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
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-3.47K- 5.57% |
$1.45M - $1.67M
|
58.9K
$33.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.49K- 63.45% |
$1.46M - $1.67M
|
2.01K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.53KClosed |
$1.48M - $1.69M
|
0
$0
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.55K- 36.5% |
$1.48M - $1.7M
|
6.18K
$3.53M
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.55K- 11.83% |
$1.49M - $1.71M
|
26.5K
$15.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.58K- 20.41% |
$1.5M - $1.72M
|
14K
$7.98M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.6K- 17.59% |
$1.51M - $1.73M
|
16.9K
$9.65M
|
|
|
May 16, 2022
Q1 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-3.61K- 2.02% |
$1.51M - $1.73M
|
175K
$99.9M
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-3.65K- 11.65% |
$1.53M - $1.75M
|
27.7K
$15.8M
|
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-3.66K- 87.88% |
$1.53M - $1.76M
|
505
$289K
|
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.67K- 2.68% |
$1.54M - $1.76M
|
133K
$76.2M
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.68K- 9.6% |
$1.54M - $1.77M
|
34.7K
$19.8M
|
|
|
May 16, 2022
Q1 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-3.72KClosed |
$1.56M - $1.79M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.74K- 15.69% |
$1.56M - $1.79M
|
20.1K
$11.5M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.79KClosed |
$1.59M - $1.82M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.82KClosed |
$1.6M - $1.83M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-3.83KClosed |
$1.6M - $1.84M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-3.83K- 2.42% |
$1.6M - $1.84M
|
154K
$88.1M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.84K- 8.19% |
$1.61M - $1.84M
|
43K
$24.6M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.89K- 2.54% |
$1.63M - $1.87M
|
149K
$85.4M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 24.03% |
$1.65M - $1.89M
|
12.5K
$7.12M
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.96K- 4.04% |
$1.65M - $1.9M
|
94.1K
$53.7M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-3.98K- 5.49% |
$1.66M - $1.91M
|
68.5K
$39.1M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.11K- 47.31% |
$1.72M - $1.97M
|
4.58K
$2.62M
|
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-4.23K- 18.17% |
$1.77M - $2.03M
|
19K
$10.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.24K- 24.21% |
$1.77M - $2.04M
|
13.3K
$7.59M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.25K- 10.9% |
$1.78M - $2.04M
|
34.7K
$19.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.47K- 7.65% |
$1.87M - $2.14M
|
54K
$30.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.47K- 3.86% |
$1.87M - $2.15M
|
111K
$63.6M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4.58K- 26.25% |
$1.91M - $2.2M
|
12.9K
$7.35M
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-4.64K- 9.18% |
$1.94M - $2.23M
|
45.9K
$26.2M
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.7K- 24.64% |
$1.96M - $2.25M
|
14.4K
$8.21M
|
|
|
May 02, 2022
Q1 2022
|
Marshall & Sullivan Inc
|
SELL
|
- |
-4.79KClosed |
$2M - $2.3M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.81K- 9.86% |
$2.01M - $2.31M
|
44K
$25.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-4.88K- 11.51% |
$2.04M - $2.34M
|
37.5K
$21.5M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.89K- 12.82% |
$2.05M - $2.35M
|
33.3K
$19M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.92K- 55.68% |
$2.06M - $2.36M
|
3.92K
$2.24M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.97K- 79.57% |
$2.08M - $2.38M
|
1.28K
$729K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-4.97K- 3.58% |
$2.08M - $2.39M
|
134K
$76.6M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-4.98K- 20.49% |
$2.08M - $2.39M
|
19.3K
$11M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.05K- 5.51% |
$2.11M - $2.42M
|
86.5K
$49.4M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.11K- 44.82% |
$2.14M - $2.45M
|
6.29K
$3.6M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.16K- 3.32% |
$2.16M - $2.48M
|
150K
$85.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-5.2K- 72.05% |
$2.17M - $2.5M
|
2.02K
$1.15M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.22K- 23.37% |
$2.18M - $2.5M
|
17.1K
$9.78M
|
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-5.22KClosed |
$2.18M - $2.5M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.24K- 48.77% |
$2.19M - $2.52M
|
5.51K
$3.15M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.26K- 12.91% |
$2.2M - $2.52M
|
35.5K
$20.3M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.28K- 7.12% |
$2.21M - $2.53M
|
68.9K
$39.4M
|
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-5.28K- 23.34% |
$2.21M - $2.53M
|
17.4K
$9.91M
|