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 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.26K- 2.25% |
$943K - $1.08M
|
97.9K
$55.9M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.27K- 4.33% |
$949K - $1.09M
|
50.1K
$28.6M
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.29K- 32.39% |
$958K - $1.1M
|
4.78K
$2.73M
|
|
|
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
$350K
|
|
|
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
$38.3K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.38K- 1.23% |
$993K - $1.14M
|
191K
$109M
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-2.4K- 16.79% |
$1M - $1.15M
|
11.9K
$6.79M
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-2.4K- 12.81% |
$1M - $1.15M
|
16.4K
$9.34M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-2.41K- 25.65% |
$1.01M - $1.15M
|
6.97K
$3.98M
|
|
|
May 03, 2022
Q1 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-2.44K- 38.94% |
$1.02M - $1.17M
|
3.82K
$2.18M
|
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.44KClosed |
$1.02M - $1.17M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.47K- 58.68% |
$1.03M - $1.19M
|
1.74K
$995K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.48K- 27.79% |
$1.04M - $1.19M
|
6.45K
$3.69M
|
|
|
Apr 19, 2022
Q1 2022
|
Hixon Zuercher, LLC
|
SELL
|
- |
-2.49KClosed |
$1.04M - $1.19M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 2.52% |
$1.07M - $1.22M
|
98.5K
$56.3M
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.66KClosed |
$1.11M - $1.27M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-2.66K- 71.76% |
$1.11M - $1.28M
|
1.05K
$598K
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.67K- 15.69% |
$1.12M - $1.28M
|
14.3K
$8.2M
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.67K- 43.75% |
$1.12M - $1.28M
|
3.44K
$1.96M
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.75K- 2.41% |
$1.15M - $1.32M
|
111K
$63.5M
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.8K- 8.01% |
$1.17M - $1.34M
|
32.2K
$18.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.81K- 1.88% |
$1.18M - $1.35M
|
147K
$84M
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-2.95K- 14.71% |
$1.23M - $1.41M
|
17.1K
$9.76M
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.95K- 40.28% |
$1.23M - $1.41M
|
4.37K
$2.49M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-2.96K- 19.99% |
$1.24M - $1.42M
|
11.8K
$6.77M
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-2.98K- 46.68% |
$1.24M - $1.43M
|
3.4K
$1.94M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.99K- 13.57% |
$1.25M - $1.44M
|
19.1K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-3.05KClosed |
$1.27M - $1.46M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.07K- 15.15% |
$1.28M - $1.47M
|
17.2K
$9.82M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.09K- 6.76% |
$1.29M - $1.48M
|
42.6K
$24.4M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-3.1K- 45.8% |
$1.3M - $1.49M
|
3.67K
$2.1M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-3.18K- 2.12% |
$1.33M - $1.53M
|
147K
$83.8M
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.2K- 21.95% |
$1.34M - $1.54M
|
11.4K
$6.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-3.24K- 2.9% |
$1.35M - $1.55M
|
109K
$62M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.24K- 3.05% |
$1.35M - $1.55M
|
103K
$58.8M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-3.25K- 7.04% |
$1.36M - $1.56M
|
43K
$24.6M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.28K- 2.94% |
$1.37M - $1.57M
|
108K
$61.9M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-3.3KClosed |
$1.38M - $1.58M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.3K- 20.8% |
$1.38M - $1.58M
|
12.6K
$7.19M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.31K- 3.63% |
$1.38M - $1.59M
|
87.8K
$50.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.35K- 65.93% |
$1.4M - $1.61M
|
1.73K
$988K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-3.38K- 24.95% |
$1.41M - $1.62M
|
10.2K
$5.81M
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.38K- 9.21% |
$1.41M - $1.62M
|
33.3K
$19M
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.38K- 9.44% |
$1.41M - $1.62M
|
32.5K
$18.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.39K- 3.19% |
$1.42M - $1.62M
|
103K
$58.7M
|
|
|
May 06, 2022
Q1 2022
|
University Of Texas
|
SELL
|
- |
-3.4KClosed |
$1.42M - $1.63M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-3.4K- 16.17% |
$1.42M - $1.63M
|
17.6K
$10.1M
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.44K- 5.14% |
$1.44M - $1.65M
|
63.5K
$36.3M
|