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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.14KClosed |
$478K - $548K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.15K- 6.79% |
$479K - $550K
|
15.7K
$9.49M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.15K- 30.03% |
$481K - $552K
|
2.68K
$1.62M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.16K- 1.26% |
$483K - $555K
|
90.2K
$54.4M
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.18K- 18.37% |
$491K - $564K
|
5.22K
$3.15M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.2K- 6.18% |
$502K - $576K
|
18.2K
$11M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.2K- 2.72% |
$503K - $577K
|
43K
$25.9M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.21K- 4.69% |
$507K - $582K
|
24.6K
$14.9M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.22K- 0.99% |
$510K - $585K
|
122K
$73.4M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-1.23K- 21.67% |
$515K - $592K
|
4.46K
$2.69M
|
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-1.24K- 65.69% |
$517K - $594K
|
646
$389K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.24K- 4.88% |
$518K - $595K
|
24.2K
$14.6M
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.24K- 24.51% |
$518K - $595K
|
3.82K
$2.3M
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
SELL
|
- |
-1.27K- 61.7% |
$529K - $607K
|
786
$474K
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.27K- 6.11% |
$530K - $608K
|
19.5K
$11.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.3K- 2.28% |
$543K - $624K
|
55.6K
$33.5M
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.31K- 6.62% |
$548K - $629K
|
18.5K
$11.1M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.31KClosed |
$548K - $629K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-1.32K- 19.25% |
$550K - $631K
|
5.52K
$3.32M
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-1.32K- 4.92% |
$552K - $633K
|
25.5K
$15.4M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.35K- 25.71% |
$563K - $646K
|
3.89K
$2.35M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.35K- 5.53% |
$566K - $649K
|
23.1K
$13.9M
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.37K- 19.38% |
$573K - $657K
|
5.7K
$3.44M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.39K- 6.62% |
$579K - $665K
|
19.5K
$11.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 0.89% |
$580K - $666K
|
155K
$93.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.4K- 2.84% |
$585K - $671K
|
47.8K
$28.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.4K- 3.76% |
$586K - $672K
|
35.9K
$21.6M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-1.41K- 1.61% |
$589K - $676K
|
86.2K
$52M
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.42K- 1.7% |
$593K - $681K
|
82K
$49.4M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.43K- 7.89% |
$599K - $688K
|
16.8K
$10.1M
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-1.44K- 6.27% |
$601K - $690K
|
21.5K
$13M
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.49K- 6.71% |
$621K - $713K
|
20.6K
$12.4M
|
|
|
May 13, 2022
Q1 2022
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-1.51K- 0.64% |
$632K - $726K
|
234K
$141M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.51K- 1.18% |
$633K - $726K
|
127K
$76.5M
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
SELL
|
- |
-1.54K- 2.55% |
$644K - $739K
|
58.8K
$35.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.54K- 17.05% |
$645K - $740K
|
7.51K
$4.53M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.54K- 19.36% |
$645K - $740K
|
6.43K
$3.87M
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-1.54K- 3.91% |
$645K - $741K
|
38K
$22.9M
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.55K- 62.7% |
$648K - $744K
|
922
$556K
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.59K- 5.01% |
$664K - $762K
|
30.1K
$18.2M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.6K- 2.41% |
$668K - $767K
|
64.9K
$39.1M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 0.95% |
$673K - $772K
|
167K
$101M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.62K- 11.17% |
$678K - $778K
|
12.9K
$7.77M
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.63K- 16.21% |
$681K - $782K
|
8.42K
$5.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.64K- 13.76% |
$684K - $785K
|
10.2K
$6.18M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.64K- 10.32% |
$684K - $785K
|
14.2K
$8.57M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.71K- 8.57% |
$713K - $819K
|
18.2K
$11M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.72K- 16.93% |
$717K - $823K
|
8.42K
$5.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.73K- 0.31% |
$722K - $829K
|
551K
$332M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-1.74KClosed |
$725K - $833K
|
0
$0
|