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 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-5- 0.92% |
$2.09K - $2.4K
|
539
$298K
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-5- 0.51% |
$2.09K - $2.4K
|
973
$538K
|
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-6- 0.28% |
$2.51K - $2.88K
|
2.1K
$1.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-6- 0.16% |
$2.51K - $2.88K
|
3.72K
$2.06M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-6- 0.96% |
$2.51K - $2.88K
|
620
$343K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-6- 0.57% |
$2.51K - $2.88K
|
1.04K
$577K
|
|
|
May 16, 2022
Q1 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-6- 0.19% |
$2.51K - $2.88K
|
3.2K
$1.77M
|
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-6- 0.32% |
$2.51K - $2.88K
|
1.85K
$1.03M
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-6- 0.18% |
$2.51K - $2.88K
|
3.36K
$1.86M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.05% |
$2.51K - $2.88K
|
11.2K
$6.21M
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-6- 0.9% |
$2.51K - $2.88K
|
658
$364K
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-7- 0.08% |
$2.93K - $3.36K
|
8.54K
$4.72M
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-7- 1.52% |
$2.93K - $3.36K
|
455
$252K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-8- 0.46% |
$3.34K - $3.84K
|
1.71K
$948K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-8- 0.89% |
$3.34K - $3.84K
|
887
$491K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-9- 0.05% |
$3.76K - $4.32K
|
17.4K
$9.63M
|
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.38% |
$3.76K - $4.32K
|
2.36K
$1.3M
|
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-9- 0.32% |
$3.76K - $4.32K
|
2.77K
$1.53M
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-9- 0.25% |
$3.76K - $4.32K
|
3.61K
$1.99M
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-10- 0.61% |
$4.18K - $4.8K
|
1.63K
$903K
|
|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
SELL
|
- |
-10- 0.36% |
$4.18K - $4.8K
|
2.77K
$1.53M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.15% |
$4.18K - $4.8K
|
6.64K
$3.67M
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-10- 1.36% |
$4.18K - $4.8K
|
725
$401K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 8.33% |
$4.18K - $4.8K
|
110
$60.9K
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-10- 0.42% |
$4.18K - $4.8K
|
2.39K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-10- 0.25% |
$4.18K - $4.8K
|
4.06K
$2.25M
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
SELL
|
- |
-11- 0.02% |
$4.6K - $5.28K
|
54.3K
$30M
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
SELL
|
- |
-12- 0.36% |
$5.02K - $5.76K
|
3.33K
$1.84M
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-12- 0.82% |
$5.02K - $5.76K
|
1.45K
$799K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-12- 0.12% |
$5.02K - $5.76K
|
9.84K
$5.44M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12- 0.23% |
$5.02K - $5.76K
|
5.21K
$2.88M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-12- 0.13% |
$5.02K - $5.76K
|
9.18K
$5.08M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-12- 4.49% |
$5.02K - $5.76K
|
255
$141K
|
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-13- 0.43% |
$5.43K - $6.24K
|
2.99K
$1.66M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-13- 0.28% |
$5.43K - $6.24K
|
4.61K
$2.55M
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-13- 4.91% |
$5.43K - $6.24K
|
252
$139K
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-15- 0.98% |
$6.27K - $7.2K
|
1.52K
$843K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-15- 1.27% |
$6.27K - $7.2K
|
1.17K
$646K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-15- 0.1% |
$6.27K - $7.2K
|
15.6K
$8.65M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-15- 0.28% |
$6.27K - $7.2K
|
5.41K
$2.99M
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-15- 0.08% |
$6.27K - $7.2K
|
19.1K
$10.6M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-15- 0.14% |
$6.27K - $7.2K
|
10.8K
$5.99M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-15- 5.79% |
$6.27K - $7.2K
|
244
$135K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-16- 0.7% |
$6.69K - $7.68K
|
2.29K
$1.26M
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-16- 2.57% |
$6.69K - $7.68K
|
606
$335K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-17Closed |
$7.11K - $8.16K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-17- 0.05% |
$7.11K - $8.16K
|
36.6K
$20.3M
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.49% |
$7.11K - $8.16K
|
1.13K
$623K
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.28% |
$7.11K - $8.16K
|
6.02K
$3.33M
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
SELL
|
- |
-18- 0.05% |
$7.53K - $8.64K
|
37.5K
$20.7M
|