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 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.2K- 2.72% |
$503K - $577K
|
43K
$25.4M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.21K- 4.69% |
$507K - $582K
|
24.6K
$14.6M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.22K- 0.99% |
$510K - $585K
|
122K
$72.1M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.23K- 21.67% |
$515K - $592K
|
4.46K
$2.64M
|
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-1.24K- 65.69% |
$517K - $594K
|
646
$382K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.24K- 4.88% |
$518K - $595K
|
24.2K
$14.3M
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.24K- 24.51% |
$518K - $595K
|
3.82K
$2.26M
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
SELL
|
- |
-1.27K- 61.7% |
$529K - $607K
|
786
$465K
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.27K- 6.11% |
$530K - $608K
|
19.5K
$11.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 2.28% |
$543K - $624K
|
55.6K
$32.9M
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.31K- 6.62% |
$548K - $629K
|
18.5K
$10.9M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.31KClosed |
$548K - $629K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-1.32K- 19.25% |
$550K - $631K
|
5.52K
$3.26M
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-1.32K- 4.92% |
$552K - $633K
|
25.5K
$15.1M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.35K- 25.71% |
$563K - $646K
|
3.89K
$2.3M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.35K- 5.53% |
$566K - $649K
|
23.1K
$13.7M
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.37K- 19.38% |
$573K - $657K
|
5.7K
$3.37M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.39K- 6.62% |
$579K - $665K
|
19.5K
$11.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 0.89% |
$580K - $666K
|
155K
$91.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.4K- 2.84% |
$585K - $671K
|
47.8K
$28.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.4K- 3.76% |
$586K - $672K
|
35.9K
$21.2M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-1.41K- 1.61% |
$589K - $676K
|
86.2K
$51M
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.42K- 1.7% |
$593K - $681K
|
82K
$48.5M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.43K- 7.89% |
$599K - $688K
|
16.8K
$9.92M
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-1.44K- 6.27% |
$601K - $690K
|
21.5K
$12.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.49K- 6.71% |
$621K - $713K
|
20.6K
$12.2M
|
|
|
May 13, 2022
Q1 2022
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-1.51K- 0.64% |
$632K - $726K
|
234K
$139M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.51K- 1.18% |
$633K - $726K
|
127K
$75.1M
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
SELL
|
- |
-1.54K- 2.55% |
$644K - $739K
|
58.8K
$34.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.54K- 17.05% |
$645K - $740K
|
7.51K
$4.44M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.54K- 19.36% |
$645K - $740K
|
6.43K
$3.8M
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-1.54K- 3.91% |
$645K - $741K
|
38K
$22.5M
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.55K- 62.7% |
$648K - $744K
|
922
$546K
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.59K- 5.01% |
$664K - $762K
|
30.1K
$17.8M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.6K- 2.41% |
$668K - $767K
|
64.9K
$38.4M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 0.95% |
$673K - $772K
|
167K
$98.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.62K- 11.17% |
$678K - $778K
|
12.9K
$7.63M
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.63K- 16.21% |
$681K - $782K
|
8.42K
$4.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.64K- 13.76% |
$684K - $785K
|
10.2K
$6.06M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.64K- 10.32% |
$684K - $785K
|
14.2K
$8.41M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.71K- 8.57% |
$713K - $819K
|
18.2K
$10.8M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.72K- 16.93% |
$717K - $823K
|
8.42K
$4.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.73K- 0.31% |
$722K - $829K
|
551K
$326M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-1.74KClosed |
$725K - $833K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.74K- 4.7% |
$727K - $834K
|
35.3K
$20.9M
|
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.74K- 4.24% |
$727K - $834K
|
39.3K
$23.2M
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.74K- 13.1% |
$729K - $836K
|
11.6K
$6.84M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.75K- 2.34% |
$731K - $839K
|
72.9K
$43.1M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.75K- 1.55% |
$731K - $839K
|
111K
$65.9M
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.76K- 60.46% |
$735K - $843K
|
1.15K
$680K
|