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
|
Searle & Co.
|
BUY
|
- |
550+ 49.64% |
$230K - $264K
|
1.66K
$925K
|
|
|
Apr 20, 2022
Q1 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
549New |
$230K - $263K
|
549
$306K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
543+ 1.75% |
$227K - $261K
|
31.5K
$17.6M
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
542New |
$227K - $260K
|
542
$303K
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
BUY
|
- |
540+ 65.53% |
$226K - $259K
|
1.36K
$761K
|
|
|
Apr 28, 2022
Q1 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
540New |
$226K - $259K
|
540
$301K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
537+ 3.46% |
$224K - $258K
|
16.1K
$8.96M
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
537+ 56.17% |
$224K - $258K
|
1.49K
$833K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
536+ 2.09% |
$224K - $257K
|
26.2K
$14.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
534+ 2.4% |
$223K - $256K
|
22.8K
$12.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
529+ 14.69% |
$221K - $254K
|
4.13K
$2.3M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
522+ 14.35% |
$218K - $250K
|
4.16K
$2.32M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
522+ 9.61% |
$218K - $250K
|
5.95K
$3.32M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
518+ 56.12% |
$217K - $249K
|
1.44K
$804K
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
517+ 4.34% |
$216K - $248K
|
12.4K
$6.94M
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
515+ 16.57% |
$215K - $247K
|
3.62K
$2.02M
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
BUY
|
- |
511+ 1.04% |
$214K - $245K
|
49.9K
$27.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
511+ 1.14% |
$214K - $245K
|
45.5K
$25.4M
|
|
|
May 11, 2022
Q1 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
510New |
$213K - $245K
|
510
$285K
|
|
|
May 10, 2022
Q1 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
505New |
$211K - $242K
|
505
$282K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
501+ 24.94% |
$209K - $240K
|
2.51K
$1.4M
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
498+ 1.79% |
$208K - $239K
|
28.4K
$15.8M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
494+ 9.82% |
$207K - $237K
|
5.52K
$3.08M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
492+ 2.88% |
$206K - $236K
|
17.5K
$9.79M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
491+ 2.74% |
$205K - $236K
|
18.4K
$10.3M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
490+ 11.55% |
$205K - $235K
|
4.73K
$2.64M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
484+ 22.15% |
$202K - $232K
|
2.67K
$1.49M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
484New |
$202K - $232K
|
484
$270K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
477+ 6.68% |
$199K - $229K
|
7.62K
$4.25M
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
474New |
$198K - $227K
|
474
$265K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
473+ 1.71% |
$198K - $227K
|
28.1K
$15.7M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
473+ 1.37% |
$198K - $227K
|
35K
$19.5M
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
471New |
$197K - $226K
|
471
$263K
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
469New |
$196K - $225K
|
469
$262K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
466+ 7.48% |
$195K - $224K
|
6.69K
$3.74M
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
466New |
$195K - $224K
|
466
$260K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
464+ 2.03% |
$194K - $223K
|
23.3K
$13M
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
460New |
$192K - $221K
|
460
$257K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
458New |
$191K - $220K
|
458
$256K
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
456+ 18.59% |
$191K - $219K
|
2.91K
$1.62M
|
|
|
May 06, 2022
Q1 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
456+ 6.74% |
$191K - $219K
|
7.22K
$4.03M
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
454+ 20.52% |
$190K - $218K
|
2.67K
$1.49M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
451New |
$189K - $216K
|
451
$252K
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
451New |
$189K - $216K
|
451
$252K
|
|
|
Jan 17, 2024
Q1 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
449New |
$188K - $215K
|
449
$251K
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
448+ 21.75% |
$187K - $215K
|
2.51K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
448New |
$187K - $215K
|
448
$250K
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
447New |
$187K - $214K
|
447
$249K
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
446New |
$186K - $214K
|
446
$249K
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
440+ 1.85% |
$184K - $211K
|
24.2K
$13.5M
|