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 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-16.5K- 5.78% |
$6.91M - $7.93M
|
270K
$172M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-16.6K- 11.09% |
$6.93M - $7.95M
|
133K
$84.6M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16.8K- 44.76% |
$7.02M - $8.05M
|
20.7K
$13.2M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-16.9K- 3.9% |
$7.07M - $8.12M
|
417K
$265M
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-17.2K- 21.98% |
$7.2M - $8.26M
|
61.1K
$38.9M
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-17.3K- 10.94% |
$7.21M - $8.28M
|
140K
$89.4M
|
|
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
$2.7M
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-18.1K- 92.19% |
$7.56M - $8.68M
|
1.53K
$975K
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18.3K- 47.95% |
$7.66M - $8.79M
|
19.9K
$12.7M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-18.7K- 5.72% |
$7.8M - $8.95M
|
307K
$196M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-18.8K- 95.69% |
$7.88M - $9.04M
|
848
$540K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-19K- 57.78% |
$7.96M - $9.14M
|
13.9K
$8.86M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-19.2KClosed |
$8.02M - $9.21M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-19.2K- 22.7% |
$8.03M - $9.22M
|
65.4K
$41.6M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-19.7K- 13.71% |
$8.23M - $9.44M
|
124K
$78.8M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-20.1K- 2.74% |
$8.41M - $9.65M
|
713K
$454M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.3K- 1.32% |
$8.47M - $9.72M
|
1.52M
$965M
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-20.4K- 16.05% |
$8.53M - $9.79M
|
107K
$67.9M
|
|
Apr 29, 2022
Q1 2022
|
Bg Investment Services, Inc.
|
SELL
|
- |
-20.9K- 24.63% |
$8.76M - $10M
|
64.1K
$40.8M
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-21.9K- 0.73% |
$9.17M - $10.5M
|
3M
$1.91B
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-22K- 5.28% |
$9.2M - $10.6M
|
394K
$251M
|
|
Apr 20, 2022
Q1 2022
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-22.2K- 2.64% |
$9.27M - $10.6M
|
817K
$520M
|
|
May 13, 2022
Q1 2022
|
Kemper Corp
|
SELL
|
- |
-22.6KClosed |
$9.46M - $10.9M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-22.8K- 46.58% |
$9.55M - $11M
|
26.2K
$16.7M
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-22.9KClosed |
$9.56M - $11M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-23.4KClosed |
$9.77M - $11.2M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-23.8K- 20.0% |
$9.93M - $11.4M
|
95K
$60.5M
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 32.16% |
$10.2M - $11.7M
|
51.5K
$32.8M
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-25.9K- 27.0% |
$10.8M - $12.4M
|
70K
$44.5M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-25.9K- 5.81% |
$10.8M - $12.4M
|
420K
$267M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-26.7K- 0.86% |
$11.2M - $12.8M
|
3.06M
$1.95B
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-26.8K- 82.4% |
$11.2M - $12.9M
|
5.73K
$3.64M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-26.9K- 60.12% |
$11.2M - $12.9M
|
17.8K
$11.3M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-27.1K- 14.28% |
$11.3M - $13M
|
162K
$103M
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-27.7KClosed |
$11.6M - $13.3M
|
0
$0
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-28.9K- 81.23% |
$12.1M - $13.9M
|
6.68K
$4.25M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-29.4K- 8.87% |
$12.3M - $14.1M
|
302K
$192M
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-30.7K- 92.34% |
$12.8M - $14.7M
|
2.55K
$1.62M
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-31.1K- 99.85% |
$13M - $14.9M
|
47
$29.9K
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-31.6K- 80.68% |
$13.2M - $15.2M
|
7.56K
$4.81M
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-32.6K- 10.48% |
$13.6M - $15.7M
|
279K
$177M
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-33.3K- 10.7% |
$13.9M - $16M
|
278K
$177M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-33.6K- 39.95% |
$14M - $16.1M
|
50.5K
$32.1M
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-33.6K- 32.16% |
$14M - $16.1M
|
70.8K
$45.1M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-33.9K- 15.82% |
$14.2M - $16.3M
|
180K
$115M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-35.6K- 37.88% |
$14.9M - $17.1M
|
58.5K
$37.2M
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-35.9K- 65.3% |
$15M - $17.2M
|
19.1K
$12.1M
|
|
Apr 15, 2022
Q1 2022
|
Mass General Brigham, Inc
|
SELL
|
- |
-37.4K- 11.56% |
$15.6M - $17.9M
|
286K
$182M
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-38K- 1.19% |
$15.9M - $18.2M
|
3.15M
$2.01B
|