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
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.77K- 35.21% |
$741K - $850K
|
3.26K
$1.97M
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.77KClosed |
$741K - $850K
|
0
$0
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-1.78K- 7.4% |
$742K - $852K
|
22.2K
$13.4M
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.78K- 12.27% |
$743K - $853K
|
12.7K
$7.67M
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.78K- 70.94% |
$744K - $854K
|
729
$440K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.79K- 4.57% |
$746K - $857K
|
37.3K
$22.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-1.8K- 43.39% |
$753K - $864K
|
2.35K
$1.42M
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-1.81K- 26.36% |
$758K - $870K
|
5.07K
$3.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.83K- 2.55% |
$763K - $876K
|
69.9K
$42.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-1.83K- 8.67% |
$764K - $877K
|
19.3K
$11.6M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.84K- 36.08% |
$768K - $881K
|
3.25K
$1.96M
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.84K- 1.14% |
$768K - $882K
|
159K
$95.9M
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.85K- 64.42% |
$772K - $886K
|
1.02K
$616K
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.85K- 3.49% |
$774K - $888K
|
51.3K
$30.9M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.87K- 16.1% |
$783K - $899K
|
9.77K
$5.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.91K- 13.45% |
$799K - $917K
|
12.3K
$7.43M
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.94K- 6.77% |
$811K - $930K
|
26.7K
$16.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.94K- 41.28% |
$811K - $931K
|
2.76K
$1.67M
|
|
|
May 03, 2022
Q1 2022
|
Satovsky Asset Management LLC
|
SELL
|
- |
-1.95K- 0.92% |
$816K - $936K
|
210K
$127M
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.95K- 3.98% |
$817K - $938K
|
47.1K
$28.4M
|
|
|
May 16, 2022
Q1 2022
|
Mercer Investments LLC
|
SELL
|
- |
-1.98K- 9.04% |
$827K - $950K
|
19.9K
$12M
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.02K- 3.57% |
$843K - $967K
|
54.5K
$32.9M
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-2.02K- 3.09% |
$844K - $969K
|
63.3K
$38.2M
|
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.03KClosed |
$847K - $972K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.04K- 10.03% |
$853K - $979K
|
18.3K
$11.1M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.04K- 6.7% |
$854K - $980K
|
28.4K
$17.2M
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.05K- 3.19% |
$855K - $982K
|
62K
$37.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.07K- 4.61% |
$867K - $995K
|
43K
$25.9M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.08K- 2.38% |
$871K - $1M
|
85.5K
$51.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.13K- 1.23% |
$888K - $1.02M
|
171K
$103M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.15K- 20.74% |
$897K - $1.03M
|
8.2K
$4.95M
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.19K- 77.06% |
$914K - $1.05M
|
651
$393K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.2K- 97.91% |
$919K - $1.06M
|
47
$28.4K
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.2K- 75.91% |
$920K - $1.06M
|
698
$421K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2.2K- 1.66% |
$921K - $1.06M
|
130K
$78.7M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2.21K- 8.57% |
$923K - $1.06M
|
23.6K
$14.2M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.23K- 9.8% |
$930K - $1.07M
|
20.5K
$12.4M
|
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.23K- 19.67% |
$931K - $1.07M
|
9.1K
$5.49M
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.26K- 2.25% |
$943K - $1.08M
|
97.9K
$59.1M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.27K- 4.33% |
$949K - $1.09M
|
50.1K
$30.2M
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.29K- 32.39% |
$958K - $1.1M
|
4.78K
$2.89M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.3KClosed |
$961K - $1.1M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-2.3K- 78.98% |
$963K - $1.11M
|
613
$370K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.31KClosed |
$964K - $1.11M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.32K- 97.19% |
$969K - $1.11M
|
67
$40.5K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.38K- 1.23% |
$993K - $1.14M
|
191K
$115M
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-2.4K- 16.79% |
$1M - $1.15M
|
11.9K
$7.18M
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.4K- 12.81% |
$1M - $1.15M
|
16.4K
$9.87M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-2.41K- 25.65% |
$1.01M - $1.15M
|
6.97K
$4.21M
|
|
|
May 03, 2022
Q1 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-2.44K- 38.94% |
$1.02M - $1.17M
|
3.82K
$2.31M
|