Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.53K- 41.65% |
$563K - $704K
|
2.15K
$1.3M
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-1.55K- 2.19% |
$570K - $713K
|
69.3K
$42M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.55K- 1.9% |
$570K - $713K
|
80.4K
$48.7M
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.57K- 40.28% |
$575K - $719K
|
2.33K
$1.41M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.58K- 1.91% |
$578K - $723K
|
80.9K
$49M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-1.58K- 0.28% |
$579K - $724K
|
567K
$344M
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-1.59K- 1.0% |
$582K - $727K
|
157K
$95.1M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.59K- 6.87% |
$583K - $729K
|
21.5K
$13M
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.6K- 19.24% |
$589K - $736K
|
6.73K
$4.08M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 10.62% |
$592K - $740K
|
13.6K
$8.23M
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 22.19% |
$601K - $752K
|
5.75K
$3.48M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.66K- 13.17% |
$608K - $760K
|
10.9K
$6.62M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.66K- 2.6% |
$609K - $761K
|
62K
$37.6M
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.67K- 24.12% |
$613K - $766K
|
5.25K
$3.18M
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.7K- 1.12% |
$622K - $778K
|
150K
$90.6M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.72K- 1.47% |
$633K - $791K
|
116K
$70.1M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.73K- 8.46% |
$635K - $794K
|
18.7K
$11.4M
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.73K- 19.88% |
$636K - $795K
|
6.98K
$4.23M
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.74K- 8.51% |
$639K - $798K
|
18.7K
$11.3M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.75K- 69.94% |
$644K - $805K
|
754
$457K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.77K- 5.62% |
$649K - $811K
|
29.7K
$18M
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.77K- 33.08% |
$650K - $813K
|
3.58K
$2.17M
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.78K- 1.41% |
$655K - $818K
|
125K
$75.8M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.81K- 2.06% |
$662K - $828K
|
86K
$52.1M
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.81KClosed |
$662K - $828K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.82K- 21.72% |
$667K - $834K
|
6.55K
$3.97M
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.83K- 8.05% |
$671K - $839K
|
20.9K
$12.7M
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.84K- 17.75% |
$676K - $845K
|
8.53K
$5.17M
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.87K- 50.81% |
$688K - $860K
|
1.81K
$1.1M
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-1.89KClosed |
$693K - $866K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.93K- 82.74% |
$707K - $884K
|
402
$244K
|
|
Aug 30, 2022
Q2 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.95K- 20.38% |
$716K - $895K
|
7.62K
$4.62M
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.96KClosed |
$720K - $901K
|
0
$0
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.99K- 25.28% |
$728K - $911K
|
5.87K
$3.55M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2K- 3.0% |
$733K - $916K
|
64.5K
$39.1M
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2K- 9.52% |
$734K - $918K
|
19K
$11.5M
|
|
Aug 29, 2022
Q2 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-2.01K- 15.77% |
$737K - $921K
|
10.7K
$6.5M
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.02K- 7.68% |
$739K - $924K
|
24.2K
$14.7M
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.04K- 18.15% |
$749K - $936K
|
9.2K
$5.58M
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-2.04K- 41.26% |
$750K - $938K
|
2.91K
$1.76M
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.05KClosed |
$750K - $938K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-2.06K- 20.97% |
$757K - $946K
|
7.77K
$4.71M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.12K- 20.08% |
$777K - $972K
|
8.43K
$5.11M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.12K- 1.93% |
$778K - $972K
|
108K
$65.2M
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.14K- 69.64% |
$786K - $983K
|
934
$566K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.2K- 16.83% |
$808K - $1.01M
|
10.9K
$6.59M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.21K- 1.38% |
$812K - $1.02M
|
158K
$95.6M
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.24K- 11.75% |
$823K - $1.03M
|
16.8K
$10.2M
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
SELL
|
- |
-2.25K- 15.73% |
$826K - $1.03M
|
12.1K
$7.31M
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.27K- 3.95% |
$833K - $1.04M
|
55.3K
$33.5M
|