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 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-105Closed |
$45.2K - $50.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-105- 0.81% |
$45.2K - $50.4K
|
12.9K
$7.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-106- 0.54% |
$45.6K - $50.8K
|
19.5K
$11.8M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-106- 2.2% |
$45.6K - $50.8K
|
4.72K
$2.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-107- 1.32% |
$46K - $51.3K
|
7.98K
$4.83M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-107- 0.65% |
$46K - $51.3K
|
16.3K
$9.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
SELL
|
- |
-108- 9.57% |
$46.5K - $51.8K
|
1.02K
$617K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-108- 5.63% |
$46.5K - $51.8K
|
1.81K
$1.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-110- 12.28% |
$47.3K - $52.7K
|
786
$475K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-110- 8.31% |
$47.3K - $52.7K
|
1.21K
$734K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-112- 3.78% |
$48.2K - $53.7K
|
2.85K
$1.72M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-112- 51.38% |
$48.2K - $53.7K
|
106
$64.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-112- 17.5% |
$48.2K - $53.7K
|
528
$319K
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-114- 10.87% |
$49.1K - $54.7K
|
935
$565K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-115- 4.59% |
$49.5K - $55.1K
|
2.39K
$1.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-117- 2.59% |
$50.3K - $56.1K
|
4.4K
$2.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-122- 2.88% |
$52.5K - $58.5K
|
4.12K
$2.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-122- 1.82% |
$52.5K - $58.5K
|
6.57K
$3.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-124- 0.19% |
$53.4K - $59.5K
|
65.3K
$39.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-125- 0.45% |
$53.8K - $59.9K
|
27.5K
$16.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-125- 1.97% |
$53.8K - $59.9K
|
6.24K
$3.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-126- 0.23% |
$54.2K - $60.4K
|
53.7K
$32.4M
|
|
|
Mar 09, 2022
Q4 2021
|
Jvl Associates LLC
|
SELL
|
- |
-127- 0.93% |
$54.6K - $60.9K
|
13.5K
$8.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-127- 3.57% |
$54.6K - $60.9K
|
3.43K
$2.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-128- 16.43% |
$55.1K - $61.4K
|
651
$394K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-129Closed |
$55.5K - $61.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-129- 5.61% |
$55.5K - $61.9K
|
2.17K
$1.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-130- 1.48% |
$55.9K - $62.3K
|
8.66K
$5.23M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-130- 12.55% |
$55.9K - $62.3K
|
906
$548K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-130- 1.36% |
$55.9K - $62.3K
|
9.43K
$5.7M
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-133- 1.53% |
$57.2K - $63.8K
|
8.58K
$5.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-135- 2.61% |
$58.1K - $64.7K
|
5.03K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-136- 3.25% |
$58.5K - $65.2K
|
4.05K
$2.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-137- 1.88% |
$58.9K - $65.7K
|
7.17K
$4.33M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-137- 0.78% |
$58.9K - $65.7K
|
17.3K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-137- 1.18% |
$58.9K - $65.7K
|
11.4K
$6.92M
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-138- 0.96% |
$59.4K - $66.2K
|
14.3K
$8.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-138- 10.35% |
$59.4K - $66.2K
|
1.2K
$723K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
SELL
|
- |
-140- 5.63% |
$60.2K - $67.1K
|
2.35K
$1.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-140- 19.47% |
$60.2K - $67.1K
|
579
$350K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
SELL
|
- |
-140- 1.21% |
$60.2K - $67.1K
|
11.5K
$6.93M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-142- 0.44% |
$61.1K - $68.1K
|
32.4K
$19.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-143- 1.05% |
$61.5K - $68.6K
|
13.4K
$8.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-145- 2.07% |
$62.4K - $69.5K
|
6.87K
$4.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-145- 3.38% |
$62.4K - $69.5K
|
4.15K
$2.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-145- 15.92% |
$62.4K - $69.5K
|
766
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-146- 0.88% |
$62.8K - $70K
|
16.4K
$9.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-147- 34.59% |
$63.3K - $70.5K
|
278
$168K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-150- 3.75% |
$64.5K - $71.9K
|
3.85K
$2.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-150- 7.5% |
$64.5K - $71.9K
|
1.85K
$1.12M
|