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 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-490- 3.15% |
$205K - $235K
|
15.1K
$8.6M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-494- 1.4% |
$207K - $237K
|
34.8K
$19.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-496- 17.36% |
$207K - $238K
|
2.36K
$1.35M
|
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-499- 7.29% |
$209K - $239K
|
6.35K
$3.63M
|
|
|
Apr 12, 2022
Q1 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-500- 33.33% |
$209K - $240K
|
1K
$571K
|
|
|
Apr 27, 2022
Q1 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-500- 16.67% |
$209K - $240K
|
2.5K
$1.43M
|
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-500- 16.67% |
$209K - $240K
|
2.5K
$1.43M
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-500- 14.12% |
$209K - $240K
|
3.04K
$1.74M
|
|
|
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
$2.67M
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-508- 0.27% |
$212K - $244K
|
189K
$108M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-512- 0.42% |
$214K - $246K
|
121K
$69.3M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-513- 4.22% |
$214K - $246K
|
11.7K
$6.66M
|
|
|
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
$6.21M
|
|
|
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
$23.2M
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-535- 5.79% |
$224K - $257K
|
8.7K
$4.97M
|
|
|
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
$70.6M
|
|
|
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
$36.3M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-547- 8.65% |
$229K - $262K
|
5.78K
$3.3M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-549- 99.82% |
$230K - $263K
|
1
$571
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-553- 1.82% |
$231K - $265K
|
29.8K
$17M
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-556- 99.46% |
$232K - $267K
|
3
$1.71K
|
|
|
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
$380K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-563- 3.35% |
$235K - $270K
|
16.2K
$9.29M
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-565- 6.59% |
$236K - $271K
|
8.01K
$4.58M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-567- 7.02% |
$237K - $272K
|
7.51K
$4.29M
|
|
|
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
$2.69M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-574- 1.46% |
$240K - $275K
|
38.8K
$22.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-581- 20.53% |
$243K - $279K
|
2.25K
$1.29M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-583- 13.79% |
$244K - $280K
|
3.65K
$2.08M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-590- 3.33% |
$247K - $283K
|
17.1K
$9.78M
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-592- 5.84% |
$247K - $284K
|
9.54K
$5.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-595- 22.04% |
$249K - $286K
|
2.11K
$1.2M
|
|
|
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
$11.4M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-603- 1.91% |
$252K - $289K
|
31K
$17.7M
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-604- 7.7% |
$253K - $290K
|
7.24K
$4.14M
|
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-607- 2.33% |
$254K - $291K
|
25.5K
$14.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-610- 6.75% |
$255K - $293K
|
8.42K
$4.81M
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-612- 21.9% |
$256K - $294K
|
2.18K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-612- 2.92% |
$256K - $294K
|
20.3K
$11.6M
|
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-614- 0.72% |
$257K - $295K
|
85.1K
$48.6M
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-618Closed |
$258K - $297K
|
0
$0
|