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 28, 2022 Q4 2021
Weatherly Asset Management L. P.

SELL
 -
-160
- 2.35%
$68.8K - $76.7K
6.65K $3.94M
Jan 27, 2022 Q4 2021
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-160
- 2.17%
$68.8K - $76.7K
7.23K $4.29M
Feb 08, 2022 Q4 2021
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-161
- 7.97%
$69.3K - $77.2K
1.86K $1.1M
Feb 22, 2022 Q4 2021
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-161
Closed
$69.3K - $77.2K
0 $0
Jan 20, 2022 Q4 2021
Encompass Wealth Advisors, LLC

SELL
 -
-163
- 2.22%
$70.1K - $78.2K
7.19K $4.26M
May 16, 2022 Q4 2021
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-163
- 12.15%
$70.1K - $78.2K
1.18K $699K
Feb 11, 2022 Q4 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-164
- 0.35%
$70.6K - $78.6K
46.9K $27.8M
Jan 05, 2022 Q4 2021
Chesley Taft & Associates LLC

SELL
 -
-166
- 0.64%
$71.4K - $79.6K
26K $15.4M
Feb 09, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-166
- 0.07%
$71.4K - $79.6K
233K $138M
Dec 01, 2022 Q4 2021
Mufg Americas Holdings Corp

SELL
 -
-166
- 0.07%
$71.4K - $79.6K
233K $138M
Feb 10, 2022 Q4 2021
Rathbones Group PLC

Liverpool, X0
SELL
 -
-170
- 5.54%
$73.1K - $81.5K
2.9K $1.72M
Aug 28, 2024 Q4 2021
Farmers National Bank

Danville, KY
SELL
 -
-170
- 8.63%
$73.1K - $81.5K
1.8K $1.07M
Jan 24, 2022 Q4 2021
Smithbridge Asset Management Inc

SELL
 -
-171
- 0.99%
$73.6K - $82K
17K $10.1M
Feb 22, 2022 Q4 2021
Cypress Capital Management LLC

Greenville, DE
SELL
 -
-173
- 6.33%
$74.4K - $83K
2.56K $1.52M
Feb 02, 2022 Q4 2021
Family Firm, Inc.

SELL
 -
-178
- 0.62%
$76.6K - $85.4K
28.3K $16.8M
Jan 13, 2022 Q4 2021
E&G Advisors, LP

SELL
 -
-180
- 5.39%
$77.5K - $86.3K
3.16K $1.87M
Feb 10, 2022 Q4 2021
Human Investing LLC

SELL
 -
-182
- 0.39%
$78.3K - $87.3K
47K $27.9M
Feb 11, 2022 Q4 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-182
- 2.74%
$78.3K - $87.3K
6.47K $3.83M
Oct 18, 2024 Q4 2021
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-182
- 5.62%
$78.3K - $87.3K
3.05K $1.81M
Jan 12, 2022 Q4 2021
Wiley Bros. Aintree Capital, LLC

SELL
 -
-183
- 1.79%
$78.7K - $87.8K
10K $5.96M
Jan 28, 2022 Q4 2021
Colorado Capital Management, Inc.

SELL
 -
-183
- 7.09%
$78.7K - $87.8K
2.4K $1.42M
Feb 11, 2022 Q4 2021
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-183
- 1.73%
$78.7K - $87.8K
10.4K $6.15M
Jan 27, 2022 Q4 2021
Howard Financial Services, Ltd.

SELL
 -
-187
- 4.74%
$80.5K - $89.7K
3.76K $2.23M
Jan 28, 2022 Q4 2021
Stableford Capital Ii LLC

Scottsdale, AZ
SELL
 -
-187
- 6.05%
$80.5K - $89.7K
2.91K $1.72M
Feb 04, 2022 Q4 2021
Van Hulzen Asset Management, LLC

SELL
 -
-190
- 0.79%
$81.8K - $91.1K
23.9K $14.2M
Jan 27, 2022 Q4 2021
Cypress Point Wealth Management, LLC

Dallas, TX
SELL
 -
-192
Closed
$82.6K - $92.1K
0 $0
Feb 09, 2022 Q4 2021
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-193
- 0.89%
$83K - $92.5K
21.6K $12.8M
Jan 19, 2022 Q4 2021
Foster Victor Wealth Advisors, LLC

SELL
 -
-194
- 26.94%
$83.5K - $93K
526 $312K
Apr 24, 2024 Q4 2021
Bulltick Wealth Management, LLC

Miami, FL
SELL
 -
-195
- 28.06%
$83.9K - $93.5K
500 $297K
Jan 18, 2022 Q4 2021
Acg Wealth

SELL
 -
-197
- 2.78%
$84.8K - $94.5K
6.88K $4.08M
Feb 10, 2022 Q4 2021
Davenport & CO LLC

SELL
 -
-199
- 1.34%
$85.6K - $95.4K
14.7K $8.72M
Mar 31, 2022 Q4 2021
Zwj Investment Counsel Inc

SELL
 -
-199
- 4.26%
$85.6K - $95.4K
4.47K $2.65M
Jan 18, 2022 Q4 2021
Hoese & CO LLP

SELL
 -
-200
- 0.52%
$86.1K - $95.9K
38.2K $22.6M
Jan 24, 2022 Q4 2021
Tci Wealth Advisors, Inc.

SELL
 -
-200
- 1.46%
$86.1K - $95.9K
13.5K $8M
Feb 08, 2022 Q4 2021
Guyasuta Investment Advisors Inc

SELL
 -
-200
- 2.06%
$86.1K - $95.9K
9.5K $5.64M
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-200
- 0.93%
$86.1K - $95.9K
21.3K $12.6M
Jan 21, 2022 Q4 2021
Telos Capital Management, Inc.

SELL
 -
-200
- 1.29%
$86.1K - $95.9K
15.3K $9.1M
Jan 21, 2022 Q4 2021
Prosperity Planning, Inc.

SELL
 -
-204
- 7.92%
$87.8K - $97.8K
2.37K $1.41M
Feb 14, 2022 Q4 2021
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-204
- 14.03%
$87.8K - $97.8K
1.25K $741K
Jan 24, 2022 Q4 2021
Northwest Wealth Management, LLC

SELL
 -
-207
- 2.75%
$89.1K - $99.3K
7.31K $4.34M
Jan 28, 2022 Q4 2021
Simmons Bank

SELL
 -
-207
- 1.3%
$89.1K - $99.3K
15.7K $9.29M
Jan 21, 2022 Q4 2021
Well Done, LLC

SELL
 -
-211
- 0.21%
$90.8K - $101K
98K $58.1M
Jan 28, 2022 Q4 2021
Bellwether Advisors, LLC

SELL
 -
-215
- 0.25%
$92.5K - $103K
84.8K $50.3M
Jan 26, 2022 Q4 2021
Aj Wealth Strategies, LLC

SELL
 -
-216
- 1.8%
$92.9K - $104K
11.8K $7M
Feb 01, 2022 Q4 2021
True Link Financial Advisors, LLC

SELL
 -
-217
- 0.21%
$93.4K - $104K
105K $62.5M
Feb 15, 2022 Q4 2021
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-219
- 1.86%
$94.2K - $105K
11.6K $6.87M
Jan 26, 2022 Q4 2021
Rmb Capital Management, LLC

SELL
 -
-231
- 1.98%
$99.4K - $111K
11.4K $6.78M
Feb 10, 2022 Q4 2021
Litman Gregory Wealth Management LLC

SELL
 -
-236
- 0.11%
$102K - $113K
205K $122M
Jan 19, 2022 Q4 2021
Ridgecrest Wealth Partners, LLC

SELL
 -
-239
- 1.85%
$103K - $115K
12.7K $7.54M

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