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 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
69.7K+ 4.83% |
$30M - $33.4M
|
1.51M
$897M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
68.3K+ 59.95% |
$29.4M - $32.7M
|
182K
$108M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
67.8K+ 28.78% |
$29.2M - $32.5M
|
303K
$180M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
66.5KNew |
$28.6M - $31.9M
|
66.5K
$39.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
65.3KNew |
$28.1M - $31.3M
|
65.3K
$38.7M
|
|
|
Jan 24, 2022
Q4 2021
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
64.5K+ 1.49% |
$27.8M - $30.9M
|
4.4M
$2.61B
|
|
|
Jan 31, 2022
Q4 2021
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
64KNew |
$27.5M - $30.7M
|
64K
$38M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
63.6K+ 4.23% |
$27.4M - $30.5M
|
1.57M
$929M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
63.6K+ 9.49% |
$27.3M - $30.5M
|
734K
$435M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
63K+ 13.39% |
$27.1M - $30.2M
|
533K
$316M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
62.9K+ 446.19% |
$27.1M - $30.2M
|
77K
$45.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
61.5K+ 1224.7% |
$26.5M - $29.5M
|
66.5K
$39.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
61.3K+ 9.4% |
$26.4M - $29.4M
|
714K
$423M
|
|
|
Jan 14, 2022
Q4 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
59.6K+ 1643.24% |
$25.7M - $28.6M
|
63.3K
$37.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
59.3K+ 46.5% |
$25.5M - $28.4M
|
187K
$111M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
58.9KNew |
$25.4M - $28.3M
|
58.9K
$34.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
57.4K+ 32.39% |
$24.7M - $27.5M
|
234K
$139M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56.6K+ 12.89% |
$24.3M - $27.1M
|
495K
$294M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
55.8K+ 6.39% |
$24M - $26.8M
|
929K
$551M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
55KNew |
$23.7M - $26.4M
|
55K
$32.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Trevian Wealth Management LLC
|
BUY
|
- |
55KNew |
$23.7M - $26.4M
|
55K
$32.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54.4K+ 0.68% |
$23.4M - $26.1M
|
8.1M
$4.81B
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
54.3KNew |
$23.4M - $26M
|
54.3K
$32.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.3K+ 0.51% |
$23.3M - $26M
|
10.7M
$6.35B
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
53.4K+ 6.11% |
$23M - $25.6M
|
927K
$550M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
52.1K+ 1781.22% |
$22.4M - $25M
|
55K
$32.6M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
50.8KNew |
$21.9M - $24.4M
|
50.8K
$30.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
50.7KNew |
$21.8M - $24.3M
|
50.7K
$30.1M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
50.7KNew |
$21.8M - $24.3M
|
50.7K
$30.1M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
50.3KNew |
$21.6M - $24.1M
|
50.3K
$29.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
50.2K+ 9.44% |
$21.6M - $24M
|
582K
$345M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
49.4K+ 1119.55% |
$21.2M - $23.7M
|
53.8K
$31.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
48.7K+ 38.98% |
$20.9M - $23.3M
|
174K
$103M
|
|
|
Feb 09, 2022
Q4 2021
|
Matson Money. Inc.
|
BUY
|
- |
48.5K+ 11.6% |
$20.9M - $23.2M
|
466K
$277M
|
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
48KNew |
$20.6M - $23M
|
48K
$28.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
47.6K+ 5.77% |
$20.5M - $22.8M
|
874K
$518M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.6K+ 3.26% |
$20.5M - $22.8M
|
1.51M
$895M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
46.1KNew |
$19.8M - $22.1M
|
46.1K
$27.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
46K+ 17.34% |
$19.8M - $22.1M
|
311K
$185M
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
45.7K+ 54.04% |
$19.6M - $21.9M
|
130K
$77.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
45.5K+ 11.73% |
$19.6M - $21.8M
|
434K
$257M
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
45.5K+ 1530.91% |
$19.6M - $21.8M
|
48.5K
$28.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
45KNew |
$19.4M - $21.6M
|
45K
$26.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
44.4K+ 15983.81% |
$19.1M - $21.3M
|
44.7K
$26.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
44.4K+ 19.26% |
$19.1M - $21.3M
|
275K
$163M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
43.3K+ 1.54% |
$18.6M - $20.8M
|
2.85M
$1.69B
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42.6K+ 4.61% |
$18.3M - $20.4M
|
966K
$573M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
42.3K+ 15.71% |
$18.2M - $20.3M
|
312K
$185M
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
42.1KNew |
$18.1M - $20.2M
|
42.1K
$25M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
41.7K+ 2117.54% |
$17.9M - $20M
|
43.6K
$25.9M
|