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 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-17- 0.65% |
$7.31K - $8.15K
|
2.58K
$1.56M
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-17- 3.35% |
$7.31K - $8.15K
|
490
$295K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-17- 0.99% |
$7.31K - $8.15K
|
1.71K
$1.03M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-17- 0.35% |
$7.31K - $8.15K
|
4.78K
$2.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-18- 0.56% |
$7.75K - $8.63K
|
3.2K
$1.93M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-18- 0.18% |
$7.75K - $8.63K
|
9.84K
$5.93M
|
|
|
Jan 19, 2022
Q4 2021
|
Bennett Selby Investments LP
|
SELL
|
- |
-18- 1.19% |
$7.75K - $8.63K
|
1.5K
$904K
|
|
|
Feb 08, 2022
Q4 2021
|
Kidder Stephen W
|
SELL
|
- |
-20- 1.2% |
$8.61K - $9.59K
|
1.65K
$995K
|
|
|
Jan 19, 2022
Q4 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-20- 1.69% |
$8.61K - $9.59K
|
1.17K
$702K
|
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-20- 3.69% |
$8.61K - $9.59K
|
522
$315K
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-21- 1.8% |
$9.04K - $10.1K
|
1.15K
$691K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-21- 0.58% |
$9.04K - $10.1K
|
3.6K
$2.17M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-21- 1.61% |
$9.04K - $10.1K
|
1.28K
$772K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-22- 0.92% |
$9.47K - $10.5K
|
2.36K
$1.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-22- 3.48% |
$9.47K - $10.5K
|
610
$368K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-22- 0.29% |
$9.47K - $10.5K
|
7.62K
$4.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
SELL
|
- |
-22- 1.18% |
$9.47K - $10.5K
|
1.85K
$1.11M
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-22- 3.01% |
$9.47K - $10.5K
|
708
$427K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-22- 0.1% |
$9.47K - $10.5K
|
21.5K
$13M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-23- 0.12% |
$9.9K - $11K
|
18.5K
$11.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-23- 2.24% |
$9.9K - $11K
|
1.01K
$606K
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-24- 1.66% |
$10.3K - $11.5K
|
1.43K
$860K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-25- 1.53% |
$10.8K - $12K
|
1.61K
$973K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-25- 0.35% |
$10.8K - $12K
|
7.15K
$4.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-25- 0.47% |
$10.8K - $12K
|
5.32K
$3.21M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-25- 0.39% |
$10.8K - $12K
|
6.33K
$3.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-26- 0.22% |
$11.2K - $12.5K
|
11.7K
$7.06M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-26- 0.15% |
$11.2K - $12.5K
|
16.8K
$10.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-27- 3.44% |
$11.6K - $12.9K
|
759
$458K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-28- 0.5% |
$12K - $13.4K
|
5.63K
$3.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-28- 6.22% |
$12K - $13.4K
|
422
$254K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-28- 0.7% |
$12K - $13.4K
|
4K
$2.41M
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-29- 1.58% |
$12.5K - $13.9K
|
1.81K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-29- 0.29% |
$12.5K - $13.9K
|
9.9K
$5.97M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-29- 0.79% |
$12.5K - $13.9K
|
3.66K
$2.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-29- 40.28% |
$12.5K - $13.9K
|
43
$25.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-29- 0.19% |
$12.5K - $13.9K
|
15.1K
$9.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-29- 0.53% |
$12.5K - $13.9K
|
5.42K
$3.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Sanders Morris Harris LLC
|
SELL
|
- |
-30- 3.61% |
$12.9K - $14.4K
|
800
$482K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-30Closed |
$12.9K - $14.4K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-30- 1.13% |
$12.9K - $14.4K
|
2.63K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-30- 1.52% |
$12.9K - $14.4K
|
1.94K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-32- 1.61% |
$13.8K - $15.3K
|
1.95K
$1.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-32- 1.05% |
$13.8K - $15.3K
|
3.02K
$1.82M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-33- 1.35% |
$14.2K - $15.8K
|
2.41K
$1.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-33- 0.77% |
$14.2K - $15.8K
|
4.26K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-33- 0.36% |
$14.2K - $15.8K
|
9.05K
$5.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-33- 3.3% |
$14.2K - $15.8K
|
967
$583K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-34- 0.63% |
$14.6K - $16.3K
|
5.39K
$3.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-35- 0.73% |
$15.1K - $16.8K
|
4.76K
$2.87M
|