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 16, 2021 Q3 2021
Asset Planning Corporation

BUY
 -
666
+ 8.65%
$284K - $303K
8.36K $5M
Oct 12, 2021 Q3 2021
Soa Wealth Advisors, Llc.

BUY
 -
662
+ 12.64%
$283K - $301K
5.9K $3.52M
Nov 12, 2021 Q3 2021
Journey Advisory Group, LLC

BUY
 -
661
+ 8.55%
$282K - $301K
8.4K $5.02M
Nov 03, 2021 Q3 2021
One Day In July LLC

BUY
 -
658
+ 74.18%
$281K - $300K
1.55K $923K
Oct 26, 2021 Q3 2021
Delta Financial Advisors LLC

BUY
 -
648
New
$277K - $295K
648 $387K
Oct 08, 2021 Q3 2021
F Dx Advisors, Inc.

BUY
 -
645
+ 2.62%
$275K - $294K
25.2K $15.1M
Oct 14, 2021 Q3 2021
Procyon Advisors, LLC

BUY
 -
641
+ 31.95%
$274K - $292K
2.65K $1.58M
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
641
+ 26.35%
$274K - $292K
3.07K $1.84M
Nov 02, 2021 Q3 2021
Clearstead Trust, LLC

Portland, ME
BUY
 -
636
+ 5.89%
$271K - $290K
11.4K $6.84M
Nov 09, 2021 Q3 2021
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
631
New
$269K - $287K
631 $377K
Oct 12, 2021 Q3 2021
Cypress Capital Group

BUY
 -
629
+ 4.11%
$268K - $286K
15.9K $9.52M
Oct 15, 2021 Q3 2021
First Citizens Bank & Trust CO

BUY
 -
629
+ 0.8%
$268K - $286K
79.5K $47.5M
Nov 12, 2021 Q3 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
629
+ 35.48%
$268K - $286K
2.4K $1.44M
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
626
+ 3.16%
$267K - $285K
20.5K $12.2M
Nov 12, 2021 Q3 2021
Fieldpoint Private Securities, LLC

BUY
 -
625
+ 7.76%
$267K - $285K
8.68K $5.19M
Nov 04, 2021 Q3 2021
Waters Parkerson & Co., LLC

BUY
 -
621
+ 6.71%
$265K - $283K
9.88K $5.9M
Nov 15, 2021 Q3 2021
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
621
+ 2.18%
$265K - $283K
29.1K $17.4M
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
611
+ 4.95%
$261K - $278K
13K $7.74M
Oct 08, 2021 Q3 2021
Probity Advisors, Inc.

Dallas, TX
BUY
 -
608
+ 110.95%
$259K - $277K
1.16K $691K
Nov 12, 2021 Q3 2021
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
600
+ 26.61%
$256K - $273K
2.86K $1.71M
Oct 13, 2021 Q3 2021
Capital Investment Advisors, LLC

BUY
 -
599
+ 1.07%
$256K - $273K
56.7K $33.9M
Oct 15, 2021 Q3 2021
Youngs Advisory Group, Inc.

BUY
 -
595
New
$254K - $271K
595 $356K
Oct 20, 2021 Q3 2021
Rmb Capital Management, LLC

BUY
 -
594
+ 5.37%
$254K - $270K
11.7K $6.97M
Nov 15, 2021 Q3 2021
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
592
+ 0.77%
$253K - $270K
77.7K $46.4M
Nov 03, 2021 Q3 2021
One Charles Private Wealth Services, LLC

BUY
 -
591
New
$252K - $269K
591 $353K
Oct 20, 2021 Q3 2021
Venture Visionary Partners LLC

BUY
 -
585
+ 1.74%
$250K - $266K
34.3K $20.5M
Oct 18, 2021 Q3 2021
Clarius Group, LLC

Seattle, WA
BUY
 -
580
+ 42.77%
$248K - $264K
1.94K $1.16M
Nov 12, 2021 Q3 2021
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
579
+ 34.98%
$247K - $264K
2.23K $1.34M
Nov 01, 2021 Q3 2021
Oxinas Partners Wealth Management LLC

BUY
 -
578
+ 4.23%
$247K - $263K
14.3K $8.52M
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

BUY
 -
576
+ 0.46%
$246K - $262K
127K $75.8M
Nov 09, 2021 Q3 2021
Parsons Capital Management Inc

BUY
 -
574
+ 2.26%
$245K - $261K
26K $15.6M
Nov 15, 2021 Q3 2021
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
574
+ 3.82%
$245K - $261K
15.6K $9.32M
Oct 29, 2021 Q3 2021
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
571
+ 2.92%
$244K - $260K
20.1K $12M
Oct 29, 2021 Q3 2021
Patron Partners, LLC

BUY
 -
571
+ 20.15%
$244K - $260K
3.41K $2.03M
Nov 10, 2021 Q3 2021
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
558
+ 0.8%
$238K - $254K
70.4K $42.1M
Jan 03, 2023 Q3 2021
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
557
+ 2.21%
$238K - $254K
25.8K $15.4M
Oct 07, 2021 Q3 2021
Pure Financial Advisors, LLC

BUY
 -
555
+ 6.47%
$237K - $253K
9.13K $5.46M
Nov 09, 2021 Q3 2021
Guyasuta Investment Advisors Inc

BUY
 -
555
+ 6.07%
$237K - $253K
9.7K $5.8M
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

BUY
 -
554
+ 9.89%
$236K - $252K
6.16K $3.68M
Nov 03, 2021 Q3 2021
Clear Harbor Asset Management, LLC

BUY
 -
553
New
$236K - $252K
553 $331K
Oct 14, 2021 Q3 2021
Wespac Advisors, LLC

BUY
 -
550
+ 58.14%
$235K - $250K
1.5K $894K
Oct 12, 2021 Q3 2021
Trust CO Of Toledo Na

Holland, OH
BUY
 -
550
+ 17.89%
$235K - $250K
3.62K $2.17M
Nov 10, 2021 Q3 2021
Meridian Management CO

BUY
 -
548
+ 0.91%
$234K - $249K
60.8K $36.3M
Nov 09, 2021 Q3 2021
Argent Trust CO

Nashville, TN
BUY
 -
548
+ 1.07%
$234K - $249K
51.9K $31M
Nov 09, 2021 Q3 2021
Strategic Equity Management

BUY
 -
547
+ 75.66%
$233K - $249K
1.27K $759K
Nov 10, 2021 Q3 2021
Boston Research & Management Inc

Manchester, MA
BUY
 -
547
+ 1.82%
$233K - $249K
30.7K $18.3M
Oct 18, 2021 Q3 2021
Ellsworth Advisors, LLC

BUY
 -
546
New
$233K - $249K
546 $326K
Oct 20, 2021 Q3 2021
Aj Wealth Strategies, LLC

BUY
 -
535
+ 4.66%
$228K - $244K
12K $7.18M
Nov 15, 2021 Q3 2021
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
535
New
$228K - $244K
535 $320K

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