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 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
228+ 2.9% |
$98.1K - $109K
|
8.09K
$4.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
223+ 2.32% |
$96K - $107K
|
9.85K
$5.89M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
223New |
$96K - $107K
|
223
$133K
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
222+ 2.62% |
$95.5K - $106K
|
8.71K
$5.21M
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
221+ 1.53% |
$95.1K - $106K
|
14.6K
$8.75M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
221+ 0.64% |
$95.1K - $106K
|
35K
$20.9M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
218+ 1.77% |
$93.8K - $105K
|
12.5K
$7.48M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
218+ 2.2% |
$93.8K - $105K
|
10.1K
$6.06M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
217+ 0.86% |
$93.4K - $104K
|
25.4K
$15.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
214+ 1.89% |
$92.1K - $103K
|
11.5K
$6.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
213+ 3.15% |
$91.7K - $102K
|
6.98K
$4.17M
|
|
|
Feb 04, 2022
Q4 2021
|
F
|
BUY
|
- |
213+ 9.22% |
$91.7K - $102K
|
2.52K
$1.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
213+ 0.88% |
$91.7K - $102K
|
24.5K
$14.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
211+ 10.36% |
$90.8K - $101K
|
2.25K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
211+ 1.65% |
$90.8K - $101K
|
13K
$7.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
210+ 4.0% |
$90.4K - $101K
|
5.46K
$3.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
209+ 5.18% |
$89.9K - $100K
|
4.24K
$2.53M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
207+ 6.03% |
$89.1K - $99.3K
|
3.64K
$2.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
204+ 5.89% |
$87.8K - $97.8K
|
3.67K
$2.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
204+ 1.18% |
$87.8K - $97.8K
|
17.5K
$10.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
203+ 34.35% |
$87.3K - $97.3K
|
794
$475K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
203+ 16.68% |
$87.3K - $97.3K
|
1.42K
$849K
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
201+ 8.27% |
$86.5K - $96.4K
|
2.63K
$1.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
200+ 15.75% |
$86.1K - $95.9K
|
1.47K
$879K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
199New |
$85.6K - $95.4K
|
199
$119K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
196+ 1.23% |
$84.3K - $94K
|
16.1K
$9.65M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
194+ 0.8% |
$83.5K - $93K
|
24.5K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
191New |
$82.2K - $91.6K
|
191
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
190+ 17.09% |
$81.8K - $91.1K
|
1.3K
$778K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
190+ 6.18% |
$81.8K - $91.1K
|
3.26K
$1.95M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
189+ 3.14% |
$81.3K - $90.6K
|
6.22K
$3.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
186+ 7.52% |
$80K - $89.2K
|
2.66K
$1.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
184+ 0.68% |
$79.2K - $88.2K
|
27.1K
$16.2M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
183+ 1.39% |
$78.7K - $87.8K
|
13.3K
$7.97M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
181+ 1.05% |
$77.9K - $86.8K
|
17.4K
$10.4M
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
181+ 160.18% |
$77.9K - $86.8K
|
294
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
181+ 31.31% |
$77.9K - $86.8K
|
759
$454K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
180+ 7.73% |
$77.5K - $86.3K
|
2.51K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
180+ 310.34% |
$77.5K - $86.3K
|
238
$142K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
180+ 2.13% |
$77.5K - $86.3K
|
8.63K
$5.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
179New |
$77K - $85.8K
|
179
$107K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
179+ 5.6% |
$77K - $85.8K
|
3.37K
$2.02M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
173+ 5.36% |
$74.4K - $83K
|
3.4K
$2.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
173+ 6.06% |
$74.4K - $83K
|
3.03K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
171+ 0.57% |
$73.6K - $82K
|
30.3K
$18.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
167+ 6.43% |
$71.9K - $80.1K
|
2.77K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
167+ 2.56% |
$71.9K - $80.1K
|
6.69K
$4M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
164+ 13.14% |
$70.6K - $78.6K
|
1.41K
$844K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
163+ 56.01% |
$70.1K - $78.2K
|
454
$271K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
162+ 29.14% |
$69.7K - $77.7K
|
718
$429K
|