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 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.11K+ 7.8% |
$3.92M - $4.37M
|
126K
$76.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.09K+ 13.46% |
$3.91M - $4.36M
|
76.6K
$46.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
9K+ 7.68% |
$3.87M - $4.31M
|
126K
$76.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
8.97K+ 12.18% |
$3.86M - $4.3M
|
82.6K
$50.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.93K+ 24.15% |
$3.84M - $4.28M
|
45.9K
$27.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.84K+ 17.05% |
$3.8M - $4.24M
|
60.7K
$36.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
8.77K+ 834.86% |
$3.77M - $4.2M
|
9.82K
$5.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
8.74K+ 5.89% |
$3.76M - $4.19M
|
157K
$95.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
8.62K+ 9.59% |
$3.71M - $4.13M
|
98.5K
$59.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.59K+ 32.13% |
$3.7M - $4.12M
|
35.3K
$21.5M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
8.56KNew |
$3.68M - $4.1M
|
8.56K
$5.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
8.55KNew |
$3.68M - $4.1M
|
8.55K
$5.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.49K+ 12.58% |
$3.65M - $4.07M
|
76K
$46.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
8.36K+ 290.41% |
$3.6M - $4.01M
|
11.2K
$6.83M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
8.28K+ 0.74% |
$3.56M - $3.97M
|
1.12M
$682M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.25K+ 5.5% |
$3.55M - $3.96M
|
158K
$96.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
8.24KNew |
$3.55M - $3.95M
|
8.24K
$5.01M
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
8.23K+ 8.87% |
$3.54M - $3.95M
|
101K
$61.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
8.1K+ 21.54% |
$3.49M - $3.88M
|
45.7K
$27.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8.02K+ 275.25% |
$3.45M - $3.84M
|
10.9K
$6.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.01K+ 84.18% |
$3.45M - $3.84M
|
17.5K
$10.7M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.97KNew |
$3.43M - $3.82M
|
7.97K
$4.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
7.96K+ 7.9% |
$3.43M - $3.82M
|
109K
$66.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7.92K+ 48.37% |
$3.41M - $3.8M
|
24.3K
$14.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.89K+ 3.02% |
$3.39M - $3.78M
|
269K
$164M
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Finland
|
BUY
|
- |
7.72K+ 0.32% |
$3.32M - $3.7M
|
2.39M
$1.45B
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7.7K+ 13.6% |
$3.31M - $3.69M
|
64.3K
$39.1M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.68KNew |
$3.31M - $3.68M
|
7.68K
$4.67M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.56K+ 58.44% |
$3.25M - $3.62M
|
20.5K
$12.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.54K+ 17.31% |
$3.24M - $3.61M
|
51.1K
$31M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.49K+ 5.8% |
$3.22M - $3.59M
|
137K
$83M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
7.28KNew |
$3.13M - $3.49M
|
7.28K
$4.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.18K+ 458.33% |
$3.09M - $3.44M
|
8.75K
$5.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
7.18K+ 7.72% |
$3.09M - $3.44M
|
100K
$60.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
7.16K+ 246.57% |
$3.08M - $3.43M
|
10.1K
$6.12M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.15K+ 6.7% |
$3.07M - $3.43M
|
114K
$69.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.1K+ 5.2% |
$3.05M - $3.4M
|
144K
$87.3M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
7.06K+ 60.07% |
$3.04M - $3.39M
|
18.8K
$11.4M
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7.04K+ 1.97% |
$3.03M - $3.38M
|
364K
$221M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
7.03K+ 6.31% |
$3.02M - $3.37M
|
118K
$72M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.02K+ 114.07% |
$3.02M - $3.37M
|
13.2K
$8.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
7K+ 4.55% |
$3.01M - $3.36M
|
161K
$97.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7K+ 8.07% |
$3.01M - $3.35M
|
93.6K
$56.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
6.95K+ 15.23% |
$2.99M - $3.33M
|
52.6K
$32M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.95K+ 13.32% |
$2.99M - $3.33M
|
59.1K
$35.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.93K+ 10.47% |
$2.98M - $3.32M
|
73.1K
$44.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6.92KNew |
$2.98M - $3.32M
|
6.92K
$4.21M
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.91K+ 10.73% |
$2.97M - $3.31M
|
71.3K
$43.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
6.9KNew |
$2.97M - $3.31M
|
6.9K
$4.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.84K+ 13.18% |
$2.94M - $3.28M
|
58.7K
$35.7M
|