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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
737+ 32.9% |
$317K - $353K
|
2.98K
$1.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
732+ 45.13% |
$315K - $351K
|
2.35K
$1.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
726+ 2.89% |
$312K - $348K
|
25.8K
$15.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
718+ 1.47% |
$309K - $344K
|
49.5K
$29.9M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
718New |
$309K - $344K
|
718
$434K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
710New |
$306K - $340K
|
710
$429K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
707New |
$304K - $339K
|
707
$428K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
705+ 3.82% |
$303K - $338K
|
19.1K
$11.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
704+ 45.1% |
$303K - $338K
|
2.27K
$1.37M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
703+ 4.91% |
$302K - $337K
|
15K
$9.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
703New |
$302K - $337K
|
703
$425K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
699+ 1.11% |
$301K - $335K
|
63.5K
$38.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
697New |
$300K - $334K
|
697
$421K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
697New |
$300K - $334K
|
697
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
693+ 15.47% |
$298K - $332K
|
5.17K
$3.13M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
682New |
$293K - $327K
|
682
$412K
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
682+ 30.31% |
$293K - $327K
|
2.93K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
674+ 101.97% |
$290K - $323K
|
1.34K
$807K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
672+ 13.62% |
$289K - $322K
|
5.61K
$3.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
671+ 2.83% |
$289K - $322K
|
24.3K
$14.7M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
666+ 49.59% |
$287K - $319K
|
2.01K
$1.21M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
663+ 1.17% |
$285K - $318K
|
57.4K
$34.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
656+ 1.58% |
$282K - $315K
|
42.3K
$25.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
651+ 9.74% |
$280K - $312K
|
7.34K
$4.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
651+ 8.75% |
$280K - $312K
|
8.09K
$4.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
646+ 1.2% |
$278K - $310K
|
54.3K
$32.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
643New |
$277K - $308K
|
643
$389K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
642New |
$276K - $308K
|
642
$388K
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
641New |
$276K - $307K
|
641
$388K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
641New |
$276K - $307K
|
641
$388K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
636+ 2.93% |
$274K - $305K
|
22.4K
$13.5M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
633New |
$272K - $304K
|
633
$383K
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
632New |
$272K - $303K
|
632
$382K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
630+ 90.0% |
$271K - $302K
|
1.33K
$804K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
630+ 8.45% |
$271K - $302K
|
8.09K
$4.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
630+ 17.87% |
$271K - $302K
|
4.16K
$2.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
630+ 39.82% |
$271K - $302K
|
2.21K
$1.34M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
629New |
$271K - $302K
|
629
$380K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
628+ 1.19% |
$270K - $301K
|
53.2K
$32.2M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
627New |
$270K - $301K
|
627
$379K
|
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
625New |
$269K - $300K
|
625
$378K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
625+ 30.89% |
$269K - $300K
|
2.65K
$1.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
624+ 1.84% |
$269K - $299K
|
34.5K
$20.8M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
622New |
$268K - $298K
|
622
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
622+ 12.84% |
$268K - $298K
|
5.47K
$3.31M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
620New |
$267K - $297K
|
620
$375K
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
619New |
$266K - $297K
|
619
$374K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
618New |
$266K - $296K
|
618
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
618New |
$266K - $296K
|
618
$374K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
616+ 16.7% |
$265K - $295K
|
4.31K
$2.6M
|