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 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
6.46K+ 1.15% |
$2.7M - $3.1M
|
569K
$344M
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.45K+ 6.89% |
$2.7M - $3.1M
|
100K
$60.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.39K+ 14.79% |
$2.67M - $3.07M
|
49.6K
$30M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.39K+ 39.29% |
$2.67M - $3.06M
|
22.6K
$13.7M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.39K+ 39.29% |
$2.67M - $3.06M
|
22.6K
$13.7M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.38KNew |
$2.67M - $3.06M
|
6.38K
$3.86M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
6.37K+ 10.37% |
$2.66M - $3.06M
|
67.8K
$41M
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
6.37K+ 2.88% |
$2.66M - $3.05M
|
228K
$138M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
6.27KNew |
$2.62M - $3.01M
|
6.27K
$3.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.26K+ 6.34% |
$2.62M - $3M
|
105K
$63.5M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.25K+ 35.05% |
$2.61M - $3M
|
24.1K
$14.6M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
6.25K+ 2.8% |
$2.61M - $3M
|
229K
$139M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.23K+ 6.36% |
$2.61M - $2.99M
|
104K
$63M
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
6.23K+ 76.96% |
$2.6M - $2.99M
|
14.3K
$8.66M
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
6.13K+ 9.87% |
$2.56M - $2.94M
|
68.2K
$41.3M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.11K+ 7.95% |
$2.56M - $2.93M
|
83K
$50.2M
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
6.1K+ 165.29% |
$2.55M - $2.93M
|
9.78K
$5.92M
|
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
6.01K+ 3.41% |
$2.51M - $2.88M
|
182K
$110M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.98K+ 11.79% |
$2.5M - $2.87M
|
56.7K
$34.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
5.98KNew |
$2.5M - $2.87M
|
5.98K
$3.62M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
5.93K+ 236.33% |
$2.48M - $2.85M
|
8.44K
$5.11M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.85K+ 3.69% |
$2.44M - $2.81M
|
164K
$99.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
5.82K+ 21.04% |
$2.43M - $2.79M
|
33.5K
$20.2M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.72K+ 23.93% |
$2.39M - $2.74M
|
29.6K
$17.9M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.7KNew |
$2.38M - $2.74M
|
5.7K
$3.45M
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5.65K+ 16.17% |
$2.36M - $2.71M
|
40.6K
$24.6M
|
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
5.63K+ 51.58% |
$2.35M - $2.7M
|
16.5K
$10M
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
5.63K+ 62.03% |
$2.35M - $2.7M
|
14.7K
$8.89M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.62K+ 4.05% |
$2.35M - $2.7M
|
144K
$87.4M
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.59K+ 1.8% |
$2.34M - $2.68M
|
316K
$191M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.46K+ 8.6% |
$2.28M - $2.62M
|
69K
$41.7M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.44K+ 10.12% |
$2.27M - $2.61M
|
59.2K
$35.8M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.44K+ 33.73% |
$2.27M - $2.61M
|
21.5K
$13M
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
5.43K+ 13.3% |
$2.27M - $2.61M
|
46.3K
$28M
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.3K+ 24.12% |
$2.22M - $2.55M
|
27.3K
$16.5M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.22K+ 7.79% |
$2.18M - $2.5M
|
72.2K
$43.7M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
5.21K+ 4.78% |
$2.18M - $2.5M
|
114K
$69.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
BUY
|
- |
5.19K+ 32.82% |
$2.17M - $2.49M
|
21K
$12.7M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.18K+ 26.26% |
$2.17M - $2.49M
|
24.9K
$15.1M
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
5.16K+ 16.89% |
$2.16M - $2.47M
|
35.7K
$21.6M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5.13K+ 29.0% |
$2.14M - $2.46M
|
22.8K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5.08K+ 51.72% |
$2.12M - $2.44M
|
14.9K
$9.01M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.06K+ 35.57% |
$2.12M - $2.43M
|
19.3K
$11.7M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5.06K+ 271.21% |
$2.11M - $2.43M
|
6.92K
$4.19M
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
5.05K+ 32.79% |
$2.11M - $2.42M
|
20.4K
$12.4M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5K+ 49.08% |
$2.09M - $2.4M
|
15.2K
$9.19M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
4.92K+ 42.29% |
$2.06M - $2.36M
|
16.5K
$10M
|
|
|
May 16, 2022
Q1 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.9KNew |
$2.05M - $2.35M
|
4.9K
$2.96M
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
4.84KNew |
$2.02M - $2.32M
|
4.84K
$2.93M
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
4.8K+ 9.42% |
$2.01M - $2.3M
|
55.8K
$33.8M
|