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
|
Asset Planning Corporation
|
SELL
|
- |
-223- 2.67% |
$93.2K - $107K
|
8.12K
$4.69M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-223- 6.54% |
$93.2K - $107K
|
3.19K
$1.84M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-223- 0.63% |
$93.2K - $107K
|
35K
$20.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
SELL
|
- |
-228- 2.28% |
$95.3K - $109K
|
9.77K
$5.64M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-231- 1.88% |
$96.6K - $111K
|
12.1K
$6.99M
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-232- 1.58% |
$97K - $111K
|
14.4K
$8.33M
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-232- 7.88% |
$97K - $111K
|
2.71K
$1.57M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-232- 0.67% |
$97K - $111K
|
34.3K
$19.8M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-233- 8.76% |
$97.4K - $112K
|
2.43K
$1.4M
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-234- 11.18% |
$97.8K - $112K
|
1.86K
$1.07M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-238- 6.33% |
$99.5K - $114K
|
3.52K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-238- 0.82% |
$99.5K - $114K
|
28.7K
$16.6M
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-240- 0.81% |
$100K - $115K
|
29.5K
$17M
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-241- 9.71% |
$101K - $116K
|
2.24K
$1.29M
|
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-243- 5.31% |
$102K - $117K
|
4.33K
$2.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-243- 6.74% |
$102K - $117K
|
3.36K
$1.94M
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-246- 1.08% |
$103K - $118K
|
22.6K
$13M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-248- 0.15% |
$104K - $119K
|
162K
$93.4M
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-249- 33.2% |
$104K - $119K
|
501
$290K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 70.62% |
$105K - $120K
|
104
$60.1K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-252- 1.94% |
$105K - $121K
|
12.7K
$7.37M
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-252- 17.75% |
$105K - $121K
|
1.17K
$675K
|
|
|
May 02, 2022
Q1 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-254- 18.69% |
$106K - $122K
|
1.11K
$639K
|
|
|
May 05, 2022
Q1 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-255- 3.5% |
$107K - $122K
|
7.03K
$4.06M
|
|
|
May 05, 2022
Q1 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-255- 3.18% |
$107K - $122K
|
7.76K
$4.49M
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-255- 2.29% |
$107K - $122K
|
10.9K
$6.28M
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-255- 29.65% |
$107K - $122K
|
605
$350K
|
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-258- 0.77% |
$108K - $124K
|
33.4K
$19.3M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-259- 5.19% |
$108K - $124K
|
4.73K
$2.73M
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-260- 16.73% |
$109K - $125K
|
1.29K
$748K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-260- 4.6% |
$109K - $125K
|
5.39K
$3.11M
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-260- 34.21% |
$109K - $125K
|
500
$289K
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-262- 5.1% |
$110K - $126K
|
4.88K
$2.82M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-262- 8.48% |
$110K - $126K
|
2.83K
$1.64M
|
|
|
May 03, 2022
Q1 2022
|
Cortland Associates Inc
|
SELL
|
- |
-264- 7.79% |
$110K - $127K
|
3.12K
$1.81M
|
|
|
Apr 29, 2022
Q1 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-264- 12.43% |
$110K - $127K
|
1.86K
$1.08M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-265- 2.62% |
$111K - $127K
|
9.83K
$5.68M
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-267- 14.44% |
$112K - $128K
|
1.58K
$914K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-268- 58.01% |
$112K - $129K
|
194
$112K
|
|
|
May 03, 2022
Q1 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-272- 0.49% |
$114K - $131K
|
54.7K
$31.6M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-272- 0.81% |
$114K - $131K
|
33.2K
$19.2M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-272- 0.96% |
$114K - $131K
|
28K
$16.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-273- 0.43% |
$114K - $131K
|
63.7K
$36.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-274- 44.84% |
$115K - $131K
|
337
$195K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-275- 1.98% |
$115K - $132K
|
13.6K
$7.89M
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-275- 0.75% |
$115K - $132K
|
36.4K
$21.1M
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-276- 0.26% |
$115K - $132K
|
106K
$61.2M
|
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-277- 29.47% |
$116K - $133K
|
663
$383K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-278- 2.43% |
$116K - $133K
|
11.1K
$6.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-280Closed |
$117K - $134K
|
0
$0
|