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
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
673+ 42.54% |
$287K - $306K
|
2.26K
$1.26M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
671+ 0.33% |
$286K - $305K
|
202K
$113M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
667+ 4.2% |
$285K - $304K
|
16.5K
$9.23M
|
|
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
BUY
|
- |
666+ 8.65% |
$284K - $303K
|
8.36K
$4.67M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
662+ 12.64% |
$283K - $301K
|
5.9K
$3.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
661+ 8.55% |
$282K - $301K
|
8.4K
$4.69M
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
658+ 74.18% |
$281K - $300K
|
1.55K
$862K
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
648New |
$277K - $295K
|
648
$362K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
645+ 2.62% |
$275K - $294K
|
25.2K
$14.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
641+ 31.95% |
$274K - $292K
|
2.65K
$1.48M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
641+ 26.35% |
$274K - $292K
|
3.07K
$1.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
636+ 5.89% |
$271K - $290K
|
11.4K
$6.39M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
631New |
$269K - $287K
|
631
$352K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
629+ 6.42% |
$268K - $286K
|
10.4K
$5.82M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
629+ 4.11% |
$268K - $286K
|
15.9K
$8.89M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
629+ 0.8% |
$268K - $286K
|
79.5K
$44.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
629+ 35.48% |
$268K - $286K
|
2.4K
$1.34M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
626+ 3.16% |
$267K - $285K
|
20.5K
$11.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
625+ 7.76% |
$267K - $285K
|
8.68K
$4.84M
|
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
621+ 6.71% |
$265K - $283K
|
9.88K
$5.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
621+ 2.18% |
$265K - $283K
|
29.1K
$16.2M
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
611+ 4.95% |
$261K - $278K
|
13K
$7.23M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
608+ 110.95% |
$259K - $277K
|
1.16K
$645K
|
|
|
Oct 08, 2021
Q3 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
607+ 0.69% |
$259K - $276K
|
89.2K
$49.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
600+ 26.61% |
$256K - $273K
|
2.86K
$1.59M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
599+ 1.07% |
$256K - $273K
|
56.7K
$31.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
595New |
$254K - $271K
|
595
$332K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
594+ 5.37% |
$254K - $270K
|
11.7K
$6.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
592+ 0.77% |
$253K - $270K
|
77.7K
$43.4M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
591New |
$252K - $269K
|
591
$330K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
585+ 1.74% |
$250K - $266K
|
34.3K
$19.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
580+ 42.77% |
$248K - $264K
|
1.94K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
579+ 34.98% |
$247K - $264K
|
2.23K
$1.25M
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
578+ 4.23% |
$247K - $263K
|
14.3K
$7.96M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
576+ 0.46% |
$246K - $262K
|
127K
$70.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
574+ 2.26% |
$245K - $261K
|
26K
$14.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
574+ 3.82% |
$245K - $261K
|
15.6K
$8.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
571+ 2.92% |
$244K - $260K
|
20.1K
$11.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
571+ 20.15% |
$244K - $260K
|
3.41K
$1.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
558+ 0.8% |
$238K - $254K
|
70.4K
$39.3M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
557+ 2.21% |
$238K - $254K
|
25.8K
$14.4M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
555+ 6.47% |
$237K - $253K
|
9.13K
$5.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
555+ 6.07% |
$237K - $253K
|
9.7K
$5.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
554+ 9.89% |
$236K - $252K
|
6.16K
$3.44M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
553New |
$236K - $252K
|
553
$309K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
550+ 58.14% |
$235K - $250K
|
1.5K
$835K
|
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
550+ 17.89% |
$235K - $250K
|
3.62K
$2.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
BUY
|
- |
548+ 0.91% |
$234K - $249K
|
60.8K
$33.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
548+ 1.07% |
$234K - $249K
|
51.9K
$29M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
547+ 75.66% |
$233K - $249K
|
1.27K
$709K
|