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 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
2.64K+ 10.74% |
$1.1M - $1.27M
|
27.2K
$16.1M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.64K+ 1.27% |
$1.1M - $1.26M
|
210K
$124M
|
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.63K+ 6.62% |
$1.1M - $1.26M
|
42.3K
$25M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.58K+ 4.39% |
$1.08M - $1.24M
|
61.3K
$36.3M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.58K+ 14.93% |
$1.08M - $1.24M
|
19.8K
$11.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.52K+ 105.76% |
$1.05M - $1.21M
|
4.9K
$2.9M
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
2.51K+ 4.13% |
$1.05M - $1.2M
|
63.2K
$37.4M
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
2.5K+ 178.57% |
$1.05M - $1.2M
|
3.9K
$2.31M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
2.49K+ 14.93% |
$1.04M - $1.19M
|
19.1K
$11.3M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.48K+ 188.24% |
$1.04M - $1.19M
|
3.8K
$2.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 96.8% |
$1.04M - $1.19M
|
5.04K
$2.98M
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.44K+ 4.44% |
$1.02M - $1.17M
|
57.5K
$34M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.44K+ 87.62% |
$1.02M - $1.17M
|
5.23K
$3.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.43K+ 3.12% |
$1.02M - $1.17M
|
80.4K
$47.6M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.43K+ 4.36% |
$1.01M - $1.16M
|
58.1K
$34.4M
|
|
|
May 06, 2022
Q1 2022
|
Freemont Management S.A.
|
BUY
|
- |
2.42K+ 20.67% |
$1.01M - $1.16M
|
14.1K
$8.35M
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.42K+ 10.43% |
$1.01M - $1.16M
|
25.6K
$15.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.4K+ 143.92% |
$1M - $1.15M
|
4.07K
$2.41M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.4K+ 7.4% |
$1M - $1.15M
|
34.8K
$20.6M
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
2.4K+ 5.96% |
$1M - $1.15M
|
42.6K
$25.2M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.39K+ 2.33% |
$998K - $1.15M
|
105K
$62M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.38K+ 1.96% |
$994K - $1.14M
|
123K
$73.1M
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.36K+ 2.27% |
$986K - $1.13M
|
106K
$62.9M
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.34KNew |
$980K - $1.12M
|
2.34K
$1.39M
|
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.31K+ 11.05% |
$964K - $1.11M
|
23.2K
$13.7M
|
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.29K+ 11.54% |
$959K - $1.1M
|
22.2K
$13.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.28K+ 2.68% |
$953K - $1.09M
|
87.3K
$51.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.27K+ 13.35% |
$949K - $1.09M
|
19.3K
$11.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.27K+ 4.46% |
$947K - $1.09M
|
53K
$31.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Pachira Investments Inc.
|
BUY
|
- |
2.25K+ 2.75% |
$941K - $1.08M
|
84K
$49.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.25K+ 1.21% |
$939K - $1.08M
|
188K
$111M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.24K+ 2.42% |
$936K - $1.07M
|
94.7K
$56M
|
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
2.2K+ 22.47% |
$918K - $1.05M
|
12K
$7.08M
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
2.19K+ 6.47% |
$917K - $1.05M
|
36.1K
$21.4M
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
2.18K+ 43.68% |
$913K - $1.05M
|
7.18K
$4.25M
|
|
|
May 16, 2022
Q1 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.18KNew |
$910K - $1.04M
|
2.18K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.17K+ 279.38% |
$906K - $1.04M
|
2.94K
$1.74M
|
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.17KNew |
$906K - $1.04M
|
2.17K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.16K+ 15.27% |
$904K - $1.04M
|
16.3K
$9.66M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.16K+ 4.95% |
$903K - $1.04M
|
45.8K
$27.1M
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.13K+ 6.74% |
$891K - $1.02M
|
33.7K
$20M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.13K+ 21.44% |
$890K - $1.02M
|
12.1K
$7.13M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.13K+ 4.76% |
$889K - $1.02M
|
46.8K
$27.7M
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.1K+ 120.38% |
$877K - $1.01M
|
3.84K
$2.27M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.08K+ 1.52% |
$868K - $997K
|
139K
$82.3M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.07K+ 14.43% |
$865K - $992K
|
16.4K
$9.71M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.07K+ 9.6% |
$865K - $992K
|
23.6K
$14M
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
2.06K+ 10.02% |
$863K - $990K
|
22.7K
$13.4M
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$855K - $981K
|
2.05K
$1.21M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.02K+ 14.55% |
$842K - $967K
|
15.9K
$9.39M
|