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 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
138+ 1.98% |
$57.7K - $66.2K
|
7.11K
$4.29M
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
138+ 8.07% |
$57.7K - $66.2K
|
1.85K
$1.12M
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
137+ 0.53% |
$57.3K - $65.7K
|
26.1K
$15.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
132+ 8.0% |
$55.2K - $63.3K
|
1.78K
$1.08M
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
131+ 1.53% |
$54.8K - $62.9K
|
8.72K
$5.26M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
130+ 0.81% |
$54.3K - $62.4K
|
16.1K
$9.72M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
130+ 13.22% |
$54.3K - $62.4K
|
1.11K
$672K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
129New |
$53.9K - $61.9K
|
129
$77.9K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
129+ 47.6% |
$53.9K - $61.9K
|
400
$242K
|
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
127+ 6.72% |
$53.1K - $60.9K
|
2.02K
$1.22M
|
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
125+ 18.66% |
$52.3K - $60K
|
795
$480K
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
125+ 15.34% |
$52.3K - $60K
|
940
$568K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
122+ 0.91% |
$51K - $58.5K
|
13.5K
$8.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
BUY
|
- |
122+ 0.78% |
$51K - $58.5K
|
15.8K
$9.52M
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
122+ 15.78% |
$51K - $58.5K
|
895
$540K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
122+ 3.43% |
$51K - $58.5K
|
3.68K
$2.22M
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
120+ 5.88% |
$50.2K - $57.6K
|
2.16K
$1.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
119+ 0.16% |
$49.7K - $57.1K
|
73K
$44.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
119+ 9.6% |
$49.7K - $57.1K
|
1.36K
$821K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
118+ 6.09% |
$49.3K - $56.6K
|
2.06K
$1.24M
|
|
|
May 09, 2022
Q1 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
118+ 0.24% |
$49.3K - $56.6K
|
49.9K
$30.2M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
117+ 1.47% |
$48.9K - $56.1K
|
8.1K
$4.89M
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
116+ 3.41% |
$48.5K - $55.7K
|
3.52K
$2.12M
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
116+ 1.4% |
$48.5K - $55.7K
|
8.4K
$5.07M
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
115+ 11.55% |
$48.1K - $55.2K
|
1.11K
$671K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
111+ 1.6% |
$46.4K - $53.3K
|
7.04K
$4.25M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Investment Advisors
|
BUY
|
- |
109+ 8.37% |
$45.6K - $52.3K
|
1.41K
$853K
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
107+ 19.96% |
$44.7K - $51.3K
|
643
$388K
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
106+ 3.51% |
$44.3K - $50.9K
|
3.13K
$1.89M
|
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
105+ 11.89% |
$43.9K - $50.4K
|
988
$597K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
105New |
$43.9K - $50.4K
|
105
$63.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
104+ 0.25% |
$43.5K - $49.9K
|
41.4K
$25M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
104+ 1.27% |
$43.5K - $49.9K
|
8.32K
$5.02M
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
103+ 4.1% |
$43.1K - $49.4K
|
2.61K
$1.58M
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
102+ 17.96% |
$42.6K - $48.9K
|
670
$405K
|
|
|
Apr 27, 2022
Q1 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
102+ 3.19% |
$42.6K - $48.9K
|
3.3K
$1.99M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
100+ 1.63% |
$41.8K - $48K
|
6.24K
$3.77M
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
100+ 1.43% |
$41.8K - $48K
|
7.11K
$4.29M
|
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
100+ 0.51% |
$41.8K - $48K
|
19.6K
$11.8M
|
|
|
May 15, 2023
Q1 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
100+ 13.77% |
$41.8K - $48K
|
826
$499K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
99+ 5.96% |
$41.4K - $47.5K
|
1.76K
$1.06M
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
98+ 1.35% |
$41K - $47K
|
7.35K
$4.44M
|
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
97+ 8.14% |
$40.6K - $46.5K
|
1.29K
$778K
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
97+ 0.76% |
$40.6K - $46.5K
|
12.8K
$7.73M
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
96+ 2.17% |
$40.1K - $46.1K
|
4.52K
$2.73M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
96+ 6.38% |
$40.1K - $46.1K
|
1.6K
$967K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
95+ 1.11% |
$39.7K - $45.6K
|
8.65K
$5.22M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
95+ 13.25% |
$39.7K - $45.6K
|
812
$490K
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
94+ 2.74% |
$39.3K - $45.1K
|
3.52K
$2.13M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
93+ 1.25% |
$38.9K - $44.6K
|
7.55K
$4.56M
|