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
May 06, 2022 Q1 2022
Salomon & Ludwin, LLC

BUY
 -
310
+ 54.58%
$130K - $149K
878 $520K
May 16, 2022 Q1 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
304
+ 1.35%
$127K - $146K
22.8K $13.5M
May 03, 2022 Q1 2022
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
297
+ 11.25%
$124K - $143K
2.94K $1.74M
May 11, 2022 Q1 2022
Boston Family Office LLC

Boston, MA
BUY
 -
296
+ 4.39%
$124K - $142K
7.04K $4.17M
Apr 11, 2022 Q1 2022
Verity Wealth Advisors

BUY
 -
290
+ 0.76%
$121K - $139K
38.7K $22.9M
May 11, 2022 Q1 2022
Heritage Trust CO

Oklahoma City, OK
BUY
 -
288
+ 1.73%
$120K - $138K
16.9K $10M
May 12, 2022 Q1 2022
Boston Research & Management Inc

Manchester, MA
BUY
 -
284
+ 0.94%
$119K - $136K
30.5K $18.1M
Apr 28, 2022 Q1 2022
Pittenger & Anderson Inc

BUY
 -
281
+ 4.93%
$117K - $135K
5.98K $3.54M
May 02, 2022 Q1 2022
Congress Park Capital LLC

BUY
 -
281
+ 4.47%
$117K - $135K
6.57K $3.89M
Mar 24, 2023 Q1 2022
Ratio Wealth Group

Denver, CO
BUY
 -
280
+ 57.26%
$117K - $134K
769 $455K
May 13, 2022 Q1 2022
J. W. Coons Advisors, LLC

BUY
 -
275
+ 40.56%
$115K - $132K
953 $564K
May 06, 2022 Q1 2022
Papp L Roy & Associates

BUY
 -
273
+ 33.75%
$114K - $131K
1.08K $640K
May 16, 2022 Q1 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
272
+ 37.26%
$114K - $131K
1K $593K
Dec 05, 2023 Q1 2022
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
268
+ 22.64%
$112K - $129K
1.45K $859K
Apr 08, 2022 Q1 2022
First National Bank Of South Miami

BUY
 -
267
+ 2.0%
$112K - $128K
13.6K $8.05M
May 02, 2022 Q1 2022
Capital Investment Counsel, Inc

BUY
 -
267
New
$112K - $128K
267 $158K
Apr 21, 2022 Q1 2022
J2 Capital Management Inc

BUY
 -
264
+ 7.69%
$110K - $127K
3.7K $2.19M
May 09, 2022 Q1 2022
Capital Advisors Wealth Management, LLC

BUY
 -
260
+ 0.7%
$109K - $125K
37.2K $22M
May 16, 2022 Q1 2022
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
259
+ 0.31%
$108K - $124K
83.7K $49.5M
May 09, 2023 Q1 2022
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
253
New
$106K - $121K
253 $150K
Apr 26, 2022 Q1 2022
Emerald Advisors, LLC

BUY
 -
252
+ 3.03%
$105K - $121K
8.56K $5.07M
May 10, 2022 Q1 2022
Moloney Securities Asset Management, LLC

BUY
 -
251
+ 3.1%
$105K - $120K
8.34K $4.94M
Apr 04, 2022 Q1 2022
Advocacy Wealth Management Services, LLC

BUY
 -
248
+ 3.14%
$104K - $119K
8.14K $4.82M
May 11, 2022 Q1 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
248
+ 13.69%
$104K - $119K
2.06K $1.22M
Apr 26, 2022 Q1 2022
Beam Wealth Advisors, Inc.

BUY
 -
247
+ 3.03%
$103K - $119K
8.4K $4.97M
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
247
New
$103K - $119K
247 $146K
Apr 14, 2022 Q1 2022
Roth Financial Partners LLC

BUY
 -
246
+ 0.39%
$103K - $118K
63.1K $37.4M
Apr 26, 2022 Q1 2022
Kanawha Capital Management LLC

BUY
 -
239
+ 0.52%
$99.9K - $115K
46.6K $27.6M
May 27, 2022 Q1 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
239
+ 13.4%
$99.9K - $115K
2.02K $1.2M
May 04, 2022 Q1 2022
Verger Capital Management LLC

BUY
 -
236
+ 0.33%
$98.7K - $113K
72.6K $43M
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
236
+ 1.75%
$98.7K - $113K
13.8K $8.14M
May 06, 2022 Q1 2022
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
226
+ 4.28%
$94.5K - $108K
5.51K $3.26M
May 03, 2022 Q1 2022
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
226
+ 12.17%
$94.5K - $108K
2.08K $1.23M
May 05, 2022 Q1 2022
Foresight Capital Management Advisors, Inc.

BUY
 -
223
+ 4.13%
$93.2K - $107K
5.62K $3.33M
May 05, 2022 Q1 2022
Simon Quick Advisors, LLC

BUY
 -
223
+ 13.41%
$93.2K - $107K
1.89K $1.12M
May 03, 2022 Q1 2022
Carson Advisory Inc.

BUY
 -
222
+ 16.31%
$92.8K - $107K
1.58K $937K
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
219
+ 12.57%
$91.6K - $105K
1.96K $1.16M
May 17, 2022 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
216
+ 1.76%
$90.3K - $104K
12.5K $7.41M
Apr 29, 2022 Q1 2022
Randolph CO Inc

Cincinnati, OH
BUY
 -
216
+ 7.14%
$90.3K - $104K
3.24K $1.92M
May 16, 2022 Q1 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
216
+ 6.22%
$90.3K - $104K
3.69K $2.18M
Dec 13, 2023 Q1 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
216
+ 1.76%
$90.3K - $104K
12.5K $7.41M
Jan 09, 2024 Q1 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
214
+ 13.38%
$89.5K - $103K
1.81K $1.07M
May 16, 2022 Q1 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
207
+ 0.66%
$86.5K - $99.3K
31.6K $18.7M
May 16, 2022 Q1 2022
Mechanics Financial Corp

BUY
 -
204
+ 2.23%
$85.3K - $97.9K
9.36K $5.54M
May 04, 2022 Q1 2022
Oak Harvest Investment Services

BUY
 -
202
+ 20.0%
$84.4K - $96.9K
1.21K $717K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
200
+ 2.03%
$83.6K - $96K
10.1K $5.95M
May 10, 2022 Q1 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
199
+ 1.84%
$83.2K - $95.5K
11K $6.51M
Apr 28, 2022 Q1 2022
Encompass Wealth Advisors, LLC

BUY
 -
198
+ 2.75%
$82.8K - $95K
7.39K $4.37M
Apr 29, 2022 Q1 2022
Financial Strategies Group, Inc.

BUY
 -
197
+ 11.51%
$82.4K - $94.5K
1.91K $1.13M

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