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 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
41.7K+ 2117.54% |
$17.9M - $20M
|
43.6K
$26.4M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
41.1K+ 10.16% |
$17.7M - $19.7M
|
446K
$270M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.8K+ 0.72% |
$17.6M - $19.6M
|
5.75M
$3.48B
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
40.3K+ 51.86% |
$17.3M - $19.3M
|
118K
$71.4M
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
39.5KNew |
$17M - $18.9M
|
39.5K
$23.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
39.4KNew |
$17M - $18.9M
|
39.4K
$23.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
39.3KNew |
$16.9M - $18.9M
|
39.3K
$23.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.1K+ 6.53% |
$16.8M - $18.7M
|
638K
$386M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39K+ 12.14% |
$16.8M - $18.7M
|
360K
$218M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39K+ 24.98% |
$16.8M - $18.7M
|
195K
$118M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
38.9KNew |
$16.7M - $18.7M
|
38.9K
$23.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
38.9KNew |
$16.7M - $18.7M
|
38.9K
$23.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.6K+ 9.51% |
$16.6M - $18.5M
|
444K
$269M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.5K+ 18.62% |
$16.6M - $18.5M
|
245K
$148M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
38.2K+ 4.5% |
$16.4M - $18.3M
|
888K
$537M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
37.7K+ 10.82% |
$16.2M - $18.1M
|
386K
$233M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.8K+ 18.73% |
$15.8M - $17.6M
|
233K
$141M
|
|
|
Feb 14, 2022
Q4 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
36.6K+ 222.84% |
$15.7M - $17.5M
|
53K
$32M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
36.5K+ 762.55% |
$15.7M - $17.5M
|
41.3K
$25M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
36.4KNew |
$15.6M - $17.4M
|
36.4K
$22M
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
36.3KNew |
$15.6M - $17.4M
|
36.3K
$22M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
35.8KNew |
$15.4M - $17.2M
|
35.8K
$21.7M
|
|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
35.6KNew |
$15.3M - $17.1M
|
35.6K
$21.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
35K+ 57.39% |
$15.1M - $16.8M
|
96K
$58.1M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
34.9K+ 5.44% |
$15M - $16.8M
|
677K
$410M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
33.9KNew |
$14.6M - $16.2M
|
33.9K
$20.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
33.1KNew |
$14.2M - $15.9M
|
33.1K
$20M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
33K+ 13.29% |
$14.2M - $15.8M
|
281K
$170M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
32.1KNew |
$13.8M - $15.4M
|
32.1K
$19.4M
|
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
32.1KNew |
$13.8M - $15.4M
|
32.1K
$19.4M
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
31.9KNew |
$13.7M - $15.3M
|
31.9K
$19.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
31.6KNew |
$13.6M - $15.1M
|
31.6K
$19.1M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
31.2K+ 1546.75% |
$13.4M - $15M
|
33.2K
$20.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
31.1K+ 388.98% |
$13.4M - $14.9M
|
39.1K
$23.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
31.1K+ 518583.34% |
$13.4M - $14.9M
|
31.1K
$18.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
30.1K+ 40.52% |
$13M - $14.4M
|
104K
$63.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
29.5KNew |
$12.7M - $14.1M
|
29.5K
$17.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
29.4KNew |
$12.6M - $14.1M
|
29.4K
$17.8M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
29.4K+ 47.51% |
$12.6M - $14.1M
|
91.2K
$55.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.8K+ 9.65% |
$12.4M - $13.8M
|
327K
$198M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
28.4K+ 9.37% |
$12.2M - $13.6M
|
332K
$201M
|
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
27.7KNew |
$11.9M - $13.3M
|
27.7K
$16.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
27.7KNew |
$11.9M - $13.3M
|
27.7K
$16.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.2K+ 3.6% |
$11.7M - $13.1M
|
783K
$474M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
26.4KNew |
$11.4M - $12.7M
|
26.4K
$16M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
26.3KNew |
$11.3M - $12.6M
|
26.3K
$15.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
26.1K+ 17.38% |
$11.2M - $12.5M
|
176K
$107M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26K+ 2.14% |
$11.2M - $12.5M
|
1.24M
$752M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
25.9KNew |
$11.1M - $12.4M
|
25.9K
$15.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25.8KNew |
$11.1M - $12.4M
|
25.8K
$15.6M
|