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
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-297- 1.99% |
$128K - $142K
|
14.7K
$8.68M
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-300- 11.11% |
$129K - $144K
|
2.4K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-302- 2.66% |
$130K - $145K
|
11K
$6.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-307- 2.0% |
$132K - $147K
|
15K
$8.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-312- 1.33% |
$134K - $150K
|
23.1K
$13.7M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-316- 1.12% |
$136K - $152K
|
27.9K
$16.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-319- 7.5% |
$137K - $153K
|
3.94K
$2.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-319- 6.17% |
$137K - $153K
|
4.85K
$2.87M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-321- 11.67% |
$138K - $154K
|
2.43K
$1.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-322- 7.41% |
$139K - $154K
|
4.03K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-329- 0.02% |
$142K - $158K
|
1.48M
$877M
|
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-330- 20.42% |
$142K - $158K
|
1.29K
$762K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-330- 10.6% |
$142K - $158K
|
2.78K
$1.65M
|
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-332- 1.01% |
$143K - $159K
|
32.7K
$19.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-336- 11.59% |
$145K - $161K
|
2.56K
$1.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-339- 31.8% |
$146K - $163K
|
727
$430K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-340- 13.43% |
$146K - $163K
|
2.19K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-343- 42.35% |
$148K - $164K
|
467
$277K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-343- 7.74% |
$148K - $164K
|
4.09K
$2.42M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-351- 1.11% |
$151K - $168K
|
31.4K
$18.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-351- 11.2% |
$151K - $168K
|
2.78K
$1.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-362- 1.54% |
$156K - $174K
|
23.2K
$13.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-369- 1.72% |
$159K - $177K
|
21.1K
$12.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-370- 1.44% |
$159K - $177K
|
25.3K
$15M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-372- 2.55% |
$160K - $178K
|
14.2K
$8.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-373- 1.02% |
$160K - $179K
|
36.3K
$21.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-375- 28.47% |
$161K - $180K
|
942
$558K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-376- 0.8% |
$162K - $180K
|
46.4K
$27.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-393- 6.76% |
$169K - $188K
|
5.42K
$3.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-396- 2.85% |
$170K - $190K
|
13.5K
$8M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-397- 4.06% |
$171K - $190K
|
9.39K
$5.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-399- 0.96% |
$172K - $191K
|
41.2K
$24.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-402- 21.08% |
$173K - $193K
|
1.51K
$891K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-403- 13.96% |
$173K - $193K
|
2.48K
$1.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-405- 2.31% |
$174K - $194K
|
17.2K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-405- 35.71% |
$174K - $194K
|
729
$432K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-406- 6.22% |
$175K - $195K
|
6.13K
$3.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-414- 1.78% |
$178K - $199K
|
22.9K
$13.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-416- 3.82% |
$179K - $199K
|
10.5K
$6.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-416- 0.47% |
$179K - $199K
|
88.8K
$52.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-421- 10.34% |
$181K - $202K
|
3.65K
$2.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-426- 7.05% |
$183K - $204K
|
5.62K
$3.33M
|
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-433- 21.86% |
$186K - $208K
|
1.55K
$917K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-433- 4.12% |
$186K - $208K
|
10.1K
$5.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-439- 1.24% |
$189K - $211K
|
34.9K
$20.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-444- 18.53% |
$191K - $213K
|
1.95K
$1.16M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-445- 4.53% |
$191K - $213K
|
9.38K
$5.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
SELL
|
- |
-450- 0.74% |
$194K - $216K
|
60.3K
$35.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-453- 4.88% |
$195K - $217K
|
8.84K
$5.23M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-454- 2.8% |
$195K - $218K
|
15.8K
$9.34M
|