Purchases and Sales Made in Q1 2022 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

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 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-401
- 0.97%
$168K - $192K
40.9K $24.7M
Apr 22, 2022 Q1 2022
James Investment Research Inc

SELL
 -
-404
- 3.39%
$169K - $194K
11.5K $6.94M
May 06, 2022 Q1 2022
Summit Financial Wealth Advisors, LLC

SELL
 -
-406
- 27.34%
$170K - $195K
1.08K $650K
Apr 26, 2022 Q1 2022
Bond & Devick Financial Network, Inc.

SELL
 -
-408
- 17.27%
$171K - $196K
1.95K $1.18M
Apr 12, 2022 Q1 2022
Home Federal Bank Of Tennessee

SELL
 -
-410
- 0.17%
$171K - $197K
242K $146M
May 16, 2022 Q1 2022
Baker Avenue Asset Management, LP

SELL
 -
-415
- 0.84%
$173K - $199K
49.1K $29.6M
May 10, 2022 Q1 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-415
- 18.99%
$173K - $199K
1.77K $1.07M
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

SELL
 -
-418
- 0.09%
$175K - $201K
464K $280M
Apr 14, 2022 Q1 2022
Dock Street Asset Management Inc

SELL
 -
-420
Closed
$176K - $202K
0 $0
Apr 29, 2022 Q1 2022
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-420
- 6.5%
$176K - $202K
6.05K $3.64M
May 05, 2022 Q1 2022
American Planning Services, Inc.

Sun City Center, FL
SELL
 -
-421
Closed
$176K - $202K
0 $0
Apr 15, 2022 Q1 2022
Valtinson Bruner Financial Planning LLC

SELL
 -
-422
Closed
$176K - $202K
0 $0
Apr 27, 2022 Q1 2022
Vahanian & Associates Financial Planning Inc.

SELL
 -
-424
- 16.54%
$177K - $203K
2.14K $1.29M
May 04, 2022 Q1 2022
Trillium Asset Management, LLC

Boston, MA
SELL
 -
-425
Closed
$178K - $204K
0 $0
May 12, 2022 Q1 2022
Aureus Asset Management, LLC

Boston, MA
SELL
 -
-426
- 2.33%
$178K - $204K
17.9K $10.8M
May 24, 2022 Q1 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-426
- 3.1%
$178K - $204K
13.3K $8.02M
Nov 17, 2023 Q1 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-426
- 16.97%
$178K - $204K
2.08K $1.26M
May 13, 2022 Q1 2022
Ciovacco Capital Management LLC

Atlanta, GA
SELL
 -
-428
Closed
$179K - $205K
0 $0
Jul 29, 2022 Q1 2022
Tpg Financial Advisors, LLC

SELL
 -
-429
- 21.7%
$179K - $206K
1.55K $933K
Apr 13, 2022 Q1 2022
Trinity Legacy Partners, LLC

SELL
 -
-430
Closed
$180K - $206K
0 $0
Apr 14, 2022 Q1 2022
Briggs Advisory Group, Inc.

SELL
 -
-430
- 0.52%
$180K - $206K
82.5K $49.7M
May 02, 2022 Q1 2022
Greystone Financial Group, LLC

SELL
 -
-432
Closed
$181K - $207K
0 $0
Apr 28, 2022 Q1 2022
Bcs Wealth Management

SELL
 -
-437
Closed
$183K - $210K
0 $0
May 02, 2022 Q1 2022
Paulson Wealth Management Inc.

SELL
 -
-437
- 10.14%
$183K - $210K
3.87K $2.33M
May 16, 2022 Q1 2022
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-437
- 49.72%
$183K - $210K
442 $266K
May 16, 2022 Q1 2022
Watchman Group, Inc.

Plano, TX
SELL
 -
-439
Closed
$184K - $211K
0 $0
May 12, 2022 Q1 2022
Running Point Capital Advisors, LLC

SELL
 -
-441
Closed
$184K - $212K
0 $0
May 04, 2022 Q1 2022
Waldron Private Wealth LLC

SELL
 -
-441
- 0.86%
$184K - $212K
50.6K $30.5M
May 11, 2022 Q1 2022
Bluestein R H & CO LLC

Birmingham, MI
SELL
 -
-442
- 0.75%
$185K - $212K
58.2K $35.1M
May 13, 2022 Q1 2022
Rmr Wealth Builders

SELL
 -
-446
Closed
$186K - $214K
0 $0
Apr 20, 2022 Q1 2022
Oxinas Partners Wealth Management LLC

SELL
 -
-452
- 3.46%
$189K - $217K
12.6K $7.6M
Apr 28, 2022 Q1 2022
Round Rock Advisors, LLC

SELL
 -
-453
- 9.79%
$189K - $217K
4.18K $2.52M
May 05, 2022 Q1 2022
Great Diamond Partners, LLC

SELL
 -
-454
Closed
$190K - $218K
0 $0
May 06, 2022 Q1 2022
Btc Capital Management, Inc.

SELL
 -
-455
- 1.39%
$190K - $218K
32.2K $19.4M
May 11, 2022 Q1 2022
Marco Investment Management LLC

SELL
 -
-455
Closed
$190K - $218K
0 $0
Apr 20, 2022 Q1 2022
Morton Brown Family Wealth, LLC

SELL
 -
-461
Closed
$193K - $221K
0 $0
Apr 19, 2022 Q1 2022
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-462
- 10.51%
$193K - $222K
3.94K $2.37M
Apr 18, 2022 Q1 2022
Northcape Wealth Management, LLC

Williamsville, NY
SELL
 -
-464
Closed
$194K - $223K
0 $0
Apr 25, 2022 Q1 2022
Wealth Advisors Of Tampa Bay, LLC

SELL
 -
-468
- 8.07%
$196K - $225K
5.33K $3.21M
May 13, 2022 Q1 2022
Chilton Investment CO Inc.

Stamford, CT
SELL
 -
-468
Closed
$196K - $225K
0 $0
May 02, 2022 Q1 2022
Cardinal Point Wealth Management Partners, LLC

SELL
 -
-473
- 47.59%
$198K - $227K
521 $314K
May 09, 2022 Q1 2022
Palisade Capital Management LLC

Fort Lee, NJ
SELL
 -
-473
- 18.28%
$198K - $227K
2.11K $1.27M
Apr 14, 2022 Q1 2022
Strong Tower Advisory Services

Minneapolis, MN
SELL
 -
-477
Closed
$199K - $229K
0 $0
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-479
- 1.12%
$200K - $230K
42.3K $25.5M
May 13, 2022 Q1 2022
Wealthgate Family Office, LLC

SELL
 -
-480
Closed
$201K - $230K
0 $0
May 13, 2022 Q1 2022
E Rn Financial, LLC

SELL
 -
-484
- 13.05%
$202K - $232K
3.22K $1.94M
May 06, 2022 Q1 2022
Sunburst Financial Group, LLC

SELL
 -
-490
- 3.15%
$205K - $235K
15.1K $9.07M
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-494
- 1.4%
$207K - $237K
34.8K $21M
Apr 18, 2022 Q1 2022
Wmg Financial Advisors, LLC

SELL
 -
-496
- 17.36%
$207K - $238K
2.36K $1.42M

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