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 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
7+ 0.8% |
$2.93K - $3.36K
|
883
$533K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7+ 0.39% |
$2.93K - $3.36K
|
1.79K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
6+ 0.14% |
$2.51K - $2.88K
|
4.34K
$2.62M
|
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.34% |
$2.51K - $2.88K
|
1.75K
$1.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6+ 0.64% |
$2.51K - $2.88K
|
948
$572K
|
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
5+ 0.32% |
$2.09K - $2.4K
|
1.57K
$948K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.24% |
$2.09K - $2.4K
|
2.11K
$1.28M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5+ 0.05% |
$2.09K - $2.4K
|
10.5K
$6.32M
|
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5+ 0.32% |
$2.09K - $2.4K
|
1.57K
$947K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$2.09K - $2.4K
|
2.62K
$1.58M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.38% |
$2.09K - $2.4K
|
1.31K
$789K
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
5+ 0.28% |
$2.09K - $2.4K
|
1.82K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
5+ 0.27% |
$2.09K - $2.4K
|
1.86K
$1.12M
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4+ 0.12% |
$1.67K - $1.92K
|
3.24K
$1.95M
|
|
|
Apr 07, 2022
Q1 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
4+ 0.53% |
$1.67K - $1.92K
|
753
$455K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$1.67K - $1.92K
|
5.1K
$3.08M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.25% |
$1.67K - $1.92K
|
1.58K
$956K
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$1.67K - $1.92K
|
2.1K
$1.26M
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
4+ 4.0% |
$1.67K - $1.92K
|
104
$62.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
4+ 0.08% |
$1.67K - $1.92K
|
4.98K
$3.01M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4+ 0.18% |
$1.67K - $1.92K
|
2.25K
$1.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4+ 0.33% |
$1.67K - $1.92K
|
1.2K
$726K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
3+ 0.37% |
$1.25K - $1.44K
|
808
$488K
|
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
3+ 0.34% |
$1.25K - $1.44K
|
886
$535K
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.06% |
$1.25K - $1.44K
|
5.39K
$3.25M
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.48% |
$1.25K - $1.44K
|
622
$376K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
3+ 0.32% |
$1.25K - $1.44K
|
952
$575K
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
3+ 0.06% |
$1.25K - $1.44K
|
4.72K
$2.85M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$1.25K - $1.44K
|
5.06K
$3.05M
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3+ 0.1% |
$1.25K - $1.44K
|
2.91K
$1.76M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3+ 0.05% |
$1.25K - $1.44K
|
5.49K
$3.32M
|
|
|
Apr 19, 2022
Q1 2022
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2+ 0.45% |
$836 - $960
|
450
$272K
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
2+ 0.04% |
$836 - $960
|
5.18K
$3.13M
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.37% |
$836 - $960
|
541
$327K
|
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.28% |
$836 - $960
|
724
$437K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
2+ 0.04% |
$836 - $960
|
4.76K
$2.87M
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$836 - $960
|
2.68K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
2+ 0.31% |
$836 - $960
|
643
$388K
|
|
|
May 09, 2022
Q1 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2+ 0.13% |
$836 - $960
|
1.57K
$949K
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.26% |
$836 - $960
|
765
$462K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.06% |
$836 - $960
|
3.62K
$2.18M
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.14% |
$836 - $960
|
1.45K
$872K
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
1+ 0.03% |
$418 - $480
|
3.02K
$1.82M
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.23% |
$418 - $480
|
432
$261K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.26% |
$418 - $480
|
390
$235K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$418 - $480
|
998
$603K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
1+ 0.06% |
$418 - $480
|
1.6K
$967K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.16% |
$418 - $480
|
617
$373K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.94% |
$418 - $480
|
107
$64.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
1+ 0.01% |
$418 - $480
|
6.67K
$4.03M
|