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 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
53+ 189.29% |
$22.2K - $25.4K
|
81
$48.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
53+ 1.81% |
$22.2K - $25.4K
|
2.99K
$1.8M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
51+ 0.77% |
$21.3K - $24.5K
|
6.69K
$4.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
50+ 1.16% |
$20.9K - $24K
|
4.37K
$2.64M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50+ 5.89% |
$20.9K - $24K
|
899
$543K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
50+ 0.73% |
$20.9K - $24K
|
6.93K
$4.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
49+ 0.7% |
$20.5K - $23.5K
|
7.01K
$4.23M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
48+ 1.94% |
$20.1K - $23K
|
2.53K
$1.52M
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
47+ 4.09% |
$19.6K - $22.6K
|
1.2K
$723K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
46+ 0.75% |
$19.2K - $22.1K
|
6.17K
$3.73M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
46+ 2.41% |
$19.2K - $22.1K
|
1.95K
$1.18M
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
45+ 0.31% |
$18.8K - $21.6K
|
14.4K
$8.72M
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
45+ 10.87% |
$18.8K - $21.6K
|
459
$277K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
45+ 0.32% |
$18.8K - $21.6K
|
14K
$8.45M
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
45+ 3.66% |
$18.8K - $21.6K
|
1.27K
$769K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
45+ 1.17% |
$18.8K - $21.6K
|
3.88K
$2.34M
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
44New |
$18.4K - $21.1K
|
44
$26.6K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
43+ 0.32% |
$18K - $20.6K
|
13.7K
$8.25M
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
43+ 4.53% |
$18K - $20.6K
|
993
$600K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
43+ 1.94% |
$18K - $20.6K
|
2.26K
$1.36M
|
|
|
May 06, 2022
Q1 2022
|
Private Management Group Inc
|
BUY
|
- |
43+ 9.23% |
$18K - $20.6K
|
509
$307K
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
42+ 2.96% |
$17.6K - $20.2K
|
1.46K
$881K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
42+ 3.0% |
$17.6K - $20.2K
|
1.44K
$871K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
41+ 3.64% |
$17.1K - $19.7K
|
1.17K
$705K
|
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
40+ 4.6% |
$16.7K - $19.2K
|
910
$549K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
40+ 14.39% |
$16.7K - $19.2K
|
318
$192K
|
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
40+ 7.66% |
$16.7K - $19.2K
|
562
$339K
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
37+ 8.77% |
$15.5K - $17.8K
|
459
$277K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
37+ 1.08% |
$15.5K - $17.8K
|
3.47K
$2.1M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
37+ 0.66% |
$15.5K - $17.8K
|
5.66K
$3.42M
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
BUY
|
- |
35+ 0.13% |
$14.6K - $16.8K
|
27.3K
$16.5M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
35+ 0.49% |
$14.6K - $16.8K
|
7.15K
$4.32M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
33+ 0.69% |
$13.8K - $15.8K
|
4.79K
$2.89M
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
33+ 1.69% |
$13.8K - $15.8K
|
1.99K
$1.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
32+ 0.49% |
$13.4K - $15.4K
|
6.56K
$3.96M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
31+ 0.97% |
$13K - $14.9K
|
3.23K
$1.95M
|
|
|
May 05, 2022
Q1 2022
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
31+ 2.59% |
$13K - $14.9K
|
1.23K
$743K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
30+ 2.96% |
$12.5K - $14.4K
|
1.05K
$631K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
30+ 0.14% |
$12.5K - $14.4K
|
21.4K
$12.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
29+ 0.11% |
$12.1K - $13.9K
|
26.9K
$16.2M
|
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
29+ 6.28% |
$12.1K - $13.9K
|
491
$296K
|
|
|
May 09, 2022
Q1 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
29+ 0.67% |
$12.1K - $13.9K
|
4.36K
$2.63M
|
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
28+ 2.65% |
$11.7K - $13.4K
|
1.09K
$656K
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.12% |
$11.7K - $13.4K
|
2.53K
$1.53M
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
26+ 1.08% |
$10.9K - $12.5K
|
2.44K
$1.47M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
26+ 2.08% |
$10.9K - $12.5K
|
1.28K
$770K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
25+ 3.99% |
$10.5K - $12K
|
652
$394K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
25+ 0.36% |
$10.5K - $12K
|
6.93K
$4.18M
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
24+ 3.89% |
$10K - $11.5K
|
641
$387K
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
24+ 0.75% |
$10K - $11.5K
|
3.24K
$1.95M
|