Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
3.28K+ 13.22% |
$1.41M - $1.57M
|
28.1K
$16.9M
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
3.26K+ 1.44% |
$1.4M - $1.56M
|
230K
$138M
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.26K+ 17.65% |
$1.4M - $1.56M
|
21.7K
$13.1M
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.23KNew |
$1.39M - $1.55M
|
3.23K
$1.95M
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
3.22K+ 24.17% |
$1.39M - $1.54M
|
16.5K
$9.95M
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
3.2K+ 2.09% |
$1.38M - $1.54M
|
157K
$94.3M
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.2K+ 21.64% |
$1.38M - $1.53M
|
18K
$10.8M
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
3.19KNew |
$1.37M - $1.53M
|
3.19K
$1.92M
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
3.17K+ 21.15% |
$1.36M - $1.52M
|
18.1K
$10.9M
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$1.36M - $1.52M
|
3.16K
$1.9M
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 5.02% |
$1.36M - $1.51M
|
66K
$39.7M
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.15K+ 194.44% |
$1.36M - $1.51M
|
4.77K
$2.87M
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.1KNew |
$1.33M - $1.49M
|
3.1K
$1.86M
|
|
Jan 14, 2022
Q4 2021
|
Divergent Planning, LLC
|
BUY
|
- |
3.06K+ 2.97% |
$1.32M - $1.47M
|
106K
$63.8M
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.06K+ 11.12% |
$1.31M - $1.46M
|
30.5K
$18.4M
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
3.02KNew |
$1.3M - $1.45M
|
3.02K
$1.82M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.01K+ 10.56% |
$1.3M - $1.44M
|
31.5K
$19M
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
3.01KNew |
$1.29M - $1.44M
|
3.01K
$1.81M
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.95KNew |
$1.27M - $1.42M
|
2.95K
$1.78M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.93K+ 9.27% |
$1.26M - $1.4M
|
34.5K
$20.8M
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.92KNew |
$1.26M - $1.4M
|
2.92K
$1.76M
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.9K+ 11.17% |
$1.25M - $1.39M
|
28.8K
$17.4M
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
2.9K+ 14.16% |
$1.25M - $1.39M
|
23.3K
$14M
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
2.88KNew |
$1.24M - $1.38M
|
2.88K
$1.73M
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.86KNew |
$1.23M - $1.37M
|
2.86K
$1.72M
|
|
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
2.85KNew |
$1.23M - $1.37M
|
2.85K
$1.71M
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.85K+ 1.22% |
$1.22M - $1.36M
|
237K
$142M
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
2.82K+ 408.56% |
$1.21M - $1.35M
|
3.5K
$2.11M
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.81KNew |
$1.21M - $1.35M
|
2.81K
$1.69M
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.79KNew |
$1.2M - $1.34M
|
2.79K
$1.68M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.76K+ 91.1% |
$1.19M - $1.32M
|
5.8K
$3.49M
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
2.73K+ 29.29% |
$1.18M - $1.31M
|
12.1K
$7.26M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.72KNew |
$1.17M - $1.31M
|
2.72K
$1.64M
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
2.72K+ 7.13% |
$1.17M - $1.3M
|
40.9K
$24.6M
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.72K+ 7.45% |
$1.17M - $1.3M
|
39.2K
$23.6M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.7K+ 4.41% |
$1.16M - $1.3M
|
64K
$38.5M
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.69K+ 6.95% |
$1.16M - $1.29M
|
41.4K
$24.9M
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.68K+ 11.92% |
$1.15M - $1.29M
|
25.2K
$15.1M
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.66K+ 59.86% |
$1.15M - $1.28M
|
7.11K
$4.28M
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
2.66K+ 71.54% |
$1.14M - $1.28M
|
6.38K
$3.84M
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.66K+ 2.51% |
$1.14M - $1.27M
|
109K
$65.4M
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
2.65KNew |
$1.14M - $1.27M
|
2.65K
$1.6M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.63K+ 345.34% |
$1.13M - $1.26M
|
3.39K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.62K+ 27.33% |
$1.13M - $1.26M
|
12.2K
$7.35M
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
2.62K+ 5.96% |
$1.13M - $1.26M
|
46.6K
$28M
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.62KNew |
$1.13M - $1.25M
|
2.62K
$1.57M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.61K+ 9.37% |
$1.12M - $1.25M
|
30.5K
$18.3M
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.61K+ 13.06% |
$1.12M - $1.25M
|
22.6K
$13.6M
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.61K+ 5.05% |
$1.12M - $1.25M
|
54.2K
$32.6M
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.61K+ 10.53% |
$1.12M - $1.25M
|
27.3K
$16.5M
|