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
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-321- 11.67% |
$138K - $154K
|
2.43K
$1.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-322- 7.41% |
$139K - $154K
|
4.03K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-329- 0.02% |
$142K - $158K
|
1.48M
$896M
|
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-330- 20.42% |
$142K - $158K
|
1.29K
$778K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-330- 10.6% |
$142K - $158K
|
2.78K
$1.68M
|
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-332- 1.01% |
$143K - $159K
|
32.7K
$19.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-336- 11.59% |
$145K - $161K
|
2.56K
$1.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-339- 31.8% |
$146K - $163K
|
727
$440K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-340- 13.43% |
$146K - $163K
|
2.19K
$1.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-343- 42.35% |
$148K - $164K
|
467
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-343- 7.74% |
$148K - $164K
|
4.09K
$2.47M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-351- 1.11% |
$151K - $168K
|
31.4K
$19M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-351- 11.2% |
$151K - $168K
|
2.78K
$1.68M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-362- 1.54% |
$156K - $174K
|
23.2K
$14M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-369- 1.72% |
$159K - $177K
|
21.1K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-370- 1.44% |
$159K - $177K
|
25.3K
$15.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-372- 2.55% |
$160K - $178K
|
14.2K
$8.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-373- 1.02% |
$160K - $179K
|
36.3K
$21.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-375- 28.47% |
$161K - $180K
|
942
$570K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-376- 0.8% |
$162K - $180K
|
46.4K
$28M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-393- 6.76% |
$169K - $188K
|
5.42K
$3.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-396- 2.85% |
$170K - $190K
|
13.5K
$8.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-397- 4.06% |
$171K - $190K
|
9.39K
$5.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-399- 0.96% |
$172K - $191K
|
41.2K
$24.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-402- 21.08% |
$173K - $193K
|
1.51K
$910K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-403- 13.96% |
$173K - $193K
|
2.48K
$1.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-405- 2.31% |
$174K - $194K
|
17.2K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-405- 35.71% |
$174K - $194K
|
729
$441K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-406- 6.22% |
$175K - $195K
|
6.13K
$3.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-414- 1.78% |
$178K - $199K
|
22.9K
$13.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-416- 3.82% |
$179K - $199K
|
10.5K
$6.33M
|
|
|
Jan 24, 2022
Q4 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-416- 0.47% |
$179K - $199K
|
88.8K
$53.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-421- 10.34% |
$181K - $202K
|
3.65K
$2.21M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-426- 7.05% |
$183K - $204K
|
5.62K
$3.4M
|
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-433- 21.86% |
$186K - $208K
|
1.55K
$936K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
SELL
|
- |
-433- 4.12% |
$186K - $208K
|
10.1K
$6.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-439- 1.24% |
$189K - $211K
|
34.9K
$21.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-444- 18.53% |
$191K - $213K
|
1.95K
$1.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-445- 4.53% |
$191K - $213K
|
9.38K
$5.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
SELL
|
- |
-450- 0.74% |
$194K - $216K
|
60.3K
$36.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-453- 4.88% |
$195K - $217K
|
8.84K
$5.34M
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-454- 2.8% |
$195K - $218K
|
15.8K
$9.54M
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-459- 4.73% |
$198K - $220K
|
9.24K
$5.58M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-466- 28.11% |
$201K - $223K
|
1.19K
$721K
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
SELL
|
- |
-467Closed |
$201K - $224K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-469- 16.9% |
$202K - $225K
|
2.31K
$1.39M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-470Closed |
$202K - $225K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-471- 12.8% |
$203K - $226K
|
3.21K
$1.94M
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-475Closed |
$204K - $228K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-476- 42.69% |
$205K - $228K
|
639
$386K
|