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 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.04K- 34.22% |
$448K - $500K
|
2K
$1.27M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.06K- 0.84% |
$455K - $507K
|
124K
$79M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 20.96% |
$457K - $510K
|
4.01K
$2.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.06K- 5.53% |
$458K - $510K
|
18.2K
$11.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.07K- 2.07% |
$462K - $515K
|
50.8K
$32.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.08KClosed |
$463K - $515K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.08K- 3.47% |
$463K - $516K
|
30K
$19.1M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.09K- 0.79% |
$467K - $521K
|
137K
$87.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 11.75% |
$467K - $521K
|
8.15K
$5.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.09K- 3.31% |
$470K - $524K
|
31.9K
$20.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.1KClosed |
$472K - $526K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.1K- 11.65% |
$473K - $527K
|
8.34K
$5.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.11K- 10.85% |
$479K - $534K
|
9.15K
$5.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.13K- 6.85% |
$486K - $541K
|
15.4K
$9.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.14KClosed |
$491K - $547K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.17K- 4.53% |
$504K - $562K
|
24.7K
$15.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-1.17K- 7.97% |
$504K - $562K
|
13.5K
$8.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.19K- 1.25% |
$512K - $571K
|
93.7K
$59.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 2.25% |
$514K - $573K
|
51.9K
$33.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.2K- 8.39% |
$515K - $574K
|
13.1K
$8.31M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.21K- 1.03% |
$519K - $578K
|
116K
$73.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.23K- 24.27% |
$528K - $588K
|
3.83K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.23K- 8.71% |
$529K - $589K
|
12.9K
$8.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-1.23K- 1.6% |
$530K - $590K
|
75.6K
$48.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.23K- 13.74% |
$531K - $592K
|
7.75K
$4.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Verger Capital Management LLC
|
SELL
|
- |
-1.27K- 1.72% |
$545K - $608K
|
72.4K
$46.1M
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1.28K- 8.24% |
$550K - $613K
|
14.2K
$9.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1.29K- 29.81% |
$556K - $620K
|
3.04K
$1.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.32K- 5.15% |
$569K - $634K
|
24.4K
$15.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.35K- 4.18% |
$580K - $646K
|
30.9K
$19.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-1.35K- 27.98% |
$580K - $646K
|
3.47K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.35K- 41.34% |
$580K - $647K
|
1.91K
$1.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.37K- 4.59% |
$590K - $657K
|
28.5K
$18.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.41K- 5.67% |
$605K - $674K
|
23.4K
$14.9M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.41K- 1.42% |
$607K - $677K
|
98K
$62.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.41K- 0.93% |
$608K - $677K
|
150K
$95.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.42K- 5.85% |
$610K - $679K
|
22.8K
$14.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.46K- 3.55% |
$627K - $699K
|
39.6K
$25.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.48K- 1.48% |
$636K - $709K
|
98.7K
$62.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.48K- 22.59% |
$637K - $710K
|
5.08K
$3.23M
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.49K- 10.07% |
$641K - $714K
|
13.3K
$8.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.49K- 2.96% |
$642K - $715K
|
48.8K
$31.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.61K- 6.46% |
$694K - $773K
|
23.3K
$14.9M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-1.61K- 11.93% |
$694K - $774K
|
11.9K
$7.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Pachira Investments Inc.
|
SELL
|
- |
-1.63K- 1.96% |
$701K - $782K
|
81.7K
$52M
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.65K- 17.32% |
$711K - $793K
|
7.89K
$5.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.66KClosed |
$713K - $795K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.67K- 36.4% |
$718K - $800K
|
2.92K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.68K- 47.41% |
$721K - $804K
|
1.86K
$1.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.7K- 1.9% |
$731K - $814K
|
87.6K
$55.7M
|