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 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
1+ 0.04% |
$418 - $480
|
2.63K
$1.59M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.09% |
$418 - $480
|
1.17K
$710K
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.22% |
$418 - $480
|
450
$272K
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$418 - $480
|
5.32K
$3.22M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
1+ 0.09% |
$418 - $480
|
1.18K
$712K
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$418 - $480
|
7.09K
$4.29M
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.14% |
$418 - $480
|
738
$447K
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1+ 0.21% |
$418 - $480
|
468
$283K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.7% |
$418 - $480
|
38
$23K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.04% |
$418 - $480
|
2.32K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$418 - $480
|
3.64K
$2.2M
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
1+ 0.04% |
$418 - $480
|
2.68K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$418 - $480
|
2.79K
$1.69M
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.23% |
$418 - $480
|
443
$268K
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.09% |
$418 - $480
|
1.09K
$661K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.01% |
$418 - $480
|
14.5K
$8.77M
|
|
|
May 11, 2022
Q1 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1- 0.03% |
$418 - $480
|
3.1K
$1.87M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-1- 0.01% |
$418 - $480
|
9.71K
$5.87M
|
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1- 0.06% |
$418 - $480
|
1.54K
$931K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$418 - $480
|
23.3K
$14.1M
|
|
|
Aug 04, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$418 - $480
|
2.36K
$1.43M
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1- 0.08% |
$418 - $480
|
1.19K
$722K
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2- 0.08% |
$836 - $960
|
2.41K
$1.46M
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-2- 0.18% |
$836 - $960
|
1.11K
$674K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-2- 0.07% |
$836 - $960
|
3.04K
$1.84M
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-2- 0.12% |
$836 - $960
|
1.64K
$995K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2- 0.22% |
$836 - $960
|
895
$542K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 0.04% |
$836 - $960
|
5.29K
$3.2M
|
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2- 0.08% |
$836 - $960
|
2.45K
$1.48M
|
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2- 0.05% |
$836 - $960
|
3.95K
$2.39M
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-2- 0.82% |
$836 - $960
|
243
$147K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2- 0.28% |
$836 - $960
|
716
$433K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2- 0.23% |
$836 - $960
|
878
$531K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3- 0.09% |
$1.25K - $1.44K
|
3.37K
$2.04M
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-4- 0.46% |
$1.67K - $1.92K
|
861
$521K
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-4- 0.28% |
$1.67K - $1.92K
|
1.45K
$876K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.69% |
$1.67K - $1.92K
|
579
$350K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-4- 0.2% |
$1.67K - $1.92K
|
2.03K
$1.23M
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-4- 0.19% |
$1.67K - $1.92K
|
2.14K
$1.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5- 0.96% |
$2.09K - $2.4K
|
518
$313K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5- 2.5% |
$2.09K - $2.4K
|
195
$118K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-5- 0.92% |
$2.09K - $2.4K
|
539
$326K
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-5- 0.51% |
$2.09K - $2.4K
|
973
$589K
|
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-6- 0.28% |
$2.51K - $2.88K
|
2.1K
$1.27M
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-6- 0.16% |
$2.51K - $2.88K
|
3.72K
$2.25M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-6- 0.96% |
$2.51K - $2.88K
|
620
$375K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-6- 0.57% |
$2.51K - $2.88K
|
1.04K
$631K
|
|
|
May 16, 2022
Q1 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-6- 0.19% |
$2.51K - $2.88K
|
3.2K
$1.94M
|
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-6- 0.32% |
$2.51K - $2.88K
|
1.85K
$1.12M
|