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 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-180- 1.15% |
$66.1K - $82.6K
|
15.5K
$9.15M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-181- 3.28% |
$66.4K - $83K
|
5.34K
$3.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-182- 3.38% |
$66.8K - $83.5K
|
5.21K
$3.08M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-185- 1.89% |
$67.9K - $84.9K
|
9.58K
$5.67M
|
|
|
Jul 20, 2022
Q2 2022
|
F
|
SELL
|
- |
-189- 7.57% |
$69.4K - $86.7K
|
2.31K
$1.37M
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-189- 19.44% |
$69.4K - $86.7K
|
783
$463K
|
|
|
Jul 27, 2022
Q2 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-191- 2.01% |
$70.1K - $87.6K
|
9.3K
$5.5M
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-191- 2.16% |
$70.1K - $87.6K
|
8.65K
$5.12M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-193- 1.16% |
$70.8K - $88.5K
|
16.5K
$9.76M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-195- 3.28% |
$71.6K - $89.5K
|
5.76K
$3.41M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-201- 17.12% |
$73.8K - $92.2K
|
973
$576K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-203- 0.67% |
$74.5K - $93.1K
|
30.1K
$17.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-203- 34.0% |
$74.5K - $93.1K
|
394
$233K
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-204- 1.21% |
$74.9K - $93.6K
|
16.7K
$9.87M
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-209Closed |
$76.7K - $95.9K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-211- 2.34% |
$77.4K - $96.8K
|
8.79K
$5.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-211- 0.2% |
$77.4K - $96.8K
|
105K
$61.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-212- 0.93% |
$77.8K - $97.3K
|
22.6K
$13.4M
|
|
|
Mar 21, 2023
Q2 2022
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-213- 6.38% |
$78.2K - $97.7K
|
3.12K
$1.85M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-215- 4.39% |
$78.9K - $98.6K
|
4.68K
$2.77M
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-215- 0.56% |
$78.9K - $98.6K
|
38.5K
$22.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-216- 7.04% |
$79.3K - $99.1K
|
2.85K
$1.69M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-217- 5.3% |
$79.6K - $99.6K
|
3.87K
$2.29M
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-217- 6.38% |
$79.6K - $99.6K
|
3.18K
$1.88M
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-217- 2.32% |
$79.6K - $99.6K
|
9.14K
$5.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-218- 14.6% |
$80K - $100K
|
1.28K
$755K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-221- 5.31% |
$81.1K - $101K
|
3.94K
$2.33M
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-221- 24.0% |
$81.1K - $101K
|
700
$414K
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-225- 0.98% |
$82.6K - $103K
|
22.7K
$13.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-226- 7.73% |
$82.9K - $104K
|
2.7K
$1.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-228- 1.67% |
$83.7K - $105K
|
13.4K
$7.95M
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-235- 7.23% |
$86.2K - $108K
|
3.02K
$1.79M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-237- 16.69% |
$87K - $109K
|
1.18K
$700K
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-239- 13.37% |
$87.7K - $110K
|
1.55K
$917K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-240- 1.76% |
$88.1K - $110K
|
13.4K
$7.91M
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-240- 7.79% |
$88.1K - $110K
|
2.84K
$1.68M
|
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-240- 22.45% |
$88.1K - $110K
|
829
$491K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-241- 13.04% |
$88.4K - $111K
|
1.61K
$951K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-243- 3.71% |
$89.2K - $111K
|
6.31K
$3.73M
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-244- 6.39% |
$89.5K - $112K
|
3.58K
$2.12M
|
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-245- 12.56% |
$89.9K - $112K
|
1.71K
$1.01M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-246- 0.72% |
$90.3K - $113K
|
33.8K
$20M
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-249- 9.48% |
$91.4K - $114K
|
2.38K
$1.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-250- 2.59% |
$91.7K - $115K
|
9.39K
$5.56M
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-251- 1.7% |
$92.1K - $115K
|
14.6K
$8.61M
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-253- 19.22% |
$92.8K - $116K
|
1.06K
$629K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-255- 14.94% |
$93.6K - $117K
|
1.45K
$859K
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-255- 6.25% |
$93.6K - $117K
|
3.83K
$2.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-257- 12.48% |
$94.3K - $118K
|
1.8K
$1.07M
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-259- 25.9% |
$95.1K - $119K
|
741
$439K
|