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 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
888+ 2.95% |
$382K - $426K
|
31K
$18.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
886+ 2.64% |
$381K - $425K
|
34.5K
$20.9M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
875+ 0.72% |
$377K - $420K
|
122K
$73.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
874+ 6.59% |
$376K - $419K
|
14.1K
$8.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
870+ 0.85% |
$374K - $417K
|
103K
$62.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
863+ 14.28% |
$371K - $414K
|
6.91K
$4.18M
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
856New |
$368K - $410K
|
856
$518K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
848+ 2.14% |
$365K - $407K
|
40.6K
$24.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
848New |
$365K - $407K
|
848
$513K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
844+ 8.56% |
$363K - $405K
|
10.7K
$6.47M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
842New |
$362K - $404K
|
842
$509K
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
841New |
$362K - $403K
|
841
$509K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
841+ 3.02% |
$362K - $403K
|
28.7K
$17.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
837+ 0.72% |
$360K - $401K
|
116K
$70.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
833+ 23.84% |
$358K - $399K
|
4.33K
$2.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
833+ 16.38% |
$358K - $399K
|
5.92K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
831+ 3.03% |
$358K - $398K
|
28.2K
$17.1M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
829+ 2.16% |
$357K - $398K
|
39.2K
$23.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
825+ 29.93% |
$355K - $396K
|
3.58K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
822+ 0.95% |
$354K - $394K
|
87.3K
$52.8M
|
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
822New |
$354K - $394K
|
822
$497K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
806+ 9.01% |
$347K - $387K
|
9.76K
$5.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
805+ 8944.44% |
$346K - $386K
|
814
$492K
|
|
|
Feb 07, 2022
Q4 2021
|
Compass Financial Group, Inc.
|
BUY
|
- |
805+ 1.64% |
$346K - $386K
|
49.8K
$30.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
802+ 13.69% |
$345K - $385K
|
6.66K
$4.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
800+ 0.06% |
$344K - $384K
|
1.35M
$816M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
800+ 18.9% |
$344K - $384K
|
5.03K
$3.04M
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
797+ 3.75% |
$343K - $382K
|
22.1K
$13.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
796+ 8.72% |
$343K - $382K
|
9.93K
$6M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
796+ 7.35% |
$343K - $382K
|
11.6K
$7.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
791+ 20.12% |
$340K - $379K
|
4.72K
$2.86M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
789+ 5.68% |
$339K - $378K
|
14.7K
$8.88M
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
786+ 3.68% |
$338K - $377K
|
22.2K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
786New |
$338K - $377K
|
786
$475K
|
|
|
Feb 09, 2022
Q4 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
784New |
$337K - $376K
|
784
$474K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
776+ 12.55% |
$334K - $372K
|
6.96K
$4.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
775+ 3.06% |
$333K - $372K
|
26.1K
$15.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
774+ 45.37% |
$333K - $371K
|
2.48K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
771New |
$332K - $370K
|
771
$466K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
BUY
|
- |
768New |
$330K - $368K
|
768
$464K
|
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
765+ 4.55% |
$329K - $367K
|
17.6K
$10.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
763New |
$328K - $366K
|
763
$461K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
761+ 4.01% |
$327K - $365K
|
19.7K
$11.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
757New |
$326K - $363K
|
757
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
756+ 16.92% |
$325K - $363K
|
5.22K
$3.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
754New |
$324K - $362K
|
754
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
751+ 9.97% |
$323K - $360K
|
8.28K
$5.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
751+ 10.76% |
$323K - $360K
|
7.73K
$4.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
745+ 17.29% |
$321K - $357K
|
5.06K
$3.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
738+ 4.84% |
$318K - $354K
|
16K
$9.67M
|