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 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.45K+ 2.25% |
$1.44M - $1.66M
|
157K
$95.6M
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
3.41K+ 19.04% |
$1.43M - $1.64M
|
21.3K
$13M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.34K+ 83.26% |
$1.4M - $1.6M
|
7.35K
$4.48M
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.3K+ 3.59% |
$1.38M - $1.59M
|
95.4K
$58.1M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.24K+ 117.09% |
$1.35M - $1.56M
|
6.01K
$3.66M
|
|
May 13, 2022
Q1 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
3.24K+ 503.73% |
$1.35M - $1.55M
|
3.88K
$2.37M
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.23KNew |
$1.35M - $1.55M
|
3.23K
$1.97M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 24.83% |
$1.35M - $1.55M
|
16.2K
$9.89M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.23K+ 2.23% |
$1.35M - $1.55M
|
148K
$90.1M
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.22K+ 14.52% |
$1.35M - $1.54M
|
25.4K
$15.5M
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.2K+ 142.56% |
$1.34M - $1.54M
|
5.45K
$3.32M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.19K+ 3.98% |
$1.33M - $1.53M
|
83.3K
$50.8M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
3.17K+ 1141.37% |
$1.33M - $1.52M
|
3.45K
$2.1M
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.17K+ 59.69% |
$1.32M - $1.52M
|
8.48K
$5.16M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.16K+ 9.32% |
$1.32M - $1.51M
|
37K
$22.5M
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.14K+ 3.27% |
$1.31M - $1.51M
|
99.1K
$60.4M
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
3.14KNew |
$1.31M - $1.51M
|
3.14K
$1.91M
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
3.14K+ 172.5% |
$1.31M - $1.5M
|
4.95K
$3.02M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.08K+ 40.72% |
$1.29M - $1.48M
|
10.6K
$6.48M
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.08K+ 4.36% |
$1.29M - $1.48M
|
73.7K
$44.9M
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.07K+ 43.29% |
$1.28M - $1.47M
|
10.2K
$6.19M
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3.05KNew |
$1.28M - $1.46M
|
3.05K
$1.86M
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$1.28M - $1.46M
|
3.05K
$1.86M
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.05K+ 0.27% |
$1.27M - $1.46M
|
1.14M
$694M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.03K+ 13.46% |
$1.27M - $1.45M
|
25.6K
$15.6M
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
3.01K+ 6.47% |
$1.26M - $1.45M
|
49.6K
$30.2M
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3K+ 2.5% |
$1.25M - $1.44M
|
123K
$74.9M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.98K+ 11.85% |
$1.25M - $1.43M
|
28.1K
$17.1M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.98KNew |
$1.24M - $1.43M
|
2.98K
$1.81M
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.95K+ 44.29% |
$1.23M - $1.42M
|
9.61K
$5.86M
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.94K+ 0.57% |
$1.23M - $1.41M
|
518K
$316M
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
2.9K+ 4.57% |
$1.21M - $1.39M
|
66.4K
$40.5M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
2.9K+ 17.96% |
$1.21M - $1.39M
|
19K
$11.6M
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2.85K+ 32.02% |
$1.19M - $1.37M
|
11.8K
$7.17M
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.85K+ 7.81% |
$1.19M - $1.37M
|
39.4K
$24M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.83K+ 7.5% |
$1.18M - $1.36M
|
40.5K
$24.7M
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
2.79K+ 6.65% |
$1.17M - $1.34M
|
44.8K
$27.3M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.78K+ 9.38% |
$1.16M - $1.33M
|
32.4K
$19.7M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 5.9% |
$1.16M - $1.33M
|
49.8K
$30.4M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.77K+ 36.98% |
$1.16M - $1.33M
|
10.3K
$6.26M
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
2.75K+ 212.99% |
$1.15M - $1.32M
|
4.05K
$2.47M
|
|
Apr 26, 2022
Q1 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
2.75K+ 1.75% |
$1.15M - $1.32M
|
159K
$97.2M
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.75K+ 29.2% |
$1.15M - $1.32M
|
12.2K
$7.41M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.75K+ 44.18% |
$1.15M - $1.32M
|
8.96K
$5.46M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.74K+ 7.05% |
$1.15M - $1.32M
|
41.6K
$25.4M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.69K+ 97.47% |
$1.13M - $1.29M
|
5.46K
$3.32M
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.69K+ 35.02% |
$1.12M - $1.29M
|
10.4K
$6.32M
|
|
Apr 25, 2022
Q1 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2.69K+ 32.37% |
$1.12M - $1.29M
|
11K
$6.7M
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.69K+ 232.87% |
$1.12M - $1.29M
|
3.84K
$2.34M
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.67K+ 6.82% |
$1.12M - $1.28M
|
41.9K
$25.5M
|