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 13, 2022
Q1 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
125K+ 8.55% |
$52.4M - $60.2M
|
1.59M
$964M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 7.44% |
$51.6M - $59.2M
|
1.78M
$1.08B
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
123K+ 24302.17% |
$51.4M - $59M
|
123K
$74.7M
|
|
|
May 13, 2022
Q1 2022
|
Qalhat Capital LTD
St Helier, Y9 |
BUY
|
- |
116K+ 47.73% |
$48.6M - $55.8M
|
360K
$218M
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
113K+ 3856.87% |
$47.1M - $54.1M
|
116K
$70M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
112K+ 47.84% |
$46.6M - $53.5M
|
345K
$209M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
110K+ 6.04% |
$46M - $52.8M
|
1.93M
$1.17B
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
109K+ 7.24% |
$45.7M - $52.4M
|
1.62M
$979M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
107K+ 7.54% |
$44.7M - $51.3M
|
1.52M
$922M
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
106K+ 42.22% |
$44.4M - $50.9M
|
357K
$216M
|
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
103KNew |
$43.2M - $49.5M
|
103K
$62.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
91K+ 13.85% |
$38M - $43.7M
|
748K
$453M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
89.9K+ 8011.85% |
$37.6M - $43.1M
|
91K
$55.1M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
87.9K+ 23.55% |
$36.8M - $42.2M
|
461K
$279M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
86.8K+ 91.79% |
$36.3M - $41.7M
|
181K
$110M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
86.7KNew |
$36.3M - $41.6M
|
86.7K
$52.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Genworth Financial Inc
|
BUY
|
- |
86.4K+ 81.68% |
$36.1M - $41.5M
|
192K
$116M
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
79.7K+ 20.68% |
$33.3M - $38.3M
|
465K
$281M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
79.3K+ 7.07% |
$33.1M - $38M
|
1.2M
$727M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
78.5K+ 246.25% |
$32.8M - $37.7M
|
110K
$66.8M
|
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
78.3K+ 60.14% |
$32.7M - $37.6M
|
208K
$126M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
77.1KNew |
$32.2M - $37M
|
77.1K
$46.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
76.4K+ 171.98% |
$32M - $36.7M
|
121K
$73.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
75.3K+ 62.3% |
$31.5M - $36.1M
|
196K
$119M
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
BUY
|
- |
75K+ 137.66% |
$31.4M - $36M
|
129K
$78.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
74.5K+ 10.44% |
$31.1M - $35.7M
|
788K
$477M
|
|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
73.2K+ 21.56% |
$30.6M - $35.1M
|
413K
$250M
|
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
71.3K+ 9.68% |
$29.8M - $34.2M
|
808K
$489M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
70.2KNew |
$29.3M - $33.7M
|
70.2K
$42.5M
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
70K+ 29.84% |
$29.2M - $33.6M
|
304K
$184M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67.1K+ 15.99% |
$28M - $32.2M
|
487K
$295M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.9K+ 2.62% |
$28M - $32.1M
|
2.62M
$1.58B
|
|
|
May 24, 2022
Q1 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
66.2KNew |
$27.7M - $31.8M
|
66.2K
$40M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
64.7K+ 3635.34% |
$27.1M - $31M
|
66.5K
$40.2M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63.6K+ 43.14% |
$26.6M - $30.5M
|
211K
$128M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
61.9K+ 5.45% |
$25.9M - $29.7M
|
1.2M
$726M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
61.8K+ 4.15% |
$25.8M - $29.6M
|
1.55M
$938M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
58.9KNew |
$24.6M - $28.3M
|
58.9K
$35.6M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56.7K+ 11.45% |
$23.7M - $27.2M
|
552K
$334M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.4K+ 23.0% |
$23.6M - $27.1M
|
302K
$182M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
54.9K+ 18.91% |
$22.9M - $26.3M
|
345K
$209M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
54.4K+ 47.82% |
$22.8M - $26.1M
|
168K
$102M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
54K+ 51.32% |
$22.6M - $25.9M
|
159K
$96.4M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
53.6K+ 50.11% |
$22.4M - $25.7M
|
160K
$97.1M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53K+ 3.5% |
$22.2M - $25.4M
|
1.57M
$949M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
51.9KNew |
$21.7M - $24.9M
|
51.9K
$31.4M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
51.8K+ 18.29% |
$21.7M - $24.9M
|
335K
$203M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50.9K+ 8.37% |
$21.3M - $24.4M
|
659K
$399M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
50.8K+ 50.96% |
$21.3M - $24.4M
|
151K
$91.1M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
48.4K+ 40.35% |
$20.2M - $23.2M
|
168K
$102M
|