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
|
Founders Financial Securities LLC
|
BUY
|
- |
71+ 0.22% |
$30.6K - $34K
|
32.4K
$19.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
70+ 0.63% |
$30.1K - $33.6K
|
11.1K
$6.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
70+ 11.76% |
$30.1K - $33.6K
|
665
$402K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
69+ 5.15% |
$29.7K - $33.1K
|
1.41K
$853K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
68+ 10.71% |
$29.3K - $32.6K
|
703
$425K
|
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
67+ 4.96% |
$28.8K - $32.1K
|
1.42K
$857K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
65+ 0.97% |
$28K - $31.2K
|
6.76K
$4.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
65+ 0.88% |
$28K - $31.2K
|
7.43K
$4.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
63New |
$27.1K - $30.2K
|
63
$38.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
62+ 6.53% |
$26.7K - $29.7K
|
1.01K
$611K
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
60+ 4.01% |
$25.8K - $28.8K
|
1.56K
$941K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
60+ 400.0% |
$25.8K - $28.8K
|
75
$45.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
58+ 11.58% |
$25K - $27.8K
|
559
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
57+ 0.14% |
$24.5K - $27.3K
|
41.3K
$25M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
56+ 0.09% |
$24.1K - $26.9K
|
60.7K
$36.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
56+ 1.78% |
$24.1K - $26.9K
|
3.2K
$1.94M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
54+ 1.86% |
$23.2K - $25.9K
|
2.96K
$1.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
54+ 0.38% |
$23.2K - $25.9K
|
14.3K
$8.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
54New |
$23.2K - $25.9K
|
54
$32.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
53+ 5.15% |
$22.8K - $25.4K
|
1.08K
$654K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
53+ 2.79% |
$22.8K - $25.4K
|
1.95K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
53+ 0.29% |
$22.8K - $25.4K
|
18.3K
$11.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
52+ 1.91% |
$22.4K - $24.9K
|
2.78K
$1.68M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
52+ 1.22% |
$22.4K - $24.9K
|
4.32K
$2.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Cohen Capital Management, Inc.
|
BUY
|
- |
49+ 0.73% |
$21.1K - $23.5K
|
6.77K
$4.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
49+ 4.13% |
$21.1K - $23.5K
|
1.24K
$747K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
48+ 2.0% |
$20.7K - $23K
|
2.45K
$1.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
48+ 2.39% |
$20.7K - $23K
|
2.06K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
48+ 4.25% |
$20.7K - $23K
|
1.18K
$712K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
47New |
$20.2K - $22.5K
|
47
$28.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
47+ 0.09% |
$20.2K - $22.5K
|
52.6K
$31.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
BUY
|
- |
47+ 1.82% |
$20.2K - $22.5K
|
2.63K
$1.59M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
47+ 1.28% |
$20.2K - $22.5K
|
3.71K
$2.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
46+ 0.63% |
$19.8K - $22.1K
|
7.33K
$4.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
46+ 6.65% |
$19.8K - $22.1K
|
738
$446K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
46+ 2.59% |
$19.8K - $22.1K
|
1.82K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
43+ 0.85% |
$18.5K - $20.6K
|
5.12K
$3.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
42+ 1.23% |
$18.1K - $20.1K
|
3.45K
$2.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
41+ 1.19% |
$17.6K - $19.7K
|
3.49K
$2.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
40+ 1.08% |
$17.2K - $19.2K
|
3.73K
$2.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
40+ 0.95% |
$17.2K - $19.2K
|
4.24K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
39+ 1.2% |
$16.8K - $18.7K
|
3.29K
$1.99M
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
38+ 0.59% |
$16.4K - $18.2K
|
6.52K
$3.94M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
37+ 6.0% |
$15.9K - $17.7K
|
654
$395K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
37+ 0.86% |
$15.9K - $17.7K
|
4.34K
$2.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
37+ 1.09% |
$15.9K - $17.7K
|
3.43K
$2.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
36+ 1.74% |
$15.5K - $17.3K
|
2.11K
$1.28M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
36+ 7.66% |
$15.5K - $17.3K
|
506
$306K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
36+ 0.27% |
$15.5K - $17.3K
|
13.4K
$8.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
36+ 7.66% |
$15.5K - $17.3K
|
506
$306K
|