Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-12- 0.63% |
$4.4K - $5.51K
|
1.89K
$1.12M
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-13- 2.11% |
$4.77K - $5.96K
|
604
$358K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 2.04% |
$4.77K - $5.96K
|
624
$369K
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-13- 1.69% |
$4.77K - $5.96K
|
754
$446K
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-13- 0.44% |
$4.77K - $5.96K
|
2.97K
$1.76M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13- -0.0% |
$4.77K - $5.96K
|
1.5M
$889M
|
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-14- 0.43% |
$5.14K - $6.42K
|
3.23K
$1.91M
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-14- 0.04% |
$5.14K - $6.42K
|
31.8K
$18.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-14- 7.04% |
$5.14K - $6.42K
|
185
$110K
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-14- 0.73% |
$5.14K - $6.42K
|
1.9K
$1.13M
|
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-15- 1.05% |
$5.5K - $6.88K
|
1.41K
$835K
|
|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-15- 1.38% |
$5.5K - $6.88K
|
1.07K
$634K
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-15- 5.66% |
$5.5K - $6.88K
|
250
$148K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-15- 83.33% |
$5.5K - $6.88K
|
3
$1.78K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-15- 1.76% |
$5.5K - $6.88K
|
835
$494K
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.28% |
$5.5K - $6.88K
|
1.16K
$687K
|
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
SELL
|
- |
-16- 0.38% |
$5.87K - $7.34K
|
4.2K
$2.49M
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-17- 0.25% |
$6.24K - $7.8K
|
6.83K
$4.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Asset Planning Corporation
|
SELL
|
- |
-17- 0.21% |
$6.24K - $7.8K
|
8.11K
$4.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-17- 1.31% |
$6.24K - $7.8K
|
1.28K
$756K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-18- 0.13% |
$6.61K - $8.26K
|
13.5K
$8M
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-18- 0.96% |
$6.61K - $8.26K
|
1.86K
$1.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 2.03% |
$6.61K - $8.26K
|
869
$514K
|
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-18- 0.49% |
$6.61K - $8.26K
|
3.63K
$2.15M
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-18- 0.21% |
$6.61K - $8.26K
|
8.68K
$5.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-19- 0.72% |
$6.97K - $8.72K
|
2.62K
$1.55M
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-20- 0.2% |
$7.34K - $9.18K
|
10.1K
$5.97M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-20- 1.39% |
$7.34K - $9.18K
|
1.42K
$842K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 0.89% |
$7.34K - $9.18K
|
2.23K
$1.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-20- 0.15% |
$7.34K - $9.18K
|
12.9K
$7.65M
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 1.54% |
$7.34K - $9.18K
|
1.28K
$759K
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-21- 0.71% |
$7.71K - $9.63K
|
2.94K
$1.74M
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
SELL
|
- |
-23- 0.26% |
$8.44K - $10.6K
|
8.66K
$5.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-23- 2.3% |
$8.44K - $10.6K
|
976
$578K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-24- 0.88% |
$8.81K - $11K
|
2.71K
$1.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-25- 1.36% |
$9.17K - $11.5K
|
1.82K
$1.07M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-25- 0.35% |
$9.17K - $11.5K
|
7.19K
$4.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-25- 3.76% |
$9.17K - $11.5K
|
640
$379K
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-25- 1.81% |
$9.17K - $11.5K
|
1.36K
$802K
|
|
|
Oct 23, 2024
Q2 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-25- 1.76% |
$9.17K - $11.5K
|
1.39K
$825K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-26- 0.76% |
$9.54K - $11.9K
|
3.4K
$2.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-27- 1.85% |
$9.91K - $12.4K
|
1.43K
$848K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28- 0.37% |
$10.3K - $12.8K
|
7.44K
$4.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-29- 2.39% |
$10.6K - $13.3K
|
1.18K
$700K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-29- 1.09% |
$10.6K - $13.3K
|
2.64K
$1.56M
|
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-29- 3.41% |
$10.6K - $13.3K
|
821
$486K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-29- 0.87% |
$10.6K - $13.3K
|
3.3K
$1.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-29- 0.76% |
$10.6K - $13.3K
|
3.8K
$2.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-30- 1.39% |
$11K - $13.8K
|
2.13K
$1.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-31- 0.98% |
$11.4K - $14.2K
|
3.13K
$1.85M
|