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 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-85- 2.14% |
$31.2K - $39K
|
3.88K
$2.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-85- 3.5% |
$31.2K - $39K
|
2.34K
$1.39M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-86Closed |
$31.6K - $39.5K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-87- 3.14% |
$31.9K - $39.9K
|
2.68K
$1.59M
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-90- 9.44% |
$33K - $41.3K
|
863
$511K
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-92- 1.19% |
$33.8K - $42.2K
|
7.67K
$4.54M
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-93- 2.39% |
$34.1K - $42.7K
|
3.79K
$2.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-94- 5.03% |
$34.5K - $43.1K
|
1.77K
$1.05M
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-95- 8.42% |
$34.9K - $43.6K
|
1.03K
$611K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-95- 0.83% |
$34.9K - $43.6K
|
11.3K
$6.69M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-95- 3.55% |
$34.9K - $43.6K
|
2.58K
$1.53M
|
|
|
Jul 20, 2022
Q2 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-96- 3.84% |
$35.2K - $44K
|
2.4K
$1.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-98- 2.71% |
$36K - $45K
|
3.52K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-98- 5.66% |
$36K - $45K
|
1.63K
$967K
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-99- 2.83% |
$36.3K - $45.4K
|
3.4K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-100- 13.33% |
$36.7K - $45.9K
|
650
$385K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-101- 0.47% |
$37.1K - $46.3K
|
21.4K
$12.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-101- 1.94% |
$37.1K - $46.3K
|
5.11K
$3.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-101- 1.51% |
$37.1K - $46.3K
|
6.59K
$3.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-102- 4.9% |
$37.4K - $46.8K
|
1.98K
$1.17M
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-103- 3.94% |
$37.8K - $47.3K
|
2.51K
$1.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-103- 5.15% |
$37.8K - $47.3K
|
1.9K
$1.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-104- 2.17% |
$38.2K - $47.7K
|
4.69K
$2.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-104- 8.05% |
$38.2K - $47.7K
|
1.19K
$703K
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-105- 7.7% |
$38.5K - $48.2K
|
1.26K
$745K
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-106- 5.73% |
$38.9K - $48.6K
|
1.75K
$1.03M
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-107- 2.42% |
$39.3K - $49.1K
|
4.31K
$2.55M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-108- 2.27% |
$39.6K - $49.6K
|
4.65K
$2.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-110- 6.63% |
$40.4K - $50.5K
|
1.55K
$916K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-110- 13.99% |
$40.4K - $50.5K
|
676
$400K
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-111- 3.95% |
$40.7K - $50.9K
|
2.7K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-114- 0.96% |
$41.8K - $52.3K
|
11.8K
$6.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-114- 3.52% |
$41.8K - $52.3K
|
3.13K
$1.85M
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-115- 11.17% |
$42.2K - $52.8K
|
915
$542K
|
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-117- 0.81% |
$42.9K - $53.7K
|
14.3K
$8.48M
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-117- 11.5% |
$42.9K - $53.7K
|
900
$533K
|
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-117- 7.6% |
$42.9K - $53.7K
|
1.42K
$842K
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-118- 3.01% |
$43.3K - $54.1K
|
3.8K
$2.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-118- 1.09% |
$43.3K - $54.1K
|
10.7K
$6.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-120- 4.23% |
$44K - $55.1K
|
2.72K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-120- 2.73% |
$44K - $55.1K
|
4.27K
$2.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-121- 0.17% |
$44.4K - $55.5K
|
70.9K
$42M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-122- 6.31% |
$44.8K - $56K
|
1.81K
$1.07M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-122- 1.68% |
$44.8K - $56K
|
7.12K
$4.22M
|
|
|
Aug 11, 2022
Q2 2022
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-122- 3.19% |
$44.8K - $56K
|
3.7K
$2.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-123- 1.54% |
$45.1K - $56.4K
|
7.89K
$4.67M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-123- 1.72% |
$45.1K - $56.4K
|
7.01K
$4.15M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-123- 2.31% |
$45.1K - $56.4K
|
5.2K
$3.08M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-124- 1.48% |
$45.5K - $56.9K
|
8.28K
$4.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-124- 0.74% |
$45.5K - $56.9K
|
16.7K
$9.86M
|