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 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-666Closed |
$278K - $320K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-666- 18.06% |
$278K - $320K
|
3.02K
$1.79M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-669- 13.3% |
$280K - $321K
|
4.36K
$2.58M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-672- 34.64% |
$281K - $322K
|
1.27K
$751K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-685- 1.56% |
$286K - $329K
|
43.3K
$25.6M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-689- 55.79% |
$288K - $331K
|
546
$323K
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-691- 33.46% |
$289K - $332K
|
1.37K
$813K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-702- 8.09% |
$293K - $337K
|
7.98K
$4.72M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-711- 2.88% |
$297K - $341K
|
24K
$14.2M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-711- 4.51% |
$297K - $341K
|
15.1K
$8.92M
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-713Closed |
$298K - $342K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-713- 16.8% |
$298K - $342K
|
3.53K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-716- 29.59% |
$299K - $344K
|
1.7K
$1.01M
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-718- 4.2% |
$300K - $345K
|
16.4K
$9.7M
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-727- 5.63% |
$304K - $349K
|
12.2K
$7.21M
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-731- 1.15% |
$306K - $351K
|
62.8K
$37.2M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-731- 4.35% |
$306K - $351K
|
16.1K
$9.5M
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-737- 61.57% |
$308K - $354K
|
460
$272K
|
|
|
Apr 28, 2022
Q1 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-737- 0.17% |
$308K - $354K
|
425K
$251M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-739- 0.75% |
$309K - $355K
|
97.7K
$57.8M
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-740Closed |
$309K - $355K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-748- 3.2% |
$313K - $359K
|
22.6K
$13.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-750- 26.33% |
$314K - $360K
|
2.1K
$1.24M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-755- 21.0% |
$316K - $362K
|
2.84K
$1.68M
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-756- 27.16% |
$316K - $363K
|
2.03K
$1.2M
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-759Closed |
$317K - $364K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-768Closed |
$321K - $369K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-771Closed |
$322K - $370K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-776- 8.48% |
$324K - $372K
|
8.37K
$4.96M
|
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-776- 1.64% |
$324K - $372K
|
46.6K
$27.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-782- 2.27% |
$327K - $375K
|
33.7K
$19.9M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-789- 5.82% |
$330K - $379K
|
12.8K
$7.55M
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-789- 49.56% |
$330K - $379K
|
803
$475K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-792Closed |
$331K - $380K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-793- 2.1% |
$332K - $381K
|
37K
$21.9M
|
|
|
May 10, 2022
Q1 2022
|
Biechele Royce Advisors
|
SELL
|
- |
-800- 48.34% |
$334K - $384K
|
855
$506K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-805- 6.98% |
$337K - $386K
|
10.7K
$6.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-805- 98.89% |
$337K - $386K
|
9
$5.33K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-809- 7.07% |
$338K - $388K
|
10.6K
$6.29M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-817- 8.25% |
$342K - $392K
|
9.09K
$5.38M
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-818- 6.1% |
$342K - $393K
|
12.6K
$7.46M
|
|
|
May 16, 2022
Q1 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-822Closed |
$344K - $394K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-838- 10.14% |
$350K - $402K
|
7.43K
$4.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-838- 29.14% |
$350K - $402K
|
2.04K
$1.21M
|
|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-850- 44.29% |
$355K - $408K
|
1.07K
$633K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-854- 7.47% |
$357K - $410K
|
10.6K
$6.26M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-857- 2.1% |
$358K - $411K
|
40K
$23.7M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-864- 11.77% |
$361K - $415K
|
6.48K
$3.83M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-869- 6.81% |
$363K - $417K
|
11.9K
$7.04M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-869- 5.11% |
$363K - $417K
|
16.2K
$9.56M
|