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 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.3KNew |
$559K - $622K
|
1.3K
$784K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.3K+ 1.59% |
$558K - $622K
|
82.9K
$50M
|
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1.3KNew |
$557K - $621K
|
1.3K
$782K
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
1.29KNew |
$556K - $620K
|
1.29K
$781K
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.29KNew |
$556K - $620K
|
1.29K
$780K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
1.29K+ 4.52% |
$555K - $618K
|
29.8K
$18M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.28K+ 1.93% |
$552K - $616K
|
67.9K
$41M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.26K+ 3.21% |
$544K - $606K
|
40.7K
$24.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.26K+ 6.82% |
$540K - $602K
|
19.6K
$11.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.24K+ 2.69% |
$534K - $595K
|
47.3K
$28.5M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.24KNew |
$531K - $592K
|
1.24K
$746K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
1.23K+ 189.69% |
$531K - $591K
|
1.88K
$1.14M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.22KNew |
$527K - $587K
|
1.22K
$739K
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$523K - $583K
|
1.22K
$734K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.21K+ 7.66% |
$521K - $581K
|
17K
$10.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
1.2K+ 80.07% |
$517K - $576K
|
2.7K
$1.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
1.2K+ 1.67% |
$516K - $575K
|
73.2K
$44.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
1.2KNew |
$516K - $575K
|
1.2K
$724K
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.2KNew |
$515K - $574K
|
1.2K
$723K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
1.19K+ 7.0% |
$512K - $571K
|
18.2K
$11M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.18KNew |
$509K - $568K
|
1.18K
$715K
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.17KNew |
$504K - $562K
|
1.17K
$707K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.17K+ 7.25% |
$502K - $560K
|
17.3K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.16K+ 1.98% |
$499K - $556K
|
59.6K
$36M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
1.16KNew |
$498K - $555K
|
1.16K
$699K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.15KNew |
$495K - $551K
|
1.15K
$694K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.15K+ 6.26% |
$493K - $550K
|
19.4K
$11.7M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.14KNew |
$492K - $549K
|
1.14K
$691K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.14KNew |
$491K - $547K
|
1.14K
$689K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.13K+ 3.16% |
$487K - $542K
|
36.9K
$22.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1.13KNew |
$486K - $542K
|
1.13K
$682K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.13K+ 2.59% |
$484K - $539K
|
44.6K
$26.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.12K+ 49.47% |
$481K - $536K
|
3.38K
$2.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
1.12K+ 4.58% |
$480K - $535K
|
25.5K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.11K+ 5.29% |
$479K - $534K
|
22.1K
$13.4M
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.11KNew |
$475K - $530K
|
1.11K
$667K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$473K - $527K
|
1.1K
$664K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.1K+ 37.8% |
$471K - $525K
|
3.99K
$2.41M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.09KNew |
$470K - $524K
|
1.09K
$660K
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.09KNew |
$469K - $523K
|
1.09K
$659K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.09K+ 1.19% |
$469K - $523K
|
92.4K
$55.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
1.09K+ 1.0% |
$469K - $522K
|
110K
$66.6M
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.09K+ 6.89% |
$468K - $522K
|
16.9K
$10.2M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.08KNew |
$463K - $515K
|
1.08K
$649K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.07K+ 22.25% |
$462K - $515K
|
5.9K
$3.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.07K+ 17.75% |
$461K - $514K
|
7.11K
$4.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.07K+ 26.17% |
$460K - $513K
|
5.16K
$3.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$459K - $512K
|
1.07K
$644K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.04K+ 10.42% |
$446K - $497K
|
11K
$6.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
1.04KNew |
$446K - $497K
|
1.04K
$626K
|