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 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
25.6K+ 14.48% |
$11M - $12.3M
|
202K
$122M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
25.4KNew |
$10.9M - $12.2M
|
25.4K
$15.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
25.3KNew |
$10.9M - $12.2M
|
25.3K
$15.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
25.3K+ 2.17% |
$10.9M - $12.1M
|
1.19M
$720M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.2K+ 26.62% |
$10.9M - $12.1M
|
120K
$72.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.1K+ 3597.0% |
$10.8M - $12.1M
|
25.8K
$15.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.8KNew |
$10.7M - $11.9M
|
24.8K
$15M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
24.6KNew |
$10.6M - $11.8M
|
24.6K
$14.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
24.6KNew |
$10.6M - $11.8M
|
24.6K
$14.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
24.4K+ 10.66% |
$10.5M - $11.7M
|
254K
$153M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.2K+ 15.61% |
$10.4M - $11.6M
|
179K
$108M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
24.1K+ 30.5% |
$10.4M - $11.5M
|
103K
$62.3M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23.9K+ 122.7% |
$10.3M - $11.5M
|
43.4K
$26.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
23.7K+ 8.36% |
$10.2M - $11.4M
|
307K
$186M
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
23.4KNew |
$10.1M - $11.2M
|
23.4K
$14.1M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
23.3KNew |
$10M - $11.2M
|
23.3K
$14.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
23.2KNew |
$10M - $11.1M
|
23.2K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
23.2KNew |
$9.97M - $11.1M
|
23.2K
$14M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
23KNew |
$9.88M - $11M
|
23K
$13.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.9K+ 1.4% |
$9.86M - $11M
|
1.66M
$1B
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
22.9K+ 24.85% |
$9.84M - $11M
|
115K
$69.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
22.7K+ 19.91% |
$9.76M - $10.9M
|
137K
$82.6M
|
|
|
Feb 18, 2022
Q4 2021
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
22.6KNew |
$9.74M - $10.9M
|
22.6K
$13.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
22.6K+ 27.4% |
$9.7M - $10.8M
|
105K
$63.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
22.1KNew |
$9.52M - $10.6M
|
22.1K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
22.1K+ 6.08% |
$9.51M - $10.6M
|
385K
$233M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
22KNew |
$9.48M - $10.6M
|
22K
$13.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
22KNew |
$9.46M - $10.5M
|
22K
$13.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
22KNew |
$9.45M - $10.5M
|
22K
$13.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Mercer Investments LLC
|
BUY
|
- |
21.9KNew |
$9.42M - $10.5M
|
21.9K
$13.2M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
21.8KNew |
$9.4M - $10.5M
|
21.8K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
21.5K+ 25.18% |
$9.25M - $10.3M
|
107K
$64.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
21.4KNew |
$9.22M - $10.3M
|
21.4K
$13M
|
|
|
Feb 10, 2022
Q4 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
21.3K+ 94.16% |
$9.15M - $10.2M
|
43.9K
$26.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
21.1KNew |
$9.07M - $10.1M
|
21.1K
$12.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21.1K+ 2261.33% |
$9.06M - $10.1M
|
22K
$13.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
20.9KNew |
$8.99M - $10M
|
20.9K
$12.6M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
20.8K+ 2048.37% |
$8.93M - $9.95M
|
21.8K
$13.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
20.6KNew |
$8.84M - $9.86M
|
20.6K
$12.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 28.66% |
$8.82M - $9.83M
|
92K
$55.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.2K+ 7.48% |
$8.69M - $9.68M
|
290K
$176M
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
20.2KNew |
$8.68M - $9.67M
|
20.2K
$12.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
19.9KNew |
$8.55M - $9.53M
|
19.9K
$12M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
19.8KNew |
$8.54M - $9.52M
|
19.8K
$12M
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
19.8K+ 55.54% |
$8.52M - $9.5M
|
55.5K
$33.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
19.7KNew |
$8.47M - $9.44M
|
19.7K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 92.33% |
$8.47M - $9.44M
|
41K
$24.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
19.2K+ 72.71% |
$8.27M - $9.22M
|
45.7K
$27.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
19.1KNew |
$8.2M - $9.14M
|
19.1K
$11.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
18.7KNew |
$8.06M - $8.99M
|
18.7K
$11.3M
|