Purchases and Sales Made in Q1 2022 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Aug 19, 2022 Q1 2022
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
883
+ 3.0%
$369K - $424K
30.4K $18M
May 03, 2022 Q1 2022
Mount Yale Investment Advisors, LLC

BUY
 -
877
+ 1.77%
$367K - $421K
50.4K $29.8M
Apr 20, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
877
+ 7.22%
$367K - $421K
13K $7.7M
Apr 20, 2022 Q1 2022
Objective Capital Management, LLC

BUY
 -
860
+ 3.39%
$360K - $413K
26.2K $15.5M
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
844
+ 3.58%
$353K - $405K
24.4K $14.5M
May 12, 2022 Q1 2022
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
838
New
$350K - $402K
838 $496K
May 06, 2022 Q1 2022
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
836
+ 32.49%
$349K - $401K
3.41K $2.02M
May 02, 2022 Q1 2022
Thrive Wealth Management, LLC

BUY
 -
826
+ 24.2%
$345K - $396K
4.24K $2.51M
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
825
+ 21.55%
$345K - $396K
4.65K $2.75M
May 09, 2022 Q1 2022
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
825
+ 45.53%
$345K - $396K
2.64K $1.56M
May 13, 2022 Q1 2022
Lazard Asset Management LLC

New York, NY
BUY
 -
809
+ 0.22%
$338K - $388K
371K $220M
May 09, 2022 Q1 2022
Old National Bancorp

BUY
 -
803
+ 0.61%
$336K - $385K
132K $77.9M
Apr 06, 2022 Q1 2022
Murphy Capital Management Inc

BUY
 -
795
+ 33.4%
$332K - $381K
3.18K $1.88M
Apr 12, 2022 Q1 2022
Avondale Wealth Management

BUY
 -
793
+ 1.67%
$332K - $381K
48.4K $28.6M
Apr 14, 2022 Q1 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
BUY
 -
786
+ 22.74%
$329K - $377K
4.24K $2.51M
Apr 18, 2022 Q1 2022
Sol Capital Management CO

BUY
 -
785
+ 14.0%
$328K - $377K
6.39K $3.78M
May 12, 2022 Q1 2022
White Pine Capital LLC

Golden Valley, MN
BUY
 -
781
+ 9.05%
$327K - $375K
9.41K $5.57M
Apr 29, 2022 Q1 2022
Cornell Pochily Investment Advisors, Inc.

BUY
 -
778
+ 9.28%
$325K - $373K
9.16K $5.42M
May 10, 2022 Q1 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
777
+ 2.28%
$325K - $373K
34.9K $20.6M
May 13, 2022 Q1 2022
Symphony Financial, Ltd. Co.

BUY
 -
764
+ 6.95%
$319K - $367K
11.8K $6.96M
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
763
+ 31.41%
$319K - $366K
3.19K $1.89M
May 16, 2022 Q1 2022
Cypress Capital Group

BUY
 -
762
+ 3.44%
$319K - $366K
22.9K $13.6M
May 12, 2022 Q1 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
759
+ 4.33%
$317K - $364K
18.3K $10.8M
May 13, 2022 Q1 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
757
+ 0.81%
$316K - $363K
94.4K $55.9M
Dec 06, 2024 Q1 2022
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
757
+ 11.52%
$316K - $363K
7.33K $4.34M
May 04, 2022 Q1 2022
Hemington Wealth Management

BUY
 -
749
+ 16.78%
$313K - $359K
5.21K $3.09M
May 16, 2022 Q1 2022
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
748
+ 2.06%
$313K - $359K
37.1K $22M
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
736
+ 0.27%
$308K - $353K
275K $163M
Apr 25, 2022 Q1 2022
Lutz Financial Services LLC

BUY
 -
733
+ 2.66%
$306K - $352K
28.2K $16.7M
May 17, 2022 Q1 2022
Trust CO Of Kansas

Wichita, KS
BUY
 -
730
New
$305K - $350K
730 $432K
May 11, 2022 Q1 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
728
+ 7.34%
$304K - $349K
10.6K $6.3M
May 12, 2022 Q1 2022
Facet Wealth, Inc.

BUY
 -
721
+ 22.58%
$301K - $346K
3.91K $2.32M
Apr 29, 2022 Q1 2022
All Season Financial Advisors, Inc.

BUY
 -
720
+ 32.88%
$301K - $345K
2.91K $1.72M
May 04, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
713
+ 20.19%
$298K - $342K
4.24K $2.51M
May 13, 2022 Q1 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
713
New
$298K - $342K
713 $422K
May 13, 2022 Q1 2022
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
710
+ 16.44%
$297K - $341K
5.03K $2.98M
Apr 14, 2022 Q1 2022
Rosenberg Matthew Hamilton

BUY
 -
703
+ 60.6%
$294K - $337K
1.86K $1.1M
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
703
New
$294K - $337K
703 $416K
Apr 21, 2022 Q1 2022
Zhang Financial LLC

BUY
 -
702
+ 11.92%
$293K - $337K
6.59K $3.9M
May 16, 2022 Q1 2022
Requisite Capital Management, LLC

BUY
 -
702
+ 0.65%
$293K - $337K
109K $64.7M
May 12, 2022 Q1 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
701
New
$293K - $336K
701 $415K
May 05, 2022 Q1 2022
Davis R M Inc

Portland, ME
BUY
 -
701
+ 16.54%
$293K - $336K
4.94K $2.92M
Apr 26, 2022 Q1 2022
First National Corp

BUY
 -
699
+ 24.53%
$292K - $335K
3.55K $2.1M
Apr 26, 2022 Q1 2022
Thompson Siegel & Walmsley LLC

BUY
 -
699
+ 3177.27%
$292K - $335K
721 $427K
Apr 11, 2022 Q1 2022
Carnegie Capital Asset Management, LLC

BUY
 -
698
+ 5.64%
$292K - $335K
13.1K $7.74M
May 11, 2022 Q1 2022
Main Management LLC

San Francisco, CA
BUY
 -
697
+ 70.62%
$291K - $334K
1.68K $997K
Apr 08, 2022 Q1 2022
Mc Naughton Wealth Management, LLC

BUY
 -
696
+ 4.02%
$291K - $334K
18K $10.7M
Apr 18, 2022 Q1 2022
Waller Financial Planning Group, Inc

BUY
 -
693
+ 0.62%
$290K - $333K
112K $66.3M
May 09, 2022 Q1 2022
Cx Institutional

BUY
 -
692
+ 0.67%
$289K - $332K
104K $61.4M

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