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 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.24KNew |
$2.25M - $2.51M
|
5.24K
$3.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.23K+ 2.05% |
$2.25M - $2.51M
|
261K
$158M
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
5.22KNew |
$2.25M - $2.5M
|
5.22K
$3.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.12K+ 12.22% |
$2.2M - $2.46M
|
47.1K
$28.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.11K+ 5.05% |
$2.2M - $2.45M
|
106K
$64.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.1KNew |
$2.19M - $2.44M
|
5.1K
$3.08M
|
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
5.1K+ 8.26% |
$2.19M - $2.44M
|
66.8K
$40.4M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.1KNew |
$2.19M - $2.44M
|
5.1K
$3.08M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.09KNew |
$2.19M - $2.44M
|
5.09K
$3.08M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
5.08KNew |
$2.18M - $2.43M
|
5.08K
$3.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.02K+ 3.26% |
$2.16M - $2.41M
|
159K
$96M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.99KNew |
$2.15M - $2.39M
|
4.99K
$3.02M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
4.99K+ 15.45% |
$2.15M - $2.39M
|
37.3K
$22.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.94K+ 7.53% |
$2.13M - $2.37M
|
70.6K
$42.7M
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.91K+ 86.52% |
$2.11M - $2.35M
|
10.6K
$6.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
4.88KNew |
$2.1M - $2.34M
|
4.88K
$2.95M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.72K+ 4.65% |
$2.03M - $2.26M
|
106K
$64.2M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.71K+ 113.97% |
$2.03M - $2.26M
|
8.84K
$5.34M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.69KNew |
$2.02M - $2.25M
|
4.69K
$2.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.66K+ 49.02% |
$2M - $2.23M
|
14.2K
$8.56M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.64K+ 5.27% |
$2M - $2.22M
|
92.7K
$56.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
4.64K+ 49.77% |
$1.99M - $2.22M
|
14K
$8.44M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.63KNew |
$1.99M - $2.22M
|
4.63K
$2.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
4.62K+ 11.69% |
$1.99M - $2.22M
|
44.2K
$26.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.59K+ 8.99% |
$1.98M - $2.2M
|
55.7K
$33.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Darrow Company, Inc.
|
BUY
|
- |
4.59KNew |
$1.98M - $2.2M
|
4.59K
$2.78M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
4.43K+ 4.65% |
$1.9M - $2.12M
|
99.6K
$60.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
4.42K+ 17.28% |
$1.9M - $2.12M
|
30K
$18.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
4.4K+ 6.46% |
$1.89M - $2.11M
|
72.5K
$43.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
4.37K+ 185.21% |
$1.88M - $2.1M
|
6.73K
$4.07M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.37K+ 17.31% |
$1.88M - $2.09M
|
29.6K
$17.9M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.32K+ 5.43% |
$1.86M - $2.07M
|
83.8K
$50.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
4.31K+ 6.31% |
$1.85M - $2.07M
|
72.7K
$43.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.29K+ 18.23% |
$1.85M - $2.06M
|
27.8K
$16.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.27K+ 6.11% |
$1.84M - $2.05M
|
74.2K
$44.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.26K+ 170.54% |
$1.83M - $2.04M
|
6.76K
$4.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4.24K+ 5.23% |
$1.82M - $2.03M
|
85.3K
$51.5M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.22KNew |
$1.81M - $2.02M
|
4.22K
$2.55M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
4.2KNew |
$1.81M - $2.02M
|
4.2K
$2.54M
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
4.19K+ 4.16% |
$1.8M - $2.01M
|
105K
$63.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.18K+ 368.82% |
$1.8M - $2M
|
5.31K
$3.21M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.17K+ 32.91% |
$1.8M - $2M
|
16.9K
$10.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.16K+ 0.37% |
$1.79M - $1.99M
|
1.14M
$688M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.15KNew |
$1.79M - $1.99M
|
4.15K
$2.51M
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.14K+ 18.85% |
$1.78M - $1.99M
|
26.1K
$15.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.09KNew |
$1.76M - $1.96M
|
4.09K
$2.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.07K+ 29.78% |
$1.75M - $1.95M
|
17.7K
$10.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Riverstone Advisors, LLC
|
BUY
|
- |
4.07K+ 8.77% |
$1.75M - $1.95M
|
50.4K
$30.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.06K+ 1.01% |
$1.75M - $1.95M
|
408K
$247M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.03K+ 77.75% |
$1.73M - $1.93M
|
9.21K
$5.57M
|