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 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
29.4K+ 35.62% |
$12.3M - $14.1M
|
112K
$66.4M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
29.3K+ 1231.6% |
$12.3M - $14.1M
|
31.7K
$18.8M
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
29.2K+ 24.77% |
$12.2M - $14M
|
147K
$87.3M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
29.2K+ 185.87% |
$12.2M - $14M
|
44.9K
$26.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
29K+ 73.8% |
$12.1M - $13.9M
|
68.2K
$40.4M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.2K+ 2.47% |
$11.4M - $13.1M
|
1.13M
$670M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
27.2KNew |
$11.4M - $13M
|
27.2K
$16.1M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
26.7K+ 173.26% |
$11.2M - $12.8M
|
42.1K
$25M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26.1K+ 40.26% |
$10.9M - $12.5M
|
91K
$54M
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
25.4K+ 1477.31% |
$10.6M - $12.2M
|
27.1K
$16.1M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.1KNew |
$10.5M - $12M
|
25.1K
$14.9M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
24.9K+ 2.81% |
$10.4M - $12M
|
913K
$541M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24.5K+ 167.3% |
$10.3M - $11.8M
|
39.2K
$23.2M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24.5K+ 5.44% |
$10.2M - $11.7M
|
474K
$281M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
24.4K+ 1258.29% |
$10.2M - $11.7M
|
26.4K
$15.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
23.8K+ 19.98% |
$9.93M - $11.4M
|
143K
$84.6M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
23.6K+ 38.85% |
$9.86M - $11.3M
|
84.3K
$50M
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
23.3K+ 36.8% |
$9.75M - $11.2M
|
86.7K
$51.4M
|
|
|
May 16, 2022
Q1 2022
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
23.3K+ 23.9% |
$9.74M - $11.2M
|
121K
$71.6M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
23.1K+ 27.57% |
$9.66M - $11.1M
|
107K
$63.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
22.4KNew |
$9.38M - $10.8M
|
22.4K
$13.3M
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
22.3K+ 43.61% |
$9.31M - $10.7M
|
73.3K
$43.5M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22.3K+ 35.28% |
$9.31M - $10.7M
|
85.3K
$50.6M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21.6K+ 18.68% |
$9.01M - $10.3M
|
137K
$81.2M
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21.4K+ 15.64% |
$8.93M - $10.3M
|
158K
$93.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.3K+ 52.88% |
$8.92M - $10.2M
|
61.7K
$36.6M
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
21.3K+ 21.65% |
$8.91M - $10.2M
|
120K
$71M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.3K+ 5.62% |
$8.91M - $10.2M
|
400K
$237M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.8KNew |
$8.71M - $10M
|
20.8K
$12.4M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
20.6KNew |
$8.61M - $9.88M
|
20.6K
$12.2M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
20.4K+ 13.16% |
$8.53M - $9.79M
|
175K
$104M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19.9KNew |
$8.32M - $9.56M
|
19.9K
$11.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
19.8K+ 4332.68% |
$8.26M - $9.48M
|
20.2K
$12M
|
|
|
May 03, 2022
Q1 2022
|
Matson Money. Inc.
|
BUY
|
- |
19.7K+ 4.22% |
$8.23M - $9.44M
|
486K
$288M
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
19.5K+ 184.65% |
$8.17M - $9.38M
|
30.1K
$17.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
19.5K+ 96.67% |
$8.15M - $9.35M
|
39.7K
$23.5M
|
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
19.3K+ 53.24% |
$8.09M - $9.28M
|
55.7K
$33M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
19.3K+ 95.4% |
$8.08M - $9.27M
|
39.6K
$23.5M
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
18.9K+ 2.17% |
$7.91M - $9.08M
|
889K
$527M
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
18.7K+ 23.98% |
$7.81M - $8.96M
|
96.6K
$57.3M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.4KNew |
$7.7M - $8.84M
|
18.4K
$10.9M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
18.4K+ 16.16% |
$7.7M - $8.84M
|
132K
$78.5M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.3K+ 4.12% |
$7.65M - $8.79M
|
462K
$274M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18.3K+ 26.88% |
$7.65M - $8.78M
|
86.3K
$51.2M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
17.9K+ 265.59% |
$7.47M - $8.57M
|
24.6K
$14.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
17.5K+ 109.75% |
$7.3M - $8.38M
|
33.4K
$19.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17.4K+ 6.22% |
$7.28M - $8.35M
|
297K
$176M
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
17.4K+ 6.18% |
$7.25M - $8.33M
|
298K
$177M
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
17.2KNew |
$7.2M - $8.26M
|
17.2K
$10.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
17.2K+ 32.72% |
$7.2M - $8.26M
|
69.8K
$41.4M
|