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 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-39- 0.66% |
$16.8K - $18.7K
|
5.89K
$3.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-39- 0.23% |
$16.8K - $18.7K
|
16.6K
$9.87M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-40- 1.9% |
$17.2K - $19.2K
|
2.07K
$1.23M
|
|
|
Jan 20, 2022
Q4 2021
|
F&V Capital Management, LLC
|
SELL
|
- |
-40- 1.97% |
$17.2K - $19.2K
|
1.99K
$1.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-40- 11.76% |
$17.2K - $19.2K
|
300
$178K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-40- 0.09% |
$17.2K - $19.2K
|
44.9K
$26.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-41- 0.53% |
$17.6K - $19.7K
|
7.74K
$4.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-41- 2.83% |
$17.6K - $19.7K
|
1.41K
$835K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-42- 0.58% |
$18.1K - $20.1K
|
7.23K
$4.29M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-42- 0.49% |
$18.1K - $20.1K
|
8.6K
$5.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.71% |
$18.5K - $20.6K
|
6.04K
$3.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-43- 0.98% |
$18.5K - $20.6K
|
4.35K
$2.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-43- 9.43% |
$18.5K - $20.6K
|
413
$245K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-44- 0.44% |
$18.9K - $21.1K
|
9.99K
$5.93M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-44- 0.49% |
$18.9K - $21.1K
|
9.02K
$5.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-44- 0.67% |
$18.9K - $21.1K
|
6.56K
$3.89M
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
SELL
|
- |
-45- 4.85% |
$19.4K - $21.6K
|
883
$524K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-45- 0.61% |
$19.4K - $21.6K
|
7.29K
$4.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
SELL
|
- |
-45- 1.5% |
$19.4K - $21.6K
|
2.95K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-45- 3.04% |
$19.4K - $21.6K
|
1.44K
$852K
|
|
|
Feb 11, 2022
Q4 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-45- 0.47% |
$19.4K - $21.6K
|
9.62K
$5.71M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-46- 3.09% |
$19.8K - $22.1K
|
1.44K
$855K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-46- 5.92% |
$19.8K - $22.1K
|
731
$434K
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
SELL
|
- |
-47Closed |
$20.2K - $22.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-47- 2.57% |
$20.2K - $22.5K
|
1.78K
$1.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-50- 1.93% |
$21.5K - $24K
|
2.54K
$1.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-50- 1.66% |
$21.5K - $24K
|
2.97K
$1.76M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-50- 3.99% |
$21.5K - $24K
|
1.2K
$714K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 0.81% |
$21.5K - $24K
|
6.09K
$3.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-50- 1.04% |
$21.5K - $24K
|
4.76K
$2.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-52- 6.3% |
$22.4K - $24.9K
|
773
$459K
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-53Closed |
$22.8K - $25.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-54- 0.75% |
$23.2K - $25.9K
|
7.12K
$4.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-54- 10.61% |
$23.2K - $25.9K
|
455
$270K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-54- 1.39% |
$23.2K - $25.9K
|
3.84K
$2.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-55- 0.06% |
$23.7K - $26.4K
|
92.7K
$55M
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-55- 1.58% |
$23.7K - $26.4K
|
3.44K
$2.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-57- 22.18% |
$24.5K - $27.3K
|
200
$119K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-57- 2.84% |
$24.5K - $27.3K
|
1.95K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-57- 0.1% |
$24.5K - $27.3K
|
55.3K
$32.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-57- 2.72% |
$24.5K - $27.3K
|
2.04K
$1.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-58- 2.01% |
$25K - $27.8K
|
2.83K
$1.68M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-58- 3.76% |
$25K - $27.8K
|
1.49K
$881K
|
|
|
Feb 15, 2022
Q4 2021
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-58- 19.86% |
$25K - $27.8K
|
234
$139K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-59- 1.1% |
$25.4K - $28.3K
|
5.29K
$3.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-59- 0.12% |
$25.4K - $28.3K
|
49.1K
$29.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-60- 0.46% |
$25.8K - $28.8K
|
12.9K
$7.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-60- 1.65% |
$25.8K - $28.8K
|
3.58K
$2.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-61- 1.29% |
$26.2K - $29.3K
|
4.68K
$2.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-62- 0.27% |
$26.7K - $29.7K
|
22.8K
$13.5M
|