Purchases and Sales Made in Q1 2022 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 09, 2022 Q1 2022
Mason Street Advisors, LLC

Milwaukee, WI
BUY
 -
17.2K
+ 73.82%
$7.19M - $8.25M
40.5K $24M
May 05, 2022 Q1 2022
Uma Financial Services, Inc.

BUY
 -
17.1K
+ 12.75%
$7.15M - $8.21M
151K $89.7M
May 09, 2022 Q1 2022
Lineweaver Wealth Advisors, LLC

BUY
 -
17K
+ 18.1%
$7.09M - $8.14M
111K $65.6M
May 16, 2022 Q1 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
16.7K
+ 178.06%
$6.97M - $8M
26K $15.4M
May 09, 2022 Q1 2022
Lansing Street Advisors

BUY
 -
16.5K
New
$6.9M - $7.92M
16.5K $9.79M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
16.5K
+ 43.08%
$6.9M - $7.92M
54.8K $32.5M
Apr 25, 2022 Q1 2022
High Mark Wealth Management LLC

BUY
 -
16.4K
+ 15.65%
$6.86M - $7.87M
121K $71.9M
May 02, 2022 Q1 2022
Gilbert & Cook, Inc.

BUY
 -
16.3K
+ 6.04%
$6.8M - $7.8M
285K $169M
May 10, 2022 Q1 2022
Evoke Wealth, LLC

BUY
 -
16.1K
+ 3.03%
$6.75M - $7.75M
549K $326M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
16.1K
+ 34.99%
$6.71M - $7.71M
62K $36.7M
May 10, 2022 Q1 2022
Rational Advisors LLC

Huntington, NY
BUY
 -
15.9K
+ 15.84%
$6.63M - $7.61M
116K $68.8M
May 16, 2022 Q1 2022
State Street Corp

Boston, MA
BUY
 -
15.7K
+ 110.47%
$6.58M - $7.56M
30K $17.8M
May 02, 2022 Q1 2022
Bcgm Wealth Management, LLC

BUY
 -
15.7K
+ 26.62%
$6.57M - $7.55M
74.8K $44.4M
May 13, 2022 Q1 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
15.6K
+ 9.25%
$6.54M - $7.51M
185K $110M
May 17, 2022 Q1 2022
Avalon Investment & Advisory

Houston, TX
BUY
 -
15.5K
+ 53.39%
$6.49M - $7.45M
44.6K $26.5M
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
15.3K
+ 19.87%
$6.4M - $7.34M
92.3K $54.7M
Aug 06, 2024 Q1 2022
Hantz Financial Services, Inc.

BUY
 -
15.3K
+ 1257.65%
$6.39M - $7.34M
16.5K $9.79M
Apr 28, 2022 Q1 2022
Valeo Financial Advisors, LLC

BUY
 -
15.2K
+ 12.46%
$6.36M - $7.3M
137K $81.4M
Apr 26, 2022 Q1 2022
Cardinal Strategic Wealth Guidance

BUY
 -
15.1K
+ 15.14%
$6.3M - $7.23M
115K $68M
May 10, 2022 Q1 2022
Provence Wealth Management Group

BUY
 -
14.8K
+ 67.84%
$6.2M - $7.11M
36.7K $21.8M
Apr 25, 2022 Q1 2022
Tnf LLC

BUY
 -
14.7K
+ 32.16%
$6.15M - $7.06M
60.5K $35.9M
May 16, 2022 Q1 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
14.7K
+ 66.02%
$6.13M - $7.04M
36.9K $21.9M
May 13, 2022 Q1 2022
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
14.5K
+ 2.19%
$6.06M - $6.96M
677K $402M
Apr 28, 2022 Q1 2022
Merriman Wealth Management, LLC

BUY
 -
14.5K
+ 64.44%
$6.06M - $6.96M
37K $21.9M
May 10, 2022 Q1 2022
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
14.3K
New
$5.99M - $6.88M
14.3K $8.5M
Apr 27, 2022 Q1 2022
Virginia National Bank

BUY
 -
14.2K
New
$5.95M - $6.83M
14.2K $8.45M
May 10, 2022 Q1 2022
Rkl Wealth Management LLC

BUY
 -
14.2K
+ 7.2%
$5.94M - $6.82M
212K $126M
May 09, 2022 Q1 2022
Doliver Advisors, LP

Houston, TX
BUY
 -
14.1K
New
$5.89M - $6.76M
14.1K $8.36M
May 12, 2022 Q1 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
14K
New
$5.87M - $6.74M
14K $8.33M
May 13, 2022 Q1 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
14K
+ 150.72%
$5.84M - $6.71M
23.3K $13.8M
Apr 13, 2022 Q1 2022
Money Design Co.,Ltd.

BUY
 -
13.9K
New
$5.8M - $6.66M
13.9K $8.23M
May 12, 2022 Q1 2022
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
BUY
 -
13.9K
+ 4.75%
$5.79M - $6.65M
305K $181M
May 16, 2022 Q1 2022
Hsbc Holdings PLC

London, X0
BUY
 -
13.6K
+ 16.04%
$5.68M - $6.52M
98.3K $58.3M
May 09, 2022 Q1 2022
Parsec Financial Management, Inc.

BUY
 -
13.5K
+ 9.49%
$5.66M - $6.49M
156K $92.6M
May 02, 2022 Q1 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
13.5K
+ 8.49%
$5.64M - $6.47M
172K $102M
May 13, 2022 Q1 2022
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
13.5K
+ 9.09%
$5.63M - $6.46M
162K $95.9M
Apr 28, 2022 Q1 2022
Single Point Partners, LLC

BUY
 -
13.3K
+ 5.66%
$5.58M - $6.4M
249K $148M
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
13.2K
+ 53.99%
$5.52M - $6.34M
37.7K $22.4M
Apr 29, 2022 Q1 2022
Sg Americas Securities, LLC

BUY
 -
13.1K
New
$5.49M - $6.3M
13.1K $7.78M
May 06, 2022 Q1 2022
Klingman & Associates, LLC

BUY
 -
13.1K
+ 2.93%
$5.47M - $6.28M
460K $273M
May 16, 2022 Q1 2022
Consilio Wealth Advisors, LLC

BUY
 -
13K
+ 47.09%
$5.44M - $6.25M
40.7K $24.1M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
12.8K
+ 396.51%
$5.37M - $6.16M
16.1K $9.54M
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
12.8K
+ 49.53%
$5.34M - $6.13M
38.6K $22.9M
May 05, 2022 Q1 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
12.5K
+ 31.95%
$5.23M - $6M
51.7K $30.7M
Sep 21, 2023 Q1 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
12.3K
+ 31.21%
$5.13M - $5.89M
51.6K $30.6M
Apr 27, 2022 Q1 2022
Greenleaf Trust

Kalamazoo, MI
BUY
 -
12.2K
+ 0.73%
$5.08M - $5.83M
1.67M $991M
Apr 18, 2022 Q1 2022
Catalyst Private Wealth, LLC

BUY
 -
12.1K
+ 1108.72%
$5.05M - $5.79M
13.2K $7.81M
May 06, 2022 Q1 2022
Grimes & Company, Inc.

BUY
 -
12K
+ 4.44%
$5.01M - $5.75M
282K $167M
May 11, 2022 Q1 2022
Glenview Trust CO

Louisville, KY
BUY
 -
12K
+ 4.72%
$5M - $5.74M
266K $158M

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