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
Nov 10, 2021 Q3 2021
Truefg, LLC

Cedar Park, TX
BUY
 -
907
+ 5.65%
$387K - $413K
17K $10.1M
Nov 12, 2021 Q3 2021
Cibc World Markets Corp

New York, NY
BUY
 -
906
New
$387K - $412K
906 $541K
Nov 04, 2021 Q3 2021
Hubbell Strickland Wealth Management, LLC

BUY
 -
905
+ 2.75%
$386K - $412K
33.8K $20.2M
Nov 15, 2021 Q3 2021
Vestmark Advisory Solutions, Inc.

BUY
 -
904
+ 10.5%
$386K - $412K
9.52K $5.69M
Nov 01, 2021 Q3 2021
Dagco, Inc.

BUY
 -
900
+ 4.9%
$384K - $410K
19.3K $11.5M
Apr 19, 2024 Q3 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
897
+ 5.11%
$383K - $408K
18.5K $11M
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
896
+ 39.08%
$382K - $408K
3.19K $1.91M
Oct 22, 2021 Q3 2021
Lineweaver Wealth Advisors, LLC

BUY
 -
891
+ 1.0%
$380K - $406K
89.9K $53.7M
Nov 12, 2021 Q3 2021
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
889
+ 22.57%
$379K - $405K
4.83K $2.89M
Nov 02, 2021 Q3 2021
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
884
+ 14.04%
$377K - $402K
7.18K $4.29M
Nov 09, 2021 Q3 2021
Gould Asset Management LLC

Claremont, CA
BUY
 -
866
+ 3.29%
$370K - $394K
27.2K $16.2M
Nov 09, 2021 Q3 2021
Madison Wealth Partners, Inc

BUY
 -
865
+ 4.56%
$369K - $394K
19.8K $11.9M
Oct 29, 2021 Q3 2021
Archer Investment Corp

BUY
 -
862
New
$368K - $392K
862 $515K
Nov 15, 2021 Q3 2021
Dakota Wealth Management

BUY
 -
860
+ 10.29%
$367K - $392K
9.22K $5.51M
Oct 01, 2021 Q3 2021
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
857
+ 2.27%
$366K - $390K
38.6K $23.1M
Oct 22, 2021 Q3 2021
Ade, LLC

BUY
 -
843
+ 3.23%
$360K - $384K
27K $16.1M
Oct 19, 2021 Q3 2021
Prentiss Smith & CO Inc

Brattleboro, VT
BUY
 -
839
+ 57.47%
$358K - $382K
2.3K $1.37M
Oct 12, 2021 Q3 2021
Ifg Advisory, LLC

BUY
 -
832
+ 5.45%
$355K - $379K
16.1K $9.61M
Oct 19, 2021 Q3 2021
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
825
New
$352K - $376K
825 $493K
Nov 02, 2021 Q3 2021
Baker Tilly Wealth Management, LLC

BUY
 -
823
+ 5.98%
$351K - $375K
14.6K $8.72M
Oct 28, 2021 Q3 2021
Bray Capital Advisors

BUY
 -
821
+ 7.62%
$350K - $374K
11.6K $6.93M
Nov 12, 2021 Q3 2021
Spectrum Asset Management, Inc.

BUY
 -
819
+ 132.95%
$350K - $373K
1.44K $858K
Oct 29, 2021 Q3 2021
Pettinga Financial Advisors, LLC

BUY
 -
810
+ 1.45%
$346K - $369K
56.6K $33.8M
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

BUY
 -
810
+ 2.77%
$346K - $369K
30.1K $18M
Nov 12, 2021 Q3 2021
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
810
+ 4.04%
$346K - $369K
20.9K $12.5M
Nov 15, 2021 Q3 2021
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
793
+ 5.05%
$338K - $361K
16.5K $9.86M
Nov 16, 2021 Q3 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
792
New
$338K - $361K
792 $473K
Nov 04, 2021 Q3 2021
Walkner Condon Financial Advisors LLC

BUY
 -
788
+ 66.55%
$336K - $359K
1.97K $1.18M
Oct 12, 2021 Q3 2021
Rosenberg Matthew Hamilton

BUY
 -
787
+ 230.79%
$336K - $358K
1.13K $674K
Dec 13, 2021 Q3 2021
Vickerman Investment Advisors, Inc.

Spokane, WA
BUY
 -
786
New
$335K - $358K
786 $470K
Oct 14, 2021 Q3 2021
Rhs Financial, LLC

BUY
 -
785
+ 43.3%
$335K - $357K
2.6K $1.55M
Nov 02, 2021 Q3 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
776
+ 3.39%
$331K - $353K
23.7K $14.1M
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

BUY
 -
770
+ 106.21%
$329K - $351K
1.5K $893K
Oct 19, 2021 Q3 2021
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
758
+ 1.0%
$324K - $345K
76.8K $45.9M
Oct 19, 2021 Q3 2021
Jmg Financial Group, Ltd.

BUY
 -
750
+ 1.92%
$320K - $341K
39.8K $23.8M
Nov 12, 2021 Q3 2021
Rptc Inc.

Jackson, WY
BUY
 -
733
+ 0.3%
$313K - $334K
241K $144M
Nov 12, 2021 Q3 2021
Austin Private Wealth, LLC

BUY
 -
730
+ 15.82%
$312K - $332K
5.34K $3.19M
Oct 20, 2021 Q3 2021
Donald L. Hagan, LLC

BUY
 -
728
+ 15.91%
$311K - $331K
5.3K $3.17M
Oct 19, 2021 Q3 2021
4 J Wealth Management LLC

BUY
 -
724
+ 1.44%
$309K - $330K
50.8K $30.4M
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
724
+ 9.57%
$309K - $330K
8.29K $4.96M
Oct 28, 2021 Q3 2021
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
714
+ 82.26%
$305K - $325K
1.58K $945K
Nov 10, 2021 Q3 2021
Fure Financial Corp

Bloomington, MN
BUY
 -
710
+ 3.14%
$303K - $323K
23.3K $13.9M
Nov 15, 2021 Q3 2021
Columbia Asset Management

Ann Arbor, MI
BUY
 -
709
New
$303K - $323K
709 $424K
Oct 18, 2021 Q3 2021
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
708
+ 14.95%
$302K - $322K
5.45K $3.25M
Oct 14, 2021 Q3 2021
Wealth Trust Axiom LLC

BUY
 -
680
New
$290K - $310K
680 $406K
Oct 08, 2021 Q3 2021
Wealth Alliance Advisory Group, LLC

BUY
 -
677
+ 1.32%
$289K - $308K
51.8K $31M
Nov 12, 2021 Q3 2021
First National Bank Of Omaha

Omaha, NE
BUY
 -
673
+ 42.54%
$287K - $306K
2.26K $1.35M
Nov 05, 2021 Q3 2021
Sandy Spring Bank

BUY
 -
671
+ 0.33%
$286K - $305K
202K $121M
Nov 12, 2021 Q3 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
667
+ 4.2%
$285K - $304K
16.5K $9.89M

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