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 |
---|---|---|---|---|---|---|---|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
883+ 3.0% |
$369K - $424K
|
30.4K
$18.4M
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
877+ 1.77% |
$367K - $421K
|
50.4K
$30.5M
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
877+ 7.22% |
$367K - $421K
|
13K
$7.88M
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
860+ 3.39% |
$360K - $413K
|
26.2K
$15.9M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
844+ 3.58% |
$353K - $405K
|
24.4K
$14.8M
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
838New |
$350K - $402K
|
838
$507K
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
836+ 32.49% |
$349K - $401K
|
3.41K
$2.06M
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
826+ 24.2% |
$345K - $396K
|
4.24K
$2.56M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
825+ 21.55% |
$345K - $396K
|
4.65K
$2.82M
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
825+ 45.53% |
$345K - $396K
|
2.64K
$1.6M
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
824+ 5.5% |
$344K - $395K
|
15.8K
$9.56M
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
809+ 0.22% |
$338K - $388K
|
371K
$224M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
803+ 0.61% |
$336K - $385K
|
132K
$79.6M
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
795+ 33.4% |
$332K - $381K
|
3.18K
$1.92M
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
BUY
|
- |
793+ 1.67% |
$332K - $381K
|
48.4K
$29.3M
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
786+ 22.74% |
$329K - $377K
|
4.24K
$2.57M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
785+ 14.0% |
$328K - $377K
|
6.39K
$3.87M
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
781+ 9.05% |
$327K - $375K
|
9.41K
$5.69M
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
778+ 9.28% |
$325K - $373K
|
9.16K
$5.54M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
777+ 2.28% |
$325K - $373K
|
34.9K
$21.1M
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
764+ 6.95% |
$319K - $367K
|
11.8K
$7.11M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
763+ 31.41% |
$319K - $366K
|
3.19K
$1.93M
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
762+ 3.44% |
$319K - $366K
|
22.9K
$13.9M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
759+ 4.33% |
$317K - $364K
|
18.3K
$11.1M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
757+ 0.81% |
$316K - $363K
|
94.4K
$57.1M
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
749+ 16.78% |
$313K - $359K
|
5.21K
$3.15M
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
748+ 2.06% |
$313K - $359K
|
37.1K
$22.5M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
736+ 0.27% |
$308K - $353K
|
275K
$167M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
733+ 2.66% |
$306K - $352K
|
28.2K
$17.1M
|
|
May 17, 2022
Q1 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
730New |
$305K - $350K
|
730
$442K
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
728+ 7.34% |
$304K - $349K
|
10.6K
$6.44M
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
721+ 22.58% |
$301K - $346K
|
3.91K
$2.37M
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
720+ 32.88% |
$301K - $345K
|
2.91K
$1.76M
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
713+ 20.19% |
$298K - $342K
|
4.24K
$2.57M
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
713New |
$298K - $342K
|
713
$431K
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
710+ 16.44% |
$297K - $341K
|
5.03K
$3.04M
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
703+ 60.6% |
$294K - $337K
|
1.86K
$1.13M
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
703New |
$294K - $337K
|
703
$425K
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
702+ 11.92% |
$293K - $337K
|
6.59K
$3.99M
|
|
May 16, 2022
Q1 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
702+ 0.65% |
$293K - $337K
|
109K
$66.1M
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
701New |
$293K - $336K
|
701
$424K
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
701+ 16.54% |
$293K - $336K
|
4.94K
$2.99M
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
699+ 24.53% |
$292K - $335K
|
3.55K
$2.15M
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
699+ 3177.27% |
$292K - $335K
|
721
$436K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
698+ 5.64% |
$292K - $335K
|
13.1K
$7.92M
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
697+ 70.62% |
$291K - $334K
|
1.68K
$1.02M
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
696+ 4.02% |
$291K - $334K
|
18K
$10.9M
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
693+ 0.62% |
$290K - $333K
|
112K
$67.8M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
692+ 0.67% |
$289K - $332K
|
104K
$62.8M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
680+ 1.23% |
$284K - $326K
|
56.1K
$33.9M
|