Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-31- 0.01% |
$13K - $14.9K
|
498K
$300M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-31- 5.36% |
$13K - $14.9K
|
547
$330K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-32- 6.1% |
$13.4K - $15.4K
|
493
$297K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-32- 3.17% |
$13.4K - $15.4K
|
979
$590K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-32Closed |
$13.4K - $15.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-33- 4.18% |
$13.8K - $15.8K
|
757
$456K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-33- 6.38% |
$13.8K - $15.8K
|
484
$292K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-33- 0.52% |
$13.8K - $15.8K
|
6.28K
$3.78M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-34- 62.96% |
$14.2K - $16.3K
|
20
$12.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-35- 1.27% |
$14.6K - $16.8K
|
2.73K
$1.65M
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-35- 1.08% |
$14.6K - $16.8K
|
3.2K
$1.93M
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-35- 15.91% |
$14.6K - $16.8K
|
185
$112K
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-35- 0.56% |
$14.6K - $16.8K
|
6.27K
$3.78M
|
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
SELL
|
- |
-36- 0.41% |
$15.1K - $17.3K
|
8.68K
$5.23M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-36- 7.41% |
$15.1K - $17.3K
|
450
$271K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-37- 0.14% |
$15.5K - $17.8K
|
25.8K
$15.6M
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-37- 1.08% |
$15.5K - $17.8K
|
3.4K
$2.05M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-37- 0.54% |
$15.5K - $17.8K
|
6.82K
$4.11M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-37- 0.57% |
$15.5K - $17.8K
|
6.45K
$3.89M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-37- 1.94% |
$15.5K - $17.8K
|
1.87K
$1.13M
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-38- 1.19% |
$15.9K - $18.2K
|
3.16K
$1.91M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-38- 0.94% |
$15.9K - $18.2K
|
3.99K
$2.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-38- 0.51% |
$15.9K - $18.2K
|
7.39K
$4.46M
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-39- 1.19% |
$16.3K - $18.7K
|
3.25K
$1.96M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-39- 4.59% |
$16.3K - $18.7K
|
811
$489K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-40- 4.46% |
$16.7K - $19.2K
|
857
$517K
|
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-40- 0.61% |
$16.7K - $19.2K
|
6.53K
$3.94M
|
|
|
May 17, 2022
Q1 2022
|
Somerville Kurt F
|
SELL
|
- |
-41- 0.53% |
$17.1K - $19.7K
|
7.66K
$4.62M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-41- 0.73% |
$17.1K - $19.7K
|
5.54K
$3.34M
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-41- 6.52% |
$17.1K - $19.7K
|
588
$354K
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
SELL
|
- |
-42- 1.47% |
$17.6K - $20.2K
|
2.81K
$1.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-43- 0.36% |
$18K - $20.6K
|
12K
$7.23M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-43- 1.01% |
$18K - $20.6K
|
4.23K
$2.55M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-44- 0.45% |
$18.4K - $21.1K
|
9.71K
$5.85M
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-44- 0.6% |
$18.4K - $21.1K
|
7.24K
$4.37M
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-44- 7.84% |
$18.4K - $21.1K
|
517
$312K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-44- 1.62% |
$18.4K - $21.1K
|
2.68K
$1.61M
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-45- 0.24% |
$18.8K - $21.6K
|
18.5K
$11.1M
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-45- 2.71% |
$18.8K - $21.6K
|
1.61K
$973K
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
SELL
|
- |
-45- 7.12% |
$18.8K - $21.6K
|
587
$354K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-45- 0.62% |
$18.8K - $21.6K
|
7.18K
$4.33M
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-46- 0.11% |
$19.2K - $22.1K
|
41.2K
$24.8M
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-46- 4.28% |
$19.2K - $22.1K
|
1.03K
$621K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-47Closed |
$19.6K - $22.6K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-47- 0.55% |
$19.6K - $22.6K
|
8.55K
$5.16M
|
|
|
Feb 10, 2025
Q1 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-47- 0.67% |
$19.6K - $22.6K
|
6.99K
$4.22M
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
SELL
|
- |
-48- 6.5% |
$20.1K - $23K
|
691
$417K
|
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-49- 0.5% |
$20.5K - $23.5K
|
9.76K
$5.88M
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-49- 2.51% |
$20.5K - $23.5K
|
1.9K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$20.9K - $24K
|
0
$0
|