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 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
432+ 61.98% |
$181K - $207K
|
1.13K
$668K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
431+ 3.44% |
$180K - $207K
|
12.9K
$7.66M
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
429+ 27.71% |
$179K - $206K
|
1.98K
$1.17M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
429+ 2.86% |
$179K - $206K
|
15.4K
$9.14M
|
|
|
May 16, 2022
Q1 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
429New |
$179K - $206K
|
429
$254K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
415+ 4.5% |
$173K - $199K
|
9.64K
$5.71M
|
|
|
May 13, 2022
Q1 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
412+ 33.33% |
$172K - $198K
|
1.65K
$976K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
410+ 9.48% |
$171K - $197K
|
4.74K
$2.8M
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
403+ 5.2% |
$168K - $193K
|
8.15K
$4.82M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
403+ 16.09% |
$168K - $193K
|
2.91K
$1.72M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
400+ 5.17% |
$167K - $192K
|
8.14K
$4.82M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
398+ 40.7% |
$166K - $191K
|
1.38K
$814K
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
398+ 54.6% |
$166K - $191K
|
1.13K
$667K
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
394+ 1.76% |
$165K - $189K
|
22.8K
$13.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
388+ 10.68% |
$162K - $186K
|
4.02K
$2.38M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
383+ 14.36% |
$160K - $184K
|
3.05K
$1.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
375+ 0.32% |
$157K - $180K
|
117K
$69.1M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
373+ 34.73% |
$156K - $179K
|
1.45K
$857K
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
372+ 65.61% |
$156K - $179K
|
939
$556K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
370+ 44.0% |
$155K - $178K
|
1.21K
$717K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
369+ 0.77% |
$154K - $177K
|
48.3K
$28.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
367+ 0.43% |
$153K - $176K
|
85.1K
$50.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
366+ 9.67% |
$153K - $176K
|
4.15K
$2.46M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
364+ 3.19% |
$152K - $175K
|
11.8K
$6.97M
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
364+ 25.82% |
$152K - $175K
|
1.77K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
363+ 15.85% |
$152K - $174K
|
2.65K
$1.57M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
363+ 3.66% |
$152K - $174K
|
10.3K
$6.08M
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
358+ 1.8% |
$150K - $172K
|
20.2K
$12M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
358+ 23.98% |
$150K - $172K
|
1.85K
$1.1M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
356+ 4.99% |
$149K - $171K
|
7.49K
$4.43M
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
355+ 1.36% |
$148K - $170K
|
26.4K
$15.6M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
355+ 2.41% |
$148K - $170K
|
15.1K
$8.92M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
353+ 17.06% |
$148K - $169K
|
2.42K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
353+ 2.16% |
$148K - $169K
|
16.7K
$9.88M
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
351+ 3.84% |
$147K - $168K
|
9.49K
$5.62M
|
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
351+ 73.58% |
$147K - $168K
|
828
$490K
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
340+ 10.5% |
$142K - $163K
|
3.58K
$2.12M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
338+ 2.72% |
$141K - $162K
|
12.8K
$7.57M
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
337+ 16.02% |
$141K - $162K
|
2.44K
$1.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
333+ 9.28% |
$139K - $160K
|
3.92K
$2.32M
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
330+ 64.45% |
$138K - $158K
|
842
$498K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
329+ 9.71% |
$138K - $158K
|
3.72K
$2.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
325+ 6.21% |
$136K - $156K
|
5.56K
$3.29M
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
325+ 2.01% |
$136K - $156K
|
16.5K
$9.77M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
323+ 0.68% |
$135K - $155K
|
48.1K
$28.4M
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
321+ 32.26% |
$134K - $154K
|
1.32K
$779K
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
319+ 13.35% |
$133K - $153K
|
2.71K
$1.6M
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
318+ 8.14% |
$133K - $153K
|
4.23K
$2.5M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
318+ 4.89% |
$133K - $153K
|
6.82K
$4.04M
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
312+ 2.07% |
$130K - $150K
|
15.4K
$9.11M
|