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 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-20- 0.6% |
$8.36K - $9.6K
|
3.33K
$2.01M
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-20- 0.03% |
$8.36K - $9.6K
|
69.2K
$41.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-21- 0.46% |
$8.78K - $10.1K
|
4.57K
$2.76M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-21- 0.55% |
$8.78K - $10.1K
|
3.83K
$2.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-21- 1.08% |
$8.78K - $10.1K
|
1.92K
$1.16M
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-21- 2.73% |
$8.78K - $10.1K
|
749
$452K
|
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-22- 4.75% |
$9.2K - $10.6K
|
441
$266K
|
|
|
Apr 12, 2022
Q1 2022
|
Sara Bay Financial
|
SELL
|
- |
-22- 1.85% |
$9.2K - $10.6K
|
1.17K
$704K
|
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-22- 2.76% |
$9.2K - $10.6K
|
776
$469K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-22- 2.87% |
$9.2K - $10.6K
|
744
$449K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.34% |
$9.2K - $10.6K
|
6.53K
$3.94M
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-23- 0.17% |
$9.62K - $11K
|
13.4K
$8.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.54% |
$9.62K - $11K
|
1.47K
$888K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-23- 0.66% |
$9.62K - $11K
|
3.47K
$2.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-23- 0.56% |
$9.62K - $11K
|
4.09K
$2.47M
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-23- 1.76% |
$9.62K - $11K
|
1.29K
$776K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-23- 3.47% |
$9.62K - $11K
|
640
$386K
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-23- 2.42% |
$9.62K - $11K
|
926
$559K
|
|
|
Apr 22, 2022
Q1 2022
|
F
|
SELL
|
- |
-24- 0.95% |
$10K - $11.5K
|
2.5K
$1.51M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-24- 0.96% |
$10K - $11.5K
|
2.48K
$1.5M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-24- 0.97% |
$10K - $11.5K
|
2.46K
$1.48M
|
|
|
Apr 19, 2022
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-25- 0.89% |
$10.5K - $12K
|
2.79K
$1.68M
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-25- 5.3% |
$10.5K - $12K
|
447
$270K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-25- 0.5% |
$10.5K - $12K
|
5.01K
$3.02M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-25- 2.86% |
$10.5K - $12K
|
850
$513K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-26Closed |
$10.9K - $12.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-26- 5.13% |
$10.9K - $12.5K
|
481
$290K
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-26- 1.25% |
$10.9K - $12.5K
|
2.05K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-26- 1.28% |
$10.9K - $12.5K
|
2K
$1.21M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-27Closed |
$11.3K - $13K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-27- 1.83% |
$11.3K - $13K
|
1.45K
$877K
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-27- 1.92% |
$11.3K - $13K
|
1.38K
$833K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-28- 0.39% |
$11.7K - $13.4K
|
7.14K
$4.31M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-28- 0.4% |
$11.7K - $13.4K
|
6.96K
$4.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-28- 0.78% |
$11.7K - $13.4K
|
3.58K
$2.16M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.48% |
$12.1K - $13.9K
|
6.01K
$3.63M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
SELL
|
- |
-29- 1.42% |
$12.1K - $13.9K
|
2.02K
$1.22M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-29- 1.98% |
$12.1K - $13.9K
|
1.43K
$865K
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-30- 3.77% |
$12.5K - $14.4K
|
765
$462K
|
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-30- 2.58% |
$12.5K - $14.4K
|
1.14K
$685K
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-30- 1.25% |
$12.5K - $14.4K
|
2.37K
$1.43M
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-30- 0.09% |
$12.5K - $14.4K
|
32K
$19.3M
|
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-30- 1.67% |
$12.5K - $14.4K
|
1.76K
$1.06M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-30- 0.37% |
$12.5K - $14.4K
|
8.06K
$4.87M
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-30- 3.71% |
$12.5K - $14.4K
|
779
$470K
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-31- 0.01% |
$13K - $14.9K
|
498K
$301M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-31- 5.36% |
$13K - $14.9K
|
547
$330K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-32- 6.1% |
$13.4K - $15.4K
|
493
$298K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-32- 3.17% |
$13.4K - $15.4K
|
979
$591K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-32Closed |
$13.4K - $15.4K
|
0
$0
|