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 16, 2022
Q1 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-9.98K- 9.04% |
$4.17M - $4.79M
|
100K
$59.4M
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-10.1K- 8.76% |
$4.21M - $4.83M
|
105K
$62M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 32.32% |
$4.26M - $4.89M
|
21.3K
$12.6M
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10.4K- 2.87% |
$4.36M - $5M
|
354K
$209M
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-10.5K- 8.63% |
$4.38M - $5.03M
|
111K
$65.6M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.5KClosed |
$4.41M - $5.06M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-10.8K- 35.26% |
$4.5M - $5.16M
|
19.8K
$11.7M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10.8K- 19.72% |
$4.52M - $5.19M
|
44.1K
$26.1M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.9K- 11.67% |
$4.55M - $5.23M
|
82.5K
$48.8M
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
SELL
|
- |
-11.5K- 91.76% |
$4.82M - $5.53M
|
1.03K
$612K
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-11.7K- 8.33% |
$4.9M - $5.62M
|
129K
$76.3M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 3.69% |
$5.01M - $5.76M
|
313K
$185M
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-12K- 11.34% |
$5.03M - $5.77M
|
94K
$55.7M
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12.1K- 24.82% |
$5.04M - $5.78M
|
36.5K
$21.6M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-12.7K- 14.33% |
$5.29M - $6.07M
|
75.7K
$44.8M
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-12.7KClosed |
$5.32M - $6.1M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-12.8K- 46.13% |
$5.34M - $6.13M
|
14.9K
$8.83M
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-13K- 51.33% |
$5.44M - $6.24M
|
12.3K
$7.3M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-13.4K- 49.31% |
$5.61M - $6.43M
|
13.8K
$8.16M
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-13.6K- 1.48% |
$5.66M - $6.5M
|
899K
$532M
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-13.6K- 97.85% |
$5.68M - $6.52M
|
298
$176K
|
|
Apr 29, 2022
Q1 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-13.7K- 43.66% |
$5.72M - $6.56M
|
17.7K
$10.4M
|
|
Apr 18, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-13.7K- 66.7% |
$5.73M - $6.58M
|
6.84K
$4.05M
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-13.8K- 22.75% |
$5.78M - $6.63M
|
46.9K
$27.8M
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.9K- 15.23% |
$5.81M - $6.66M
|
77.3K
$45.8M
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-14.2K- 87.48% |
$5.93M - $6.8M
|
2.03K
$1.2M
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
SELL
|
- |
-14.3KClosed |
$5.99M - $6.88M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-14.6K- 28.78% |
$6.1M - $7M
|
36.1K
$21.4M
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-14.6K- 18.46% |
$6.11M - $7.01M
|
64.6K
$38.2M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 1.18% |
$6.14M - $7.05M
|
1.23M
$727M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.8K- 9.96% |
$6.21M - $7.12M
|
134K
$79.4M
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-15K- 90.64% |
$6.27M - $7.2M
|
1.55K
$917K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.4K- 59.45% |
$6.42M - $7.37M
|
10.5K
$6.2M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.7K- 12.5% |
$6.56M - $7.52M
|
110K
$64.9M
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-16K- 27.2% |
$6.7M - $7.69M
|
42.9K
$25.4M
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-16.1K- 18.64% |
$6.74M - $7.74M
|
70.4K
$41.6M
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-16.5K- 5.78% |
$6.91M - $7.93M
|
270K
$160M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-16.6K- 11.09% |
$6.93M - $7.95M
|
133K
$78.7M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16.8K- 44.76% |
$7.02M - $8.05M
|
20.7K
$12.3M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-16.9K- 3.9% |
$7.07M - $8.12M
|
417K
$247M
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-17.2K- 21.98% |
$7.2M - $8.26M
|
61.1K
$36.2M
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-17.3K- 10.94% |
$7.21M - $8.28M
|
140K
$83.2M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-17.6KClosed |
$7.36M - $8.45M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-17.7K- 80.69% |
$7.41M - $8.5M
|
4.24K
$2.51M
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-18.1K- 92.19% |
$7.56M - $8.68M
|
1.53K
$907K
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18.3K- 47.95% |
$7.66M - $8.79M
|
19.9K
$11.8M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-18.7K- 5.72% |
$7.8M - $8.95M
|
307K
$182M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-18.8K- 95.69% |
$7.88M - $9.04M
|
848
$502K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-19K- 57.78% |
$7.96M - $9.14M
|
13.9K
$8.24M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-19.2KClosed |
$8.02M - $9.21M
|
0
$0
|