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
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-49- 0.5% |
$20.5K - $23.5K
|
9.76K
$5.45M
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-49- 2.51% |
$20.5K - $23.5K
|
1.9K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$20.9K - $24K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-50- 3.91% |
$20.9K - $24K
|
1.23K
$686K
|
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-50- 0.04% |
$20.9K - $24K
|
113K
$63.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-50- 8.42% |
$20.9K - $24K
|
544
$304K
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-50- 8.99% |
$20.9K - $24K
|
506
$282K
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-50- 0.03% |
$20.9K - $24K
|
166K
$92.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-50- 0.52% |
$20.9K - $24K
|
9.57K
$5.34M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-52- 0.88% |
$21.7K - $25K
|
5.86K
$3.27M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-52- 0.91% |
$21.7K - $25K
|
5.67K
$3.16M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-53- 0.56% |
$22.2K - $25.4K
|
9.35K
$5.22M
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-53- 1.65% |
$22.2K - $25.4K
|
3.16K
$1.76M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-53- 2.76% |
$22.2K - $25.4K
|
1.87K
$1.04M
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-53- 7.85% |
$22.2K - $25.4K
|
622
$347K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-55- 5.39% |
$23K - $26.4K
|
966
$539K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-55- 13.32% |
$23K - $26.4K
|
358
$200K
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-56- 1.38% |
$23.4K - $26.9K
|
4K
$2.23M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-57- 4.83% |
$23.8K - $27.4K
|
1.12K
$626K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-58- 0.37% |
$24.2K - $27.8K
|
15.5K
$8.65M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-59- 2.53% |
$24.7K - $28.3K
|
2.27K
$1.27M
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-59- 5.09% |
$24.7K - $28.3K
|
1.1K
$613K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 17.6% |
$25.1K - $28.8K
|
281
$157K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-60- 8.45% |
$25.1K - $28.8K
|
650
$363K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-61- 0.53% |
$25.5K - $29.3K
|
11.4K
$6.36M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-61- 6.12% |
$25.5K - $29.3K
|
936
$522K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-62- 0.25% |
$25.9K - $29.8K
|
24.9K
$13.9M
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-62- 1.12% |
$25.9K - $29.8K
|
5.49K
$3.06M
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-63- 7.41% |
$26.3K - $30.2K
|
787
$439K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-63Closed |
$26.3K - $30.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-63- 0.3% |
$26.3K - $30.2K
|
20.8K
$11.6M
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-65- 8.81% |
$27.2K - $31.2K
|
673
$376K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-65- 3.07% |
$27.2K - $31.2K
|
2.05K
$1.14M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-66- 1.98% |
$27.6K - $31.7K
|
3.26K
$1.82M
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-66- 50.38% |
$27.6K - $31.7K
|
65
$36.3K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-67- 11.41% |
$28K - $32.1K
|
520
$290K
|
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-67- 4.73% |
$28K - $32.1K
|
1.35K
$753K
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-68- 1.14% |
$28.4K - $32.6K
|
5.88K
$3.28M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-70- 5.46% |
$29.3K - $33.6K
|
1.21K
$676K
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-71- 2.15% |
$29.7K - $34.1K
|
3.23K
$1.8M
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-71- 3.72% |
$29.7K - $34.1K
|
1.84K
$1.03M
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-71- 4.83% |
$29.7K - $34.1K
|
1.4K
$781K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-71- 2.49% |
$29.7K - $34.1K
|
2.78K
$1.55M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-72- 0.33% |
$30.1K - $34.5K
|
21.5K
$12M
|
|
|
May 03, 2022
Q1 2022
|
Nat West Group PLC
|
SELL
|
- |
-72- 0.51% |
$30.1K - $34.5K
|
14K
$7.81M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-72- 6.96% |
$30.1K - $34.5K
|
962
$537K
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-74- 6.94% |
$30.9K - $35.5K
|
993
$554K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-75Closed |
$31.4K - $36K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-75- 7.68% |
$31.4K - $36K
|
902
$503K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75- 77.32% |
$31.4K - $36K
|
22
$12.3K
|