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 |
|---|---|---|---|---|---|---|---|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
189KNew |
$81.3M - $90.6M
|
189K
$115M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
185K+ 630.2% |
$79.6M - $88.7M
|
214K
$130M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
183K+ 36.19% |
$78.8M - $87.8M
|
689K
$418M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
181K+ 3.48% |
$77.9M - $86.8M
|
5.38M
$3.27B
|
|
|
Feb 14, 2022
Q4 2021
|
Union Investments & Development Ltd.
|
BUY
|
- |
180KNew |
$77.3M - $86.2M
|
180K
$109M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
BUY
|
- |
178KNew |
$76.8M - $85.6M
|
178K
$108M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
169K+ 16.36% |
$72.6M - $80.9M
|
1.2M
$729M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
166KNew |
$71.6M - $79.8M
|
166K
$101M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
163K+ 17.29% |
$70M - $78M
|
1.1M
$670M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
162KNew |
$69.7M - $77.6M
|
162K
$98.3M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
160K+ 11.83% |
$69M - $76.9M
|
1.52M
$921M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
158K+ 98.96% |
$67.9M - $75.6M
|
317K
$193M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
153K+ 5.79% |
$66M - $73.5M
|
2.8M
$1.7B
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
150K+ 14.62% |
$64.5M - $71.9M
|
1.18M
$714M
|
|
|
Jan 25, 2022
Q4 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
147K+ 4.14% |
$63.5M - $70.7M
|
3.71M
$2.25B
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
147K+ 280.51% |
$63.3M - $70.6M
|
200K
$121M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
143KNew |
$61.6M - $68.7M
|
143K
$87M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
139K+ 96.57% |
$59.9M - $66.7M
|
283K
$172M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
139K+ 49.49% |
$59.8M - $66.6M
|
420K
$255M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
135K+ 5.03% |
$58.3M - $64.9M
|
2.83M
$1.72B
|
|
|
Feb 14, 2022
Q4 2021
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
130KNew |
$55.9M - $62.2M
|
130K
$78.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
120KNew |
$51.6M - $57.5M
|
120K
$72.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
118K+ 559.6% |
$50.7M - $56.5M
|
139K
$84.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
113K+ 2.51% |
$48.8M - $54.3M
|
4.63M
$2.81B
|
|
|
May 04, 2022
Q4 2021
|
Fidato Wealth LLC
|
BUY
|
- |
111KNew |
$47.6M - $53.1M
|
111K
$67.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
108K+ 8.03% |
$46.6M - $51.9M
|
1.46M
$884M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
107K+ 12778.57% |
$46.2M - $51.5M
|
108K
$65.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
105K+ 104.93% |
$45.4M - $50.6M
|
206K
$125M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
104K+ 9.28% |
$44.6M - $49.8M
|
1.22M
$742M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
102KNew |
$43.7M - $48.7M
|
102K
$61.7M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
100KNew |
$43.1M - $48M
|
100K
$60.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
92.9K+ 9.44% |
$40M - $44.5M
|
1.08M
$654M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
87.7K+ 2390.84% |
$37.7M - $42.1M
|
91.4K
$55.5M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
86.9KNew |
$37.4M - $41.7M
|
86.9K
$52.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Bg Investment Services, Inc.
|
BUY
|
- |
85KNew |
$36.6M - $40.8M
|
85K
$51.7M
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
85KNew |
$36.6M - $40.8M
|
85K
$51.6M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
84.9KNew |
$36.5M - $40.7M
|
84.9K
$51.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
84KNew |
$36.1M - $40.3M
|
84K
$51M
|
|
|
Jan 26, 2022
Q4 2021
|
Genworth Financial Inc
|
BUY
|
- |
83.2K+ 368.03% |
$35.8M - $39.9M
|
106K
$64.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
82.9KNew |
$35.7M - $39.8M
|
82.9K
$50.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
82.6K+ 5.05% |
$35.6M - $39.6M
|
1.72M
$1.04B
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
79.5K+ 13.64% |
$34.2M - $38.1M
|
663K
$403M
|
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
78KNew |
$33.6M - $37.4M
|
78K
$47.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
77.4K+ 24.01% |
$33.3M - $37.1M
|
400K
$243M
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
77.1K+ 128.45% |
$33.2M - $37M
|
137K
$83.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
76.9KNew |
$33.1M - $36.9M
|
76.9K
$46.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
76.3K+ 9.83% |
$32.9M - $36.6M
|
853K
$518M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
73.2K+ 44.34% |
$31.5M - $35.1M
|
238K
$145M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
71.7K+ 22.27% |
$30.9M - $34.4M
|
394K
$239M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
70.6K+ 443.52% |
$30.4M - $33.9M
|
86.5K
$52.6M
|