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
Mar 11, 2022 Q4 2021
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
6.84K
+ 270.49%
$2.94M - $3.28M
9.37K $5.69M
Feb 09, 2022 Q4 2021
Lazard Asset Management LLC

New York, NY
BUY
 -
6.78K
+ 1.86%
$2.92M - $3.25M
370K $225M
Jan 25, 2022 Q4 2021
Pds Planning, Inc

BUY
 -
6.77K
+ 12.38%
$2.91M - $3.25M
61.4K $37.3M
Jan 26, 2022 Q4 2021
Straight Path Wealth Management

BUY
 -
6.73K
New
$2.9M - $3.23M
6.73K $4.09M
Feb 02, 2022 Q4 2021
Tfc Financial Management

BUY
 -
6.59K
+ 3.05%
$2.83M - $3.16M
223K $135M
Feb 08, 2022 Q4 2021
Somerville Kurt F

BUY
 -
6.58K
+ 585.75%
$2.83M - $3.15M
7.7K $4.68M
Jan 24, 2022 Q4 2021
One Advisory Partners, LLC

BUY
 -
6.51K
+ 11.45%
$2.8M - $3.12M
63.4K $38.5M
Jan 31, 2022 Q4 2021
Illinois Municipal Retirement Fund

BUY
 -
6.46K
+ 58.3%
$2.78M - $3.1M
17.5K $10.7M
Feb 10, 2022 Q4 2021
Portland Global Advisors LLC

BUY
 -
6.42K
+ 26.63%
$2.76M - $3.08M
30.5K $18.6M
Feb 14, 2022 Q4 2021
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
6.37K
+ 4.49%
$2.74M - $3.05M
148K $90.1M
Feb 09, 2022 Q4 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
6.33K
+ 5.81%
$2.72M - $3.03M
115K $70.1M
Mar 09, 2022 Q4 2021
Karlinski Andrew C

Irvine, CA
BUY
 -
6.31K
New
$2.71M - $3.02M
6.31K $3.83M
Feb 14, 2022 Q4 2021
Evercore Wealth Management, LLC

New York, NY
BUY
 -
6.3K
+ 8.41%
$2.71M - $3.02M
81.1K $49.3M
Feb 11, 2022 Q4 2021
First National Bank Of Omaha

Omaha, NE
BUY
 -
6.25K
+ 277.29%
$2.69M - $3M
8.51K $5.17M
Jan 31, 2022 Q4 2021
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
6.24K
New
$2.69M - $2.99M
6.24K $3.79M
Jan 26, 2022 Q4 2021
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
6.24K
+ 102.9%
$2.69M - $2.99M
12.3K $7.48M
Feb 15, 2022 Q4 2021
Cypress Capital Group

BUY
 -
6.24K
+ 39.17%
$2.68M - $2.99M
22.2K $13.5M
Feb 11, 2022 Q4 2021
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
6.16K
+ 31.8%
$2.65M - $2.96M
25.5K $15.5M
Feb 09, 2022 Q4 2021
North Crest Asset Manangement, LLC

BUY
 -
6.11K
New
$2.63M - $2.93M
6.11K $3.71M
Feb 03, 2022 Q4 2021
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
6.09K
+ 14.39%
$2.62M - $2.92M
48.4K $29.4M
Feb 11, 2022 Q4 2021
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
6.06K
+ 901.34%
$2.61M - $2.9M
6.73K $4.09M
Feb 09, 2022 Q4 2021
First Horizon Advisors, Inc.

BUY
 -
6.01K
+ 3.94%
$2.59M - $2.88M
158K $96.4M
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
5.95K
+ 10.42%
$2.56M - $2.85M
63.1K $38.4M
Jan 19, 2022 Q4 2021
Colton Groome Financial Advisors, LLC

BUY
 -
5.92K
+ 26.01%
$2.55M - $2.84M
28.7K $17.4M
Feb 08, 2022 Q4 2021
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
5.91K
+ 7.41%
$2.54M - $2.84M
85.7K $52.1M
Feb 14, 2022 Q4 2021
London CO Of Virginia

Richmond, VA
BUY
 -
5.91K
+ 10.47%
$2.54M - $2.83M
62.3K $37.9M
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

BUY
 -
5.9K
+ 3.21%
$2.54M - $2.83M
189K $115M
Feb 14, 2022 Q4 2021
Bluestein R H & CO LLC

Birmingham, MI
BUY
 -
5.86K
+ 11.11%
$2.52M - $2.81M
58.6K $35.7M
Jan 21, 2022 Q4 2021
Darwin Advisors, LLC

BUY
 -
5.85K
+ 48.45%
$2.52M - $2.8M
17.9K $10.9M
Feb 02, 2022 Q4 2021
Janiczek Wealth Management, LLC

BUY
 -
5.71K
+ 4.5%
$2.45M - $2.74M
133K $80.6M
Jan 19, 2022 Q4 2021
Swarthmore Group Inc

BUY
 -
5.68K
+ 3.01%
$2.44M - $2.72M
194K $118M
Jan 31, 2022 Q4 2021
Smith Anglin Financial, LLC

BUY
 -
5.65K
+ 9.21%
$2.43M - $2.71M
67K $40.7M
Jan 20, 2022 Q4 2021
Dbk Financial Counsel, LLC

BUY
 -
5.65K
New
$2.43M - $2.71M
5.65K $3.43M
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

BUY
 -
5.64K
+ 3.12%
$2.43M - $2.7M
186K $113M
Jan 26, 2022 Q4 2021
Narwhal Capital Management

BUY
 -
5.58K
+ 5.27%
$2.4M - $2.68M
111K $67.7M
Feb 18, 2022 Q4 2021
Comerica Bank

BUY
 -
5.52K
+ 0.99%
$2.38M - $2.65M
562K $342M
Feb 03, 2022 Q4 2021
Naviter Wealth, LLC

BUY
 -
5.5K
New
$2.37M - $2.64M
5.5K $3.34M
Feb 11, 2022 Q4 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
5.5K
+ 5.11%
$2.37M - $2.64M
113K $68.7M
Feb 11, 2022 Q4 2021
Sandy Spring Bank

BUY
 -
5.45K
+ 2.7%
$2.35M - $2.61M
208K $126M
Feb 14, 2022 Q4 2021
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
5.41K
+ 48.15%
$2.33M - $2.59M
16.6K $10.1M
Feb 08, 2022 Q4 2021
Parsec Financial Management, Inc.

BUY
 -
5.4K
+ 3.94%
$2.32M - $2.59M
143K $86.7M
May 04, 2022 Q4 2021
Foresight Capital Management Advisors, Inc.

BUY
 -
5.4K
New
$2.32M - $2.59M
5.4K $3.28M
Feb 14, 2022 Q4 2021
Global Strategic Investment Solutions, LLC

BUY
 -
5.36K
New
$2.31M - $2.57M
5.36K $3.26M
Feb 14, 2022 Q4 2021
Halbert Hargrove Global Advisors, LLC

BUY
 -
5.36K
+ 1.09%
$2.31M - $2.57M
498K $303M
Feb 07, 2022 Q4 2021
Warren Street Wealth Advisors, LLC

BUY
 -
5.33K
New
$2.29M - $2.56M
5.33K $3.24M
Feb 01, 2022 Q4 2021
Telemus Capital, LLC

BUY
 -
5.33K
+ 6.0%
$2.29M - $2.56M
94.1K $57.2M
Feb 10, 2022 Q4 2021
Pcg Wealth Advisors, LLC

BUY
 -
5.27K
New
$2.27M - $2.53M
5.27K $3.21M
Jun 13, 2022 Q4 2021
Continental Investors Services, Inc.

Longview, WA
BUY
 -
5.25K
New
$2.26M - $2.52M
5.25K $3.19M
Feb 10, 2022 Q4 2021
Vicus Capital

State College, PA
BUY
 -
5.24K
+ 1.74%
$2.26M - $2.51M
306K $186M

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