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 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
4.84KNew |
$2.02M - $2.32M
|
4.84K
$2.91M
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
4.8K+ 9.42% |
$2.01M - $2.3M
|
55.8K
$33.6M
|
|
|
May 16, 2022
Q1 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
4.8K+ 6.06% |
$2.01M - $2.3M
|
84K
$50.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.79K+ 223.4% |
$2M - $2.3M
|
6.94K
$4.18M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.77K+ 2.55% |
$1.99M - $2.29M
|
192K
$115M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.75K+ 22.26% |
$1.98M - $2.28M
|
26.1K
$15.7M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.74K+ 8.56% |
$1.98M - $2.27M
|
60.1K
$36.2M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.73K+ 10.54% |
$1.98M - $2.27M
|
49.6K
$29.9M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
4.69KNew |
$1.96M - $2.25M
|
4.69K
$2.83M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.64K+ 1.42% |
$1.94M - $2.23M
|
332K
$200M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
4.61K+ 10.41% |
$1.93M - $2.21M
|
48.9K
$29.5M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.6K+ 16.04% |
$1.92M - $2.21M
|
33.3K
$20.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.56K+ 7.64% |
$1.91M - $2.19M
|
64.2K
$38.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.49K+ 9.37% |
$1.87M - $2.15M
|
52.3K
$31.5M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.43K+ 6.53% |
$1.85M - $2.13M
|
72.3K
$43.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
4.41K+ 6.06% |
$1.84M - $2.11M
|
77.1K
$46.5M
|
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4.39KNew |
$1.84M - $2.11M
|
4.39K
$2.65M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
4.33K+ 1.12% |
$1.81M - $2.08M
|
390K
$235M
|
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.31K+ 39.97% |
$1.8M - $2.07M
|
15.1K
$9.11M
|
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.3K+ 537.25% |
$1.8M - $2.06M
|
5.1K
$3.07M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4.27K+ 338.73% |
$1.78M - $2.05M
|
5.53K
$3.33M
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4.18K+ 6.3% |
$1.75M - $2.01M
|
70.5K
$42.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
4.18K+ 5.71% |
$1.75M - $2.01M
|
77.4K
$46.6M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.16K+ 0.53% |
$1.74M - $2M
|
787K
$475M
|
|
|
Apr 14, 2022
Q1 2022
|
Divergent Planning, LLC
|
BUY
|
- |
4.16K+ 3.92% |
$1.74M - $1.99M
|
110K
$66.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.12K+ 40.34% |
$1.72M - $1.98M
|
14.3K
$8.64M
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
4.11K+ 4109.0% |
$1.72M - $1.97M
|
4.21K
$2.54M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.11K+ 134.03% |
$1.72M - $1.97M
|
7.17K
$4.32M
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.08KNew |
$1.71M - $1.96M
|
4.08K
$2.46M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.07KNew |
$1.7M - $1.95M
|
4.07K
$2.45M
|
|
|
Apr 29, 2022
Q1 2022
|
Riverstone Advisors, LLC
|
BUY
|
- |
4.02K+ 7.97% |
$1.68M - $1.93M
|
54.4K
$32.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4K+ 7.61% |
$1.67M - $1.92M
|
56.6K
$34.1M
|
|
|
May 02, 2022
Q1 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.95KNew |
$1.65M - $1.89M
|
3.95K
$2.38M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.9K+ 9.48% |
$1.63M - $1.87M
|
45K
$27.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.84K+ 207.95% |
$1.61M - $1.84M
|
5.69K
$3.43M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.83K+ 15.64% |
$1.6M - $1.84M
|
28.3K
$17M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3.82K+ 1.66% |
$1.6M - $1.83M
|
234K
$141M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.8K+ 89.09% |
$1.59M - $1.82M
|
8.06K
$4.86M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.8K+ 3.28% |
$1.59M - $1.82M
|
120K
$72.1M
|
|
|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
3.79K+ 2.92% |
$1.59M - $1.82M
|
134K
$80.7M
|
|
|
Dec 20, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
3.79K+ 2.92% |
$1.59M - $1.82M
|
134K
$80.7M
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.77K+ 63.88% |
$1.58M - $1.81M
|
9.67K
$5.83M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 12.8% |
$1.54M - $1.76M
|
32.4K
$19.5M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.64K+ 7.89% |
$1.52M - $1.75M
|
49.7K
$30M
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
3.63K+ 46.49% |
$1.52M - $1.74M
|
11.4K
$6.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
3.61K+ 46.46% |
$1.51M - $1.73M
|
11.4K
$6.86M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
3.6K+ 7.17% |
$1.51M - $1.73M
|
53.9K
$32.5M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.6K+ 9.18% |
$1.5M - $1.73M
|
42.8K
$25.8M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.52K+ 27.11% |
$1.47M - $1.69M
|
16.5K
$9.96M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.5K+ 217.87% |
$1.46M - $1.68M
|
5.11K
$3.08M
|