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 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 4.35% |
$661K - $759K
|
37.9K
$22.8M
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.58K+ 19.54% |
$659K - $757K
|
9.65K
$5.81M
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
1.57K+ 47.48% |
$654K - $751K
|
4.86K
$2.93M
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.55K+ 8.84% |
$650K - $746K
|
19.1K
$11.5M
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
1.55K+ 100.65% |
$648K - $744K
|
3.09K
$1.86M
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.54K+ 993.55% |
$644K - $739K
|
1.7K
$1.02M
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.54K+ 0.38% |
$643K - $738K
|
410K
$247M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.53K+ 7.18% |
$639K - $734K
|
22.8K
$13.7M
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.53KNew |
$638K - $733K
|
1.53K
$919K
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
1.53K+ 18.34% |
$638K - $732K
|
9.84K
$5.92M
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.51K+ 87.6% |
$632K - $726K
|
3.24K
$1.95M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.51K+ 10.41% |
$630K - $723K
|
16K
$9.62M
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.51K+ 3.77% |
$629K - $722K
|
41.4K
$24.9M
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.49K+ 10.19% |
$624K - $716K
|
16.1K
$9.71M
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.49K+ 4.32% |
$623K - $715K
|
36K
$21.7M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.49K+ 6.16% |
$622K - $714K
|
25.7K
$15.4M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.48KNew |
$618K - $709K
|
1.48K
$890K
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.48KNew |
$618K - $709K
|
1.48K
$890K
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.44K+ 5.26% |
$601K - $690K
|
28.8K
$17.3M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.43K+ 1.68% |
$599K - $688K
|
86.7K
$52.2M
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
1.42K+ 3.26% |
$595K - $683K
|
45K
$27.1M
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.41K+ 2.99% |
$591K - $678K
|
48.7K
$29.3M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
1.4K+ 18.42% |
$585K - $672K
|
9K
$5.42M
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.4K+ 4.9% |
$584K - $670K
|
29.9K
$18M
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 4.19% |
$580K - $666K
|
34.5K
$20.7M
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.37KNew |
$574K - $659K
|
1.37K
$827K
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 1.68% |
$573K - $658K
|
82.8K
$49.8M
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.37K+ 291.49% |
$573K - $657K
|
1.84K
$1.11M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.34K+ 6.27% |
$562K - $645K
|
22.8K
$13.7M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.34KNew |
$561K - $643K
|
1.34K
$807K
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.34K+ 211.02% |
$560K - $643K
|
1.98K
$1.19M
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.34K+ 1.44% |
$559K - $642K
|
94.1K
$56.6M
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.34K+ 11.7% |
$559K - $642K
|
12.8K
$7.68M
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.34K+ 39.89% |
$558K - $641K
|
4.68K
$2.82M
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.33K+ 11.3% |
$558K - $640K
|
13.1K
$7.91M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.33K+ 10.29% |
$554K - $636K
|
14.2K
$8.55M
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1.31K+ 55.84% |
$546K - $627K
|
3.65K
$2.19M
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.3K+ 6.64% |
$543K - $624K
|
20.9K
$12.6M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.29K+ 106.59% |
$541K - $621K
|
2.51K
$1.51M
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 2.49% |
$540K - $619K
|
53.2K
$32M
|
|
May 16, 2022
Q1 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.28K+ 3.04% |
$535K - $614K
|
43.4K
$26.1M
|
|
May 13, 2022
Q1 2022
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
1.28K+ 17.53% |
$535K - $614K
|
8.58K
$5.16M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.27K+ 2.08% |
$531K - $609K
|
62.3K
$37.5M
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.26K+ 37.24% |
$526K - $603K
|
4.63K
$2.79M
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.26K+ 1.92% |
$526K - $603K
|
66.6K
$40.1M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.25K+ 260.83% |
$523K - $601K
|
1.73K
$1.04M
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.24K+ 8.08% |
$518K - $595K
|
16.6K
$9.98M
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
1.24K+ 4.55% |
$516K - $593K
|
28.4K
$17.1M
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.23K+ 9.36% |
$515K - $592K
|
14.4K
$8.67M
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.23K+ 6.4% |
$513K - $588K
|
20.4K
$12.3M
|