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 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.43K- 0.6% |
$3.94M - $4.52M
|
1.56M
$900M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.54K- 40.01% |
$3.99M - $4.58M
|
14.3K
$8.27M
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-9.76K- 39.73% |
$4.08M - $4.68M
|
14.8K
$8.55M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-9.81K- 21.99% |
$4.1M - $4.71M
|
34.8K
$20.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-9.82K- 2.29% |
$4.11M - $4.71M
|
418K
$242M
|
|
|
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
$47.9M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.93K- 0.66% |
$4.15M - $4.76M
|
1.5M
$868M
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-9.97K- 37.76% |
$4.17M - $4.78M
|
16.4K
$9.5M
|
|
|
May 16, 2022
Q1 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-9.98K- 9.04% |
$4.17M - $4.79M
|
100K
$58M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-10.1K- 8.76% |
$4.21M - $4.83M
|
105K
$60.6M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 32.32% |
$4.26M - $4.89M
|
21.3K
$12.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10.4K- 2.87% |
$4.36M - $5M
|
354K
$204M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-10.5K- 8.63% |
$4.38M - $5.03M
|
111K
$64.1M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.5KClosed |
$4.41M - $5.06M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-10.8K- 35.26% |
$4.5M - $5.16M
|
19.8K
$11.4M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.8K- 19.72% |
$4.52M - $5.19M
|
44.1K
$25.5M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.9K- 11.67% |
$4.55M - $5.23M
|
82.5K
$47.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
SELL
|
- |
-11.5K- 91.76% |
$4.82M - $5.53M
|
1.03K
$598K
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-11.7K- 8.33% |
$4.9M - $5.62M
|
129K
$74.5M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 3.69% |
$5.01M - $5.76M
|
313K
$181M
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-12K- 11.34% |
$5.03M - $5.77M
|
94K
$54.4M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12.1K- 24.82% |
$5.04M - $5.78M
|
36.5K
$21.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-12.7K- 14.33% |
$5.29M - $6.07M
|
75.7K
$43.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-12.7KClosed |
$5.32M - $6.1M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-12.8K- 46.13% |
$5.34M - $6.13M
|
14.9K
$8.62M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13K- 51.33% |
$5.44M - $6.24M
|
12.3K
$7.13M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-13.4K- 49.31% |
$5.61M - $6.43M
|
13.8K
$7.97M
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-13.6K- 1.48% |
$5.66M - $6.5M
|
899K
$520M
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-13.6K- 97.85% |
$5.68M - $6.52M
|
298
$172K
|
|
|
Apr 29, 2022
Q1 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-13.7K- 43.66% |
$5.72M - $6.56M
|
17.7K
$10.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-13.7K- 66.7% |
$5.73M - $6.58M
|
6.84K
$3.96M
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-13.8K- 22.75% |
$5.78M - $6.63M
|
46.9K
$27.1M
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.9K- 15.23% |
$5.81M - $6.66M
|
77.3K
$44.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-14.2K- 87.48% |
$5.93M - $6.8M
|
2.03K
$1.17M
|
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
SELL
|
- |
-14.3KClosed |
$5.99M - $6.88M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-14.6K- 28.78% |
$6.1M - $7M
|
36.1K
$20.9M
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-14.6K- 18.46% |
$6.11M - $7.01M
|
64.6K
$37.3M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 1.18% |
$6.14M - $7.05M
|
1.23M
$710M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.8K- 9.96% |
$6.21M - $7.12M
|
134K
$77.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-15K- 90.64% |
$6.27M - $7.2M
|
1.55K
$895K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.4K- 59.45% |
$6.42M - $7.37M
|
10.5K
$6.06M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.7K- 12.5% |
$6.56M - $7.52M
|
110K
$63.4M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-16K- 27.2% |
$6.7M - $7.69M
|
42.9K
$24.8M
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-16.1K- 18.64% |
$6.74M - $7.74M
|
70.4K
$40.7M
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-16.5K- 5.78% |
$6.91M - $7.93M
|
270K
$156M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-16.6K- 11.09% |
$6.93M - $7.95M
|
133K
$76.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16.8K- 44.76% |
$7.02M - $8.05M
|
20.7K
$12M
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-16.9K- 3.9% |
$7.07M - $8.12M
|
417K
$241M
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-17.2K- 21.98% |
$7.2M - $8.26M
|
61.1K
$35.3M
|