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 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-482- 0.13% |
$207K - $231K
|
383K
$232M
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-484- 33.75% |
$208K - $232K
|
950
$574K
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-486- 9.6% |
$209K - $233K
|
4.58K
$2.77M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-486- 2.4% |
$209K - $233K
|
19.8K
$12M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-487- 0.19% |
$210K - $234K
|
261K
$158M
|
|
|
Feb 14, 2022
Q4 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-490- 35.0% |
$211K - $235K
|
910
$550K
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-493- 42.54% |
$212K - $236K
|
666
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-499- 3.7% |
$215K - $239K
|
13K
$7.86M
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-500Closed |
$215K - $240K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-502Closed |
$216K - $241K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-504- 21.48% |
$217K - $242K
|
1.84K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-508Closed |
$219K - $244K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-517- 5.33% |
$222K - $248K
|
9.18K
$5.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-518- 1.72% |
$223K - $248K
|
29.6K
$17.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-520- 10.1% |
$224K - $249K
|
4.63K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-535Closed |
$230K - $257K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-541- 8.67% |
$233K - $259K
|
5.7K
$3.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-546Closed |
$235K - $262K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-548- 3.08% |
$236K - $263K
|
17.3K
$10.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-549- 3.02% |
$236K - $263K
|
17.6K
$10.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-555- 1.97% |
$239K - $266K
|
27.6K
$16.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-558- 16.64% |
$240K - $268K
|
2.8K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-564- 0.67% |
$243K - $270K
|
83.4K
$50.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-566- 1.32% |
$244K - $271K
|
42.4K
$25.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-568- 2.56% |
$244K - $272K
|
21.6K
$13.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-568Closed |
$244K - $272K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-568- 37.67% |
$244K - $272K
|
940
$568K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
SELL
|
- |
-569- 7.84% |
$245K - $273K
|
6.69K
$4.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-570- 8.38% |
$245K - $273K
|
6.23K
$3.77M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-573- 9.45% |
$247K - $275K
|
5.49K
$3.32M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-586- 1.32% |
$252K - $281K
|
44K
$26.6M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-586- 1.51% |
$252K - $281K
|
38.2K
$23.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-594- 53.08% |
$256K - $285K
|
525
$317K
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-601- 0.54% |
$259K - $288K
|
111K
$67.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-606- 52.42% |
$261K - $291K
|
550
$333K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-613- 8.98% |
$264K - $294K
|
6.22K
$3.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-620- 3.98% |
$267K - $297K
|
15K
$9.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-622- 6.96% |
$268K - $298K
|
8.31K
$5.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-624- 13.73% |
$269K - $299K
|
3.92K
$2.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-626- 0.76% |
$269K - $300K
|
81.4K
$49.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-630- 11.22% |
$271K - $302K
|
4.98K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-631Closed |
$272K - $303K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-643- 2.43% |
$277K - $308K
|
25.8K
$15.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-650- 3.77% |
$280K - $312K
|
16.6K
$10M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-670- 23.47% |
$288K - $321K
|
2.19K
$1.32M
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-675- 1.22% |
$290K - $324K
|
54.5K
$32.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-677- 2.03% |
$291K - $325K
|
32.7K
$19.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-688- 0.43% |
$296K - $330K
|
159K
$96.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-693- 2.03% |
$298K - $332K
|
33.4K
$20.2M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-694- 11.57% |
$299K - $333K
|
5.3K
$3.21M
|