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 15, 2021 Q3 2021
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-109
- 2.5%
$46.5K - $49.6K
4.25K $2.37M
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

SELL
 -
-110
- 17.94%
$46.9K - $50.1K
503 $281K
Oct 15, 2021 Q3 2021
Bernardo Wealth Planning LLC

SELL
 -
-112
- 0.31%
$47.8K - $51K
36.6K $20.4M
Nov 01, 2021 Q3 2021
B & T Capital Management Dba Alpha Capital Management

SELL
 -
-114
- 10.47%
$48.7K - $51.9K
975 $544K
Oct 22, 2021 Q3 2021
Baldrige Asset Management LLC

SELL
 -
-115
- 0.74%
$49.1K - $52.4K
15.4K $8.61M
Oct 22, 2021 Q3 2021
D.B. Root & Company, LLC

SELL
 -
-115
- 15.95%
$49.1K - $52.4K
606 $338K
Oct 25, 2021 Q3 2021
Capital Advisors Inc

SELL
 -
-116
- 6.37%
$49.5K - $52.8K
1.71K $952K
Nov 12, 2021 Q3 2021
O'Brien Greene & Co. Inc

Media, PA
SELL
 -
-116
- 10.92%
$49.5K - $52.8K
946 $528K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-117
Closed
$49.9K - $53.3K
0 $0
Oct 13, 2021 Q3 2021
Alpha Omega Wealth Management LLC

SELL
 -
-117
- 19.93%
$49.9K - $53.3K
470 $262K
Nov 15, 2021 Q3 2021
Forefront Analytics, LLC

West Conshohocken, PA
SELL
 -
-119
- 0.42%
$50.8K - $54.2K
28.4K $15.8M
Oct 27, 2021 Q3 2021
Aptus Capital Advisors, LLC

SELL
 -
-120
- 4.54%
$51.2K - $54.6K
2.52K $1.41M
Nov 12, 2021 Q3 2021
Haverford Financial Services, Inc.

Radnor, PA
SELL
 -
-120
- 9.8%
$51.2K - $54.6K
1.11K $617K
Oct 06, 2021 Q3 2021
Richard P Slaughter Associates Inc

SELL
 -
-123
- 11.82%
$52.5K - $56K
918 $512K
Oct 14, 2021 Q3 2021
Norway Savings Bank

SELL
 -
-125
- 7.75%
$53.4K - $56.9K
1.49K $830K
Nov 02, 2021 Q3 2021
Dougherty Wealth Advisers LLC

SELL
 -
-130
- 17.54%
$55.5K - $59.2K
611 $341K
Oct 20, 2021 Q3 2021
Emerson Wealth, LLC

SELL
 -
-130
- 1.41%
$55.5K - $59.2K
9.07K $5.06M
Nov 15, 2021 Q3 2021
Riverpoint Wealth Management Holdings, LLC

SELL
 -
-130
- 0.31%
$55.5K - $59.2K
41.6K $23.2M
Nov 03, 2021 Q3 2021
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-130
- 1.2%
$55.5K - $59.2K
10.7K $5.98M
Nov 12, 2021 Q3 2021
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-130
- 0.99%
$55.5K - $59.2K
13K $7.26M
Nov 04, 2021 Q3 2021
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-130
- 1.79%
$55.5K - $59.2K
7.13K $3.98M
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

SELL
 -
-131
- 2.01%
$55.9K - $59.6K
6.39K $3.57M
Nov 15, 2021 Q3 2021
Btc Capital Management, Inc.

SELL
 -
-134
- 0.4%
$57.2K - $61K
33.4K $18.6M
Nov 12, 2021 Q3 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-136
- 2.61%
$58K - $61.9K
5.07K $2.83M
Nov 02, 2021 Q3 2021
Ma Private Wealth

SELL
 -
-137
- 0.33%
$58.5K - $62.4K
41.9K $23.4M
Nov 15, 2021 Q3 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-139
- 0.46%
$59.3K - $63.3K
30.2K $16.8M
Nov 09, 2021 Q3 2021
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-139
- 1.75%
$59.3K - $63.3K
7.78K $4.34M
Nov 16, 2021 Q3 2021
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-139
- 3.78%
$59.3K - $63.3K
3.54K $1.97M
Nov 30, 2021 Q3 2021
Hm Payson & CO

Portland, ME
SELL
 -
-140
- 2.42%
$59.8K - $63.7K
5.65K $3.16M
Jan 02, 2024 Q3 2021
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-141
- 34.31%
$60.2K - $64.2K
270 $151K
Nov 05, 2021 Q3 2021
West Chester Capital Advisors, Inc

SELL
 -
-145
- 8.91%
$61.9K - $66K
1.48K $827K
Nov 05, 2021 Q3 2021
Arq Wealth Advisors, LLC

SELL
 -
-145
- 3.92%
$61.9K - $66K
3.55K $1.98M
Oct 25, 2021 Q3 2021
True Wealth Advisors, LLC

SELL
 -
-146
- 4.65%
$62.3K - $66.5K
2.99K $1.67M
Nov 12, 2021 Q3 2021
Arvest Bank Trust Division

Dewey, OK
SELL
 -
-146
- 0.08%
$62.3K - $66.5K
192K $107M
Nov 22, 2021 Q3 2021
Cape Ann Savings Bank

Gloucester, MA
SELL
 -
-148
- 1.5%
$63.2K - $67.4K
9.7K $5.41M
Oct 28, 2021 Q3 2021
Weaver Consulting Group

SELL
 -
-149
- 2.04%
$63.6K - $67.8K
7.17K $4M
Oct 18, 2021 Q3 2021
Lincoln Capital Corp

SELL
 -
-149
- 5.97%
$63.6K - $67.8K
2.35K $1.31M
Nov 03, 2021 Q3 2021
Bfsg, LLC

SELL
 -
-150
- 0.73%
$64K - $68.3K
20.3K $11.3M
Oct 25, 2021 Q3 2021
Westbourne Investment Advisors, Inc.

SELL
 -
-150
- 8.3%
$64K - $68.3K
1.66K $925K
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

SELL
 -
-154
- 18.9%
$65.7K - $70.1K
661 $369K
Oct 26, 2021 Q3 2021
Advisory Resource Group

SELL
 -
-155
- 0.89%
$66.2K - $70.6K
17.3K $9.68M
Nov 08, 2021 Q3 2021
Aurora Private Wealth, Inc.

SELL
 -
-157
- 8.37%
$67K - $71.5K
1.72K $959K
Nov 15, 2021 Q3 2021
Source Financial Advisors LLC

New York, NY
SELL
 -
-157
- 0.52%
$67K - $71.5K
30K $16.7M
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

SELL
 -
-159
- 3.79%
$67.9K - $72.4K
4.03K $2.25M
Nov 12, 2021 Q3 2021
Blankinship & Foster, LLC

Solana Beach, CA
SELL
 -
-159
- 6.47%
$67.9K - $72.4K
2.3K $1.28M
Oct 26, 2021 Q3 2021
Country Trust Bank

SELL
 -
-161
- 0.38%
$68.7K - $73.3K
42.7K $23.8M
Nov 12, 2021 Q3 2021
Gsa Capital Partners LLP

London, X0
SELL
 -
-161
- 12.2%
$68.7K - $73.3K
1.16K $647K
Feb 22, 2022 Q3 2021
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-162
- 1.44%
$69.1K - $73.8K
11.1K $6.17M
Oct 07, 2021 Q3 2021
Kwmg, LLC

SELL
 -
-164
- 1.61%
$70K - $74.7K
10K $5.6M

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