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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.78KNew |
$766K - $854K
|
1.78K
$1.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
1.78K+ 4.16% |
$764K - $851K
|
44.4K
$26.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.77KNew |
$762K - $850K
|
1.77K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.77K+ 9.25% |
$762K - $850K
|
20.9K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.77K+ 5.91% |
$762K - $849K
|
31.7K
$19.1M
|
|
|
Feb 04, 2022
Q4 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.77K+ 1.5% |
$761K - $848K
|
120K
$72.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.76K+ 10.18% |
$756K - $842K
|
19K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.75K+ 0.13% |
$755K - $841K
|
1.3M
$785M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.75K+ 13.53% |
$754K - $841K
|
14.7K
$8.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.74K+ 4.98% |
$748K - $833K
|
36.7K
$22.1M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.74KNew |
$747K - $832K
|
1.74K
$1.04M
|
|
|
Feb 10, 2022
Q4 2021
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
1.73K+ 62.74% |
$746K - $832K
|
4.5K
$2.71M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.73KNew |
$745K - $830K
|
1.73K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
1.73K+ 3.83% |
$744K - $829K
|
46.9K
$28.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$743K - $828K
|
1.73K
$1.04M
|
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
1.72K+ 1.76% |
$741K - $826K
|
99.7K
$60M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.71KNew |
$736K - $820K
|
1.71K
$1.03M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.71KNew |
$735K - $819K
|
1.71K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
1.7K+ 34.0% |
$731K - $815K
|
6.7K
$4.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.7K+ 2.86% |
$729K - $813K
|
61.1K
$36.8M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.68K+ 446.67% |
$721K - $803K
|
2.05K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.67K+ 2388.57% |
$719K - $802K
|
1.74K
$1.05M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.66K+ 32.01% |
$716K - $797K
|
6.86K
$4.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
1.66K+ 6.48% |
$715K - $796K
|
27.3K
$16.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
1.66K+ 3.9% |
$715K - $796K
|
44.3K
$26.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.65K+ 84.58% |
$708K - $789K
|
3.59K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.65K+ 3.82% |
$708K - $789K
|
44.7K
$26.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.64K+ 12.81% |
$707K - $788K
|
14.5K
$8.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1.63K+ 6.98% |
$702K - $782K
|
25K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.63K+ 13.65% |
$701K - $781K
|
13.6K
$8.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.63K+ 3.65% |
$700K - $780K
|
46.2K
$27.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.62K+ 16.04% |
$697K - $777K
|
11.7K
$7.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.62KNew |
$695K - $774K
|
1.62K
$972K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.61K+ 0.96% |
$694K - $773K
|
169K
$102M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
1.6KNew |
$689K - $768K
|
1.6K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.6K+ 101.72% |
$688K - $767K
|
3.17K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.58K+ 6.92% |
$681K - $759K
|
24.5K
$14.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
1.57K+ 15.0% |
$675K - $752K
|
12K
$7.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.57KNew |
$675K - $752K
|
1.57K
$944K
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.56KNew |
$673K - $750K
|
1.56K
$941K
|
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
BUY
|
- |
1.56KNew |
$670K - $747K
|
1.56K
$938K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.55K+ 40.04% |
$668K - $745K
|
5.43K
$3.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
1.55K+ 20.72% |
$665K - $741K
|
9K
$5.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.54KNew |
$662K - $738K
|
1.54K
$926K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.54K+ 2.1% |
$661K - $737K
|
74.6K
$44.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
1.53K+ 8.44% |
$659K - $735K
|
19.7K
$11.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.53K+ 27.57% |
$657K - $733K
|
7.07K
$4.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
1.52KNew |
$654K - $728K
|
1.52K
$914K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
1.52K+ 3.6% |
$652K - $726K
|
43.6K
$26.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.51K+ 0.36% |
$651K - $726K
|
416K
$251M
|