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 27, 2022
Q2 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-452- 21.13% |
$166K - $207K
|
1.69K
$999K
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-457- 3.6% |
$168K - $210K
|
12.2K
$7.25M
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-458- 32.69% |
$168K - $210K
|
943
$558K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-458Closed |
$168K - $210K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-458Closed |
$168K - $210K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-459Closed |
$168K - $211K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-460Closed |
$169K - $211K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-460Closed |
$169K - $211K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-464- 11.4% |
$170K - $213K
|
3.61K
$2.14M
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-464Closed |
$170K - $213K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-466Closed |
$171K - $214K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-467Closed |
$171K - $214K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-467Closed |
$171K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-468Closed |
$172K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-469Closed |
$172K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-471Closed |
$173K - $216K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-473Closed |
$174K - $217K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-473- 0.36% |
$174K - $217K
|
130K
$77.2M
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-474Closed |
$174K - $217K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
SELL
|
- |
-476Closed |
$175K - $218K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-478- 34.17% |
$175K - $219K
|
921
$545K
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-480- 6.66% |
$176K - $220K
|
6.72K
$3.98M
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-481Closed |
$177K - $221K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-482Closed |
$177K - $221K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-485Closed |
$178K - $223K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-487- 11.66% |
$179K - $223K
|
3.69K
$2.18M
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-487- 8.25% |
$179K - $223K
|
5.42K
$3.21M
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
SELL
|
- |
-488- 25.23% |
$179K - $224K
|
1.45K
$856K
|
|
Jul 19, 2022
Q2 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-491Closed |
$180K - $225K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-492Closed |
$181K - $226K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-493Closed |
$181K - $226K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-495- 2.79% |
$182K - $227K
|
17.3K
$10.2M
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
SELL
|
- |
-497- 2.65% |
$182K - $228K
|
18.3K
$10.8M
|
|
Aug 15, 2022
Q2 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-499Closed |
$183K - $229K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-500- 28.54% |
$183K - $229K
|
1.25K
$741K
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-500Closed |
$183K - $229K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-501Closed |
$184K - $230K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-501Closed |
$184K - $230K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-502Closed |
$184K - $230K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-502Closed |
$184K - $230K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-503- 2.1% |
$185K - $231K
|
23.5K
$13.9M
|
|
Aug 11, 2022
Q2 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-503Closed |
$185K - $231K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-505Closed |
$185K - $232K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-510Closed |
$187K - $234K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-515- 0.19% |
$189K - $236K
|
265K
$157M
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-517Closed |
$190K - $237K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-517Closed |
$190K - $237K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-520- 25.67% |
$191K - $239K
|
1.51K
$891K
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-520- 10.42% |
$191K - $239K
|
4.47K
$2.65M
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-521Closed |
$191K - $239K
|
0
$0
|