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 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-216- 1.8% |
$92.9K - $104K
|
11.8K
$7.14M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-217- 0.21% |
$93.4K - $104K
|
105K
$63.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-219- 1.86% |
$94.2K - $105K
|
11.6K
$7M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-231- 1.98% |
$99.4K - $111K
|
11.4K
$6.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-236- 0.11% |
$102K - $113K
|
205K
$124M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-239- 1.85% |
$103K - $115K
|
12.7K
$7.69M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-239- 7.51% |
$103K - $115K
|
2.94K
$1.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-240- 6.9% |
$103K - $115K
|
3.24K
$1.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-243- 4.91% |
$105K - $117K
|
4.7K
$2.84M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-246- 15.88% |
$106K - $118K
|
1.3K
$788K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-246- 1.02% |
$106K - $118K
|
23.8K
$14.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-248- 4.57% |
$107K - $119K
|
5.18K
$3.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-248- 3.14% |
$107K - $119K
|
7.66K
$4.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-248- 6.41% |
$107K - $119K
|
3.62K
$2.19M
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-250- 1.4% |
$108K - $120K
|
17.6K
$10.6M
|
|
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-255- 29.65% |
$110K - $122K
|
605
$366K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-256- 1.99% |
$110K - $123K
|
12.6K
$7.64M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-257- 2.2% |
$111K - $123K
|
11.4K
$6.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-258- 6.03% |
$111K - $124K
|
4.02K
$2.43M
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-258- 2.17% |
$111K - $124K
|
11.7K
$7.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-258- 8.79% |
$111K - $124K
|
2.68K
$1.62M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-260- 18.3% |
$112K - $125K
|
1.16K
$702K
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-260- 3.71% |
$112K - $125K
|
6.74K
$4.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-260- 3.66% |
$112K - $125K
|
6.85K
$4.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
SELL
|
- |
-263- 2.62% |
$113K - $126K
|
9.77K
$5.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-263- 31.69% |
$113K - $126K
|
567
$343K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-264- 1.02% |
$114K - $127K
|
25.6K
$15.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-265- 4.64% |
$114K - $127K
|
5.45K
$3.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-267Closed |
$115K - $128K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-270- 0.24% |
$116K - $129K
|
113K
$68.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-272- 0.4% |
$117K - $130K
|
68.2K
$41.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-272- 6.03% |
$117K - $130K
|
4.24K
$2.56M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-273- 1.97% |
$117K - $131K
|
13.6K
$8.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-276Closed |
$119K - $132K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-279- 0.72% |
$120K - $134K
|
38.3K
$23.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-280- 21.05% |
$120K - $134K
|
1.05K
$635K
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-280- 0.33% |
$120K - $134K
|
83.4K
$50.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
SELL
|
- |
-287- 2.63% |
$123K - $138K
|
10.6K
$6.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-292- 1.35% |
$126K - $140K
|
21.3K
$12.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-295- 26.72% |
$127K - $141K
|
809
$489K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-295- 4.11% |
$127K - $141K
|
6.88K
$4.16M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-295- 19.52% |
$127K - $141K
|
1.22K
$735K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-297- 1.99% |
$128K - $142K
|
14.7K
$8.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-300- 11.11% |
$129K - $144K
|
2.4K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-302- 2.66% |
$130K - $145K
|
11K
$6.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-307- 2.0% |
$132K - $147K
|
15K
$9.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-312- 1.33% |
$134K - $150K
|
23.1K
$14M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-316- 1.12% |
$136K - $152K
|
27.9K
$16.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-319- 7.5% |
$137K - $153K
|
3.94K
$2.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-319- 6.17% |
$137K - $153K
|
4.85K
$2.93M
|