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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-54- 3.55% |
$19.8K - $24.8K
|
1.47K
$870K
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-54- 3.55% |
$19.8K - $24.8K
|
1.47K
$868K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-56- 1.12% |
$20.6K - $25.7K
|
4.95K
$2.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-57- 0.07% |
$20.9K - $26.2K
|
82.7K
$49M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
SELL
|
- |
-58- 36.71% |
$21.3K - $26.6K
|
100
$59.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-58- 0.1% |
$21.3K - $26.6K
|
58.1K
$34.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-60- 2.67% |
$22K - $27.5K
|
2.19K
$1.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-60- 7.41% |
$22K - $27.5K
|
750
$444K
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-63- 2.64% |
$23.1K - $28.9K
|
2.33K
$1.38M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-65- 1.75% |
$23.9K - $29.8K
|
3.64K
$2.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-65- 3.16% |
$23.9K - $29.8K
|
1.99K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-65- 5.09% |
$23.9K - $29.8K
|
1.21K
$717K
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-66- 2.21% |
$24.2K - $30.3K
|
2.92K
$1.73M
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-66- 10.65% |
$24.2K - $30.3K
|
554
$328K
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-67- 0.37% |
$24.6K - $30.7K
|
18.1K
$10.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-67- 1.25% |
$24.6K - $30.7K
|
5.3K
$3.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-67Closed |
$24.6K - $30.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-67- 0.33% |
$24.6K - $30.7K
|
20.1K
$11.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-68- 1.31% |
$25K - $31.2K
|
5.11K
$3.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-68- 0.44% |
$25K - $31.2K
|
15.4K
$9.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-68- 15.21% |
$25K - $31.2K
|
379
$224K
|
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
SELL
|
- |
-69- 7.79% |
$25.3K - $31.7K
|
817
$484K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-70- 1.42% |
$25.7K - $32.1K
|
4.85K
$2.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-70Closed |
$25.7K - $32.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-70- 4.13% |
$25.7K - $32.1K
|
1.63K
$962K
|
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-70- 8.31% |
$25.7K - $32.1K
|
772
$457K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-70- 0.94% |
$25.7K - $32.1K
|
7.38K
$4.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-71- 3.81% |
$26.1K - $32.6K
|
1.79K
$1.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-71- 0.27% |
$26.1K - $32.6K
|
26.4K
$15.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-71- 10.55% |
$26.1K - $32.6K
|
602
$356K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-71- 0.97% |
$26.1K - $32.6K
|
7.27K
$4.31M
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-72- 6.39% |
$26.4K - $33K
|
1.06K
$624K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-74- 1.75% |
$27.2K - $34K
|
4.17K
$2.47M
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-75- 86.21% |
$27.5K - $34.4K
|
12
$7.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-75- 5.43% |
$27.5K - $34.4K
|
1.31K
$774K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-75Closed |
$27.5K - $34.4K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-75- 4.74% |
$27.5K - $34.4K
|
1.51K
$892K
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-75- 4.13% |
$27.5K - $34.4K
|
1.74K
$1.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-75- 6.27% |
$27.5K - $34.4K
|
1.12K
$664K
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-75Closed |
$27.5K - $34.4K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-77- 2.92% |
$28.3K - $35.3K
|
2.56K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-77- 4.9% |
$28.3K - $35.3K
|
1.5K
$885K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-77- 11.11% |
$28.3K - $35.3K
|
616
$365K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-80Closed |
$29.4K - $36.7K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-81- 0.77% |
$29.7K - $37.2K
|
10.5K
$6.19M
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-82- 4.39% |
$30.1K - $37.6K
|
1.79K
$1.06M
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-82- 1.63% |
$30.1K - $37.6K
|
4.95K
$2.93M
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-82- 65.08% |
$30.1K - $37.6K
|
44
$26K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-84- 11.1% |
$30.8K - $38.5K
|
673
$398K
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-84- 4.14% |
$30.8K - $38.5K
|
1.95K
$1.15M
|