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 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.07K+ 26.17% |
$460K - $513K
|
5.16K
$2.88M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$459K - $512K
|
1.07K
$596K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.04K+ 10.42% |
$446K - $497K
|
11K
$6.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
1.04KNew |
$446K - $497K
|
1.04K
$578K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 7.44% |
$446K - $497K
|
15K
$8.35M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.03KNew |
$445K - $496K
|
1.03K
$577K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.03K+ 2.99% |
$441K - $492K
|
35.3K
$19.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.03K+ 5.33% |
$441K - $492K
|
20.3K
$11.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.02K+ 5.4% |
$438K - $489K
|
19.9K
$11.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.02K+ 127.76% |
$438K - $488K
|
1.81K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.01K+ 12.05% |
$435K - $485K
|
9.41K
$5.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.01K+ 1.22% |
$433K - $482K
|
83.5K
$46.6M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1K+ 166.33% |
$432K - $481K
|
1.61K
$896K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1K+ 12.67% |
$431K - $480K
|
8.91K
$4.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1KNew |
$430K - $480K
|
1K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
999New |
$430K - $479K
|
999
$558K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
997New |
$429K - $478K
|
997
$556K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
997New |
$429K - $478K
|
997
$556K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
BUY
|
- |
996New |
$429K - $478K
|
996
$556K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
995New |
$428K - $477K
|
995
$555K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
994New |
$428K - $477K
|
994
$555K
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
984+ 2.45% |
$423K - $472K
|
41.1K
$22.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
983+ 6.6% |
$423K - $471K
|
15.9K
$8.86M
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
970+ 0.4% |
$417K - $465K
|
242K
$135M
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
969+ 3.0% |
$417K - $465K
|
33.3K
$18.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
967+ 3.44% |
$416K - $464K
|
29K
$16.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
963+ 1.37% |
$414K - $462K
|
71.2K
$39.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
956New |
$411K - $458K
|
956
$534K
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
955+ 11.67% |
$411K - $458K
|
9.14K
$5.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
949New |
$408K - $455K
|
949
$530K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
948New |
$408K - $455K
|
948
$529K
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
948New |
$408K - $455K
|
948
$529K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
940New |
$404K - $451K
|
940
$525K
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
940+ 60.18% |
$404K - $451K
|
2.5K
$1.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
933New |
$401K - $447K
|
933
$521K
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
929New |
$400K - $445K
|
929
$518K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
928+ 0.55% |
$399K - $445K
|
169K
$94.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
925+ 5.88% |
$398K - $444K
|
16.7K
$9.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
925New |
$398K - $444K
|
925
$516K
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
922+ 1.63% |
$397K - $442K
|
57.5K
$32.1M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
920+ 5.47% |
$396K - $441K
|
17.7K
$9.9M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
920+ 5.47% |
$396K - $441K
|
17.7K
$9.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
919+ 5.54% |
$395K - $441K
|
17.5K
$9.77M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
919+ 22.2% |
$395K - $441K
|
5.06K
$2.82M
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
918New |
$395K - $440K
|
918
$512K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
912+ 16.85% |
$392K - $437K
|
6.32K
$3.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
909+ 1.67% |
$391K - $436K
|
55.4K
$30.9M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
901New |
$388K - $432K
|
901
$503K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
901+ 12.57% |
$388K - $432K
|
8.07K
$4.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
900+ 4.02% |
$387K - $432K
|
23.3K
$13M
|