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 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-336- 11.59% |
$145K - $161K
|
2.56K
$1.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-339- 31.8% |
$146K - $163K
|
727
$431K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-340- 13.43% |
$146K - $163K
|
2.19K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-343- 42.35% |
$148K - $164K
|
467
$277K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-343- 7.74% |
$148K - $164K
|
4.09K
$2.43M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-351- 1.11% |
$151K - $168K
|
31.4K
$18.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-351- 11.2% |
$151K - $168K
|
2.78K
$1.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-362- 1.54% |
$156K - $174K
|
23.2K
$13.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-369- 1.72% |
$159K - $177K
|
21.1K
$12.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-370- 1.44% |
$159K - $177K
|
25.3K
$15M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-372- 2.55% |
$160K - $178K
|
14.2K
$8.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-373- 1.02% |
$160K - $179K
|
36.3K
$21.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-375- 28.47% |
$161K - $180K
|
942
$559K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-376- 0.8% |
$162K - $180K
|
46.4K
$27.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-393- 6.76% |
$169K - $188K
|
5.42K
$3.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-396- 2.85% |
$170K - $190K
|
13.5K
$8.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-397- 4.06% |
$171K - $190K
|
9.39K
$5.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-399- 0.96% |
$172K - $191K
|
41.2K
$24.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-402- 21.08% |
$173K - $193K
|
1.51K
$893K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-403- 13.96% |
$173K - $193K
|
2.48K
$1.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-405- 2.31% |
$174K - $194K
|
17.2K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-405- 35.71% |
$174K - $194K
|
729
$432K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-406- 6.22% |
$175K - $195K
|
6.13K
$3.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-414- 1.78% |
$178K - $199K
|
22.9K
$13.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-416- 3.82% |
$179K - $199K
|
10.5K
$6.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-421- 10.34% |
$181K - $202K
|
3.65K
$2.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-426- 7.05% |
$183K - $204K
|
5.62K
$3.33M
|
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-433- 21.86% |
$186K - $208K
|
1.55K
$918K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-433- 4.12% |
$186K - $208K
|
10.1K
$5.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-439- 1.24% |
$189K - $211K
|
34.9K
$20.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-444- 18.53% |
$191K - $213K
|
1.95K
$1.16M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-445- 4.53% |
$191K - $213K
|
9.38K
$5.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
SELL
|
- |
-450- 0.74% |
$194K - $216K
|
60.3K
$35.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-453- 4.88% |
$195K - $217K
|
8.84K
$5.24M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-454- 2.8% |
$195K - $218K
|
15.8K
$9.36M
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-459- 4.73% |
$198K - $220K
|
9.24K
$5.48M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-466- 28.11% |
$201K - $223K
|
1.19K
$707K
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
SELL
|
- |
-467Closed |
$201K - $224K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-469- 16.9% |
$202K - $225K
|
2.31K
$1.37M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-470Closed |
$202K - $225K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-471- 12.8% |
$203K - $226K
|
3.21K
$1.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-475Closed |
$204K - $228K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-476- 42.69% |
$205K - $228K
|
639
$379K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-482- 0.13% |
$207K - $231K
|
383K
$227M
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-484- 33.75% |
$208K - $232K
|
950
$564K
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-486- 9.6% |
$209K - $233K
|
4.58K
$2.71M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-486- 2.4% |
$209K - $233K
|
19.8K
$11.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-487- 0.19% |
$210K - $234K
|
261K
$155M
|
|
|
Feb 14, 2022
Q4 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-490- 35.0% |
$211K - $235K
|
910
$540K
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-493- 42.54% |
$212K - $236K
|
666
$395K
|