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 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
316+ 1.88% |
$136K - $152K
|
17.1K
$10.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
311+ 7.32% |
$134K - $149K
|
4.56K
$2.74M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
311+ 5.98% |
$134K - $149K
|
5.52K
$3.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
310+ 46.2% |
$133K - $149K
|
981
$590K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
309New |
$133K - $148K
|
309
$186K
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
307+ 44.56% |
$132K - $147K
|
996
$599K
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
304+ 6.95% |
$131K - $146K
|
4.68K
$2.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
304+ 1.79% |
$131K - $146K
|
17.3K
$10.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
299+ 3.49% |
$129K - $143K
|
8.88K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
298+ 2.1% |
$128K - $143K
|
14.5K
$8.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
297+ 19.6% |
$128K - $142K
|
1.81K
$1.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
296+ 0.65% |
$127K - $142K
|
45.7K
$27.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
294+ 3.66% |
$127K - $141K
|
8.32K
$5.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
294+ 37.69% |
$127K - $141K
|
1.07K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
289+ 2.41% |
$124K - $139K
|
12.3K
$7.4M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
289+ 2.41% |
$124K - $139K
|
12.3K
$7.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
288+ 3.56% |
$124K - $138K
|
8.38K
$5.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
BUY
|
- |
287+ 0.91% |
$123K - $138K
|
31.8K
$19.1M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
285New |
$123K - $137K
|
285
$172K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
284+ 10.87% |
$122K - $136K
|
2.9K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
283+ 0.32% |
$122K - $136K
|
88.2K
$53.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
280New |
$120K - $134K
|
280
$169K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
280+ 19.7% |
$120K - $134K
|
1.7K
$1.02M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
279+ 1.08% |
$120K - $134K
|
26.1K
$15.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
275+ 46.22% |
$118K - $132K
|
870
$524K
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
275+ 40.09% |
$118K - $132K
|
961
$578K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
274+ 6.61% |
$118K - $131K
|
4.42K
$2.66M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
273+ 1.89% |
$117K - $131K
|
14.7K
$8.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
272+ 5.4% |
$117K - $130K
|
5.31K
$3.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
272+ 2.6% |
$117K - $130K
|
10.8K
$6.47M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
271+ 39.85% |
$117K - $130K
|
951
$572K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
270+ 0.83% |
$116K - $129K
|
33K
$19.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
267+ 2.24% |
$115K - $128K
|
12.2K
$7.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
264+ 29.7% |
$114K - $127K
|
1.15K
$694K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
263+ 14.39% |
$113K - $126K
|
2.09K
$1.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
261+ 0.81% |
$112K - $125K
|
32.4K
$19.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
260+ 20.09% |
$112K - $125K
|
1.55K
$935K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
260+ 1.67% |
$112K - $125K
|
15.8K
$9.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
254+ 22.99% |
$109K - $122K
|
1.36K
$818K
|
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
252+ 16.8% |
$108K - $121K
|
1.75K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
252+ 6.87% |
$108K - $121K
|
3.92K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
248+ 5.73% |
$107K - $119K
|
4.58K
$2.75M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
247+ 16.52% |
$106K - $118K
|
1.74K
$1.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
246+ 3.3% |
$106K - $118K
|
7.71K
$4.64M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
245+ 14.47% |
$105K - $117K
|
1.94K
$1.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
239+ 9.47% |
$103K - $115K
|
2.76K
$1.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
235+ 3.12% |
$101K - $113K
|
7.77K
$4.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
234+ 6.63% |
$101K - $112K
|
3.77K
$2.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
232+ 29.63% |
$99.8K - $111K
|
1.02K
$611K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
231+ 9.65% |
$99.4K - $111K
|
2.63K
$1.58M
|