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 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-82- 16.21% |
$34.3K - $39.3K
|
424
$256K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-83- 1.76% |
$34.7K - $39.8K
|
4.63K
$2.79M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-83- 9.26% |
$34.7K - $39.8K
|
813
$491K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-83- 65.87% |
$34.7K - $39.8K
|
43
$26K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-84- 1.8% |
$35.1K - $40.3K
|
4.59K
$2.77M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-84- 5.95% |
$35.1K - $40.3K
|
1.33K
$802K
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-85- 5.9% |
$35.5K - $40.8K
|
1.36K
$819K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-85- 14.91% |
$35.5K - $40.8K
|
485
$293K
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-85- 1.11% |
$35.5K - $40.8K
|
7.54K
$4.55M
|
|
|
May 02, 2022
Q1 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-85- 0.8% |
$35.5K - $40.8K
|
10.5K
$6.36M
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-85- 6.07% |
$35.5K - $40.8K
|
1.32K
$795K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-85- 0.39% |
$35.5K - $40.8K
|
21.5K
$13M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-87- 1.89% |
$36.4K - $41.7K
|
4.52K
$2.73M
|
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-88- 2.24% |
$36.8K - $42.2K
|
3.83K
$2.31M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-88- 2.02% |
$36.8K - $42.2K
|
4.26K
$2.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-89- 8.14% |
$37.2K - $42.7K
|
1K
$606K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-89- 3.94% |
$37.2K - $42.7K
|
2.17K
$1.31M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-90- 9.13% |
$37.6K - $43.2K
|
896
$541K
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-91- 0.73% |
$38K - $43.7K
|
12.4K
$7.49M
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-91- 4.19% |
$38K - $43.7K
|
2.08K
$1.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-92- 2.03% |
$38.5K - $44.1K
|
4.44K
$2.68M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-92- 1.8% |
$38.5K - $44.1K
|
5.03K
$3.04M
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-93- 6.8% |
$38.9K - $44.6K
|
1.27K
$769K
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-94- 6.19% |
$39.3K - $45.1K
|
1.43K
$860K
|
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
SELL
|
- |
-94- 16.49% |
$39.3K - $45.1K
|
476
$287K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-94- 1.6% |
$39.3K - $45.1K
|
5.8K
$3.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-95- 3.71% |
$39.7K - $45.6K
|
2.47K
$1.49M
|
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
SELL
|
- |
-95- 2.32% |
$39.7K - $45.6K
|
4K
$2.42M
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-98- 3.06% |
$41K - $47K
|
3.1K
$1.87M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-98- 2.16% |
$41K - $47K
|
4.44K
$2.68M
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-99- 0.23% |
$41.4K - $47.5K
|
43.3K
$26.1M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-99- 3.21% |
$41.4K - $47.5K
|
2.98K
$1.8M
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-100- 1.1% |
$41.8K - $48K
|
8.95K
$5.41M
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-100- 5.56% |
$41.8K - $48K
|
1.7K
$1.03M
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-101- 13.89% |
$42.2K - $48.5K
|
626
$378K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-102- 4.15% |
$42.6K - $48.9K
|
2.36K
$1.42M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-102- 0.27% |
$42.6K - $48.9K
|
37.8K
$22.8M
|
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-102- 16.32% |
$42.6K - $48.9K
|
523
$316K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-103- 0.76% |
$43.1K - $49.4K
|
13.4K
$8.09M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-103- 3.25% |
$43.1K - $49.4K
|
3.07K
$1.85M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-104- 0.26% |
$43.5K - $49.9K
|
40.2K
$24.3M
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-105- 9.5% |
$43.9K - $50.4K
|
1K
$604K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-105- 0.48% |
$43.9K - $50.4K
|
21.9K
$13.2M
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-106- 18.31% |
$44.3K - $50.9K
|
473
$286K
|
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-106- 15.08% |
$44.3K - $50.9K
|
597
$360K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-106- 1.2% |
$44.3K - $50.9K
|
8.7K
$5.26M
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-106- 17.52% |
$44.3K - $50.9K
|
499
$301K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
SELL
|
- |
-107- 8.88% |
$44.7K - $51.3K
|
1.1K
$663K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-108- 1.47% |
$45.2K - $51.8K
|
7.22K
$4.36M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-108Closed |
$45.2K - $51.8K
|
0
$0
|