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 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-62- 0.3% |
$26.7K - $29.7K
|
20.9K
$12.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-63- 0.47% |
$27.1K - $30.2K
|
13.4K
$7.98M
|
|
|
Feb 07, 2022
Q4 2021
|
Nat West Group PLC
|
SELL
|
- |
-63- 0.45% |
$27.1K - $30.2K
|
14.1K
$8.34M
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
SELL
|
- |
-64- 6.24% |
$27.5K - $30.7K
|
961
$570K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-65- 0.17% |
$28K - $31.2K
|
37.8K
$22.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-65- 12.6% |
$28K - $31.2K
|
451
$268K
|
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-67- 9.68% |
$28.8K - $32.1K
|
625
$371K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-69- 0.69% |
$29.7K - $33.1K
|
9.87K
$5.85M
|
|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-69- 0.19% |
$29.7K - $33.1K
|
37.2K
$22M
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-70- 11.11% |
$30.1K - $33.6K
|
560
$332K
|
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-71- 2.67% |
$30.6K - $34K
|
2.59K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-72- 0.73% |
$31K - $34.5K
|
9.81K
$5.82M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-73- 2.5% |
$31.4K - $35K
|
2.85K
$1.69M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-74- 1.99% |
$31.8K - $35.5K
|
3.64K
$2.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-74- 1.24% |
$31.8K - $35.5K
|
5.89K
$3.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-75- 14.51% |
$32.3K - $36K
|
442
$262K
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-75- 40.54% |
$32.3K - $36K
|
110
$65.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-76- 0.76% |
$32.7K - $36.4K
|
9.91K
$5.88M
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-77- 2.42% |
$33.1K - $36.9K
|
3.11K
$1.84M
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
SELL
|
- |
-77- 0.61% |
$33.1K - $36.9K
|
12.6K
$7.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-77- 0.7% |
$33.1K - $36.9K
|
10.9K
$6.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
SELL
|
- |
-78- 0.16% |
$33.6K - $37.4K
|
47.7K
$28.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
SELL
|
- |
-79- 0.5% |
$34K - $37.9K
|
15.6K
$9.28M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-79- 10.05% |
$34K - $37.9K
|
707
$419K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-80- 0.33% |
$34.4K - $38.4K
|
23.9K
$14.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-81- 1.53% |
$34.9K - $38.8K
|
5.22K
$3.1M
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-81- 0.97% |
$34.9K - $38.8K
|
8.27K
$4.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-82- 0.51% |
$35.3K - $39.3K
|
16.1K
$9.56M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-86- 8.04% |
$37K - $41.2K
|
983
$583K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-86- 0.97% |
$37K - $41.2K
|
8.81K
$5.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-86- 12.67% |
$37K - $41.2K
|
593
$352K
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-87- 4.89% |
$37.4K - $41.7K
|
1.69K
$1M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-87- 5.85% |
$37.4K - $41.7K
|
1.4K
$831K
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-89- 5.98% |
$38.3K - $42.7K
|
1.4K
$830K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-90- 0.25% |
$38.7K - $43.2K
|
36.5K
$21.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-95- 4.48% |
$40.9K - $45.6K
|
2.02K
$1.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-95- 2.03% |
$40.9K - $45.6K
|
4.58K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-96- 1.15% |
$41.3K - $46K
|
8.25K
$4.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-96- 4.39% |
$41.3K - $46K
|
2.09K
$1.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-97- 0.08% |
$41.7K - $46.5K
|
128K
$75.7M
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-100- 10.57% |
$43K - $48K
|
846
$502K
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-101- 3.32% |
$43.5K - $48.4K
|
2.94K
$1.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-101- 10.35% |
$43.5K - $48.4K
|
875
$519K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-104- 0.33% |
$44.8K - $49.9K
|
31.4K
$18.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-105Closed |
$45.2K - $50.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-105- 0.81% |
$45.2K - $50.4K
|
12.9K
$7.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-106- 0.54% |
$45.6K - $50.8K
|
19.5K
$11.6M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-106- 2.2% |
$45.6K - $50.8K
|
4.72K
$2.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-107- 1.32% |
$46K - $51.3K
|
7.98K
$4.73M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-107- 0.65% |
$46K - $51.3K
|
16.3K
$9.68M
|