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 29, 2022
Q1 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-50- 0.52% |
$20.9K - $24K
|
9.57K
$5.66M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-52- 0.88% |
$21.7K - $25K
|
5.86K
$3.47M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-52- 0.91% |
$21.7K - $25K
|
5.67K
$3.35M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-53- 0.56% |
$22.2K - $25.4K
|
9.35K
$5.53M
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-53- 1.65% |
$22.2K - $25.4K
|
3.16K
$1.87M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-53- 2.76% |
$22.2K - $25.4K
|
1.87K
$1.11M
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-53- 7.85% |
$22.2K - $25.4K
|
622
$368K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-55- 5.39% |
$23K - $26.4K
|
966
$572K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-55- 13.32% |
$23K - $26.4K
|
358
$212K
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-56- 1.38% |
$23.4K - $26.9K
|
4K
$2.37M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-57- 4.83% |
$23.8K - $27.4K
|
1.12K
$664K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-58- 0.37% |
$24.2K - $27.8K
|
15.5K
$9.18M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-59- 2.53% |
$24.7K - $28.3K
|
2.27K
$1.34M
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-59- 5.09% |
$24.7K - $28.3K
|
1.1K
$651K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 17.6% |
$25.1K - $28.8K
|
281
$166K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-60- 8.45% |
$25.1K - $28.8K
|
650
$385K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-61- 0.53% |
$25.5K - $29.3K
|
11.4K
$6.75M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-61- 6.12% |
$25.5K - $29.3K
|
936
$554K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-62- 0.25% |
$25.9K - $29.8K
|
24.9K
$14.8M
|
|
|
May 16, 2022
Q1 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-62- 1.12% |
$25.9K - $29.8K
|
5.49K
$3.25M
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-63- 7.41% |
$26.3K - $30.2K
|
787
$466K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-63Closed |
$26.3K - $30.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-63- 0.3% |
$26.3K - $30.2K
|
20.8K
$12.3M
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-65- 8.81% |
$27.2K - $31.2K
|
673
$398K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-65- 3.07% |
$27.2K - $31.2K
|
2.05K
$1.21M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-66- 1.98% |
$27.6K - $31.7K
|
3.26K
$1.93M
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-66- 50.38% |
$27.6K - $31.7K
|
65
$38.5K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-67- 11.41% |
$28K - $32.1K
|
520
$308K
|
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-67- 4.73% |
$28K - $32.1K
|
1.35K
$799K
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-68- 1.14% |
$28.4K - $32.6K
|
5.88K
$3.48M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-70- 5.46% |
$29.3K - $33.6K
|
1.21K
$717K
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-71- 2.15% |
$29.7K - $34.1K
|
3.23K
$1.91M
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-71- 3.72% |
$29.7K - $34.1K
|
1.84K
$1.09M
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-71- 4.83% |
$29.7K - $34.1K
|
1.4K
$828K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-71- 2.49% |
$29.7K - $34.1K
|
2.78K
$1.65M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-72- 0.33% |
$30.1K - $34.5K
|
21.5K
$12.7M
|
|
|
May 03, 2022
Q1 2022
|
Nat West Group PLC
|
SELL
|
- |
-72- 0.51% |
$30.1K - $34.5K
|
14K
$8.28M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-72- 6.96% |
$30.1K - $34.5K
|
962
$569K
|
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-74- 6.94% |
$30.9K - $35.5K
|
993
$588K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-75Closed |
$31.4K - $36K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-75- 7.68% |
$31.4K - $36K
|
902
$534K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-75- 77.32% |
$31.4K - $36K
|
22
$13K
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-76- 1.41% |
$31.8K - $36.5K
|
5.31K
$3.14M
|
|
|
May 13, 2022
Q1 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-78- 1.73% |
$32.6K - $37.4K
|
4.42K
$2.62M
|
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-79- 10.31% |
$33K - $37.9K
|
687
$407K
|
|
|
Jul 06, 2022
Q1 2022
|
Strategic Investment Management, LLC
|
SELL
|
- |
-80- 0.07% |
$33.4K - $38.4K
|
107K
$63.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-80- 5.46% |
$33.4K - $38.4K
|
1.39K
$820K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-80- 0.61% |
$33.4K - $38.4K
|
13.1K
$7.74M
|
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-80- 2.93% |
$33.4K - $38.4K
|
2.65K
$1.57M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-81- 1.48% |
$33.9K - $38.9K
|
5.41K
$3.2M
|