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 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-291- 0.8% |
$122K - $140K
|
36K
$21.3M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-293- 3.39% |
$122K - $141K
|
8.34K
$4.94M
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-296- 12.57% |
$124K - $142K
|
2.06K
$1.22M
|
|
|
May 17, 2022
Q1 2022
|
Kidder Stephen W
|
SELL
|
- |
-300- 18.18% |
$125K - $144K
|
1.35K
$799K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-300Closed |
$125K - $144K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-300- 7.68% |
$125K - $144K
|
3.6K
$2.13M
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
SELL
|
- |
-307- 8.91% |
$128K - $147K
|
3.14K
$1.86M
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-309- 2.04% |
$129K - $148K
|
14.9K
$8.8M
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-311- 1.06% |
$130K - $149K
|
29.1K
$17.2M
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-314- 5.92% |
$131K - $151K
|
4.99K
$2.95M
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-317- 33.44% |
$133K - $152K
|
631
$374K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-318- 11.04% |
$133K - $153K
|
2.56K
$1.52M
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-318- 19.34% |
$133K - $153K
|
1.33K
$785K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-324- 0.82% |
$135K - $155K
|
39.2K
$23.2M
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-327- 18.85% |
$137K - $157K
|
1.41K
$833K
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
SELL
|
- |
-328- 0.94% |
$137K - $157K
|
34.7K
$20.6M
|
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-329- 6.26% |
$138K - $158K
|
4.92K
$2.91M
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-332- 1.23% |
$139K - $159K
|
26.7K
$15.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-332- 10.33% |
$139K - $159K
|
2.88K
$1.71M
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-339- 2.74% |
$142K - $163K
|
12K
$7.12M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-340- 1.92% |
$142K - $163K
|
17.4K
$10.3M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-340- 1.92% |
$142K - $163K
|
17.4K
$10.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-343- 1.35% |
$143K - $165K
|
25K
$14.8M
|
|
|
May 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-345- 1.53% |
$144K - $166K
|
22.3K
$13.2M
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-345- 2.65% |
$144K - $166K
|
12.7K
$7.5M
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-349- 13.41% |
$146K - $167K
|
2.25K
$1.33M
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-351- 10.02% |
$147K - $168K
|
3.15K
$1.87M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-355- 3.9% |
$148K - $170K
|
8.76K
$5.18M
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-358- 1.08% |
$150K - $172K
|
32.9K
$19.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-359- 2.43% |
$150K - $172K
|
14.4K
$8.53M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-359- 8.46% |
$150K - $172K
|
3.89K
$2.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-360- 6.98% |
$151K - $173K
|
4.8K
$2.84M
|
|
|
May 16, 2022
Q1 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-361- 2.49% |
$151K - $173K
|
14.2K
$8.38M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-367- 1.06% |
$153K - $176K
|
34.1K
$20.2M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-370- 8.53% |
$155K - $178K
|
3.97K
$2.35M
|
|
|
May 12, 2022
Q1 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-371- 9.22% |
$155K - $178K
|
3.65K
$2.16M
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-375- 6.16% |
$157K - $180K
|
5.71K
$3.38M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-381- 6.11% |
$159K - $183K
|
5.85K
$3.47M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-381- 6.97% |
$159K - $183K
|
5.09K
$3.01M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-381- 4.98% |
$159K - $183K
|
7.28K
$4.31M
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-389- 1.77% |
$163K - $187K
|
21.6K
$12.8M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-390- 7.27% |
$163K - $187K
|
4.98K
$2.95M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-390- 8.32% |
$163K - $187K
|
4.3K
$2.54M
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-398- 1.53% |
$166K - $191K
|
25.6K
$15.2M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-401- 0.97% |
$168K - $192K
|
40.9K
$24.2M
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-404- 3.39% |
$169K - $194K
|
11.5K
$6.82M
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-406- 27.34% |
$170K - $195K
|
1.08K
$639K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-408- 17.27% |
$171K - $196K
|
1.95K
$1.16M
|
|
|
Apr 12, 2022
Q1 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-410- 0.17% |
$171K - $197K
|
242K
$143M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-415- 0.84% |
$173K - $199K
|
49.1K
$29.1M
|