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 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.19K+ 15.6% |
$944K - $1.05M
|
16.3K
$9.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
2.18KNew |
$937K - $1.04M
|
2.18K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.17K+ 15.57% |
$934K - $1.04M
|
16.1K
$9.63M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.17K+ 2.42% |
$932K - $1.04M
|
91.6K
$54.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.16K+ 13.26% |
$930K - $1.04M
|
18.5K
$11M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.14K+ 7.59% |
$921K - $1.03M
|
30.3K
$18.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
2.13KNew |
$918K - $1.02M
|
2.13K
$1.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
2.12KNew |
$914K - $1.02M
|
2.12K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Pembroke Management, LTD
|
BUY
|
- |
2.12K+ 10.98% |
$914K - $1.02M
|
21.5K
$12.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.12K+ 31.07% |
$912K - $1.02M
|
8.94K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 42.46% |
$909K - $1.01M
|
7.09K
$4.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.11K+ 10.87% |
$909K - $1.01M
|
21.5K
$12.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.11K+ 2.0% |
$909K - $1.01M
|
108K
$64.5M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
2.1KNew |
$905K - $1.01M
|
2.1K
$1.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.09K+ 12.64% |
$901K - $1M
|
18.6K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
2.09K+ 1.74% |
$899K - $1M
|
122K
$73M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.06K+ 8.84% |
$886K - $987K
|
25.3K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 10.2% |
$885K - $986K
|
22.2K
$13.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
2.05K+ 179.35% |
$882K - $983K
|
3.19K
$1.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 0.56% |
$880K - $981K
|
365K
$218M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.02K+ 65.79% |
$870K - $970K
|
5.1K
$3.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.01K+ 9.64% |
$865K - $964K
|
22.9K
$13.7M
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.01K+ 15.91% |
$864K - $963K
|
14.6K
$8.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2K+ 35.93% |
$860K - $959K
|
7.56K
$4.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.99K+ 4.34% |
$858K - $956K
|
48K
$28.7M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.99K+ 5.32% |
$855K - $953K
|
39.3K
$23.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.98K+ 3.29% |
$851K - $949K
|
62.1K
$37.1M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
1.98KNew |
$850K - $948K
|
1.98K
$1.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.96K+ 52.34% |
$841K - $937K
|
5.69K
$3.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.94K+ 9.76% |
$833K - $929K
|
21.8K
$13M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.94KNew |
$833K - $929K
|
1.94K
$1.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.93K+ 3.13% |
$830K - $925K
|
63.5K
$38M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.91K+ 12.2% |
$823K - $917K
|
17.6K
$10.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.91KNew |
$822K - $916K
|
1.91K
$1.14M
|
|
|
Jan 26, 2022
Q4 2021
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.9K+ 0.9% |
$818K - $911K
|
214K
$128M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 22.92% |
$818K - $911K
|
10.2K
$6.09M
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
1.9K+ 4.74% |
$816K - $910K
|
42K
$25.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
1.88KNew |
$809K - $901K
|
1.88K
$1.12M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1.87KNew |
$803K - $895K
|
1.87K
$1.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.87K+ 10.78% |
$802K - $894K
|
19.2K
$11.5M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.86K+ 16.07% |
$801K - $893K
|
13.5K
$8.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.85KNew |
$795K - $886K
|
1.85K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.84K+ 2.81% |
$791K - $881K
|
67.4K
$40.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.82K+ 3.55% |
$783K - $872K
|
53.1K
$31.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
1.8K+ 76.66% |
$775K - $863K
|
4.15K
$2.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 11.42% |
$769K - $857K
|
17.4K
$10.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.79KNew |
$768K - $856K
|
1.79K
$1.07M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.78KNew |
$768K - $855K
|
1.78K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
1.78K+ 35.27% |
$766K - $854K
|
6.83K
$4.08M
|
|
|
Jan 31, 2022
Q4 2021
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.78KNew |
$766K - $854K
|
1.78K
$1.06M
|