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, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
35+ 3.16% |
$15.1K - $16.8K
|
1.14K
$690K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
34+ 0.43% |
$14.6K - $16.3K
|
8.01K
$4.84M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
34+ 6.73% |
$14.6K - $16.3K
|
539
$325K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
34New |
$14.6K - $16.3K
|
34
$20.5K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
33+ 0.26% |
$14.2K - $15.8K
|
12.5K
$7.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
33+ 1.97% |
$14.2K - $15.8K
|
1.71K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
33New |
$14.2K - $15.8K
|
33
$19.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
32+ 1.72% |
$13.8K - $15.3K
|
1.89K
$1.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
32+ 2.84% |
$13.8K - $15.3K
|
1.16K
$700K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
32New |
$13.8K - $15.3K
|
32
$19.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
31+ 2.16% |
$13.3K - $14.9K
|
1.47K
$885K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
31+ 5.67% |
$13.3K - $14.9K
|
578
$349K
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
30+ 3.92% |
$12.9K - $14.4K
|
795
$480K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
30+ 0.55% |
$12.9K - $14.4K
|
5.49K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
30+ 1.25% |
$12.9K - $14.4K
|
2.42K
$1.46M
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
29+ 7.53% |
$12.5K - $13.9K
|
414
$250K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
28New |
$12K - $13.4K
|
28
$16.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
28+ 0.83% |
$12K - $13.4K
|
3.41K
$2.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
28+ 0.66% |
$12K - $13.4K
|
4.27K
$2.58M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
27New |
$11.6K - $12.9K
|
27
$16.3K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
26+ 4.52% |
$11.2K - $12.5K
|
601
$363K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
26+ 1.72% |
$11.2K - $12.5K
|
1.54K
$930K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
26New |
$11.2K - $12.5K
|
26
$15.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
26+ 0.71% |
$11.2K - $12.5K
|
3.71K
$2.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
26+ 0.06% |
$11.2K - $12.5K
|
43.6K
$26.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26+ 5.73% |
$11.2K - $12.5K
|
480
$290K
|
|
|
Feb 01, 2022
Q4 2021
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
25+ 0.39% |
$10.8K - $12K
|
6.36K
$3.84M
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
24+ 0.41% |
$10.3K - $11.5K
|
5.95K
$3.59M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
23+ 0.25% |
$9.9K - $11K
|
9.4K
$5.68M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
23+ 1.1% |
$9.9K - $11K
|
2.11K
$1.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
22+ 0.99% |
$9.47K - $10.5K
|
2.24K
$1.35M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
22+ 0.3% |
$9.47K - $10.5K
|
7.46K
$4.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
22New |
$9.47K - $10.5K
|
22
$13.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
22+ 0.82% |
$9.47K - $10.5K
|
2.7K
$1.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
22+ 0.2% |
$9.47K - $10.5K
|
10.9K
$6.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
22+ 0.26% |
$9.47K - $10.5K
|
8.48K
$5.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
21+ 0.79% |
$9.04K - $10.1K
|
2.67K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20+ 0.63% |
$8.61K - $9.59K
|
3.2K
$1.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
20+ 0.03% |
$8.61K - $9.59K
|
69.2K
$41.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
19New |
$8.18K - $9.11K
|
19
$11.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19+ 0.45% |
$8.18K - $9.11K
|
4.27K
$2.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
19+ 0.26% |
$8.18K - $9.11K
|
7.22K
$4.36M
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
18+ 0.73% |
$7.75K - $8.63K
|
2.49K
$1.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
18New |
$7.75K - $8.63K
|
18
$10.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
18+ 0.56% |
$7.75K - $8.63K
|
3.21K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
18New |
$7.75K - $8.63K
|
18
$10.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18+ 0.01% |
$7.75K - $8.63K
|
127K
$76.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
17+ 0.07% |
$7.31K - $8.15K
|
26K
$15.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
17New |
$7.31K - $8.15K
|
17
$10.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
17+ 0.75% |
$7.31K - $8.15K
|
2.28K
$1.38M
|