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 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.24K+ 8.08% |
$518K - $595K
|
16.6K
$8.92M
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
1.24K+ 4.55% |
$516K - $593K
|
28.4K
$15.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.23K+ 9.36% |
$515K - $592K
|
14.4K
$7.75M
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.23K+ 6.4% |
$513K - $588K
|
20.4K
$11M
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.2K+ 30.68% |
$503K - $577K
|
5.12K
$2.76M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.19K+ 2.47% |
$499K - $572K
|
49.4K
$26.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
1.17K+ 4.03% |
$489K - $561K
|
30.2K
$16.3M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 3.43% |
$485K - $557K
|
35.1K
$18.9M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 22.76% |
$485K - $557K
|
6.26K
$3.36M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.12K+ 1.58% |
$469K - $538K
|
71.9K
$38.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
1.11K+ 123.31% |
$464K - $533K
|
2.01K
$1.08M
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.11K+ 0.47% |
$463K - $532K
|
238K
$128M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.1K+ 59.28% |
$461K - $529K
|
2.96K
$1.59M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.09K+ 2.28% |
$457K - $524K
|
49K
$26.4M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.09K+ 1.63% |
$457K - $524K
|
67.9K
$36.5M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.09K+ 129.45% |
$456K - $523K
|
1.93K
$1.04M
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.09K+ 154.77% |
$455K - $522K
|
1.79K
$963K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.09K+ 6.86% |
$454K - $522K
|
16.9K
$9.11M
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.08K+ 3.43% |
$452K - $519K
|
32.6K
$17.6M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.08K+ 3.55% |
$452K - $519K
|
31.6K
$17M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
1.08K+ 1.1% |
$451K - $518K
|
99.1K
$53.3M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.07K+ 5.97% |
$449K - $515K
|
19.1K
$10.2M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.07K+ 0.02% |
$446K - $512K
|
5.59M
$3B
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
1.07K+ 2.32% |
$446K - $512K
|
47K
$25.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
1.06K+ 8858.33% |
$444K - $510K
|
1.08K
$578K
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
1.03KNew |
$432K - $496K
|
1.03K
$556K
|
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.03K+ 1.05% |
$432K - $496K
|
99.2K
$53.3M
|
|
|
May 10, 2022
Q1 2022
|
Fidato Wealth LLC
|
BUY
|
- |
1.03K+ 0.93% |
$430K - $494K
|
112K
$60.1M
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.03KNew |
$430K - $494K
|
1.03K
$553K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.03K+ 3.03% |
$430K - $493K
|
34.9K
$18.8M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.03K+ 1.18% |
$430K - $493K
|
88.4K
$47.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1.01K+ 37.2% |
$423K - $486K
|
3.74K
$2.01M
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.01K+ 23.8% |
$422K - $484K
|
5.25K
$2.82M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1K+ 1.67% |
$418K - $480K
|
61K
$32.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
999+ 2.15% |
$418K - $479K
|
47.5K
$25.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
998+ 0.7% |
$417K - $479K
|
144K
$77.6M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
991+ 4.25% |
$414K - $476K
|
24.3K
$13.1M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
986+ 104.01% |
$412K - $473K
|
1.93K
$1.04M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
985+ 53.3% |
$412K - $473K
|
2.83K
$1.52M
|
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
980+ 4.43% |
$410K - $470K
|
23.1K
$12.4M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
976+ 33.01% |
$408K - $468K
|
3.93K
$2.12M
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
974+ 4.47% |
$407K - $467K
|
22.8K
$12.2M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
BUY
|
- |
970+ 5.59% |
$406K - $465K
|
18.3K
$9.85M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
965+ 13.35% |
$403K - $463K
|
8.19K
$4.41M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
963+ 9.95% |
$403K - $462K
|
10.6K
$5.72M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
963+ 52.0% |
$403K - $462K
|
2.82K
$1.51M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
952+ 60.79% |
$398K - $457K
|
2.52K
$1.35M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
933New |
$390K - $448K
|
933
$502K
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
933+ 44.77% |
$390K - $448K
|
3.02K
$1.62M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
910+ 205.88% |
$380K - $437K
|
1.35K
$727K
|