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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.8KNew |
$5.49M - $6.12M
|
12.8K
$7.63M
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
12.7KNew |
$5.47M - $6.1M
|
12.7K
$7.6M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
12.5K+ 5.78% |
$5.39M - $6.01M
|
229K
$137M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
12.5K+ 12.34% |
$5.38M - $6M
|
114K
$68M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
12.3KNew |
$5.29M - $5.9M
|
12.3K
$7.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$5.25M - $5.85M
|
12.2K
$7.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12.1K+ 18038.81% |
$5.2M - $5.8M
|
12.2K
$7.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.1K+ 11.58% |
$5.2M - $5.79M
|
116K
$69.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$5.19M - $5.79M
|
12.1K
$7.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
12KNew |
$5.17M - $5.77M
|
12K
$7.19M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 17.84% |
$5.07M - $5.65M
|
77.9K
$46.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
11.7K+ 9.87% |
$5.05M - $5.63M
|
131K
$78M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
11.7K+ 4.85% |
$5.02M - $5.6M
|
253K
$151M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
11.7K+ 10.58% |
$5.02M - $5.59M
|
122K
$72.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
11.6K+ 3.57% |
$4.98M - $5.55M
|
336K
$201M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
11.5K+ 30.47% |
$4.95M - $5.52M
|
49.2K
$29.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
11.4K+ 16.75% |
$4.89M - $5.45M
|
79.2K
$47.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 39.15% |
$4.89M - $5.45M
|
40.4K
$24.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.3K+ 2.76% |
$4.88M - $5.44M
|
423K
$253M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
11.3KNew |
$4.88M - $5.43M
|
11.3K
$6.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
11.3K+ 13.06% |
$4.87M - $5.43M
|
98K
$58.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
11K+ 4.66% |
$4.75M - $5.3M
|
248K
$148M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
11K+ 17.2% |
$4.73M - $5.27M
|
74.9K
$44.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.8K+ 33.81% |
$4.65M - $5.19M
|
42.8K
$25.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
10.8K+ 19.23% |
$4.63M - $5.16M
|
66.7K
$39.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
10.8K+ 49.42% |
$4.63M - $5.16M
|
32.5K
$19.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10.6KNew |
$4.58M - $5.11M
|
10.6K
$6.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.6K+ 269.13% |
$4.58M - $5.1M
|
14.6K
$8.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.6K+ 9.27% |
$4.58M - $5.1M
|
125K
$74.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.6KNew |
$4.55M - $5.08M
|
10.6K
$6.33M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.6K+ 560.21% |
$4.54M - $5.06M
|
12.4K
$7.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
10.3K+ 21.38% |
$4.43M - $4.94M
|
58.4K
$34.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
10.2K+ 2.03% |
$4.41M - $4.91M
|
515K
$308M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.2K+ 27.12% |
$4.39M - $4.9M
|
47.8K
$28.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$4.37M - $4.87M
|
10.2K
$6.07M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
10.1KNew |
$4.36M - $4.86M
|
10.1K
$6.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
10.1K+ 26.01% |
$4.36M - $4.85M
|
49K
$29.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$4.34M - $4.84M
|
10.1K
$6.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
9.79K+ 28.15% |
$4.21M - $4.69M
|
44.5K
$26.6M
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
9.73KNew |
$4.19M - $4.66M
|
9.73K
$5.81M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
9.71KNew |
$4.18M - $4.66M
|
9.71K
$5.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9.55K+ 5.98% |
$4.11M - $4.58M
|
169K
$101M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9.44KNew |
$4.06M - $4.53M
|
9.44K
$5.64M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
9.3K+ 8.56% |
$4M - $4.46M
|
118K
$70.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.26K+ 23.02% |
$3.99M - $4.44M
|
49.5K
$29.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9.19K+ 414.29% |
$3.95M - $4.41M
|
11.4K
$6.82M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.17KNew |
$3.95M - $4.4M
|
9.17K
$5.48M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
9.15KNew |
$3.94M - $4.39M
|
9.15K
$5.47M
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
9.12KNew |
$3.93M - $4.37M
|
9.12K
$5.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.11K+ 7.8% |
$3.92M - $4.37M
|
126K
$75.2M
|