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 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-150- 16.04% |
$62.7K - $72K
|
785
$473K
|
|
|
Apr 14, 2023
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-150- 5.1% |
$62.7K - $72K
|
2.79K
$1.68M
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-151- 0.16% |
$63.1K - $72.5K
|
96.3K
$58.1M
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-151- 7.08% |
$63.1K - $72.5K
|
1.98K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-152- 15.72% |
$63.5K - $72.9K
|
815
$491K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-154- 0.67% |
$64.4K - $73.9K
|
23K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-160- 17.58% |
$66.9K - $76.8K
|
750
$452K
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-163- 2.22% |
$68.1K - $78.2K
|
7.18K
$4.33M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-164- 4.11% |
$68.6K - $78.7K
|
3.83K
$2.31M
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-165- 2.37% |
$69K - $79.2K
|
6.8K
$4.1M
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-165- 0.97% |
$69K - $79.2K
|
16.8K
$10.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-167- 7.07% |
$69.8K - $80.1K
|
2.2K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-167- 2.43% |
$69.8K - $80.1K
|
6.69K
$4.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-168- 0.66% |
$70.2K - $80.6K
|
25.2K
$15.2M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-168- 1.83% |
$70.2K - $80.6K
|
9K
$5.43M
|
|
|
Feb 13, 2025
Q1 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-168- 22.16% |
$70.2K - $80.6K
|
590
$356K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-169Closed |
$70.7K - $81.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-170- 0.18% |
$71.1K - $81.6K
|
92.6K
$55.8M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-173- 6.91% |
$72.3K - $83K
|
2.33K
$1.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-177- 1.03% |
$74K - $84.9K
|
17K
$10.2M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-177- 1.96% |
$74K - $84.9K
|
8.84K
$5.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-177- 5.66% |
$74K - $84.9K
|
2.95K
$1.78M
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-177- 43.7% |
$74K - $84.9K
|
228
$137K
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-178- 8.49% |
$74.4K - $85.4K
|
1.92K
$1.16M
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-179Closed |
$74.8K - $85.9K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-179- 2.59% |
$74.8K - $85.9K
|
6.74K
$4.07M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-180- 13.48% |
$75.3K - $86.4K
|
1.16K
$696K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-181- 2.19% |
$75.7K - $86.9K
|
8.07K
$4.87M
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-182- 5.02% |
$76.1K - $87.3K
|
3.44K
$2.07M
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-184- 10.33% |
$76.9K - $88.3K
|
1.6K
$963K
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-184- 9.99% |
$76.9K - $88.3K
|
1.66K
$1M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-185- 1.78% |
$77.3K - $88.8K
|
10.2K
$6.14M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-189- 3.04% |
$79K - $90.7K
|
6.03K
$3.63M
|
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-189- 20.68% |
$79K - $90.7K
|
725
$437K
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-193- 3.8% |
$80.7K - $92.6K
|
4.89K
$2.95M
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-196- 9.25% |
$81.9K - $94K
|
1.92K
$1.16M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-204- 5.58% |
$85.3K - $97.9K
|
3.45K
$2.08M
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-209- 0.3% |
$87.4K - $100K
|
69.4K
$41.8M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-210- 16.18% |
$87.8K - $101K
|
1.09K
$656K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-213- 2.49% |
$89K - $102K
|
8.34K
$5.03M
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-216- 6.88% |
$90.3K - $104K
|
2.92K
$1.76M
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-216- 4.54% |
$90.3K - $104K
|
4.54K
$2.74M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-217- 0.67% |
$90.7K - $104K
|
32.2K
$19.4M
|
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
SELL
|
- |
-217- 0.46% |
$90.7K - $104K
|
46.8K
$28.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-219- 5.57% |
$91.6K - $105K
|
3.72K
$2.24M
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-220- 2.48% |
$92K - $106K
|
8.66K
$5.22M
|
|
|
May 04, 2022
Q1 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-221- 30.52% |
$92.4K - $106K
|
503
$303K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-222- 18.18% |
$92.8K - $107K
|
999
$602K
|
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
SELL
|
- |
-223- 2.67% |
$93.2K - $107K
|
8.12K
$4.9M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-223- 6.54% |
$93.2K - $107K
|
3.19K
$1.92M
|