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 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-13.4K- 15.75% |
$4.92M - $6.15M
|
71.7K
$42.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-13.9K- 13.13% |
$5.09M - $6.36M
|
91.8K
$54.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-13.9K- 12.53% |
$5.12M - $6.4M
|
97.3K
$57.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-14.1K- 38.19% |
$5.18M - $6.48M
|
22.9K
$13.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-14.3K- 74.85% |
$5.26M - $6.57M
|
4.81K
$2.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-14.3KClosed |
$5.26M - $6.58M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-14.5KClosed |
$5.32M - $6.64M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-14.5K- 27.78% |
$5.32M - $6.65M
|
37.7K
$22.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Jeneq Management LP
New York, NY |
SELL
|
- |
-15.8KClosed |
$5.8M - $7.25M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.2K- 6.62% |
$5.94M - $7.43M
|
229K
$135M
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-17.2KClosed |
$6.32M - $7.9M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-17.7KClosed |
$6.48M - $8.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-17.8K- 17.91% |
$6.52M - $8.15M
|
81.4K
$48.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-18.1K- 94.13% |
$6.64M - $8.31M
|
1.13K
$668K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.6K- 1.12% |
$6.82M - $8.53M
|
1.64M
$969M
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-18.6K- 66.28% |
$6.84M - $8.55M
|
9.48K
$5.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-18.9K- 1.31% |
$6.93M - $8.66M
|
1.42M
$839M
|
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-19K- 94.33% |
$6.96M - $8.7M
|
1.14K
$675K
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-19.3K- 16.88% |
$7.08M - $8.85M
|
95K
$56.2M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-19.3K- 64.3% |
$7.08M - $8.85M
|
10.7K
$6.34M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.8K- 11.27% |
$7.25M - $9.07M
|
156K
$92.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-19.8K- 6.27% |
$7.27M - $9.09M
|
296K
$175M
|
|
|
Jul 26, 2022
Q2 2022
|
Mercer Investments LLC
|
SELL
|
- |
-19.9K- 99.78% |
$7.29M - $9.12M
|
43
$25.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-20K- 80.13% |
$7.34M - $9.17M
|
4.96K
$2.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-20.1K- 6.64% |
$7.36M - $9.2M
|
282K
$167M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-20.2KClosed |
$7.42M - $9.27M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-20.4K- 14.12% |
$7.47M - $9.34M
|
124K
$73.3M
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-20.4K- 91.7% |
$7.49M - $9.36M
|
1.85K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-20.6K- 56.43% |
$7.56M - $9.45M
|
15.9K
$9.41M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-20.6K- 21.72% |
$7.57M - $9.47M
|
74.4K
$44M
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-21.7K- 93.18% |
$7.98M - $9.98M
|
1.59K
$942K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-22.1KClosed |
$8.1M - $10.1M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-22.2K- 22.2% |
$8.16M - $10.2M
|
78K
$46.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-22.5K- 13.34% |
$8.25M - $10.3M
|
146K
$86.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-22.6KClosed |
$8.28M - $10.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-23.5K- 1.94% |
$8.62M - $10.8M
|
1.19M
$703M
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-24.1K- 4.86% |
$8.85M - $11.1M
|
473K
$280M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24.4K- 7.27% |
$8.94M - $11.2M
|
311K
$184M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-24.9K- 57.94% |
$9.14M - $11.4M
|
18.1K
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-24.9K- 28.69% |
$9.14M - $11.4M
|
61.9K
$36.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-25.1K- 2.75% |
$9.22M - $11.5M
|
890K
$527M
|
|
|
Jul 29, 2022
Q2 2022
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-25.3K- 0.57% |
$9.28M - $11.6M
|
4.38M
$2.59B
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-26.7K- 28.37% |
$9.79M - $12.2M
|
67.4K
$39.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-27.1K- 57.22% |
$9.94M - $12.4M
|
20.2K
$12M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.8K- 8.45% |
$10.2M - $12.7M
|
301K
$178M
|
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-28.5K- 72.08% |
$10.5M - $13.1M
|
11K
$6.54M
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-28.6K- 46.06% |
$10.5M - $13.1M
|
33.5K
$19.8M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.8K- 15.34% |
$10.6M - $13.2M
|
159K
$94.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-30.7K- 7.22% |
$11.3M - $14.1M
|
394K
$233M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30.8K- 4.57% |
$11.3M - $14.1M
|
643K
$380M
|