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 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
96+ 6.38% |
$40.1K - $46.1K
|
1.6K
$894K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
95+ 1.11% |
$39.7K - $45.6K
|
8.65K
$4.83M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
95+ 13.25% |
$39.7K - $45.6K
|
812
$453K
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
94+ 2.74% |
$39.3K - $45.1K
|
3.52K
$1.96M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
93+ 1.25% |
$38.9K - $44.6K
|
7.55K
$4.21M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
93+ 3.68% |
$38.9K - $44.6K
|
2.62K
$1.46M
|
|
|
Apr 11, 2022
Q1 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
93+ 6.2% |
$38.9K - $44.6K
|
1.59K
$889K
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
BUY
|
- |
92+ 6.41% |
$38.5K - $44.1K
|
1.53K
$852K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
BUY
|
- |
91+ 1.41% |
$38K - $43.7K
|
6.55K
$3.65M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
91+ 0.67% |
$38K - $43.7K
|
13.6K
$7.59M
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
BUY
|
- |
90+ 7.18% |
$37.6K - $43.2K
|
1.34K
$750K
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
90+ 1.33% |
$37.6K - $43.2K
|
6.85K
$3.82M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
89+ 0.57% |
$37.2K - $42.7K
|
15.7K
$8.78M
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
BUY
|
- |
88+ 3.41% |
$36.8K - $42.2K
|
2.67K
$1.49M
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
85+ 12.46% |
$35.5K - $40.8K
|
767
$428K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
85+ 2.13% |
$35.5K - $40.8K
|
4.08K
$2.28M
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
84+ 1.65% |
$35.1K - $40.3K
|
5.18K
$2.89M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
83+ 5.57% |
$34.7K - $39.8K
|
1.57K
$878K
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
82+ 2.59% |
$34.3K - $39.3K
|
3.24K
$1.81M
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
82+ 0.25% |
$34.3K - $39.3K
|
32.7K
$18.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
80+ 1.53% |
$33.4K - $38.4K
|
5.3K
$2.96M
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
79+ 3.32% |
$33K - $37.9K
|
2.46K
$1.37M
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
76+ 7.34% |
$31.8K - $36.5K
|
1.11K
$621K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
76+ 0.23% |
$31.8K - $36.5K
|
32.7K
$18.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
75+ 625.0% |
$31.4K - $36K
|
87
$48.6K
|
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
BUY
|
- |
75+ 5.74% |
$31.4K - $36K
|
1.38K
$771K
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
75+ 1.36% |
$31.4K - $36K
|
5.59K
$3.12M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
75+ 0.05% |
$31.4K - $36K
|
160K
$89.3M
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
75+ 0.13% |
$31.4K - $36K
|
57.5K
$32.1M
|
|
|
May 16, 2022
Q1 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
75+ 0.86% |
$31.4K - $36K
|
8.82K
$4.92M
|
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
75New |
$31.4K - $36K
|
75
$41.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
74+ 0.89% |
$30.9K - $35.5K
|
8.42K
$4.7M
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
74+ 2.89% |
$30.9K - $35.5K
|
2.63K
$1.47M
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
71+ 2.85% |
$29.7K - $34.1K
|
2.56K
$1.43M
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
71+ 15.92% |
$29.7K - $34.1K
|
517
$289K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
69+ 3.13% |
$28.8K - $33.1K
|
2.27K
$1.27M
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
68+ 10.12% |
$28.4K - $32.6K
|
740
$413K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
68+ 6.71% |
$28.4K - $32.6K
|
1.08K
$603K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
68+ 12.83% |
$28.4K - $32.6K
|
598
$334K
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
67+ 1.42% |
$28K - $32.1K
|
4.79K
$2.67M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
66+ 0.16% |
$27.6K - $31.7K
|
41.5K
$23.2M
|
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
66+ 3.77% |
$27.6K - $31.7K
|
1.82K
$1.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
65+ 7.59% |
$27.2K - $31.2K
|
921
$514K
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
65+ 2.47% |
$27.2K - $31.2K
|
2.7K
$1.51M
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
63+ 1.16% |
$26.3K - $30.2K
|
5.48K
$3.06M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
62+ 2.34% |
$25.9K - $29.8K
|
2.71K
$1.51M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
61+ 1.67% |
$25.5K - $29.3K
|
3.71K
$2.07M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
60+ 0.42% |
$25.1K - $28.8K
|
14.2K
$7.92M
|
|
|
Mar 04, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
60+ 0.52% |
$25.1K - $28.8K
|
11.7K
$6.52M
|
|
|
Mar 28, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
60+ 0.52% |
$25.1K - $28.8K
|
11.7K
$6.52M
|