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 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
46.3K+ 4.98% |
$19.3M - $22.2M
|
976K
$577M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
45.6K+ 22.54% |
$19.1M - $21.9M
|
248K
$147M
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
45.5K+ 110.29% |
$19M - $21.8M
|
86.8K
$51.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
45.4K+ 70.54% |
$19M - $21.8M
|
110K
$64.9M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
45.2K+ 5.01% |
$18.9M - $21.7M
|
947K
$560M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
45.1K+ 4.77% |
$18.8M - $21.6M
|
990K
$586M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
44.5K+ 2.74% |
$18.6M - $21.4M
|
1.67M
$987M
|
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
43.1K+ 60.39% |
$18M - $20.7M
|
114K
$67.6M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
42.9K+ 1.52% |
$17.9M - $20.6M
|
2.87M
$1.7B
|
|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
42.6K+ 794.98% |
$17.8M - $20.4M
|
47.9K
$28.4M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
42.3K+ 10.46% |
$17.7M - $20.3M
|
447K
$264M
|
|
|
May 16, 2022
Q1 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
42.3KNew |
$17.7M - $20.3M
|
42.3K
$25M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
42.3K+ 4.96% |
$17.7M - $20.3M
|
895K
$530M
|
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
42.1K+ 10.16% |
$17.6M - $20.2M
|
457K
$270M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
41K+ 9.7% |
$17.1M - $19.7M
|
464K
$274M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
39.9KNew |
$16.7M - $19.1M
|
39.9K
$23.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
39.4KNew |
$16.5M - $18.9M
|
39.4K
$23.3M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
39.3K+ 37.52% |
$16.4M - $18.9M
|
144K
$85.3M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
39.1K+ 42.28% |
$16.4M - $18.8M
|
132K
$77.9M
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
38.8K+ 82.71% |
$16.2M - $18.6M
|
85.7K
$50.7M
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
BUY
|
- |
38.5K+ 2.24% |
$16.1M - $18.5M
|
1.76M
$1.04B
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
37.8K+ 2010.7% |
$15.8M - $18.1M
|
39.7K
$23.5M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
37.7K+ 128.91% |
$15.8M - $18.1M
|
66.9K
$39.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
36.3K+ 67.02% |
$15.2M - $17.4M
|
90.5K
$53.6M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
36.1K+ 1373.27% |
$15.1M - $17.3M
|
38.7K
$22.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
35.8K+ 10.65% |
$15M - $17.2M
|
372K
$220M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.7K+ 5.6% |
$14.9M - $17.1M
|
673K
$398M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
35.6K+ 13.07% |
$14.9M - $17.1M
|
308K
$182M
|
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
35.5K+ 2.99% |
$14.9M - $17M
|
1.22M
$725M
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
34.9K+ 52.33% |
$14.6M - $16.8M
|
102K
$60.1M
|
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
34.5K+ 44.31% |
$14.4M - $16.6M
|
112K
$66.5M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
33.8K+ 39.19% |
$14.1M - $16.2M
|
120K
$71.1M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
33.8K+ 428.69% |
$14.1M - $16.2M
|
41.7K
$24.7M
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
33.7K+ 51.61% |
$14.1M - $16.2M
|
99K
$58.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
33.5KNew |
$14M - $16.1M
|
33.5K
$19.8M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
33.3K+ 0.87% |
$13.9M - $16M
|
3.85M
$2.28B
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
33.1K+ 43.2% |
$13.8M - $15.9M
|
110K
$64.9M
|
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
32.9K+ 7.73% |
$13.8M - $15.8M
|
459K
$271M
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
32.8K+ 48.75% |
$13.7M - $15.8M
|
100K
$59.3M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
32.3K+ 88.14% |
$13.5M - $15.5M
|
69K
$40.8M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31.6K+ 2.76% |
$13.2M - $15.2M
|
1.18M
$697M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
31.1K+ 23.8% |
$13M - $14.9M
|
162K
$95.6M
|
|
|
May 16, 2022
Q1 2022
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
31K+ 23.88% |
$13M - $14.9M
|
161K
$95.1M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
30.8K+ 15.03% |
$12.9M - $14.8M
|
236K
$140M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.5K+ 34.66% |
$12.8M - $14.6M
|
119K
$70.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
30K+ 80.86% |
$12.5M - $14.4M
|
67.1K
$39.7M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.9K+ 16.69% |
$12.5M - $14.3M
|
209K
$124M
|
|
|
Apr 14, 2022
Q1 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
29.8K+ 0.8% |
$12.5M - $14.3M
|
3.74M
$2.21B
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
29.6K+ 25.59% |
$12.4M - $14.2M
|
145K
$85.8M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
29.4K+ 75.06% |
$12.3M - $14.1M
|
68.7K
$40.6M
|