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 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-6- 0.26% |
$2.58K - $2.88K
|
2.32K
$1.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-7- 0.14% |
$3.01K - $3.36K
|
5.03K
$3.01M
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-7Closed |
$3.01K - $3.36K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
SELL
|
- |
-7- 0.69% |
$3.01K - $3.36K
|
1.01K
$604K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7- 1.04% |
$3.01K - $3.36K
|
663
$396K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
SELL
|
- |
-7- 0.79% |
$3.01K - $3.36K
|
876
$524K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-8- 0.15% |
$3.44K - $3.84K
|
5.37K
$3.21M
|
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
SELL
|
- |
-8- 0.67% |
$3.44K - $3.84K
|
1.19K
$710K
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
SELL
|
- |
-8- 0.29% |
$3.44K - $3.84K
|
2.72K
$1.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-8- 0.38% |
$3.44K - $3.84K
|
2.12K
$1.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-8- 0.88% |
$3.44K - $3.84K
|
897
$536K
|
|
|
Jan 28, 2022
Q4 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-8- 0.35% |
$3.44K - $3.84K
|
2.29K
$1.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-8- 3.0% |
$3.44K - $3.84K
|
259
$155K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Financial Advisory
|
SELL
|
- |
-9- 0.32% |
$3.87K - $4.32K
|
2.78K
$1.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-9- 0.52% |
$3.87K - $4.32K
|
1.74K
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-9- 1.44% |
$3.87K - $4.32K
|
616
$368K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-9- 0.19% |
$3.87K - $4.32K
|
4.75K
$2.84M
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-9- 0.48% |
$3.87K - $4.32K
|
1.86K
$1.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 0.14% |
$3.87K - $4.32K
|
6.5K
$3.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-9- 0.14% |
$3.87K - $4.32K
|
6.38K
$3.81M
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-10- 0.65% |
$4.3K - $4.8K
|
1.53K
$912K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 0.43% |
$4.3K - $4.8K
|
2.3K
$1.38M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-10- 0.23% |
$4.3K - $4.8K
|
4.25K
$2.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10- 0.06% |
$4.3K - $4.8K
|
17.1K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-10- 1.45% |
$4.3K - $4.8K
|
678
$405K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-10- 1.16% |
$4.3K - $4.8K
|
852
$509K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10- 0.23% |
$4.3K - $4.8K
|
4.3K
$2.57M
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.46% |
$4.73K - $5.27K
|
2.37K
$1.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11- 2.12% |
$4.73K - $5.27K
|
507
$303K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-11- 0.38% |
$4.73K - $5.27K
|
2.88K
$1.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-11- 0.48% |
$4.73K - $5.27K
|
2.28K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.2% |
$5.16K - $5.75K
|
6.04K
$3.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-12- 0.26% |
$5.16K - $5.75K
|
4.54K
$2.71M
|
|
|
Jan 19, 2022
Q4 2021
|
Benin Management Corp
|
SELL
|
- |
-13- 0.75% |
$5.59K - $6.23K
|
1.71K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-13- 7.14% |
$5.59K - $6.23K
|
169
$101K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-13- 0.11% |
$5.59K - $6.23K
|
11.6K
$6.96M
|
|
|
Jan 28, 2022
Q4 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-14- 0.58% |
$6.02K - $6.71K
|
2.38K
$1.42M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-15- 1.02% |
$6.45K - $7.19K
|
1.46K
$871K
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
SELL
|
- |
-15- 0.18% |
$6.45K - $7.19K
|
8.35K
$4.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-15- 2.68% |
$6.45K - $7.19K
|
544
$325K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-15- 0.87% |
$6.45K - $7.19K
|
1.71K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-15- 0.73% |
$6.45K - $7.19K
|
2.03K
$1.21M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-15- 0.35% |
$6.45K - $7.19K
|
4.23K
$2.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-16- 0.09% |
$6.88K - $7.67K
|
16.9K
$10.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-17- 0.65% |
$7.31K - $8.15K
|
2.58K
$1.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-17- 3.35% |
$7.31K - $8.15K
|
490
$293K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-17- 0.99% |
$7.31K - $8.15K
|
1.71K
$1.02M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 0.35% |
$7.31K - $8.15K
|
4.78K
$2.86M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-18- 0.56% |
$7.75K - $8.63K
|
3.2K
$1.91M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-18- 0.18% |
$7.75K - $8.63K
|
9.84K
$5.88M
|