Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1- 0.05% |
$367 - $459
|
1.95K
$1.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1- 0.14% |
$367 - $459
|
689
$422K
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1- 0.03% |
$367 - $459
|
3.47K
$2.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-1- 11.11% |
$367 - $459
|
8
$4.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-1- 0.07% |
$367 - $459
|
1.52K
$931K
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1- -0.0% |
$367 - $459
|
42.3K
$25.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-2- 0.05% |
$734 - $918
|
3.73K
$2.29M
|
|
|
Jul 27, 2022
Q2 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2- 0.17% |
$734 - $918
|
1.18K
$723K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2- 0.13% |
$734 - $918
|
1.53K
$934K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3- 0.12% |
$1.1K - $1.38K
|
2.43K
$1.49M
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.48% |
$1.1K - $1.38K
|
619
$379K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3- 0.04% |
$1.1K - $1.38K
|
6.93K
$4.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-3- 0.07% |
$1.1K - $1.38K
|
4.44K
$2.72M
|
|
|
Jul 20, 2022
Q2 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-4- 0.25% |
$1.47K - $1.84K
|
1.61K
$986K
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-4- 0.1% |
$1.47K - $1.84K
|
4.09K
$2.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-4- 2.06% |
$1.47K - $1.84K
|
190
$116K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-5- 0.02% |
$1.83K - $2.29K
|
25.8K
$15.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5- 0.19% |
$1.83K - $2.29K
|
2.67K
$1.64M
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-5- 2.62% |
$1.83K - $2.29K
|
186
$114K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-6- 0.57% |
$2.2K - $2.75K
|
1.06K
$646K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.24% |
$2.2K - $2.75K
|
2.5K
$1.53M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-6- 0.21% |
$2.2K - $2.75K
|
2.84K
$1.74M
|
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-6- 0.92% |
$2.2K - $2.75K
|
646
$396K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-6- 0.01% |
$2.2K - $2.75K
|
66.2K
$40.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6- 0.37% |
$2.2K - $2.75K
|
1.63K
$996K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6- 2.35% |
$2.2K - $2.75K
|
249
$153K
|
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-7- 0.54% |
$2.57K - $3.21K
|
1.28K
$785K
|
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-7- 0.2% |
$2.57K - $3.21K
|
3.42K
$2.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.2% |
$2.57K - $3.21K
|
3.51K
$2.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-7- 0.53% |
$2.57K - $3.21K
|
1.31K
$803K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-8- 0.1% |
$2.94K - $3.67K
|
7.61K
$4.66M
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-8- 0.25% |
$2.94K - $3.67K
|
3.15K
$1.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-9- 0.44% |
$3.3K - $4.13K
|
2.04K
$1.25M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-10- 1.53% |
$3.67K - $4.59K
|
644
$395K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 0.44% |
$3.67K - $4.59K
|
2.28K
$1.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-10- 0.74% |
$3.67K - $4.59K
|
1.35K
$825K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-10- 0.58% |
$3.67K - $4.59K
|
1.7K
$1.04M
|
|
|
Jul 29, 2022
Q2 2022
|
Parthenon LLC
|
SELL
|
- |
-10- 0.36% |
$3.67K - $4.59K
|
2.74K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-10- 0.3% |
$3.67K - $4.59K
|
3.35K
$2.05M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-10- 0.01% |
$3.67K - $4.59K
|
107K
$65.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-10- 9.09% |
$3.67K - $4.59K
|
100
$61.3K
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-11- 0.79% |
$4.04K - $5.05K
|
1.38K
$842K
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-11- 0.2% |
$4.04K - $5.05K
|
5.38K
$3.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.82% |
$4.04K - $5.05K
|
595
$365K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-11- 5.64% |
$4.04K - $5.05K
|
184
$113K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-11- 0.4% |
$4.04K - $5.05K
|
2.76K
$1.69M
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.1% |
$4.04K - $5.05K
|
10.6K
$6.47M
|
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-11- 0.55% |
$4.04K - $5.05K
|
1.97K
$1.21M
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
SELL
|
- |
-12- 0.36% |
$4.4K - $5.51K
|
3.32K
$2.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-12- 0.51% |
$4.4K - $5.51K
|
2.34K
$1.43M
|