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 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-18- 0.04% |
$7.53K - $8.64K
|
50.2K
$28M
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-19- 1.62% |
$7.94K - $9.12K
|
1.15K
$643K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-19Closed |
$7.94K - $9.12K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-20- 0.29% |
$8.36K - $9.6K
|
6.85K
$3.82M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-20- 1.74% |
$8.36K - $9.6K
|
1.13K
$629K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-20- 3.28% |
$8.36K - $9.6K
|
590
$329K
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-20- 1.52% |
$8.36K - $9.6K
|
1.3K
$724K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-20- 2.35% |
$8.36K - $9.6K
|
832
$464K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-20- 0.6% |
$8.36K - $9.6K
|
3.33K
$1.86M
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-20- 0.03% |
$8.36K - $9.6K
|
69.2K
$38.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-21- 0.46% |
$8.78K - $10.1K
|
4.57K
$2.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-21- 0.55% |
$8.78K - $10.1K
|
3.83K
$2.14M
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-21- 1.08% |
$8.78K - $10.1K
|
1.92K
$1.07M
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-21- 2.73% |
$8.78K - $10.1K
|
749
$418K
|
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-22- 4.75% |
$9.2K - $10.6K
|
441
$246K
|
|
|
Apr 12, 2022
Q1 2022
|
Sara Bay Financial
|
SELL
|
- |
-22- 1.85% |
$9.2K - $10.6K
|
1.17K
$651K
|
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-22- 2.76% |
$9.2K - $10.6K
|
776
$433K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-22- 2.87% |
$9.2K - $10.6K
|
744
$415K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.34% |
$9.2K - $10.6K
|
6.53K
$3.65M
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-23- 0.17% |
$9.62K - $11K
|
13.4K
$7.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.54% |
$9.62K - $11K
|
1.47K
$820K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-23- 0.66% |
$9.62K - $11K
|
3.47K
$1.94M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-23- 0.56% |
$9.62K - $11K
|
4.09K
$2.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-23- 1.76% |
$9.62K - $11K
|
1.29K
$718K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-23- 3.47% |
$9.62K - $11K
|
640
$357K
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-23- 2.42% |
$9.62K - $11K
|
926
$517K
|
|
|
Apr 22, 2022
Q1 2022
|
F
|
SELL
|
- |
-24- 0.95% |
$10K - $11.5K
|
2.5K
$1.39M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-24- 0.96% |
$10K - $11.5K
|
2.48K
$1.38M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-24- 0.97% |
$10K - $11.5K
|
2.46K
$1.37M
|
|
|
Apr 19, 2022
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-25- 0.89% |
$10.5K - $12K
|
2.79K
$1.56M
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-25- 5.3% |
$10.5K - $12K
|
447
$249K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-25- 0.5% |
$10.5K - $12K
|
5.01K
$2.79M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-25- 2.86% |
$10.5K - $12K
|
850
$474K
|
|
|
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
$268K
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-26- 1.25% |
$10.9K - $12.5K
|
2.05K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-26- 1.28% |
$10.9K - $12.5K
|
2K
$1.12M
|
|
|
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
$810K
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-27- 1.92% |
$11.3K - $13K
|
1.38K
$770K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-28- 0.39% |
$11.7K - $13.4K
|
7.14K
$3.98M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-28- 0.4% |
$11.7K - $13.4K
|
6.96K
$3.89M
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-28- 0.78% |
$11.7K - $13.4K
|
3.58K
$2M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.48% |
$12.1K - $13.9K
|
6.01K
$3.35M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
SELL
|
- |
-29- 1.42% |
$12.1K - $13.9K
|
2.02K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-29- 1.98% |
$12.1K - $13.9K
|
1.43K
$799K
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-30- 3.77% |
$12.5K - $14.4K
|
765
$427K
|
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-30- 2.58% |
$12.5K - $14.4K
|
1.14K
$633K
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-30- 1.25% |
$12.5K - $14.4K
|
2.37K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-30- 0.09% |
$12.5K - $14.4K
|
32K
$17.9M
|