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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
675+ 14.42% |
$282K - $324K
|
5.36K
$3.24M
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
BUY
|
- |
674+ 3.85% |
$282K - $323K
|
18.2K
$11M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
672New |
$281K - $322K
|
672
$407K
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
670+ 0.46% |
$280K - $321K
|
145K
$87.9M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
670+ 2.75% |
$280K - $321K
|
25K
$15.1M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
664+ 5.86% |
$278K - $319K
|
12K
$7.26M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
659+ 1.42% |
$276K - $316K
|
47K
$28.5M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
658+ 11.19% |
$275K - $316K
|
6.54K
$3.96M
|
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
652+ 23.5% |
$273K - $313K
|
3.43K
$2.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
651+ 7.23% |
$272K - $312K
|
9.65K
$5.84M
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
651+ 1.95% |
$272K - $312K
|
34.1K
$20.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Benin Management Corp
|
BUY
|
- |
651+ 38.05% |
$272K - $312K
|
2.36K
$1.43M
|
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
649+ 247.71% |
$271K - $311K
|
911
$551K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
648+ 52.3% |
$271K - $311K
|
1.89K
$1.14M
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
645+ 21.67% |
$270K - $309K
|
3.62K
$2.19M
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
645+ 1.11% |
$270K - $309K
|
58.7K
$35.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
641+ 8.77% |
$268K - $308K
|
7.95K
$4.81M
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
636+ 17.29% |
$266K - $305K
|
4.31K
$2.61M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
632+ 2.28% |
$264K - $303K
|
28.4K
$17.2M
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
630+ 18.43% |
$263K - $302K
|
4.05K
$2.45M
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
628+ 2.56% |
$263K - $301K
|
25.1K
$15.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
620New |
$259K - $298K
|
620
$375K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
612+ 14.73% |
$256K - $294K
|
4.77K
$2.88M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
611+ 6110.0% |
$255K - $293K
|
621
$376K
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
604+ 55.82% |
$253K - $290K
|
1.69K
$1.02M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
604+ 12.08% |
$253K - $290K
|
5.6K
$3.39M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
602+ 21.56% |
$252K - $289K
|
3.39K
$2.05M
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
602+ 1.18% |
$252K - $289K
|
51.4K
$31.1M
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
599+ 6.31% |
$250K - $287K
|
10.1K
$6.11M
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
597+ 5.61% |
$250K - $286K
|
11.2K
$6.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
591+ 99.66% |
$247K - $284K
|
1.18K
$716K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
584New |
$244K - $280K
|
584
$353K
|
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
582+ 3.15% |
$243K - $279K
|
19.1K
$11.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
581+ 1.01% |
$243K - $279K
|
58K
$35.1M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
581+ 6.16% |
$243K - $279K
|
10K
$6.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
580New |
$242K - $278K
|
580
$351K
|
|
|
May 04, 2022
Q1 2022
|
Nbw Capital LLC
|
BUY
|
- |
575New |
$240K - $276K
|
575
$348K
|
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
573+ 0.86% |
$240K - $275K
|
67.4K
$40.8M
|
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
572+ 57.2% |
$239K - $274K
|
1.57K
$951K
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
567New |
$237K - $272K
|
567
$343K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
567+ 33.33% |
$237K - $272K
|
2.27K
$1.37M
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
565+ 25.42% |
$236K - $271K
|
2.79K
$1.69M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
561+ 87.66% |
$235K - $269K
|
1.2K
$727K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
555+ 2.36% |
$232K - $266K
|
24K
$14.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
550+ 4.12% |
$230K - $264K
|
13.9K
$8.41M
|
|
|
May 10, 2022
Q1 2022
|
Searle & Co.
|
BUY
|
- |
550+ 49.64% |
$230K - $264K
|
1.66K
$1M
|
|
|
Apr 20, 2022
Q1 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
549New |
$230K - $263K
|
549
$332K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
543+ 1.75% |
$227K - $261K
|
31.5K
$19.1M
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
542New |
$227K - $260K
|
542
$328K
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
BUY
|
- |
540+ 65.53% |
$226K - $259K
|
1.36K
$825K
|