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
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.2K+ 30.68% |
$503K - $577K
|
5.12K
$3.08M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.19K+ 2.47% |
$499K - $572K
|
49.4K
$29.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.17K+ 4.03% |
$489K - $561K
|
30.2K
$18.2M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 3.43% |
$485K - $557K
|
35.1K
$21.1M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 22.76% |
$485K - $557K
|
6.26K
$3.77M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.12K+ 1.58% |
$469K - $538K
|
71.9K
$43.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
1.11K+ 123.31% |
$464K - $533K
|
2.01K
$1.21M
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.11K+ 0.47% |
$463K - $532K
|
238K
$143M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.1K+ 59.28% |
$461K - $529K
|
2.96K
$1.78M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.09K+ 2.28% |
$457K - $524K
|
49K
$29.5M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.09K+ 1.63% |
$457K - $524K
|
67.9K
$40.9M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.09K+ 129.45% |
$456K - $523K
|
1.93K
$1.16M
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.09K+ 154.77% |
$455K - $522K
|
1.79K
$1.08M
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.09K+ 6.86% |
$454K - $522K
|
16.9K
$10.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.08K+ 3.43% |
$452K - $519K
|
32.6K
$19.6M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.08K+ 3.55% |
$452K - $519K
|
31.6K
$19M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
1.08K+ 1.1% |
$451K - $518K
|
99.1K
$59.6M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.07K+ 5.97% |
$449K - $515K
|
19.1K
$11.5M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.07K+ 0.02% |
$446K - $512K
|
5.59M
$3.36B
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
1.07K+ 2.32% |
$446K - $512K
|
47K
$28.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.06K+ 8858.33% |
$444K - $510K
|
1.08K
$647K
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
1.03KNew |
$432K - $496K
|
1.03K
$622K
|
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.03K+ 1.05% |
$432K - $496K
|
99.2K
$59.7M
|
|
|
May 10, 2022
Q1 2022
|
Fidato Wealth LLC
|
BUY
|
- |
1.03K+ 0.93% |
$430K - $494K
|
112K
$67.3M
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.03KNew |
$430K - $494K
|
1.03K
$619K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.03K+ 3.03% |
$430K - $493K
|
34.9K
$21M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.03K+ 1.18% |
$430K - $493K
|
88.4K
$53.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1.01K+ 37.2% |
$423K - $486K
|
3.74K
$2.25M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.01K+ 23.8% |
$422K - $484K
|
5.25K
$3.16M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1K+ 1.67% |
$418K - $480K
|
61K
$36.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
999+ 2.15% |
$418K - $479K
|
47.5K
$28.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
998+ 0.7% |
$417K - $479K
|
144K
$86.8M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
991+ 4.25% |
$414K - $476K
|
24.3K
$14.6M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
986+ 104.01% |
$412K - $473K
|
1.93K
$1.16M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
985+ 53.3% |
$412K - $473K
|
2.83K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
980+ 4.43% |
$410K - $470K
|
23.1K
$13.9M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
976+ 33.01% |
$408K - $468K
|
3.93K
$2.37M
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
974+ 4.47% |
$407K - $467K
|
22.8K
$13.7M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
BUY
|
- |
970+ 5.59% |
$406K - $465K
|
18.3K
$11M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
965+ 13.35% |
$403K - $463K
|
8.19K
$4.93M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
963+ 9.95% |
$403K - $462K
|
10.6K
$6.41M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
963+ 52.0% |
$403K - $462K
|
2.82K
$1.69M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
952+ 60.79% |
$398K - $457K
|
2.52K
$1.52M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
933New |
$390K - $448K
|
933
$562K
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
933+ 44.77% |
$390K - $448K
|
3.02K
$1.82M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
910+ 205.88% |
$380K - $437K
|
1.35K
$814K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
908+ 61.23% |
$380K - $436K
|
2.39K
$1.44M
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
903+ 17.79% |
$378K - $433K
|
5.98K
$3.6M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
903+ 31.06% |
$378K - $433K
|
3.81K
$2.29M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
885+ 7.26% |
$370K - $425K
|
13.1K
$7.87M
|