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
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-512- 0.42% |
$214K - $246K
|
121K
$73.3M
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-513- 4.22% |
$214K - $246K
|
11.7K
$7.04M
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-513Closed |
$214K - $246K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-514- 4.52% |
$215K - $247K
|
10.9K
$6.56M
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-514Closed |
$215K - $247K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-526Closed |
$220K - $252K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-535- 1.3% |
$224K - $257K
|
40.6K
$24.5M
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-535- 5.79% |
$224K - $257K
|
8.7K
$5.25M
|
|
May 02, 2022
Q1 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-537Closed |
$224K - $258K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-538- 0.43% |
$225K - $258K
|
123K
$74.5M
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
SELL
|
- |
-539Closed |
$225K - $259K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-543- 0.85% |
$227K - $261K
|
63.5K
$38.3M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-547- 8.65% |
$229K - $262K
|
5.78K
$3.49M
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-549- 99.82% |
$230K - $263K
|
1
$604
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-553- 1.82% |
$231K - $265K
|
29.8K
$18M
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-556- 99.46% |
$232K - $267K
|
3
$1.81K
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-558Closed |
$233K - $268K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-560- 45.71% |
$234K - $269K
|
665
$402K
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-563- 3.35% |
$235K - $270K
|
16.2K
$9.81M
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-565- 6.59% |
$236K - $271K
|
8.01K
$4.84M
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-567- 7.02% |
$237K - $272K
|
7.51K
$4.53M
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-567Closed |
$237K - $272K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-569- 10.79% |
$238K - $273K
|
4.71K
$2.84M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-574- 1.46% |
$240K - $275K
|
38.8K
$23.5M
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-581- 20.53% |
$243K - $279K
|
2.25K
$1.36M
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-583- 13.79% |
$244K - $280K
|
3.65K
$2.2M
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-590- 3.33% |
$247K - $283K
|
17.1K
$10.3M
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-592- 5.84% |
$247K - $284K
|
9.54K
$5.76M
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-595- 22.04% |
$249K - $286K
|
2.11K
$1.27M
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-595Closed |
$249K - $286K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-601- 2.92% |
$251K - $288K
|
20K
$12.1M
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-603- 1.91% |
$252K - $289K
|
31K
$18.7M
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-604- 7.7% |
$253K - $290K
|
7.24K
$4.37M
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-607- 2.33% |
$254K - $291K
|
25.5K
$15.4M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-610- 6.75% |
$255K - $293K
|
8.42K
$5.09M
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-612- 21.9% |
$256K - $294K
|
2.18K
$1.32M
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-612- 2.92% |
$256K - $294K
|
20.3K
$12.3M
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-614- 0.72% |
$257K - $295K
|
85.1K
$51.4M
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-618Closed |
$258K - $297K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-619- 18.96% |
$259K - $297K
|
2.65K
$1.6M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-626- 4.17% |
$262K - $300K
|
14.4K
$8.68M
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-627- 44.5% |
$262K - $301K
|
782
$472K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-636- 2.06% |
$266K - $305K
|
30.3K
$18.3M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-641- 2.98% |
$268K - $308K
|
20.8K
$12.6M
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-643- 17.9% |
$269K - $309K
|
2.95K
$1.78M
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-662- 7.49% |
$277K - $318K
|
8.18K
$4.94M
|
|
May 16, 2022
Q1 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-665- 7.84% |
$278K - $319K
|
7.82K
$4.72M
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-666- 6.61% |
$278K - $320K
|
9.41K
$5.68M
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-666Closed |
$278K - $320K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-666- 18.06% |
$278K - $320K
|
3.02K
$1.82M
|