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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.52% |
$1.72K - $1.92K
|
770
$472K
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
3+ 0.45% |
$1.29K - $1.44K
|
670
$410K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3+ 0.25% |
$1.29K - $1.44K
|
1.22K
$749K
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
3+ 0.21% |
$1.29K - $1.44K
|
1.42K
$868K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$1.29K - $1.44K
|
2.76K
$1.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
3+ 0.26% |
$1.29K - $1.44K
|
1.18K
$720K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.2% |
$1.29K - $1.44K
|
1.49K
$913K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3+ 0.34% |
$1.29K - $1.44K
|
879
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.68% |
$1.29K - $1.44K
|
447
$274K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2+ 0.16% |
$861 - $959
|
1.24K
$760K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 0.19% |
$861 - $959
|
1.07K
$654K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.09% |
$430 - $480
|
1.06K
$650K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.23% |
$430 - $480
|
431
$264K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
1+ 0.02% |
$430 - $480
|
4.32K
$2.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$430 - $480
|
6.45K
$3.95M
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 3.7% |
$430 - $480
|
28
$17.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
1+ 0.08% |
$430 - $480
|
1.32K
$808K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$430 - $480
|
4.62K
$2.83M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.09% |
$430 - $480
|
1.17K
$719K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$430 - $480
|
2.86K
$1.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.14% |
$430 - $480
|
737
$452K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1+ 0.11% |
$430 - $480
|
896
$549K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 1.45% |
$430 - $480
|
70
$42.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.18% |
$430 - $480
|
561
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1+ 0.41% |
$430 - $480
|
245
$150K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1+ 0.06% |
$430 - $480
|
1.61K
$987K
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1+ 0.01% |
$430 - $480
|
9.54K
$5.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.03% |
$430 - $480
|
3.35K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.01% |
$430 - $480
|
16.3K
$10M
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$430 - $480
|
2.25K
$1.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.19% |
$430 - $480
|
530
$325K
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1+ 0.2% |
$430 - $480
|
489
$300K
|
|
|
Mar 15, 2022
Q4 2021
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1- 0.29% |
$430 - $480
|
341
$209K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-1- 0.01% |
$430 - $480
|
9.11K
$5.58M
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1- 0.22% |
$430 - $480
|
462
$283K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.17% |
$430 - $480
|
583
$357K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.03% |
$430 - $480
|
3.91K
$2.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1- 0.03% |
$430 - $480
|
3.6K
$2.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1- 0.05% |
$430 - $480
|
1.94K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$430 - $480
|
51.9K
$31.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-1- 0.08% |
$430 - $480
|
1.18K
$722K
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$861 - $959
|
5.14K
$3.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-2- 1.96% |
$861 - $959
|
100
$61.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3- 0.43% |
$1.29K - $1.44K
|
690
$423K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3- 1.11% |
$1.29K - $1.44K
|
267
$164K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-4- 0.07% |
$1.72K - $1.92K
|
5.35K
$3.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4- 0.01% |
$1.72K - $1.92K
|
43.6K
$26.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-4- 0.08% |
$1.72K - $1.92K
|
4.76K
$2.92M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-4- 0.11% |
$1.72K - $1.92K
|
3.61K
$2.21M
|