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
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.21K- 16.83% |
$2.59M - $2.98M
|
30.7K
$18.3M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.26K- 9.17% |
$2.61M - $3M
|
61.9K
$37M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.28K- 2.76% |
$2.62M - $3.01M
|
221K
$132M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-6.28K- 51.02% |
$2.62M - $3.01M
|
6.03K
$3.6M
|
|
|
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
$3.08M
|
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-6.49K- 3.61% |
$2.71M - $3.11M
|
173K
$104M
|
|
|
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
$24.9M
|
|
|
May 11, 2022
Q1 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-6.9K- 8.8% |
$2.88M - $3.31M
|
71.5K
$42.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.95K- 1.19% |
$2.9M - $3.33M
|
575K
$343M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.12K- 3.65% |
$2.98M - $3.42M
|
188K
$112M
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.23K- 7.52% |
$3.02M - $3.47M
|
88.8K
$53.1M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-7.36K- 44.23% |
$3.07M - $3.53M
|
9.28K
$5.54M
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7.37K- 67.38% |
$3.08M - $3.53M
|
3.57K
$2.13M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-7.64K- 47.76% |
$3.19M - $3.67M
|
8.36K
$4.99M
|
|
|
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
$116M
|
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-8.03K- 25.15% |
$3.36M - $3.85M
|
23.9K
$14.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-8.04K- 9.16% |
$3.36M - $3.86M
|
79.8K
$47.7M
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-8.16K- 26.08% |
$3.41M - $3.92M
|
23.1K
$13.8M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.16K- 47.13% |
$3.41M - $3.92M
|
9.15K
$5.47M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-8.22K- 0.9% |
$3.44M - $3.95M
|
904K
$540M
|
|
|
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
$213M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.27K- 43.93% |
$3.46M - $3.97M
|
10.6K
$6.31M
|
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-8.3K- 9.28% |
$3.47M - $3.98M
|
81.2K
$48.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-8.32K- 22.38% |
$3.48M - $3.99M
|
28.9K
$17.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-8.34K- 15.55% |
$3.49M - $4M
|
45.3K
$27.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-8.35K- 44.46% |
$3.49M - $4.01M
|
10.4K
$6.24M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.44K- 6.7% |
$3.53M - $4.05M
|
117K
$70.2M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8.71K- 3.74% |
$3.64M - $4.18M
|
224K
$134M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-8.71K- 3.74% |
$3.64M - $4.18M
|
224K
$134M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-8.79K- 8.41% |
$3.68M - $4.22M
|
95.8K
$57.3M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-9.09K- 52.65% |
$3.8M - $4.36M
|
8.18K
$4.89M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-9.14K- 9.57% |
$3.82M - $4.39M
|
86.3K
$51.6M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-9.15K- 82.96% |
$3.83M - $4.39M
|
1.88K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.43K- 0.6% |
$3.94M - $4.52M
|
1.56M
$931M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.54K- 40.01% |
$3.99M - $4.58M
|
14.3K
$8.55M
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-9.76K- 39.73% |
$4.08M - $4.68M
|
14.8K
$8.85M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.81K- 21.99% |
$4.1M - $4.71M
|
34.8K
$20.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-9.82K- 2.29% |
$4.11M - $4.71M
|
418K
$250M
|
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-9.84KClosed |
$4.11M - $4.72M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-9.89K- 10.66% |
$4.13M - $4.74M
|
82.9K
$49.5M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.93K- 0.66% |
$4.15M - $4.76M
|
1.5M
$897M
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-9.97K- 37.76% |
$4.17M - $4.78M
|
16.4K
$9.82M
|
|
|
May 16, 2022
Q1 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-9.98K- 9.04% |
$4.17M - $4.79M
|
100K
$60M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-10.1K- 8.76% |
$4.21M - $4.83M
|
105K
$62.6M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 32.32% |
$4.26M - $4.89M
|
21.3K
$12.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10.4K- 2.87% |
$4.36M - $5M
|
354K
$211M
|