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 18, 2022 Q4 2021
Soundmark Wealth Management, LLC

SELL
 -
-1.79K
- 36.94%
$769K - $857K
3.05K $1.88M
Jan 31, 2022 Q4 2021
Ieq Capital, LLC

SELL
 -
-1.81K
- 3.85%
$777K - $866K
45.1K $27.7M
Feb 14, 2022 Q4 2021
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-1.81K
- 2.3%
$780K - $869K
76.8K $47.2M
Feb 14, 2022 Q4 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-1.81K
- 1.27%
$780K - $869K
141K $86.4M
Feb 08, 2022 Q4 2021
Sigma Investment Counselors Inc

SELL
 -
-1.82K
- 0.3%
$783K - $873K
611K $376M
Feb 11, 2022 Q4 2021
Geode Capital Management, LLC

Boston, MA
SELL
 -
-1.86K
- 41.14%
$799K - $890K
2.66K $1.63M
Feb 11, 2022 Q4 2021
Cambridge Associates LLC

Boston, MA
SELL
 -
-1.89K
- 1.43%
$813K - $906K
130K $79.9M
Dec 20, 2022 Q4 2021
Cambridge Associates LLC

Boston, MA
SELL
 -
-1.89K
- 1.43%
$813K - $906K
130K $79.9M
Feb 11, 2022 Q4 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-1.9K
Closed
$818K - $911K
0 $0
Feb 10, 2022 Q4 2021
Cumberland Partners LTD

Toronto, A6
SELL
 -
-1.94K
- 43.97%
$835K - $930K
2.47K $1.52M
Feb 14, 2022 Q4 2021
Marks Group Wealth Management, Inc

Minnetonka, MN
SELL
 -
-1.96K
- 4.42%
$843K - $940K
42.4K $26M
Feb 10, 2022 Q4 2021
Pine Bridge Investments, L.P.

SELL
 -
-2K
- 8.68%
$861K - $959K
21K $12.9M
Jan 27, 2022 Q4 2021
Regent Investment Management LLC

SELL
 -
-2.02K
- 74.14%
$867K - $966K
703 $432K
Feb 10, 2022 Q4 2021
Massachusetts Financial Services CO

Boston, MA
SELL
 -
-2.02K
- 70.27%
$870K - $969K
855 $525K
Feb 09, 2022 Q4 2021
Ckw Financial Group

SELL
 -
-2.03K
- 0.27%
$875K - $975K
738K $453M
Feb 02, 2022 Q4 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-2.05K
- 5.08%
$882K - $983K
38.3K $23.5M
Jan 20, 2022 Q4 2021
Verity Wealth Advisors

SELL
 -
-2.07K
- 5.11%
$889K - $990K
38.4K $23.6M
Jan 28, 2022 Q4 2021
Argi Investment Services, LLC

SELL
 -
-2.07K
- 2.29%
$890K - $992K
88.3K $54.3M
Feb 28, 2022 Q4 2021
Camden Capital, LLC

SELL
 -
-2.07K
- 6.27%
$890K - $992K
30.9K $19M
Jan 27, 2022 Q4 2021
Fort Henry Capital, LLC

SELL
 -
-2.07K
- 2.76%
$891K - $993K
72.9K $44.8M
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

SELL
 -
-2.1K
- 5.11%
$903K - $1.01M
39K $24M
Feb 04, 2022 Q4 2021
Modera Wealth Management, LLC

SELL
 -
-2.12K
- 5.14%
$913K - $1.02M
39.2K $24.1M
Jan 12, 2022 Q4 2021
Moneywise, Inc.

SELL
 -
-2.12K
- 15.73%
$914K - $1.02M
11.4K $6.99M
Jan 18, 2022 Q4 2021
Private Wealth Group, LLC

SELL
 -
-2.13K
- 51.6%
$918K - $1.02M
2K $1.23M
Dec 12, 2024 Q4 2021
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
SELL
 -
-2.16K
- 53.21%
$930K - $1.04M
1.9K $1.17M
Jan 11, 2022 Q4 2021
Brookstone Capital Management

SELL
 -
-2.22K
- 0.93%
$954K - $1.06M
238K $146M
Jan 21, 2022 Q4 2021
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-2.22K
- 5.36%
$956K - $1.07M
39.2K $24.1M
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

SELL
 -
-2.25K
- 69.7%
$968K - $1.08M
978 $601K
Feb 10, 2022 Q4 2021
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-2.27K
- 1.16%
$977K - $1.09M
193K $119M
Feb 14, 2022 Q4 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-2.33K
- 4.57%
$1M - $1.11M
48.6K $29.8M
Feb 10, 2022 Q4 2021
Aaf Wealth Management, LLC

SELL
 -
-2.38K
- 3.21%
$1.02M - $1.14M
71.7K $44.1M
Feb 09, 2022 Q4 2021
Epiq Capital Group, LLC

San Francisco, CA
SELL
 -
-2.39K
Closed
$1.03M - $1.15M
0 $0
Feb 09, 2022 Q4 2021
Meadow Creek Wealth Advisors LLC

SELL
 -
-2.39K
- 30.78%
$1.03M - $1.15M
5.38K $3.31M
Feb 08, 2022 Q4 2021
Nova Point Capital, LLC

SELL
 -
-2.46K
- 25.15%
$1.06M - $1.18M
7.31K $4.49M
May 31, 2023 Q4 2021
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-2.46K
- 78.47%
$1.06M - $1.18M
675 $415K
Feb 25, 2022 Q4 2021
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-2.51K
- 1.37%
$1.08M - $1.2M
180K $111M
Jan 31, 2022 Q4 2021
Kanawha Capital Management LLC

SELL
 -
-2.51K
- 5.14%
$1.08M - $1.2M
46.3K $28.5M
Nov 17, 2023 Q4 2021
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-2.51K
- 50.01%
$1.08M - $1.2M
2.51K $1.54M
Jan 26, 2022 Q4 2021
Sightline Wealth Advisors, LLC

SELL
 -
-2.58K
- 50.18%
$1.11M - $1.24M
2.56K $1.57M
Feb 02, 2022 Q4 2021
Sunburst Financial Group, LLC

SELL
 -
-2.6K
- 14.34%
$1.12M - $1.25M
15.5K $9.55M
Jan 14, 2022 Q4 2021
Centerpoint Advisors, LLC

SELL
 -
-2.61K
- 3.78%
$1.12M - $1.25M
66.4K $40.8M
Jan 20, 2022 Q4 2021
Fusion Family Wealth LLC

SELL
 -
-2.64K
- 33.02%
$1.14M - $1.27M
5.36K $3.29M
Feb 08, 2022 Q4 2021
West Bancorporation Inc

SELL
 -
-2.65K
- 17.7%
$1.14M - $1.27M
12.3K $7.57M
Jan 20, 2022 Q4 2021
Sheets Smith Wealth Management

SELL
 -
-2.65K
- 4.79%
$1.14M - $1.27M
52.7K $32.4M
Jun 06, 2022 Q4 2021
Aries Wealth Management

SELL
 -
-2.74K
- 85.71%
$1.18M - $1.31M
456 $280K
Feb 09, 2022 Q4 2021
Connectus Wealth, LLC

Cincinnati, OH
SELL
 -
-2.77K
Closed
$1.19M - $1.33M
0 $0
Jan 11, 2022 Q4 2021
Avondale Wealth Management

SELL
 -
-2.81K
- 5.58%
$1.21M - $1.35M
47.6K $29.2M
Feb 09, 2022 Q4 2021
Middleton & CO Inc

SELL
 -
-2.82K
- 5.41%
$1.21M - $1.35M
49.4K $30.3M
Feb 03, 2022 Q4 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-2.87K
- 7.12%
$1.24M - $1.38M
37.5K $23M

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