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
Oct 03, 2024 Q4 2021
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
437
New
$188K - $210K
437 $264K
Feb 14, 2022 Q4 2021
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
435
+ 41.51%
$187K - $209K
1.48K $897K
Jan 14, 2022 Q4 2021
Tpg Financial Advisors, LLC

BUY
 -
433
+ 27.97%
$186K - $208K
1.98K $1.2M
Feb 01, 2022 Q4 2021
Greystone Financial Group, LLC

BUY
 -
432
New
$186K - $207K
432 $261K
Feb 15, 2022 Q4 2021
German American Bancorp, Inc.

Jasper, IN
BUY
 -
432
+ 31.76%
$186K - $207K
1.79K $1.08M
Jul 11, 2022 Q4 2021
Range Financial Group LLC

BUY
 -
430
+ 6.58%
$185K - $206K
6.97K $4.21M
Jan 13, 2022 Q4 2021
Trinity Legacy Partners, LLC

BUY
 -
430
New
$185K - $206K
430 $260K
Jan 25, 2022 Q4 2021
Busey Wealth Management

BUY
 -
430
+ 9.45%
$185K - $206K
4.98K $3.01M
Feb 14, 2022 Q4 2021
Ciovacco Capital Management LLC

Atlanta, GA
BUY
 -
428
New
$184K - $205K
428 $259K
Jan 18, 2022 Q4 2021
Ballast, Inc.

BUY
 -
427
+ 79.22%
$184K - $205K
966 $584K
Feb 08, 2022 Q4 2021
Trillium Asset Management, LLC

Boston, MA
BUY
 -
425
New
$183K - $204K
425 $257K
Jan 31, 2022 Q4 2021
1900 Wealth Management LLC

BUY
 -
423
+ 2.83%
$182K - $203K
15.4K $9.31M
Jan 27, 2022 Q4 2021
Baldrige Asset Management LLC

BUY
 -
422
+ 2.73%
$182K - $202K
15.9K $9.59M
Feb 07, 2022 Q4 2021
Dt Investment Partners, LLC

BUY
 -
422
New
$182K - $202K
422 $255K
Feb 10, 2022 Q4 2021
American Planning Services, Inc.

Sun City Center, FL
BUY
 -
421
New
$181K - $202K
421 $255K
Jan 14, 2022 Q4 2021
Dock Street Asset Management Inc

BUY
 -
420
New
$181K - $201K
420 $254K
Feb 11, 2022 Q4 2021
Mission Wealth Management, LP

BUY
 -
418
+ 4.43%
$180K - $200K
9.85K $5.95M
Jan 21, 2022 Q4 2021
Parker Investment Management, LLC

BUY
 -
417
+ 0.37%
$179K - $200K
112K $67.6M
Feb 04, 2022 Q4 2021
Heron Financial Group, LLC

BUY
 -
414
+ 25.62%
$178K - $199K
2.03K $1.23M
Feb 10, 2022 Q4 2021
Woodley Farra Manion Portfolio Management Inc

BUY
 -
411
+ 5.4%
$177K - $197K
8.02K $4.85M
Feb 11, 2022 Q4 2021
Jt Stratford LLC

Gainesville, GA
BUY
 -
410
+ 2.39%
$176K - $197K
17.5K $10.6M
Feb 16, 2022 Q4 2021
Bell Rock Capital LLC

BUY
 -
409
+ 46.96%
$176K - $196K
1.28K $774K
Feb 08, 2022 Q4 2021
Motco

BUY
 -
407
+ 5.87%
$175K - $195K
7.34K $4.44M
Feb 11, 2022 Q4 2021
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
406
+ 3.99%
$175K - $195K
10.6K $6.39M
Mar 17, 2022 Q4 2021
Integrity Financial Corp

BUY
 -
405
New
$174K - $194K
405 $245K
Jan 21, 2022 Q4 2021
Beacon Financial Advisory LLC

BUY
 -
404
+ 4.73%
$174K - $194K
8.95K $5.41M
Feb 02, 2022 Q4 2021
Hallmark Capital Management Inc

BUY
 -
403
+ 6.18%
$173K - $193K
6.92K $4.19M
Feb 09, 2022 Q4 2021
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
403
+ 32.37%
$173K - $193K
1.65K $997K
Jan 18, 2022 Q4 2021
Capital Square, LLC

BUY
 -
401
+ 4.87%
$173K - $192K
8.64K $5.23M
Feb 11, 2022 Q4 2021
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
400
+ 10.21%
$172K - $192K
4.32K $2.61M
Feb 07, 2022 Q4 2021
American Century Companies Inc

Kansas City, MO
BUY
 -
400
+ 2.06%
$172K - $192K
19.8K $12M
Jan 10, 2022 Q4 2021
Murphy Capital Management Inc

BUY
 -
392
+ 19.72%
$169K - $188K
2.38K $1.44M
Feb 14, 2022 Q4 2021
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
385
+ 7.87%
$166K - $185K
5.28K $3.19M
Feb 10, 2022 Q4 2021
Roundview Capital LLC

Princeton, NJ
BUY
 -
383
+ 4.02%
$165K - $184K
9.91K $5.99M
Jan 20, 2022 Q4 2021
Capital Insight Partners, LLC

BUY
 -
379
+ 1.4%
$163K - $182K
27.5K $16.6M
Feb 14, 2022 Q4 2021
Progeny 3, Inc.

Seattle, WA
BUY
 -
379
+ 0.39%
$163K - $182K
97.5K $58.9M
Feb 08, 2022 Q4 2021
Verity Asset Management, Inc.

Durham, NC
BUY
 -
374
+ 8.42%
$161K - $179K
4.82K $2.91M
Feb 09, 2022 Q4 2021
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
369
+ 0.68%
$159K - $177K
54.9K $33.2M
Jan 12, 2022 Q4 2021
Bank Of New Hampshire

BUY
 -
363
+ 2.57%
$156K - $174K
14.5K $8.77M
Jan 24, 2022 Q4 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
358
+ 11.29%
$154K - $172K
3.53K $2.13M
Jan 18, 2022 Q4 2021
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
358
+ 2.6%
$154K - $172K
14.1K $8.55M
Jan 28, 2022 Q4 2021
Avantax Planning Partners, Inc.

BUY
 -
349
+ 19.01%
$150K - $167K
2.19K $1.32M
Feb 04, 2022 Q4 2021
F3 Logic, LLC

BUY
 -
348
+ 7.98%
$150K - $167K
4.71K $2.85M
Jan 31, 2022 Q4 2021
Keel Point, LLC

Huntsville, AL
BUY
 -
341
+ 14.89%
$147K - $164K
2.63K $1.59M
Feb 02, 2022 Q4 2021
Pinnacle Associates LTD

BUY
 -
335
+ 0.33%
$144K - $161K
102K $61.9M
Feb 14, 2022 Q4 2021
Financial Connections Group, Inc.

BUY
 -
331
New
$142K - $159K
331 $200K
Jan 18, 2022 Q4 2021
Lincoln Capital LLC

BUY
 -
327
+ 10.58%
$141K - $157K
3.42K $2.07M
Feb 11, 2022 Q4 2021
Burney CO

Reston, VA
BUY
 -
327
+ 18.3%
$141K - $157K
2.11K $1.28M
Feb 14, 2022 Q4 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
326
+ 9.31%
$140K - $156K
3.83K $2.31M

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