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 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-5.47K- 28.59% |
$2.29M - $2.63M
|
13.7K
$7.63M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.6K- 4.1% |
$2.34M - $2.69M
|
131K
$73.1M
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-5.62K- 12.6% |
$2.35M - $2.69M
|
38.9K
$21.7M
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.62K- 18.75% |
$2.35M - $2.69M
|
24.3K
$13.6M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.8K- 1.51% |
$2.42M - $2.78M
|
377K
$211M
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-5.8K- 26.65% |
$2.42M - $2.78M
|
16K
$8.91M
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-5.82K- 67.33% |
$2.43M - $2.79M
|
2.82K
$1.58M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-5.9K- 24.14% |
$2.47M - $2.83M
|
18.6K
$10.4M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.93K- 5.14% |
$2.48M - $2.84M
|
109K
$61M
|
|
|
May 10, 2022
Q1 2022
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
SELL
|
- |
-5.98K- 6.78% |
$2.5M - $2.87M
|
82.2K
$45.9M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.1K- 49.3% |
$2.55M - $2.93M
|
6.28K
$3.5M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6.11K- 74.29% |
$2.56M - $2.93M
|
2.12K
$1.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-6.18K- 11.22% |
$2.58M - $2.97M
|
48.9K
$27.3M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.18K- 24.96% |
$2.59M - $2.97M
|
18.6K
$10.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.21K- 16.83% |
$2.59M - $2.98M
|
30.7K
$17.1M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.26K- 9.17% |
$2.61M - $3M
|
61.9K
$34.6M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.28K- 2.76% |
$2.62M - $3.01M
|
221K
$123M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-6.28K- 51.02% |
$2.62M - $3.01M
|
6.03K
$3.36M
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-6.36KClosed |
$2.66M - $3.05M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-6.43K- 55.53% |
$2.69M - $3.09M
|
5.15K
$2.87M
|
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6.49K- 3.61% |
$2.71M - $3.11M
|
173K
$96.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-6.7KClosed |
$2.8M - $3.21M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.77K- 13.98% |
$2.83M - $3.25M
|
41.6K
$23.2M
|
|
|
May 11, 2022
Q1 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-6.9K- 8.8% |
$2.88M - $3.31M
|
71.5K
$39.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.95K- 1.19% |
$2.9M - $3.33M
|
575K
$321M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.12K- 3.65% |
$2.98M - $3.42M
|
188K
$105M
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.23K- 7.52% |
$3.02M - $3.47M
|
88.8K
$49.6M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-7.36K- 44.23% |
$3.07M - $3.53M
|
9.28K
$5.18M
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7.37K- 67.38% |
$3.08M - $3.53M
|
3.57K
$1.99M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-7.64K- 47.76% |
$3.19M - $3.67M
|
8.36K
$4.66M
|
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-7.71KClosed |
$3.22M - $3.7M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.82K- 3.87% |
$3.27M - $3.75M
|
194K
$108M
|
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-8.03K- 25.15% |
$3.36M - $3.85M
|
23.9K
$13.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.04K- 9.16% |
$3.36M - $3.86M
|
79.8K
$44.5M
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-8.16K- 26.08% |
$3.41M - $3.92M
|
23.1K
$12.9M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.16K- 47.13% |
$3.41M - $3.92M
|
9.15K
$5.11M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-8.22K- 0.9% |
$3.44M - $3.95M
|
904K
$505M
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-8.24KClosed |
$3.45M - $3.96M
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-8.25K- 2.26% |
$3.45M - $3.96M
|
357K
$199M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.27K- 43.93% |
$3.46M - $3.97M
|
10.6K
$5.89M
|
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-8.3K- 9.28% |
$3.47M - $3.98M
|
81.2K
$45.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-8.32K- 22.38% |
$3.48M - $3.99M
|
28.9K
$16.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-8.34K- 15.55% |
$3.49M - $4M
|
45.3K
$25.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-8.35K- 44.46% |
$3.49M - $4.01M
|
10.4K
$5.82M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.44K- 6.7% |
$3.53M - $4.05M
|
117K
$65.6M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8.71K- 3.74% |
$3.64M - $4.18M
|
224K
$125M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8.71K- 3.74% |
$3.64M - $4.18M
|
224K
$125M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.79K- 8.41% |
$3.68M - $4.22M
|
95.8K
$53.5M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-9.09K- 52.65% |
$3.8M - $4.36M
|
8.18K
$4.56M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-9.14K- 9.57% |
$3.82M - $4.39M
|
86.3K
$48.2M
|