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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
530+ 4.44% |
$226K - $241K
|
12.5K
$7.45M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
527+ 1.04% |
$225K - $240K
|
51.3K
$30.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
520+ 7.82% |
$222K - $237K
|
7.17K
$4.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
518+ 13.6% |
$221K - $236K
|
4.33K
$2.59M
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
BUY
|
- |
516+ 3.21% |
$220K - $235K
|
16.6K
$9.91M
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
514New |
$219K - $234K
|
514
$307K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
513+ 4.63% |
$219K - $234K
|
11.6K
$6.93M
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
511+ 2.95% |
$218K - $233K
|
17.9K
$10.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
508New |
$217K - $231K
|
508
$304K
|
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
507New |
$216K - $231K
|
507
$303K
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
506+ 10.17% |
$216K - $230K
|
5.48K
$3.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
503+ 1.42% |
$215K - $229K
|
35.8K
$21.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
502New |
$214K - $229K
|
502
$300K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
500New |
$213K - $228K
|
500
$299K
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
498+ 1.07% |
$213K - $227K
|
47.2K
$28.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
BUY
|
- |
496New |
$212K - $226K
|
496
$296K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
494+ 1.07% |
$211K - $225K
|
46.9K
$28M
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
488New |
$208K - $222K
|
488
$292K
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
486New |
$207K - $221K
|
486
$290K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
482+ 3.49% |
$206K - $219K
|
14.3K
$8.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
481+ 157.7% |
$205K - $219K
|
786
$470K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
480New |
$205K - $219K
|
480
$287K
|
|
|
Oct 29, 2021
Q3 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
477New |
$204K - $217K
|
477
$285K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
475+ 10.65% |
$203K - $216K
|
4.94K
$2.95M
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
475+ 20.97% |
$203K - $216K
|
2.74K
$1.64M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
475New |
$203K - $216K
|
475
$284K
|
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
475New |
$203K - $216K
|
475
$284K
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
474+ 23.08% |
$202K - $216K
|
2.53K
$1.51M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
472+ 5.27% |
$201K - $215K
|
9.43K
$5.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
467+ 7.51% |
$199K - $213K
|
6.69K
$4M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Management Group Inc
|
BUY
|
- |
466New |
$199K - $212K
|
466
$279K
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
460+ 24.01% |
$196K - $209K
|
2.38K
$1.42M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
458+ 31.81% |
$195K - $209K
|
1.9K
$1.13M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
458+ 31.61% |
$195K - $209K
|
1.91K
$1.14M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
454New |
$194K - $207K
|
454
$271K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
451+ 1.79% |
$192K - $205K
|
25.7K
$15.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
450+ 0.72% |
$192K - $205K
|
62.8K
$37.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
450New |
$192K - $205K
|
450
$269K
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
445+ 7.3% |
$190K - $203K
|
6.54K
$3.91M
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
445+ 1.01% |
$190K - $203K
|
44.6K
$26.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
445+ 0.52% |
$190K - $203K
|
85.3K
$51M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
444+ 0.98% |
$189K - $202K
|
46K
$27.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
444New |
$189K - $202K
|
444
$265K
|
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
442+ 92.08% |
$189K - $201K
|
922
$551K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
441+ 14.44% |
$188K - $201K
|
3.49K
$2.09M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
441+ 1.6% |
$188K - $201K
|
28.1K
$16.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
441+ 2.38% |
$188K - $201K
|
19K
$11.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
439+ 2.44% |
$187K - $200K
|
18.4K
$11M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
430+ 10.44% |
$184K - $196K
|
4.55K
$2.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
427+ 1.14% |
$182K - $194K
|
37.9K
$22.7M
|