Purchases and Sales Made in Q3 2021 in Ishares Core S&P 500 ETF (IVV)

IVV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q3 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
Oct 25, 2021 Q3 2021
Meridian Financial Partners LLC

BUY
 -
1.16K
+ 13.39%
$497K - $530K
9.86K $5.5M
Oct 29, 2021 Q3 2021
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
1.16K
+ 5.03%
$496K - $529K
24.3K $13.5M
Nov 12, 2021 Q3 2021
Jsf Financial, LLC

BUY
 -
1.14K
+ 1.2%
$487K - $519K
96.2K $53.7M
Nov 01, 2021 Q3 2021
Qcm Cayman, Ltd.

BUY
 -
1.14K
New
$487K - $519K
1.14K $636K
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.12K
+ 34.04%
$478K - $510K
4.41K $2.46M
Oct 20, 2021 Q3 2021
Guidance Point Advisors, LLC

BUY
 -
1.12K
+ 1.61%
$478K - $509K
70.7K $39.4M
Oct 19, 2021 Q3 2021
Capital Planning LLC

BUY
 -
1.11K
+ 2.38%
$474K - $505K
47.8K $26.7M
Oct 14, 2021 Q3 2021
First United Bank & Trust

BUY
 -
1.1K
+ 17.84%
$469K - $501K
7.27K $4.06M
Oct 20, 2021 Q3 2021
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1.1K
+ 6.09%
$468K - $499K
19.1K $10.7M
Nov 15, 2021 Q3 2021
Y Intercept (Hong Kong) LTD

BUY
 -
1.1K
New
$468K - $499K
1.1K $612K
Oct 25, 2021 Q3 2021
Orion Capital Management LLC

BUY
 -
1.09K
+ 8.22%
$464K - $494K
14.3K $7.98M
Nov 12, 2021 Q3 2021
Fiduciary Trust CO

Boston, MA
BUY
 -
1.08K
+ 0.07%
$461K - $492K
1.48M $827M
Nov 15, 2021 Q3 2021
Axa S.A.

Paris, I0
BUY
 -
1.08K
+ 5.41%
$461K - $491K
21K $11.7M
Nov 04, 2021 Q3 2021
Brighton Jones LLC

BUY
 -
1.08K
+ 3.07%
$459K - $489K
36.1K $20.1M
Nov 15, 2021 Q3 2021
Bayesian Capital Management, LP

Brooklyn, NY
BUY
 -
1.08K
New
$459K - $489K
1.08K $600K
Nov 08, 2021 Q3 2021
Associated Banc Corp

Green Bay, WI
BUY
 -
1.07K
+ 6.62%
$456K - $487K
17.2K $9.61M
Oct 25, 2021 Q3 2021
Osborne Partners Capital Management, LLC

BUY
 -
1.07K
New
$455K - $485K
1.07K $595K
Nov 10, 2021 Q3 2021
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
1.07K
+ 37.71%
$455K - $485K
3.89K $2.17M
Nov 12, 2021 Q3 2021
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
1.05K
+ 1.54%
$450K - $480K
69.6K $38.9M
Nov 19, 2021 Q3 2021
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
1.05K
+ 1.18%
$448K - $478K
90.2K $50.4M
Nov 12, 2021 Q3 2021
Credit Suisse Ag

Zurich, V8
BUY
 -
1.04K
+ 0.05%
$446K - $475K
2.01M $1.12B
Nov 16, 2021 Q3 2021
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
1.04K
+ 69.53%
$445K - $475K
2.54K $1.42M
Oct 20, 2021 Q3 2021
All Season Financial Advisors, Inc.

BUY
 -
1.04K
+ 154.22%
$444K - $474K
1.72K $958K
Nov 10, 2021 Q3 2021
Zions Bancorporation, N.A.

BUY
 -
1.04K
+ 15.7%
$443K - $473K
7.66K $4.27M
Oct 08, 2021 Q3 2021
Shelter Ins Retirement Plan

BUY
 -
1.04K
+ 0.44%
$443K - $473K
235K $131M
Nov 03, 2021 Q3 2021
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
1.04K
+ 0.29%
$442K - $472K
362K $202M
Oct 20, 2021 Q3 2021
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
1.03K
+ 62.7%
$438K - $468K
2.67K $1.49M
Oct 12, 2021 Q3 2021
Tarbox Family Office, Inc.

BUY
 -
1.03K
+ 0.29%
$437K - $467K
357K $199M
Oct 15, 2021 Q3 2021
Trilogy Capital Inc.

BUY
 -
1.02K
+ 3.75%
$435K - $464K
28.2K $15.7M
Oct 21, 2021 Q3 2021
Defined Wealth Management, LLC

BUY
 -
1.02K
+ 4.41%
$434K - $463K
24.1K $13.5M
Oct 25, 2021 Q3 2021
Highland Capital Management, LLC

BUY
 -
1.02K
+ 1.11%
$434K - $463K
92.8K $51.8M
Nov 08, 2021 Q3 2021
Davis R M Inc

Portland, ME
BUY
 -
1K
+ 28.56%
$428K - $456K
4.51K $2.52M
Oct 29, 2021 Q3 2021
Live Oak Private Wealth LLC

BUY
 -
994
+ 34.13%
$424K - $453K
3.91K $2.18M
Nov 04, 2021 Q3 2021
Private Portfolio Partners LLC

BUY
 -
987
+ 7.55%
$421K - $449K
14.1K $7.85M
Mar 14, 2023 Q3 2021
Private Portfolio Partners LLC

BUY
 -
987
+ 7.55%
$421K - $449K
14.1K $7.85M
Oct 14, 2021 Q3 2021
Canal Capital Management, LLC

BUY
 -
978
+ 4.11%
$417K - $445K
24.8K $13.8M
Oct 19, 2021 Q3 2021
Dfpg Investments, LLC

BUY
 -
976
+ 92.6%
$417K - $444K
2.03K $1.13M
Oct 19, 2021 Q3 2021
Waller Financial Planning Group, Inc

BUY
 -
970
+ 0.87%
$414K - $442K
112K $62.4M
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
967
+ 7.46%
$413K - $440K
13.9K $7.77M
Oct 19, 2021 Q3 2021
Pinnacle Associates LTD

BUY
 -
960
+ 0.95%
$410K - $437K
102K $57M
Nov 03, 2021 Q3 2021
Copperwynd Financial, LLC

BUY
 -
960
+ 3.06%
$410K - $437K
32.3K $18M
Oct 13, 2021 Q3 2021
Ayalon Insurance Comp Ltd.

BUY
 -
959
+ 28.06%
$409K - $437K
4.38K $2.44M
Oct 18, 2021 Q3 2021
Geneva Partners, LLC

BUY
 -
958
+ 7.11%
$409K - $436K
14.4K $8.05M
Nov 15, 2021 Q3 2021
Bailard, Inc.

BUY
 -
954
+ 1.34%
$407K - $434K
72K $40.2M
Nov 15, 2021 Q3 2021
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
938
+ 1.36%
$400K - $427K
69.9K $39M
Oct 01, 2021 Q3 2021
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
937
+ 14.62%
$400K - $427K
7.35K $4.1M
Oct 14, 2021 Q3 2021
Berkshire Bank

BUY
 -
930
+ 47.77%
$397K - $423K
2.88K $1.61M
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

BUY
 -
925
+ 8.54%
$395K - $421K
11.8K $6.56M
Nov 10, 2021 Q3 2021
Fairhaven Wealth Management, LLC

BUY
 -
920
+ 1.42%
$393K - $419K
65.7K $36.7M

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