Purchases and Sales Made in Q1 2022 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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
Zwj Investment Counsel Inc

SELL
 -
-873
- 19.54%
$365K - $419K
3.6K $2.13M
Apr 25, 2022 Q1 2022
Marino, Stram & Associates LLC

SELL
 -
-882
- 1.23%
$369K - $423K
71K $42M
Apr 26, 2022 Q1 2022
First Merchants Corp

SELL
 -
-890
- 16.78%
$372K - $427K
4.41K $2.61M
Apr 19, 2022 Q1 2022
Arkansas Financial Group, Inc.

SELL
 -
-898
- 2.04%
$375K - $431K
43.1K $25.5M
Apr 26, 2022 Q1 2022
United Capital Management Of Ks, Inc.

SELL
 -
-908
- 7.79%
$380K - $436K
10.7K $6.36M
May 11, 2022 Q1 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-920
- 1.29%
$385K - $441K
70.3K $41.6M
May 16, 2022 Q1 2022
Vericrest Private Wealth

Newtown, PA
SELL
 -
-922
- 4.41%
$385K - $442K
20K $11.8M
Apr 29, 2022 Q1 2022
Navalign, LLC

SELL
 -
-926
- 54.7%
$387K - $444K
767 $454K
May 04, 2022 Q1 2022
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-927
- 1.79%
$388K - $445K
51K $30.2M
May 16, 2022 Q1 2022
Capital International Investors

Los Angeles, CA
SELL
 -
-940
Closed
$393K - $451K
0 $0
Apr 08, 2022 Q1 2022
Summit Financial Group, Inc.

SELL
 -
-958
- 9.71%
$401K - $460K
8.91K $5.27M
May 02, 2022 Q1 2022
Clear Investment Research, LLC

SELL
 -
-961
- 7.6%
$402K - $461K
11.7K $6.91M
May 02, 2022 Q1 2022
Conning Inc.

SELL
 -
-964
- 0.6%
$403K - $463K
159K $93.8M
May 12, 2022 Q1 2022
One Ascent Financial Services LLC

Birmingham, AL
SELL
 -
-967
- 26.22%
$404K - $464K
2.72K $1.61M
Apr 25, 2022 Q1 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-971
- 0.58%
$406K - $466K
166K $98.4M
Sep 11, 2024 Q1 2022
Summit Wealth Partners, LLC

Orlando, FL
SELL
 -
-973
- 12.42%
$407K - $467K
6.86K $4.06M
May 10, 2022 Q1 2022
Lion Street Advisors, LLC

SELL
 -
-975
- 26.57%
$408K - $468K
2.69K $1.59M
May 03, 2022 Q1 2022
Venture Visionary Partners LLC

SELL
 -
-980
- 2.78%
$410K - $470K
34.3K $20.3M
May 10, 2022 Q1 2022
Howe & Rusling Inc

Rochester, NY
SELL
 -
-984
- 2.42%
$411K - $472K
39.7K $23.5M
May 16, 2022 Q1 2022
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-984
- 33.33%
$411K - $472K
1.97K $1.16M
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-995
Closed
$416K - $477K
0 $0
Aug 16, 2022 Q1 2022
Usa Financial Portformulas Corp

Ada, MI
SELL
 -
-995
- 99.4%
$416K - $477K
6 $3.55K
Apr 13, 2022 Q1 2022
Traynor Capital Management, Inc.

SELL
 -
-997
- 14.02%
$417K - $478K
6.12K $3.62M
Apr 18, 2022 Q1 2022
Central Bank & Trust CO

SELL
 -
-998
- 16.86%
$417K - $479K
4.92K $2.91M
May 17, 2022 Q1 2022
Wealth Architects, LLC

SELL
 -
-998
- 0.78%
$417K - $479K
127K $74.9M
May 04, 2022 Q1 2022
Warren Street Wealth Advisors, LLC

SELL
 -
-1K
- 18.76%
$418K - $480K
4.33K $2.56M
Apr 26, 2022 Q1 2022
S.E.E.D. Planning Group LLC

SELL
 -
-1.01K
Closed
$422K - $484K
0 $0
May 10, 2022 Q1 2022
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-1.01K
- 26.64%
$422K - $485K
2.78K $1.65M
May 04, 2022 Q1 2022
Bfsg, LLC

SELL
 -
-1.02K
- 5.17%
$428K - $491K
18.8K $11.1M
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

SELL
 -
-1.03K
- 0.39%
$429K - $493K
260K $154M
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-1.03K
- 9.74%
$430K - $494K
9.54K $5.65M
Apr 14, 2022 Q1 2022
Cfm Wealth Partners LLC

SELL
 -
-1.07K
- 43.75%
$449K - $515K
1.38K $817K
Apr 21, 2022 Q1 2022
Capital Insight Partners, LLC

SELL
 -
-1.08K
- 3.94%
$452K - $519K
26.4K $15.6M
Apr 12, 2022 Q1 2022
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-1.09K
- 7.4%
$457K - $524K
13.7K $8.09M
May 16, 2022 Q1 2022
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-1.1K
- 1.35%
$458K - $525K
80K $47.4M
May 16, 2022 Q1 2022
Bluefin Capital Management, LLC

New York, NY
SELL
 -
-1.1K
Closed
$460K - $528K
0 $0
Dec 18, 2023 Q1 2022
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-1.1K
- 19.08%
$460K - $528K
4.67K $2.76M
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

SELL
 -
-1.1K
- 11.15%
$462K - $530K
8.8K $5.21M
May 16, 2022 Q1 2022
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-1.11K
- 29.45%
$464K - $532K
2.66K $1.57M
Apr 11, 2022 Q1 2022
Piershale Financial Group, Inc.

SELL
 -
-1.13K
Closed
$472K - $542K
0 $0
May 04, 2022 Q1 2022
Lex Aurum Advisors, LLC

SELL
 -
-1.14K
- 20.27%
$476K - $547K
4.48K $2.65M
May 02, 2022 Q1 2022
Personal Cfo Solutions, LLC

SELL
 -
-1.14K
- 12.08%
$476K - $547K
8.29K $4.91M
Apr 08, 2022 Q1 2022
Bluestem Financial Advisors, LLC

Champaign, IL
SELL
 -
-1.14K
- 1.51%
$477K - $547K
74.5K $44.1M
Apr 22, 2022 Q1 2022
Western Financial Corporation

SELL
 -
-1.14K
Closed
$478K - $548K
0 $0
May 11, 2022 Q1 2022
New World Advisors LLC

Hingham, MA
SELL
 -
-1.15K
- 6.79%
$479K - $550K
15.7K $9.32M
Apr 11, 2022 Q1 2022
Sound Income Strategies, LLC

SELL
 -
-1.15K
- 30.03%
$481K - $552K
2.68K $1.59M
Apr 14, 2022 Q1 2022
Charles Schwab Trust CO

SELL
 -
-1.16K
- 1.26%
$483K - $555K
90.2K $53.4M
May 03, 2022 Q1 2022
Cws Financial Advisors, LLC

Kalamazoo, MI
SELL
 -
-1.18K
- 18.37%
$491K - $564K
5.22K $3.09M
May 06, 2022 Q1 2022
Independent Advisor Alliance

SELL
 -
-1.2K
- 6.18%
$502K - $576K
18.2K $10.8M

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