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 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.7K+ 8.57% |
$4.9M - $5.62M
|
148K
$88.6M
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.7K+ 62.61% |
$4.88M - $5.6M
|
30.3K
$18.1M
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
11.5K+ 32.26% |
$4.83M - $5.54M
|
47.3K
$28.3M
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
11.5K+ 11.16% |
$4.8M - $5.51M
|
114K
$68.4M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 10.56% |
$4.73M - $5.43M
|
118K
$70.7M
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
11.2K+ 22.6% |
$4.69M - $5.38M
|
60.8K
$36.4M
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 2.3% |
$4.67M - $5.36M
|
497K
$297M
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
11.1K+ 4.39% |
$4.63M - $5.32M
|
264K
$158M
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.1K+ 9.62% |
$4.62M - $5.3M
|
126K
$75.3M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
11K+ 0.82% |
$4.62M - $5.3M
|
1.36M
$813M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11K+ 8.97% |
$4.59M - $5.26M
|
133K
$79.6M
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
10.9K+ 10.65% |
$4.57M - $5.25M
|
114K
$67.9M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10.9K+ 2.99% |
$4.56M - $5.24M
|
376K
$225M
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
BUY
|
- |
10.9K+ 9.77% |
$4.55M - $5.23M
|
122K
$73.1M
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
10.9K+ 313.99% |
$4.55M - $5.22M
|
14.4K
$8.58M
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
10.9K+ 16.43% |
$4.54M - $5.21M
|
77K
$46M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10.8K+ 20.84% |
$4.53M - $5.19M
|
62.8K
$37.5M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
10.8K+ 545.5% |
$4.51M - $5.17M
|
12.8K
$7.62M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 4.5% |
$4.47M - $5.13M
|
248K
$148M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10.6K+ 14.36% |
$4.43M - $5.08M
|
84.4K
$50.4M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
10.6K+ 14.05% |
$4.42M - $5.07M
|
85.8K
$51.3M
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$4.39M - $5.04M
|
10.5K
$6.28M
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10.4K+ 4.2% |
$4.36M - $5.01M
|
259K
$155M
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10.3K+ 16.71% |
$4.32M - $4.96M
|
72.2K
$43.2M
|
|
May 13, 2022
Q1 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
10.1K+ 2.44% |
$4.2M - $4.82M
|
422K
$252M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10K+ 8.59% |
$4.18M - $4.8M
|
126K
$75.5M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
9.92K+ 3.24% |
$4.15M - $4.76M
|
316K
$189M
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9.85K+ 11.88% |
$4.12M - $4.73M
|
92.7K
$55.4M
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
9.77K+ 226.83% |
$4.08M - $4.69M
|
14.1K
$8.41M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.67K+ 71.9% |
$4.04M - $4.64M
|
23.1K
$13.8M
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
9.67K+ 259.66% |
$4.04M - $4.64M
|
13.4K
$8M
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
9.63K+ 11.53% |
$4.03M - $4.62M
|
93.1K
$55.7M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
9.57KNew |
$4M - $4.59M
|
9.57K
$5.72M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.44K+ 52.54% |
$3.95M - $4.53M
|
27.4K
$16.4M
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
9.44K+ 275.18% |
$3.94M - $4.53M
|
12.9K
$7.69M
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9.4K+ 8.64% |
$3.93M - $4.51M
|
118K
$70.6M
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
9.4K+ 7.93% |
$3.93M - $4.51M
|
128K
$76.4M
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
9.37K+ 4.71% |
$3.92M - $4.5M
|
209K
$125M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.35K+ 32.41% |
$3.91M - $4.48M
|
38.2K
$22.8M
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
9.34K+ 15.77% |
$3.91M - $4.48M
|
68.6K
$41M
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
9.32KNew |
$3.89M - $4.47M
|
9.32K
$5.57M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
9.3K+ 1.52% |
$3.89M - $4.46M
|
620K
$371M
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
9.17K+ 91.05% |
$3.83M - $4.4M
|
19.2K
$11.5M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.02K+ 4.39% |
$3.77M - $4.33M
|
214K
$128M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.93K+ 21.7% |
$3.73M - $4.29M
|
50.1K
$29.9M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.93K+ 21.7% |
$3.73M - $4.29M
|
50.1K
$29.9M
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
8.9K+ 30.07% |
$3.72M - $4.27M
|
38.5K
$23M
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
8.89K+ 8.74% |
$3.72M - $4.27M
|
111K
$66.1M
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
8.83K+ 132.03% |
$3.69M - $4.24M
|
15.5K
$9.27M
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.8K+ 5.5% |
$3.68M - $4.22M
|
169K
$101M
|