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
|
Accel Wealth Management
|
BUY
|
- |
16+ 4.97% |
$6.88K - $7.67K
|
338
$204K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.13% |
$6.88K - $7.67K
|
12.1K
$7.33M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
15+ 1.0% |
$6.45K - $7.19K
|
1.51K
$913K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.63% |
$6.02K - $6.71K
|
2.23K
$1.35M
|
|
|
Feb 01, 2022
Q4 2021
|
Cortland Associates Inc
|
BUY
|
- |
14+ 0.41% |
$6.02K - $6.71K
|
3.39K
$2.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
13+ 1.53% |
$5.59K - $6.23K
|
865
$522K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
13+ 1.97% |
$5.59K - $6.23K
|
672
$406K
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
13+ 1.11% |
$5.59K - $6.23K
|
1.18K
$714K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
13+ 0.82% |
$5.59K - $6.23K
|
1.6K
$966K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 0.73% |
$5.16K - $5.75K
|
1.67K
$1.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.06% |
$5.16K - $5.75K
|
1.14K
$691K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12+ 0.43% |
$5.16K - $5.75K
|
2.79K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
11+ 0.48% |
$4.73K - $5.27K
|
2.29K
$1.38M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.17% |
$4.3K - $4.8K
|
5.91K
$3.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
10+ 0.36% |
$4.3K - $4.8K
|
2.79K
$1.69M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
10New |
$4.3K - $4.8K
|
10
$6.04K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.37% |
$4.3K - $4.8K
|
2.68K
$1.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10+ 1.28% |
$4.3K - $4.8K
|
790
$477K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
9+ 0.14% |
$3.87K - $4.32K
|
6.47K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
9+ 0.16% |
$3.87K - $4.32K
|
5.55K
$3.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.63% |
$3.87K - $4.32K
|
1.43K
$865K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
9+ 0.19% |
$3.87K - $4.32K
|
4.87K
$2.94M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
9+ 0.13% |
$3.87K - $4.32K
|
6.86K
$4.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
8+ 0.18% |
$3.44K - $3.84K
|
4.34K
$2.62M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
7+ 0.14% |
$3.01K - $3.36K
|
5.09K
$3.08M
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.2% |
$3.01K - $3.36K
|
3.56K
$2.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
7+ 0.26% |
$3.01K - $3.36K
|
2.73K
$1.65M
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
6+ 0.81% |
$2.58K - $2.88K
|
749
$452K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.35% |
$2.58K - $2.88K
|
1.75K
$1.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
6+ 0.04% |
$2.58K - $2.88K
|
15.6K
$9.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
6+ 0.25% |
$2.58K - $2.88K
|
2.44K
$1.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
6+ 0.31% |
$2.58K - $2.88K
|
1.92K
$1.16M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 0.63% |
$2.15K - $2.4K
|
805
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.32% |
$2.15K - $2.4K
|
1.58K
$954K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
5+ 0.53% |
$2.15K - $2.4K
|
949
$573K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.23% |
$2.15K - $2.4K
|
2.22K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5+ 0.7% |
$2.15K - $2.4K
|
717
$433K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.59% |
$2.15K - $2.4K
|
849
$513K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.7% |
$2.15K - $2.4K
|
724
$437K
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
5+ 0.32% |
$2.15K - $2.4K
|
1.56K
$941K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
4+ 0.26% |
$1.72K - $1.92K
|
1.57K
$946K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.23% |
$1.72K - $1.92K
|
1.72K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
4+ 0.56% |
$1.72K - $1.92K
|
722
$436K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
4+ 0.08% |
$1.72K - $1.92K
|
4.72K
$2.85M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4+ 0.34% |
$1.72K - $1.92K
|
1.2K
$723K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.33% |
$1.72K - $1.92K
|
1.21K
$728K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.54% |
$1.72K - $1.92K
|
750
$453K
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.52% |
$1.72K - $1.92K
|
770
$465K
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
3+ 0.45% |
$1.29K - $1.44K
|
670
$405K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3+ 0.25% |
$1.29K - $1.44K
|
1.22K
$738K
|