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
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.07K
+ 20.69%
$883K - $941K
12.1K $7.33M
Oct 26, 2021 Q3 2021
First Business Financial Services, Inc.

BUY
 -
2.05K
+ 65.03%
$875K - $934K
5.21K $3.16M
Nov 12, 2021 Q3 2021
Jones Financial Companies Lllp

BUY
 -
2.04K
+ 12.48%
$871K - $929K
18.4K $11.2M
Oct 20, 2021 Q3 2021
Baltimore Washington Financial Advisors, Inc.

BUY
 -
2.04K
+ 11.67%
$869K - $926K
19.5K $11.8M
Nov 15, 2021 Q3 2021
Howe & Rusling Inc

Rochester, NY
BUY
 -
2K
+ 5.33%
$851K - $908K
39.4K $23.9M
Oct 06, 2021 Q3 2021
Mascoma Wealth Management LLC

BUY
 -
1.99K
+ 3.52%
$847K - $904K
58.5K $35.5M
Aug 28, 2024 Q3 2021
Farmers National Bank

Danville, KY
BUY
 -
1.97K
New
$840K - $896K
1.97K $1.2M
Nov 10, 2021 Q3 2021
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
1.96K
+ 44.84%
$836K - $891K
6.33K $3.84M
Nov 12, 2021 Q3 2021
Meridian Wealth Advisors, LLC

BUY
 -
1.95K
+ 3.19%
$830K - $886K
62.9K $38.2M
Nov 12, 2021 Q3 2021
Cbiz Investment Advisory Services, LLC

BUY
 -
1.94K
+ 186.69%
$826K - $881K
2.97K $1.81M
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
1.9K
New
$811K - $865K
1.9K $1.15M
Nov 09, 2021 Q3 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.9K
+ 32.93%
$810K - $864K
7.66K $4.65M
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

BUY
 -
1.89K
+ 0.44%
$805K - $859K
435K $264M
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.88K
+ 4.47%
$801K - $854K
43.9K $26.7M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
1.86K
+ 1.91%
$795K - $848K
99.3K $60.3M
Nov 15, 2021 Q3 2021
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1.86K
+ 55.99%
$794K - $847K
5.18K $3.15M
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
1.85K
+ 5.57%
$791K - $844K
35.1K $21.3M
Oct 13, 2021 Q3 2021
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
1.85K
+ 3.05%
$791K - $844K
62.6K $38M
Oct 26, 2021 Q3 2021
First Merchants Corp

BUY
 -
1.84K
+ 44.36%
$787K - $839K
6K $3.64M
Nov 02, 2021 Q3 2021
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
1.83K
New
$781K - $834K
1.83K $1.11M
Oct 13, 2021 Q3 2021
Capital Insight Partners, LLC

BUY
 -
1.82K
+ 7.2%
$776K - $828K
27.1K $16.5M
Nov 09, 2021 Q3 2021
Lws Wealth Advisors, Inc.

BUY
 -
1.82K
+ 3.84%
$776K - $828K
49.1K $29.8M
Oct 19, 2021 Q3 2021
Planning Alternatives LTD

BUY
 -
1.82K
+ 0.42%
$775K - $826K
435K $264M
Nov 15, 2021 Q3 2021
Invesco Ltd.

Atlanta, GA
BUY
 -
1.81K
+ 125.19%
$774K - $826K
3.26K $1.98M
Nov 12, 2021 Q3 2021
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.81K
+ 2.79%
$770K - $822K
66.6K $40.4M
Nov 12, 2021 Q3 2021
Axiom Investors LLC

Greenwich, CT
BUY
 -
1.8K
+ 21.43%
$768K - $819K
10.2K $6.2M
Nov 02, 2021 Q3 2021
Tectonic Advisors LLC

Plano, TX
BUY
 -
1.8K
+ 3.29%
$768K - $819K
56.5K $34.3M
Nov 12, 2021 Q3 2021
Sei Investments CO

Oaks, PA
BUY
 -
1.79K
+ 29.56%
$765K - $816K
7.86K $4.77M
Nov 03, 2021 Q3 2021
New World Advisors LLC

Hingham, MA
BUY
 -
1.78K
+ 12.71%
$761K - $811K
15.8K $9.6M
Nov 04, 2021 Q3 2021
Pfg Private Wealth Management, LLC

BUY
 -
1.77K
+ 4.41%
$756K - $807K
42K $25.5M
Oct 25, 2021 Q3 2021
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.77K
+ 11.94%
$754K - $804K
16.6K $10.1M
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
1.76K
+ 12.18%
$752K - $803K
16.2K $9.87M
Nov 12, 2021 Q3 2021
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
1.76K
+ 2.2%
$750K - $800K
81.6K $49.6M
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.75K
+ 2.66%
$746K - $796K
67.6K $41M
Nov 15, 2021 Q3 2021
Covington Capital Management

BUY
 -
1.74K
+ 12.41%
$741K - $791K
15.7K $9.56M
Oct 21, 2021 Q3 2021
First American Trust, Fsb

BUY
 -
1.69K
New
$721K - $769K
1.69K $1.03M
Oct 22, 2021 Q3 2021
Private Advisory Group LLC

Redmond, WA
BUY
 -
1.68K
+ 6.49%
$719K - $767K
27.6K $16.8M
Nov 15, 2021 Q3 2021
Mirae Asset Global Investments Co., Ltd.

BUY
 -
1.68K
+ 0.22%
$715K - $763K
777K $472M
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
1.67K
+ 136.88%
$714K - $762K
2.9K $1.76M
Nov 15, 2021 Q3 2021
Zacks Investment Management

Chicago, IL
BUY
 -
1.66K
+ 96.4%
$708K - $755K
3.38K $2.05M
Oct 25, 2021 Q3 2021
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
1.66K
New
$708K - $755K
1.66K $1.01M
Nov 15, 2021 Q3 2021
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.64K
+ 48.97%
$698K - $745K
4.98K $3.02M
Oct 18, 2021 Q3 2021
Annex Advisory Services, LLC

BUY
 -
1.63K
+ 4.51%
$697K - $744K
37.9K $23M
Nov 01, 2021 Q3 2021
Whittier Trust CO

BUY
 -
1.6K
+ 0.5%
$685K - $730K
324K $197M
Nov 12, 2021 Q3 2021
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
1.6K
+ 13.85%
$682K - $728K
13.1K $7.98M
Oct 19, 2021 Q3 2021
Next Capital Management LLC

BUY
 -
1.6K
+ 5.15%
$681K - $727K
32.6K $19.8M
Oct 20, 2021 Q3 2021
Johnson Bixby & Associates, LLC

BUY
 -
1.58K
+ 96.64%
$676K - $721K
3.22K $1.96M
Nov 16, 2021 Q3 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
1.58K
+ 9.14%
$675K - $720K
18.9K $11.5M
Nov 12, 2021 Q3 2021
Lee Financial CO

Dallas, TX
BUY
 -
1.58K
+ 1.42%
$673K - $718K
113K $68.6M

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