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
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
199+ 1.84% |
$83.2K - $95.5K
|
11K
$6.74M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
198+ 2.75% |
$82.8K - $95K
|
7.39K
$4.53M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
197+ 11.51% |
$82.4K - $94.5K
|
1.91K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
197+ 4.04% |
$82.4K - $94.5K
|
5.07K
$3.11M
|
|
|
May 03, 2022
Q1 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
195+ 13.57% |
$81.5K - $93.6K
|
1.63K
$1M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
194+ 0.92% |
$81.1K - $93.1K
|
21.3K
$13.1M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
193+ 4.22% |
$80.7K - $92.6K
|
4.77K
$2.92M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
192+ 11.36% |
$80.3K - $92.1K
|
1.88K
$1.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
190+ 10.91% |
$79.4K - $91.2K
|
1.93K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
190+ 4.6% |
$79.4K - $91.2K
|
4.32K
$2.65M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
189+ 1.61% |
$79K - $90.7K
|
11.9K
$7.29M
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
188+ 8.36% |
$78.6K - $90.2K
|
2.44K
$1.49M
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
186+ 23.66% |
$77.8K - $89.3K
|
972
$596K
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
184+ 0.72% |
$76.9K - $88.3K
|
25.7K
$15.7M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
184+ 3.4% |
$76.9K - $88.3K
|
5.6K
$3.43M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
184+ 36.15% |
$76.9K - $88.3K
|
693
$425K
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
183+ 11.34% |
$76.5K - $87.8K
|
1.8K
$1.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
182+ 3.4% |
$76.1K - $87.3K
|
5.53K
$3.39M
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
182+ 0.43% |
$76.1K - $87.3K
|
42.4K
$26M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
181+ 2.48% |
$75.7K - $86.9K
|
7.47K
$4.58M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
179+ 8.94% |
$74.8K - $85.9K
|
2.18K
$1.34M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
179+ 23.58% |
$74.8K - $85.9K
|
938
$575K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
178+ 0.4% |
$74.4K - $85.4K
|
45.2K
$27.7M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
177+ 3.87% |
$74K - $84.9K
|
4.76K
$2.91M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
175+ 1.44% |
$73.2K - $84K
|
12.4K
$7.58M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
172+ 1.17% |
$71.9K - $82.5K
|
14.9K
$9.1M
|
|
|
May 12, 2022
Q1 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
172+ 4.03% |
$71.9K - $82.5K
|
4.44K
$2.72M
|
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
167+ 17.38% |
$69.8K - $80.1K
|
1.13K
$691K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
166+ 167.68% |
$69.4K - $79.7K
|
265
$162K
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
165+ 1.36% |
$69K - $79.2K
|
12.3K
$7.56M
|
|
|
May 06, 2022
Q1 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
164+ 0.26% |
$68.6K - $78.7K
|
64.2K
$39.3M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
163+ 8.52% |
$68.1K - $78.2K
|
2.08K
$1.27M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
162+ 0.93% |
$67.7K - $77.7K
|
17.5K
$10.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
161+ 9.43% |
$67.3K - $77.3K
|
1.87K
$1.14M
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
161+ 0.96% |
$67.3K - $77.3K
|
16.9K
$10.3M
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
159+ 11.2% |
$66.5K - $76.3K
|
1.58K
$967K
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
158+ 3.26% |
$66.1K - $75.8K
|
5.01K
$3.07M
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
155+ 5.57% |
$64.8K - $74.4K
|
2.94K
$1.8M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
155+ 3.9% |
$64.8K - $74.4K
|
4.13K
$2.53M
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
154+ 3.02% |
$64.4K - $73.9K
|
5.25K
$3.21M
|
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
153+ 1.5% |
$64K - $73.4K
|
10.4K
$6.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
153+ 3.14% |
$64K - $73.4K
|
5.03K
$3.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
152+ 3.05% |
$63.5K - $72.9K
|
5.14K
$3.15M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
152+ 12.91% |
$63.5K - $72.9K
|
1.33K
$814K
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
150+ 11.99% |
$62.7K - $72K
|
1.4K
$858K
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
148+ 30.2% |
$61.9K - $71K
|
638
$391K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
143+ 11.81% |
$59.8K - $68.6K
|
1.35K
$830K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
143+ 31.5% |
$59.8K - $68.6K
|
597
$366K
|
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
143+ 10.22% |
$59.8K - $68.6K
|
1.54K
$945K
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
142+ 3.89% |
$59.4K - $68.1K
|
3.79K
$2.32M
|