Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
2K+ 3.8% |
$837K - $960K
|
54.7K
$32.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
2K+ 10.53% |
$836K - $960K
|
21K
$12.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
2K+ 10.96% |
$834K - $958K
|
20.2K
$12.2M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1.97KNew |
$823K - $945K
|
1.97K
$1.19M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1.96KNew |
$821K - $942K
|
1.96K
$1.18M
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.96K+ 7.5% |
$819K - $940K
|
28.1K
$16.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.95KNew |
$817K - $938K
|
1.95K
$1.18M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 2.94% |
$811K - $930K
|
67.9K
$40.9M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 85.34% |
$808K - $928K
|
4.2K
$2.53M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.93K+ 2.51% |
$805K - $924K
|
78.8K
$47.4M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.93K+ 72.45% |
$805K - $924K
|
4.58K
$2.76M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.91K+ 10.33% |
$797K - $915K
|
20.4K
$12.3M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.9K+ 0.82% |
$793K - $910K
|
233K
$140M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.88K+ 11.32% |
$784K - $900K
|
18.4K
$11.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
1.87K+ 4.75% |
$783K - $898K
|
41.3K
$24.8M
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.87K+ 12.91% |
$781K - $897K
|
16.4K
$9.84M
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
1.86K+ 192.75% |
$778K - $893K
|
2.83K
$1.7M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.85K+ 13.35% |
$773K - $888K
|
15.7K
$9.45M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.84K+ 23.83% |
$770K - $884K
|
9.57K
$5.76M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.83K+ 6.17% |
$765K - $878K
|
31.5K
$18.9M
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.83K+ 13.29% |
$764K - $877K
|
15.6K
$9.37M
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 8.74% |
$763K - $876K
|
22.7K
$13.7M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.81K+ 17.14% |
$758K - $870K
|
12.4K
$7.46M
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.81K+ 4.61% |
$757K - $869K
|
41.1K
$24.7M
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.81KNew |
$755K - $866K
|
1.81K
$1.09M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
1.78K+ 2.05% |
$744K - $854K
|
88.7K
$53.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.77K+ 10.65% |
$739K - $848K
|
18.4K
$11.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.77K+ 9.74% |
$738K - $847K
|
19.9K
$12M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.76K+ 12.47% |
$737K - $846K
|
15.9K
$9.57M
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.75K+ 42.17% |
$732K - $840K
|
5.9K
$3.55M
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.74K+ 55.7% |
$729K - $836K
|
4.87K
$2.93M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 48.92% |
$727K - $834K
|
5.29K
$3.19M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.73K+ 5.34% |
$724K - $831K
|
34.1K
$20.6M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.73K+ 88.68% |
$724K - $831K
|
3.68K
$2.22M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.73K+ 7.96% |
$722K - $829K
|
23.4K
$14.1M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.72K+ 2.35% |
$719K - $825K
|
74.8K
$45M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
1.71K+ 37.55% |
$716K - $821K
|
6.27K
$3.77M
|
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.71K+ 7.46% |
$713K - $819K
|
24.6K
$14.8M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.69K+ 6.16% |
$707K - $811K
|
29.1K
$17.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.68K+ 31.31% |
$702K - $806K
|
7.04K
$4.24M
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.68K+ 64.11% |
$702K - $806K
|
4.3K
$2.59M
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.67K+ 10.68% |
$698K - $801K
|
17.3K
$10.4M
|
|
|
May 13, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
1.67KNew |
$696K - $799K
|
1.67K
$1M
|
|
|
May 13, 2022
Q1 2022
|
Harbor Advisory Corp
|
BUY
|
- |
1.66K+ 10.63% |
$695K - $798K
|
17.3K
$10.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.63K+ 19.37% |
$682K - $783K
|
10.1K
$6.05M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.62K+ 8.27% |
$679K - $779K
|
21.3K
$12.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.61K+ 17.15% |
$673K - $773K
|
11K
$6.62M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.59K+ 2.25% |
$666K - $764K
|
72.3K
$43.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 0.74% |
$665K - $763K
|
215K
$130M
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
1.58K+ 57.18% |
$661K - $759K
|
4.35K
$2.62M
|