|
1.38K
$844K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.13% |
$716 - $819
|
1.59K
$974K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
2+ 0.09% |
$716 - $819
|
2.29K
$1.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.09% |
$716 - $819
|
2.32K
$1.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2+ 0.34% |
$716 - $819
|
584
$358K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.27% |
$716 - $819
|
743
$455K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2+ 0.18% |
$716 - $819
|
1.12K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2+ 0.02% |
$716 - $819
|
10.8K
$6.61M
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
2+ 0.01% |
$716 - $819
|
16.2K
$9.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.14% |
$358 - $409
|
694
$425K
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1+ 0.11% |
$358 - $409
|
895
$548K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
1+ 1.79% |
$358 - $409
|
57
$34.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.09% |
$358 - $409
|
1.09K
$665K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.15% |
$358 - $409
|
666
$408K
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
1+ 0.09% |
$358 - $409
|
1.15K
$707K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.34% |
$358 - $409
|
291
$178K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$358 - $409
|
1.12K
$684K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$358 - $409
|
1.77K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1+ 0.15% |
$358 - $409
|
674
$413K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.0% |
$358 - $409
|
262K
$161M
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.06% |
$358 - $409
|
1.55K
$949K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
1+ 0.1% |
$358 - $409
|
961
$589K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1+ 0.04% |
$358 - $409
|
2.7K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
1+ 0.15% |
$358 - $409
|
666
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
1+ 0.16% |
$358 - $409
|
617
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.05% |
$358 - $409
|
2.2K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.16% |
$358 - $409
|
631
$387K
|