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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 15.67% |
$853K - $1.07M
|
12.5K
$7.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.37K- 13.69% |
$870K - $1.09M
|
14.9K
$9.07M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.39K- 12.0% |
$877K - $1.1M
|
17.5K
$10.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.4K- 10.96% |
$880K - $1.1M
|
19.5K
$11.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.41K- 20.71% |
$886K - $1.11M
|
9.24K
$5.61M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.42K- 6.26% |
$887K - $1.11M
|
36.2K
$22M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.42K- 1.65% |
$889K - $1.11M
|
144K
$87.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.43K- 40.44% |
$892K - $1.11M
|
3.58K
$2.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.43K- 4.98% |
$893K - $1.12M
|
46.5K
$28.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.44K- 9.49% |
$894K - $1.12M
|
23.2K
$14.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.44K- 3.91% |
$895K - $1.12M
|
59.9K
$36.4M
|
|
|
Jul 08, 2022
Q2 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-2.44KClosed |
$896K - $1.12M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-2.44K- 7.23% |
$896K - $1.12M
|
31.3K
$19M
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.45K- 43.76% |
$900K - $1.12M
|
3.15K
$1.91M
|
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
SELL
|
- |
-2.49K- 6.52% |
$914K - $1.14M
|
35.7K
$21.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.61K- 81.42% |
$957K - $1.2M
|
595
$361K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.65KClosed |
$971K - $1.21M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.65K- 21.02% |
$972K - $1.21M
|
9.95K
$6.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.65K- 48.44% |
$974K - $1.22M
|
2.83K
$1.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.69K- 3.91% |
$985K - $1.23M
|
65.9K
$40M
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.7K- 2.43% |
$989K - $1.24M
|
108K
$65.6M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.72KClosed |
$999K - $1.25M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-2.73K- 13.22% |
$1M - $1.25M
|
17.9K
$10.9M
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
SELL
|
- |
-2.76K- 7.26% |
$1.01M - $1.26M
|
35.2K
$21.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.76K- 8.3% |
$1.01M - $1.27M
|
30.5K
$18.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.76K- 43.9% |
$1.01M - $1.27M
|
3.53K
$2.14M
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-2.78K- 9.8% |
$1.02M - $1.28M
|
25.6K
$15.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.78KClosed |
$1.02M - $1.28M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.79K- 17.68% |
$1.03M - $1.28M
|
13K
$7.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.82K- 22.57% |
$1.04M - $1.3M
|
9.69K
$5.88M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.82K- 22.57% |
$1.04M - $1.3M
|
9.69K
$5.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.83K- 7.28% |
$1.04M - $1.3M
|
36K
$21.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.83KClosed |
$1.04M - $1.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.83K- 2.96% |
$1.04M - $1.3M
|
93K
$56.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.86K- 2.0% |
$1.05M - $1.31M
|
140K
$85.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.86K- 51.97% |
$1.05M - $1.31M
|
2.65K
$1.61M
|
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
SELL
|
- |
-2.88K- 6.16% |
$1.06M - $1.32M
|
43.9K
$26.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-2.96K- 9.45% |
$1.09M - $1.36M
|
28.4K
$17.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.05KClosed |
$1.12M - $1.4M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-3.06K- 8.53% |
$1.12M - $1.4M
|
32.8K
$19.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.08K- 9.56% |
$1.13M - $1.41M
|
29.2K
$17.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.1KClosed |
$1.14M - $1.42M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.14KClosed |
$1.15M - $1.44M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.15K- 66.04% |
$1.16M - $1.45M
|
1.62K
$983K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.18K- 13.49% |
$1.17M - $1.46M
|
20.4K
$12.4M
|
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-3.2K- 3.98% |
$1.17M - $1.47M
|
77.2K
$46.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.22K- 46.4% |
$1.18M - $1.48M
|
3.72K
$2.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.27K- 3.32% |
$1.2M - $1.5M
|
95K
$57.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.31K- 0.89% |
$1.22M - $1.52M
|
368K
$223M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.31K- 32.23% |
$1.22M - $1.52M
|
6.96K
$4.23M
|