Purchases and Sales Made in Q4 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 Q4 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
Jan 19, 2022 Q4 2021
Eagle Ridge Investment Management

BUY
 -
1.5K
New
$645K - $719K
1.5K $896K
Feb 14, 2022 Q4 2021
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
1.49K
+ 12.9%
$639K - $712K
13K $7.77M
Feb 14, 2022 Q4 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
1.48K
+ 2.37%
$639K - $712K
64K $38.3M
Feb 15, 2022 Q4 2021
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
1.48K
New
$638K - $711K
1.48K $886K
Jan 31, 2022 Q4 2021
Financial Sense Advisors, Inc.

BUY
 -
1.48K
+ 181.4%
$638K - $711K
2.3K $1.37M
Feb 11, 2022 Q4 2021
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
1.48K
New
$636K - $709K
1.48K $884K
Jan 26, 2022 Q4 2021
Shearwater Capital LLC

BUY
 -
1.46K
New
$628K - $700K
1.46K $872K
Feb 10, 2022 Q4 2021
Analyst Ims Investment Management Services Ltd.

BUY
 -
1.46K
+ 1.24%
$626K - $698K
119K $71.1M
Jan 21, 2022 Q4 2021
Kestra Private Wealth Services, LLC

BUY
 -
1.44K
+ 3.67%
$621K - $692K
40.8K $24.4M
Apr 12, 2022 Q4 2021
Capstone Wealth Management Group, LLC

Clarks Green, PA
BUY
 -
1.44K
New
$621K - $692K
1.44K $862K
Feb 07, 2022 Q4 2021
Beaumont Financial Partners, LLC

BUY
 -
1.44K
+ 3.08%
$620K - $691K
48.2K $28.8M
Jan 20, 2022 Q4 2021
Cra Financial Services, LLC

BUY
 -
1.44K
+ 8.7%
$619K - $690K
18K $10.7M
Feb 04, 2022 Q4 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
1.44K
+ 8.85%
$619K - $690K
17.7K $10.6M
Jan 13, 2022 Q4 2021
Vaughan Nelson Investment Management, L.P.

BUY
 -
1.43K
+ 52.01%
$613K - $683K
4.17K $2.49M
Feb 11, 2022 Q4 2021
Next Level Private LLC

Harrison, NY
BUY
 -
1.42K
New
$611K - $681K
1.42K $849K
Feb 11, 2022 Q4 2021
Chemistry Wealth Management LLC

New York, NY
BUY
 -
1.42K
New
$611K - $681K
1.42K $849K
Oct 23, 2024 Q4 2021
Convergence Financial, LLC

Columbia, MO
BUY
 -
1.42K
New
$610K - $680K
1.42K $847K
Aug 04, 2022 Q4 2021
Warwick Investment Management, Inc.

BUY
 -
1.41K
New
$605K - $674K
1.41K $840K
Jan 20, 2022 Q4 2021
Retirement Systems Of Alabama

BUY
 -
1.4K
+ 15.2%
$604K - $673K
10.6K $6.35M
Feb 02, 2022 Q4 2021
Pb Mares Wealth Management LLC

BUY
 -
1.4K
+ 64.14%
$603K - $672K
3.59K $2.14M
Feb 07, 2022 Q4 2021
Vista Finance, LLC

BUY
 -
1.4K
New
$603K - $672K
1.4K $837K
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.39K
+ 0.42%
$599K - $668K
337K $201M
Jan 27, 2022 Q4 2021
Rockland Trust CO

BUY
 -
1.39K
+ 22.4%
$599K - $667K
7.6K $4.54M
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

BUY
 -
1.38K
+ 15.66%
$595K - $663K
10.2K $6.1M
Feb 04, 2022 Q4 2021
Copperwynd Financial, LLC

BUY
 -
1.38K
+ 4.28%
$594K - $662K
33.7K $20.1M
Jan 26, 2022 Q4 2021
Kcs Wealth Advisory

BUY
 -
1.38K
+ 6.61%
$593K - $661K
22.2K $13.3M
Feb 15, 2022 Q4 2021
Cwa Asset Management Group, LLC

BUY
 -
1.37K
+ 118.31%
$589K - $657K
2.53K $1.51M
Feb 08, 2022 Q4 2021
Baker Tilly Wealth Management, LLC

BUY
 -
1.37K
+ 9.37%
$589K - $656K
16K $9.54M
Feb 08, 2022 Q4 2021
Carson Advisory Inc.

BUY
 -
1.36K
New
$586K - $653K
1.36K $813K
Feb 17, 2022 Q4 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.36K
+ 2.08%
$585K - $652K
66.8K $39.9M
Feb 14, 2022 Q4 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1.36K
+ 3.87%
$583K - $650K
36.4K $21.7M
Jan 21, 2022 Q4 2021
Carnegie Capital Asset Management, LLC

BUY
 -
1.35K
+ 12.26%
$582K - $649K
12.4K $7.4M
Jan 24, 2022 Q4 2021
Dagco, Inc.

BUY
 -
1.35K
+ 6.99%
$579K - $645K
20.6K $12.3M
Feb 14, 2022 Q4 2021
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1.34K
New
$577K - $644K
1.34K $802K
Feb 11, 2022 Q4 2021
Maryland Capital Management

Towson, MD
BUY
 -
1.34K
+ 13.28%
$576K - $642K
11.4K $6.83M
Feb 10, 2022 Q4 2021
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
1.34K
+ 56.74%
$574K - $640K
3.69K $2.2M
Feb 14, 2022 Q4 2021
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
1.33K
+ 1.14%
$571K - $636K
118K $70.5M
Jan 14, 2022 Q4 2021
Next Capital Management LLC

BUY
 -
1.32K
+ 4.06%
$569K - $634K
33.9K $20.2M
Jun 07, 2022 Q4 2021
Vise Technologies, Inc.

New York, NY
BUY
 -
1.32K
New
$567K - $632K
1.32K $788K
Jan 03, 2022 Q4 2021
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
1.32K
+ 3.41%
$567K - $632K
39.9K $23.9M
Jan 27, 2022 Q4 2021
Private Advisory Group LLC

Redmond, WA
BUY
 -
1.31K
+ 4.75%
$565K - $629K
28.9K $17.3M
Jan 31, 2022 Q4 2021
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.31K
New
$564K - $629K
1.31K $784K
May 15, 2024 Q4 2021
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.31K
+ 21.13%
$563K - $627K
7.5K $4.48M
Feb 08, 2022 Q4 2021
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.3K
+ 3.29%
$560K - $624K
40.8K $24.4M
Mar 11, 2022 Q4 2021
City State Bank

Norwalk, IA
BUY
 -
1.3K
New
$560K - $624K
1.3K $778K
Jan 03, 2022 Q4 2021
Enterprise Bank & Trust CO

BUY
 -
1.3K
+ 141.11%
$560K - $624K
2.22K $1.33M
Feb 03, 2022 Q4 2021
Wealth Management Solutions, LLC

BUY
 -
1.3K
New
$559K - $622K
1.3K $776K
Feb 04, 2022 Q4 2021
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
1.3K
+ 1.59%
$558K - $622K
82.9K $49.5M
Mar 01, 2022 Q4 2021
Siena Capital LLC

Cincinnati, OH
BUY
 -
1.3K
New
$557K - $621K
1.3K $774K

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