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 |
|---|---|---|---|---|---|---|---|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
109+ 1.41% |
$46.9K - $52.3K
|
7.83K
$4.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
108New |
$46.5K - $51.8K
|
108
$65.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
106+ 3.39% |
$45.6K - $50.8K
|
3.24K
$1.96M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
106+ 3.78% |
$45.6K - $50.8K
|
2.91K
$1.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
105New |
$45.2K - $50.4K
|
105
$63.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
104+ 2.87% |
$44.8K - $49.9K
|
3.72K
$2.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
104+ 22.91% |
$44.8K - $49.9K
|
558
$337K
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
103+ 14.82% |
$44.3K - $49.4K
|
798
$483K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
103+ 3.86% |
$44.3K - $49.4K
|
2.77K
$1.67M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
100+ 3.6% |
$43K - $48K
|
2.88K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
99+ 2.6% |
$42.6K - $47.5K
|
3.91K
$2.36M
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
98New |
$42.2K - $47K
|
98
$59.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
97+ 0.41% |
$41.7K - $46.5K
|
23.5K
$14.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
97+ 8.57% |
$41.7K - $46.5K
|
1.23K
$743K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
97+ 1.06% |
$41.7K - $46.5K
|
9.23K
$5.58M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
97New |
$41.7K - $46.5K
|
97
$58.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
96+ 10.46% |
$41.3K - $46K
|
1.01K
$613K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
96+ 1.5% |
$41.3K - $46K
|
6.49K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
95+ 8.41% |
$40.9K - $45.6K
|
1.23K
$741K
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
92+ 9.23% |
$39.6K - $44.1K
|
1.09K
$659K
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
91+ 0.58% |
$39.2K - $43.6K
|
15.9K
$9.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
91New |
$39.2K - $43.6K
|
91
$55K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
91+ 6.44% |
$39.2K - $43.6K
|
1.51K
$910K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
90+ 0.84% |
$38.7K - $43.2K
|
10.8K
$6.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
90+ 10.04% |
$38.7K - $43.2K
|
986
$596K
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
90+ 4.65% |
$38.7K - $43.2K
|
2.03K
$1.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
89+ 1.25% |
$38.3K - $42.7K
|
7.2K
$4.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
88+ 13.58% |
$37.9K - $42.2K
|
736
$445K
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
86+ 5.53% |
$37K - $41.2K
|
1.64K
$993K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
86+ 1.91% |
$37K - $41.2K
|
4.58K
$2.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
85+ 0.58% |
$36.6K - $40.8K
|
14.8K
$8.95M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
85+ 2.01% |
$36.6K - $40.8K
|
4.31K
$2.61M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
84+ 12.44% |
$36.1K - $40.3K
|
759
$459K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
83+ 5.23% |
$35.7K - $39.8K
|
1.67K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
81+ 1.16% |
$34.9K - $38.8K
|
7.09K
$4.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
80+ 0.94% |
$34.4K - $38.4K
|
8.59K
$5.19M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
79+ 376.19% |
$34K - $37.9K
|
100
$60.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
79+ 0.6% |
$34K - $37.9K
|
13.2K
$7.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
79+ 3.29% |
$34K - $37.9K
|
2.48K
$1.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
78+ 6.88% |
$33.6K - $37.4K
|
1.21K
$732K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
78+ 3.07% |
$33.6K - $37.4K
|
2.62K
$1.58M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
77+ 2.16% |
$33.1K - $36.9K
|
3.64K
$2.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
77+ 6.63% |
$33.1K - $36.9K
|
1.24K
$749K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
77+ 8.33% |
$33.1K - $36.9K
|
1K
$605K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
77+ 8.23% |
$33.1K - $36.9K
|
1.01K
$613K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
76+ 0.11% |
$32.7K - $36.4K
|
70.8K
$42.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
75New |
$32.3K - $36K
|
75
$45.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
74+ 2.42% |
$31.8K - $35.5K
|
3.13K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
74+ 14.92% |
$31.8K - $35.5K
|
570
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
73+ 8.08% |
$31.4K - $35K
|
977
$591K
|