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 |
---|---|---|---|---|---|---|---|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-420Closed |
$176K - $202K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-420- 6.5% |
$176K - $202K
|
6.05K
$3.65M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-420- 27.49% |
$176K - $202K
|
1.11K
$669K
|
|
May 05, 2022
Q1 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-421Closed |
$176K - $202K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-422Closed |
$176K - $202K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-424- 16.54% |
$177K - $203K
|
2.14K
$1.29M
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-425Closed |
$178K - $204K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-426- 2.33% |
$178K - $204K
|
17.9K
$10.8M
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-426- 3.1% |
$178K - $204K
|
13.3K
$8.03M
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-426- 16.97% |
$178K - $204K
|
2.08K
$1.26M
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-428Closed |
$179K - $205K
|
0
$0
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-429- 21.7% |
$179K - $206K
|
1.55K
$935K
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-430Closed |
$180K - $206K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-430- 0.52% |
$180K - $206K
|
82.5K
$49.8M
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-432Closed |
$181K - $207K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-437Closed |
$183K - $210K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-437- 10.14% |
$183K - $210K
|
3.87K
$2.34M
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-437- 49.72% |
$183K - $210K
|
442
$267K
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-439Closed |
$184K - $211K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-441Closed |
$184K - $212K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-441- 0.86% |
$184K - $212K
|
50.6K
$30.5M
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-442- 0.75% |
$185K - $212K
|
58.2K
$35.1M
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-446Closed |
$186K - $214K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-452- 3.46% |
$189K - $217K
|
12.6K
$7.61M
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-453- 9.79% |
$189K - $217K
|
4.18K
$2.52M
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-454Closed |
$190K - $218K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-455- 1.39% |
$190K - $218K
|
32.2K
$19.5M
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-455Closed |
$190K - $218K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-461Closed |
$193K - $221K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-462- 10.51% |
$193K - $222K
|
3.94K
$2.38M
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-464Closed |
$194K - $223K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-468- 8.07% |
$196K - $225K
|
5.33K
$3.22M
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-468Closed |
$196K - $225K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-473- 47.59% |
$198K - $227K
|
521
$315K
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-473- 18.28% |
$198K - $227K
|
2.11K
$1.28M
|
|
Apr 14, 2022
Q1 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-477Closed |
$199K - $229K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-479- 1.12% |
$200K - $230K
|
42.3K
$25.6M
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-480Closed |
$201K - $230K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-484- 13.05% |
$202K - $232K
|
3.22K
$1.95M
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-490- 3.15% |
$205K - $235K
|
15.1K
$9.09M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-494- 1.4% |
$207K - $237K
|
34.8K
$21M
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-496- 17.36% |
$207K - $238K
|
2.36K
$1.43M
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-499- 7.29% |
$209K - $239K
|
6.35K
$3.83M
|
|
Apr 12, 2022
Q1 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-500- 33.33% |
$209K - $240K
|
1K
$604K
|
|
Apr 27, 2022
Q1 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-500- 16.67% |
$209K - $240K
|
2.5K
$1.51M
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-500- 16.67% |
$209K - $240K
|
2.5K
$1.51M
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-500- 14.12% |
$209K - $240K
|
3.04K
$1.84M
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-500Closed |
$209K - $240K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-506- 9.78% |
$212K - $243K
|
4.67K
$2.82M
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-508- 0.27% |
$212K - $244K
|
189K
$114M
|