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
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
610+ 4.64% |
$262K - $293K
|
13.7K
$8.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Kearns & Associates LLC
|
BUY
|
- |
605New |
$260K - $290K
|
605
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
605+ 24.77% |
$260K - $290K
|
3.05K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
600+ 3.23% |
$258K - $288K
|
19.2K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
595New |
$256K - $285K
|
595
$360K
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
594New |
$256K - $285K
|
594
$359K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
591+ 4.17% |
$254K - $283K
|
14.8K
$8.92M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
589+ 0.44% |
$253K - $282K
|
134K
$81.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
583+ 1.62% |
$251K - $280K
|
36.6K
$22.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
577+ 10.36% |
$248K - $277K
|
6.15K
$3.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
575New |
$247K - $276K
|
575
$348K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
573+ 47.47% |
$247K - $275K
|
1.78K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
571+ 1.84% |
$246K - $274K
|
31.6K
$19.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
571+ 7.46% |
$246K - $274K
|
8.23K
$4.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
569+ 17.84% |
$245K - $273K
|
3.76K
$2.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
568New |
$244K - $272K
|
568
$343K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
568+ 23.15% |
$244K - $272K
|
3.02K
$1.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
567New |
$244K - $272K
|
567
$343K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
566+ 2.44% |
$244K - $271K
|
23.7K
$14.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
560+ 0.79% |
$241K - $269K
|
71.9K
$43.5M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
559+ 6.88% |
$241K - $268K
|
8.69K
$5.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
557New |
$240K - $267K
|
557
$337K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
556New |
$239K - $267K
|
556
$336K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
549+ 29.98% |
$236K - $263K
|
2.38K
$1.44M
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
546+ 1.37% |
$235K - $262K
|
40.3K
$24.4M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
544+ 0.44% |
$234K - $261K
|
123K
$74.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
542+ 1.81% |
$233K - $260K
|
30.5K
$18.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
539New |
$232K - $258K
|
539
$326K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
538+ 17.98% |
$231K - $258K
|
3.53K
$2.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
538New |
$231K - $258K
|
538
$325K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
537New |
$231K - $258K
|
537
$325K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
537+ 6.63% |
$231K - $258K
|
8.64K
$5.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
535New |
$230K - $257K
|
535
$324K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
529+ 3.86% |
$228K - $254K
|
14.2K
$8.61M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
529New |
$228K - $254K
|
529
$320K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
528+ 4.48% |
$227K - $253K
|
12.3K
$7.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
527+ 20.64% |
$227K - $253K
|
3.08K
$1.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
525New |
$226K - $252K
|
525
$317K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
525+ 18.24% |
$226K - $252K
|
3.4K
$2.06M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
523New |
$225K - $251K
|
523
$316K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
518+ 9.22% |
$223K - $248K
|
6.14K
$3.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
517New |
$222K - $248K
|
517
$313K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
516+ 36.24% |
$222K - $247K
|
1.94K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
512+ 5.35% |
$220K - $246K
|
10.1K
$6.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
512+ 5.9% |
$220K - $246K
|
9.19K
$5.56M
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
512+ 3.18% |
$220K - $246K
|
16.6K
$10M
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
510+ 4.37% |
$219K - $245K
|
12.2K
$7.36M
|
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
509+ 5.24% |
$219K - $244K
|
10.2K
$6.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
509+ 3.67% |
$219K - $244K
|
14.4K
$8.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
509+ 10.03% |
$219K - $244K
|
5.58K
$3.38M
|