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 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
167+ 2.56% |
$71.9K - $80.1K
|
6.69K
$4.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
164+ 13.14% |
$70.6K - $78.6K
|
1.41K
$854K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
163+ 56.01% |
$70.1K - $78.2K
|
454
$275K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
162+ 29.14% |
$69.7K - $77.7K
|
718
$434K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
161+ 12.09% |
$69.3K - $77.2K
|
1.49K
$903K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
161+ 3.69% |
$69.3K - $77.2K
|
4.53K
$2.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
161+ 33.61% |
$69.3K - $77.2K
|
640
$387K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
161+ 83.42% |
$69.3K - $77.2K
|
354
$214K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
160+ 28.93% |
$68.8K - $76.7K
|
713
$431K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
159+ 0.31% |
$68.4K - $76.2K
|
51K
$30.8M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
155New |
$66.7K - $74.3K
|
155
$93.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
BUY
|
- |
153+ 3.88% |
$65.8K - $73.4K
|
4.1K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
152+ 1.71% |
$65.4K - $72.9K
|
9.05K
$5.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
152+ 8.94% |
$65.4K - $72.9K
|
1.85K
$1.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 13.25% |
$64.5K - $71.9K
|
1.28K
$775K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
150+ 1.95% |
$64.5K - $71.9K
|
7.85K
$4.75M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
150+ 5.98% |
$64.5K - $71.9K
|
2.66K
$1.61M
|
|
|
Jan 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
147+ 10.92% |
$63.3K - $70.5K
|
1.49K
$903K
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
145+ 0.42% |
$62.4K - $69.5K
|
35.1K
$21.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
141+ 7.49% |
$60.7K - $67.6K
|
2.02K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
141+ 0.2% |
$60.7K - $67.6K
|
70.8K
$42.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
140New |
$60.2K - $67.1K
|
140
$84.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
137+ 1.24% |
$58.9K - $65.7K
|
11.2K
$6.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
136+ 0.66% |
$58.5K - $65.2K
|
20.9K
$12.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
135+ 0.11% |
$58.1K - $64.7K
|
126K
$76.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
134+ 0.72% |
$57.7K - $64.3K
|
18.8K
$11.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
133+ 0.91% |
$57.2K - $63.8K
|
14.8K
$8.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
133+ 0.29% |
$57.2K - $63.8K
|
46.5K
$28.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
132+ 2.71% |
$56.8K - $63.3K
|
5K
$3.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
127+ 1.78% |
$54.6K - $60.9K
|
7.26K
$4.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
126New |
$54.2K - $60.4K
|
126
$76.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
126+ 1.04% |
$54.2K - $60.4K
|
12.2K
$7.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
125+ 105.04% |
$53.8K - $59.9K
|
244
$148K
|
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
123+ 1.56% |
$52.9K - $59K
|
8.01K
$4.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
122+ 0.6% |
$52.5K - $58.5K
|
20.6K
$12.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
121+ 7.93% |
$52.1K - $58K
|
1.65K
$995K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
121+ 3025.0% |
$52.1K - $58K
|
125
$75.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
120New |
$51.6K - $57.5K
|
120
$72.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
119+ 3.85% |
$51.2K - $57.1K
|
3.21K
$1.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
119New |
$51.2K - $57.1K
|
119
$72K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
118+ 5.81% |
$50.8K - $56.6K
|
2.15K
$1.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
118+ 2.94% |
$50.8K - $56.6K
|
4.13K
$2.5M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
118+ 4.95% |
$50.8K - $56.6K
|
2.5K
$1.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
118+ 4.81% |
$50.8K - $56.6K
|
2.57K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
117+ 2.96% |
$50.3K - $56.1K
|
4.07K
$2.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
116+ 3.57% |
$49.9K - $55.6K
|
3.37K
$2.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
115+ 4.22% |
$49.5K - $55.1K
|
2.84K
$1.72M
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
112+ 4.43% |
$48.2K - $53.7K
|
2.64K
$1.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
110+ 0.52% |
$47.3K - $52.7K
|
21.4K
$12.9M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
109New |
$46.9K - $52.3K
|
109
$65.9K
|