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 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
18.7KNew |
$8.04M - $8.96M
|
18.7K
$11.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18.4K+ 13.34% |
$7.93M - $8.84M
|
157K
$95.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
18.4K+ 36.98% |
$7.9M - $8.81M
|
68K
$41.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
18.1K+ 1216.78% |
$7.8M - $8.69M
|
19.6K
$11.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18KNew |
$7.76M - $8.65M
|
18K
$11M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17.7KNew |
$7.62M - $8.49M
|
17.7K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.6K+ 25.06% |
$7.59M - $8.46M
|
88.1K
$53.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
17.4K+ 30.89% |
$7.49M - $8.35M
|
73.8K
$44.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
16.8K+ 3.91% |
$7.24M - $8.07M
|
447K
$272M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.7K+ 26.39% |
$7.2M - $8.03M
|
80.2K
$48.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
16.6K+ 14.75% |
$7.16M - $7.98M
|
129K
$78.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.6K+ 1.87% |
$7.13M - $7.95M
|
902K
$548M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
16.5KNew |
$7.12M - $7.94M
|
16.5K
$10.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
16.4K+ 4.13% |
$7.04M - $7.84M
|
412K
$250M
|
|
|
Feb 11, 2022
Q4 2021
|
Jeneq Management LP
New York, NY |
BUY
|
- |
15.8KNew |
$6.8M - $7.58M
|
15.8K
$9.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
15.6KNew |
$6.73M - $7.5M
|
15.6K
$9.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
15.6KNew |
$6.73M - $7.5M
|
15.6K
$9.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
15.4K+ 3.54% |
$6.61M - $7.37M
|
450K
$273M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
15.3K+ 0.48% |
$6.6M - $7.36M
|
3.19M
$1.94B
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
15.2KNew |
$6.53M - $7.28M
|
15.2K
$9.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
15K+ 23.76% |
$6.44M - $7.17M
|
77.9K
$47.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.9K+ 11.08% |
$6.4M - $7.13M
|
149K
$90.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.8K+ 1.31% |
$6.37M - $7.09M
|
1.15M
$696M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.5K+ 526.3% |
$6.26M - $6.98M
|
17.3K
$10.5M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
14.5KNew |
$6.23M - $6.95M
|
14.5K
$8.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
14.4K+ 16.92% |
$6.21M - $6.92M
|
99.8K
$60.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 7.15% |
$6.2M - $6.91M
|
216K
$131M
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
14.3KNew |
$6.17M - $6.88M
|
14.3K
$8.71M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
14.3K+ 5.55% |
$6.16M - $6.87M
|
272K
$165M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.3K+ 12.52% |
$6.16M - $6.86M
|
129K
$78.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14.3K+ 49.37% |
$6.15M - $6.85M
|
43.2K
$26.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14.2KNew |
$6.09M - $6.79M
|
14.2K
$8.6M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$5.99M - $6.68M
|
13.9K
$8.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
13.9K+ 13.01% |
$5.99M - $6.67M
|
121K
$73.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13.8K+ 7.32% |
$5.94M - $6.62M
|
202K
$123M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
13.8K+ 22.41% |
$5.92M - $6.6M
|
75.2K
$45.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
13.8K+ 5.37% |
$5.92M - $6.59M
|
270K
$164M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.7K+ 1898.76% |
$5.92M - $6.59M
|
14.5K
$8.79M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13.6K+ 5.13% |
$5.87M - $6.54M
|
280K
$170M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.6K+ 27.01% |
$5.86M - $6.53M
|
64.1K
$38.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.3K+ 33.95% |
$5.71M - $6.36M
|
52.4K
$31.8M
|
|
|
May 16, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
13.3K+ 15.62% |
$5.71M - $6.36M
|
98.2K
$59.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13.2K+ 3.67% |
$5.69M - $6.34M
|
374K
$227M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.2K+ 123.93% |
$5.68M - $6.33M
|
23.8K
$14.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
13.2K+ 6.08% |
$5.66M - $6.31M
|
230K
$139M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.1K+ 10.65% |
$5.65M - $6.3M
|
136K
$82.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13K+ 4.97% |
$5.6M - $6.24M
|
275K
$167M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13K+ 25.0% |
$5.58M - $6.22M
|
64.8K
$39.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
13K+ 32.28% |
$5.57M - $6.21M
|
53.1K
$32.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12.8K+ 12.64% |
$5.5M - $6.13M
|
114K
$69.2M
|