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
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
24+ 2.83% |
$10K - $11.5K
|
872
$526K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
23+ 0.37% |
$9.62K - $11K
|
6.17K
$3.73M
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
23+ 0.22% |
$9.62K - $11K
|
10.7K
$6.43M
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
23+ 3.25% |
$9.62K - $11K
|
731
$441K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23+ 1.14% |
$9.62K - $11K
|
2.05K
$1.24M
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
22+ 3.48% |
$9.2K - $10.6K
|
655
$395K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
22+ 0.32% |
$9.2K - $10.6K
|
6.95K
$4.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
22+ 1.46% |
$9.2K - $10.6K
|
1.53K
$922K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
21+ 0.19% |
$8.78K - $10.1K
|
10.9K
$6.58M
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
21+ 1.64% |
$8.78K - $10.1K
|
1.3K
$786K
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
20+ 1.33% |
$8.36K - $9.6K
|
1.52K
$918K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
20+ 0.1% |
$8.36K - $9.6K
|
19.7K
$11.9M
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
20+ 3.79% |
$8.36K - $9.6K
|
548
$331K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
20+ 1.24% |
$8.36K - $9.6K
|
1.63K
$985K
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
19+ 0.41% |
$7.94K - $9.12K
|
4.65K
$2.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
17+ 1.69% |
$7.11K - $8.16K
|
1.02K
$617K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
17+ 1.28% |
$7.11K - $8.16K
|
1.35K
$814K
|
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
16+ 0.88% |
$6.69K - $7.68K
|
1.83K
$1.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
16+ 0.55% |
$6.69K - $7.68K
|
2.91K
$1.76M
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
16+ 2.17% |
$6.69K - $7.68K
|
752
$454K
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
15+ 1.88% |
$6.27K - $7.2K
|
815
$492K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
BUY
|
- |
15+ 5.1% |
$6.27K - $7.2K
|
309
$187K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
15+ 0.66% |
$6.27K - $7.2K
|
2.29K
$1.38M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
15+ 1.41% |
$6.27K - $7.2K
|
1.08K
$653K
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
14+ 3.15% |
$5.85K - $6.72K
|
458
$277K
|
|
|
Apr 13, 2022
Q1 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
13+ 2.06% |
$5.43K - $6.24K
|
643
$388K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.32% |
$5.43K - $6.24K
|
4.1K
$2.48M
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
12+ 0.42% |
$5.02K - $5.76K
|
2.85K
$1.72M
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
12+ 0.32% |
$5.02K - $5.76K
|
3.72K
$2.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
12New |
$5.02K - $5.76K
|
12
$7.25K
|
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
BUY
|
- |
11+ 0.26% |
$4.6K - $5.28K
|
4.22K
$2.54M
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
11+ 0.02% |
$4.6K - $5.28K
|
60.3K
$36.4M
|
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
11+ 0.78% |
$4.6K - $5.28K
|
1.42K
$856K
|
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
BUY
|
- |
10+ 0.51% |
$4.18K - $4.8K
|
1.98K
$1.19M
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 1.28% |
$4.18K - $4.8K
|
794
$479K
|
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10+ 0.15% |
$4.18K - $4.8K
|
6.7K
$4.05M
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.23% |
$3.76K - $4.32K
|
3.91K
$2.36M
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
9+ 0.31% |
$3.76K - $4.32K
|
2.89K
$1.74M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9+ 2.01% |
$3.76K - $4.32K
|
456
$275K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9+ 0.34% |
$3.76K - $4.32K
|
2.64K
$1.59M
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
8+ 0.61% |
$3.34K - $3.84K
|
1.33K
$801K
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
BUY
|
- |
8+ 0.53% |
$3.34K - $3.84K
|
1.52K
$918K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.56% |
$3.34K - $3.84K
|
1.44K
$869K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.49% |
$3.34K - $3.84K
|
1.66K
$1M
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
7+ 0.02% |
$2.93K - $3.36K
|
38.2K
$23M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.3% |
$2.93K - $3.36K
|
2.35K
$1.42M
|
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
7+ 0.26% |
$2.93K - $3.36K
|
2.73K
$1.65M
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7+ 0.35% |
$2.93K - $3.36K
|
2.03K
$1.23M
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
7+ 0.31% |
$2.93K - $3.36K
|
2.29K
$1.38M
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.15% |
$2.93K - $3.36K
|
4.71K
$2.84M
|