Purchases and Sales Made in Q3 2021 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.58K+ 1.42% |
$673K - $718K
|
113K
$63M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 11.2% |
$673K - $718K
|
15.7K
$8.73M
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.58K+ 3.02% |
$672K - $717K
|
53.7K
$30M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.53K+ 112.99% |
$653K - $697K
|
2.89K
$1.61M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
1.53K+ 4.18% |
$653K - $696K
|
38.1K
$21.3M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 1.46% |
$650K - $693K
|
106K
$58.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.51K+ 120.41% |
$644K - $687K
|
2.76K
$1.54M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.51K+ 17.45% |
$644K - $687K
|
10.2K
$5.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.5K+ 8.36% |
$640K - $682K
|
19.4K
$10.8M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.49K+ 2.17% |
$637K - $680K
|
70.3K
$39.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.47K+ 61.68% |
$629K - $671K
|
3.86K
$2.15M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.47K+ 25.15% |
$628K - $670K
|
7.33K
$4.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
1.47K+ 96.71% |
$628K - $670K
|
2.99K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.47K+ 2.64% |
$628K - $670K
|
57.1K
$31.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
1.47K+ 6.16% |
$627K - $669K
|
25.3K
$14.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.46K+ 1.77% |
$625K - $667K
|
84K
$46.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.45K+ 4.37% |
$618K - $659K
|
34.6K
$19.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.42KNew |
$608K - $648K
|
1.42K
$795K
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.42K+ 2.63% |
$605K - $645K
|
55.4K
$30.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.41K+ 3.51% |
$602K - $642K
|
41.6K
$23.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 37.85% |
$596K - $636K
|
5.09K
$2.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.39K+ 2.57% |
$594K - $633K
|
55.5K
$31M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.38K+ 16.99% |
$591K - $630K
|
9.53K
$5.32M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.37K+ 4.8% |
$586K - $626K
|
30K
$16.7M
|
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.37K+ 71.94% |
$584K - $623K
|
3.27K
$1.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.36K+ 0.91% |
$581K - $620K
|
150K
$83.8M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.36K+ 3.43% |
$579K - $617K
|
40.9K
$22.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.35K+ 1.72% |
$575K - $614K
|
79.8K
$44.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
1.35K+ 3.16% |
$574K - $612K
|
44K
$24.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.32K+ 4.69% |
$562K - $599K
|
29.3K
$16.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
1.3K+ 15.23% |
$556K - $593K
|
9.86K
$5.5M
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.3K+ 1.11% |
$555K - $592K
|
118K
$66M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.3K+ 7.85% |
$554K - $590K
|
17.8K
$9.95M
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.29KNew |
$552K - $589K
|
1.29K
$722K
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.29K+ 362.99% |
$548K - $585K
|
1.64K
$915K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.28K+ 29.87% |
$547K - $583K
|
5.57K
$3.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.28K+ 1.5% |
$546K - $583K
|
86.7K
$48.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
1.26K+ 100.8% |
$538K - $574K
|
2.51K
$1.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 1.36% |
$532K - $567K
|
92.8K
$51.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.25KNew |
$531K - $567K
|
1.25K
$695K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.23K+ 8.55% |
$524K - $559K
|
15.6K
$8.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.22KNew |
$521K - $555K
|
1.22K
$681K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.22K+ 0.18% |
$520K - $555K
|
670K
$374M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
1.2K+ 6.87% |
$510K - $544K
|
18.6K
$10.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
1.19K+ 32.95% |
$509K - $543K
|
4.81K
$2.69M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
1.19K+ 7.03% |
$509K - $543K
|
18.2K
$10.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.18K+ 2.46% |
$501K - $535K
|
48.8K
$27.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.18K+ 9.68% |
$501K - $535K
|
13.3K
$7.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.17K+ 0.29% |
$500K - $533K
|
406K
$226M
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.17K+ 4.95% |
$498K - $531K
|
24.7K
$13.8M
|