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 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-4.73K- 26.37% |
$1.73M - $2.17M
|
13.2K
$8M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-4.77K- 1.71% |
$1.75M - $2.19M
|
274K
$166M
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.79KClosed |
$1.76M - $2.2M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-4.8K- 2.3% |
$1.76M - $2.2M
|
204K
$123M
|
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-4.8K- 86.88% |
$1.76M - $2.2M
|
725
$439K
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.85K- 5.23% |
$1.78M - $2.23M
|
87.9K
$53.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.87K- 8.37% |
$1.79M - $2.23M
|
53.3K
$32.3M
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-4.87KClosed |
$1.79M - $2.24M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-4.88K- 3.74% |
$1.79M - $2.24M
|
126K
$76.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-4.9KClosed |
$1.8M - $2.25M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.96K- 4.64% |
$1.82M - $2.28M
|
102K
$61.8M
|
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-4.97K- 31.57% |
$1.82M - $2.28M
|
10.8K
$6.53M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.1K- 14.92% |
$1.87M - $2.34M
|
29.1K
$17.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5.1K- 3.72% |
$1.87M - $2.34M
|
132K
$80.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.34K- 0.45% |
$1.96M - $2.45M
|
1.19M
$723M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.46K- 6.59% |
$2.01M - $2.51M
|
77.5K
$46.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.55K- 4.4% |
$2.04M - $2.55M
|
121K
$73.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5.61K- 20.07% |
$2.06M - $2.58M
|
22.4K
$13.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-5.66K- 18.72% |
$2.08M - $2.59M
|
24.6K
$14.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-5.67K- 39.33% |
$2.08M - $2.6M
|
8.75K
$5.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Satovsky Asset Management LLC
|
SELL
|
- |
-5.71K- 2.72% |
$2.09M - $2.62M
|
204K
$124M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.79K- 17.4% |
$2.12M - $2.66M
|
27.5K
$16.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.83K- 23.96% |
$2.14M - $2.68M
|
18.5K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.86K- 51.39% |
$2.15M - $2.69M
|
5.54K
$3.36M
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.91K- 6.91% |
$2.17M - $2.71M
|
79.6K
$48.2M
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.92K- 1.66% |
$2.17M - $2.71M
|
351K
$213M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.97K- 0.39% |
$2.19M - $2.74M
|
1.51M
$915M
|
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-5.98KClosed |
$2.19M - $2.74M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6.09K- 19.27% |
$2.23M - $2.79M
|
25.5K
$15.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-6.1K- 15.53% |
$2.24M - $2.8M
|
33.2K
$20.1M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-6.21K- 11.52% |
$2.28M - $2.85M
|
47.7K
$28.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-6.21K- 4.31% |
$2.28M - $2.85M
|
138K
$83.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.22K- 60.87% |
$2.28M - $2.85M
|
4K
$2.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.37K- 51.13% |
$2.34M - $2.92M
|
6.09K
$3.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.38KClosed |
$2.34M - $2.93M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-6.42K- 89.95% |
$2.36M - $2.95M
|
717
$434K
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-6.6K- 15.83% |
$2.42M - $3.03M
|
35.1K
$21.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.66K- 15.73% |
$2.44M - $3.05M
|
35.7K
$21.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-6.67K- 8.08% |
$2.45M - $3.06M
|
75.8K
$45.9M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-6.72K- 77.62% |
$2.46M - $3.08M
|
1.94K
$1.17M
|
|
|
Jul 25, 2022
Q2 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-6.73K- 12.31% |
$2.47M - $3.09M
|
48K
$29.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-6.73K- 14.86% |
$2.47M - $3.09M
|
38.6K
$23.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-6.83K- 32.69% |
$2.5M - $3.13M
|
14.1K
$8.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.83K- 15.86% |
$2.51M - $3.13M
|
36.2K
$21.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-6.84K- 44.07% |
$2.51M - $3.14M
|
8.68K
$5.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.99K- 2.32% |
$2.56M - $3.21M
|
295K
$178M
|
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-6.99K- 37.83% |
$2.57M - $3.21M
|
11.5K
$6.97M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7.01K- 4.52% |
$2.57M - $3.22M
|
148K
$89.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-7.05K- 14.48% |
$2.59M - $3.23M
|
41.6K
$25.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.11K- 0.37% |
$2.61M - $3.26M
|
1.92M
$1.17B
|