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
|
Latitude Advisors, LLC
|
BUY
|
- |
2.61K+ 5.05% |
$1.12M - $1.25M
|
54.2K
$32.8M
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.61K+ 10.53% |
$1.12M - $1.25M
|
27.3K
$16.5M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.6KNew |
$1.12M - $1.25M
|
2.6K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.6K+ 7.39% |
$1.12M - $1.24M
|
37.7K
$22.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
2.59K+ 70.07% |
$1.11M - $1.24M
|
6.28K
$3.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.57K+ 9.46% |
$1.11M - $1.23M
|
29.7K
$18M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
2.56KNew |
$1.1M - $1.23M
|
2.56K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.56K+ 4.61% |
$1.1M - $1.23M
|
58.1K
$35.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 2.45% |
$1.1M - $1.23M
|
107K
$64.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.55K+ 2.46% |
$1.1M - $1.22M
|
106K
$64.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.52K+ 0.7% |
$1.08M - $1.21M
|
365K
$221M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.51KNew |
$1.08M - $1.2M
|
2.51K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.5K+ 5.16% |
$1.08M - $1.2M
|
51K
$30.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.49K+ 31.69% |
$1.07M - $1.19M
|
10.3K
$6.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2.49KNew |
$1.07M - $1.19M
|
2.49K
$1.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.49KNew |
$1.07M - $1.19M
|
2.49K
$1.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.48K+ 2.19% |
$1.07M - $1.19M
|
115K
$69.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2.46K+ 2.25% |
$1.06M - $1.18M
|
112K
$67.5M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.46K+ 83.14% |
$1.06M - $1.18M
|
5.42K
$3.28M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.46KNew |
$1.06M - $1.18M
|
2.46K
$1.49M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.46KNew |
$1.06M - $1.18M
|
2.46K
$1.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.44K+ 7.6% |
$1.05M - $1.17M
|
34.5K
$20.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.44K+ 21.28% |
$1.05M - $1.17M
|
13.9K
$8.39M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.42K+ 9.03% |
$1.04M - $1.16M
|
29.2K
$17.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.42K+ 2.14% |
$1.04M - $1.16M
|
116K
$70M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.42K+ 6.57% |
$1.04M - $1.16M
|
39.2K
$23.7M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.39KNew |
$1.03M - $1.15M
|
2.39K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.38K+ 33971.43% |
$1.02M - $1.14M
|
2.39K
$1.44M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.37K+ 11.78% |
$1.02M - $1.14M
|
22.5K
$13.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$1.02M - $1.13M
|
2.36K
$1.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.36K+ 6.78% |
$1.01M - $1.13M
|
37.1K
$22.4M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.35K+ 1495.54% |
$1.01M - $1.13M
|
2.51K
$1.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.35K+ 2.26% |
$1.01M - $1.13M
|
106K
$64.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.34K+ 2.28% |
$1.01M - $1.12M
|
105K
$63.2M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.33KNew |
$1M - $1.12M
|
2.33K
$1.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
2.31KNew |
$995K - $1.11M
|
2.31K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2.29K+ 17.49% |
$986K - $1.1M
|
15.4K
$9.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
2.28K+ 2.52% |
$983K - $1.1M
|
92.8K
$56.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
2.27K+ 2.36% |
$978K - $1.09M
|
98.4K
$59.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
2.27K+ 2.84% |
$977K - $1.09M
|
82.2K
$49.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.26K+ 1.11% |
$972K - $1.08M
|
205K
$124M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
2.26K+ 6.56% |
$972K - $1.08M
|
36.7K
$22.2M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.26KNew |
$972K - $1.08M
|
2.26K
$1.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.25KNew |
$967K - $1.08M
|
2.25K
$1.36M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.25KNew |
$966K - $1.08M
|
2.25K
$1.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.25K+ 29.31% |
$966K - $1.08M
|
9.91K
$5.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.24K+ 15.43% |
$962K - $1.07M
|
16.7K
$10.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
2.23K+ 16.4% |
$958K - $1.07M
|
15.8K
$9.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.23K+ 18.15% |
$957K - $1.07M
|
14.5K
$8.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.22KNew |
$957K - $1.07M
|
2.22K
$1.34M
|