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 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
502New |
$216K - $241K
|
502
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
500+ 13.16% |
$215K - $240K
|
4.3K
$2.57M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
496+ 0.54% |
$213K - $238K
|
92.6K
$55.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
495+ 2.94% |
$213K - $237K
|
17.3K
$10.3M
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
494+ 6.72% |
$213K - $237K
|
7.84K
$4.69M
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
492New |
$212K - $236K
|
492
$294K
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
484+ 4.43% |
$208K - $232K
|
11.4K
$6.82M
|
|
|
Feb 18, 2022
Q4 2021
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
482New |
$207K - $231K
|
482
$288K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
480+ 25.29% |
$207K - $230K
|
2.38K
$1.42M
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
479+ 8.87% |
$206K - $230K
|
5.88K
$3.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
477New |
$205K - $229K
|
477
$285K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
475+ 7.36% |
$204K - $228K
|
6.93K
$4.14M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
474+ 27.62% |
$204K - $227K
|
2.19K
$1.31M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
472New |
$203K - $226K
|
472
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
468New |
$201K - $224K
|
468
$280K
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
467New |
$201K - $224K
|
467
$279K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
464+ 5.03% |
$200K - $223K
|
9.68K
$5.79M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
464New |
$200K - $223K
|
464
$277K
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
464New |
$200K - $223K
|
464
$277K
|
|
|
Jan 27, 2022
Q4 2021
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
463New |
$199K - $222K
|
463
$277K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
461New |
$198K - $221K
|
461
$276K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
458+ 21.19% |
$197K - $220K
|
2.62K
$1.57M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
456+ 20.51% |
$196K - $219K
|
2.68K
$1.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
456+ 16.56% |
$196K - $219K
|
3.21K
$1.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
454New |
$195K - $218K
|
454
$271K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
451+ 1.1% |
$194K - $216K
|
41.3K
$24.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
451+ 8.68% |
$194K - $216K
|
5.65K
$3.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
450New |
$194K - $216K
|
450
$269K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
449New |
$193K - $215K
|
449
$268K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
449+ 37.02% |
$193K - $215K
|
1.66K
$993K
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
448New |
$193K - $215K
|
448
$268K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
447New |
$192K - $214K
|
447
$267K
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
446New |
$192K - $214K
|
446
$267K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
446New |
$192K - $214K
|
446
$267K
|
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
444New |
$191K - $213K
|
444
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
444+ 34.82% |
$191K - $213K
|
1.72K
$1.03M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
444New |
$191K - $213K
|
444
$265K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
442+ 2.32% |
$190K - $212K
|
19.5K
$11.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
442+ 6.99% |
$190K - $212K
|
6.77K
$4.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
442+ 10.61% |
$190K - $212K
|
4.61K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
442New |
$190K - $212K
|
442
$264K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
441+ 6.59% |
$190K - $211K
|
7.13K
$4.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
440+ 2.15% |
$189K - $211K
|
20.9K
$12.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
439New |
$189K - $211K
|
439
$262K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
437+ 64.36% |
$188K - $210K
|
1.12K
$667K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
437New |
$188K - $210K
|
437
$261K
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
437New |
$188K - $210K
|
437
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
435+ 41.51% |
$187K - $209K
|
1.48K
$886K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
433+ 27.97% |
$186K - $208K
|
1.98K
$1.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
432New |
$186K - $207K
|
432
$258K
|