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
|
Tru Independence LLC
|
BUY
|
- |
439+ 2.44% |
$187K - $200K
|
18.4K
$11.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
430+ 10.44% |
$184K - $196K
|
4.55K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
427+ 1.14% |
$182K - $194K
|
37.9K
$23.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
424+ 1.1% |
$181K - $193K
|
38.9K
$23.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
422+ 57.03% |
$180K - $192K
|
1.16K
$712K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
421+ 4.17% |
$180K - $192K
|
10.5K
$6.44M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
420+ 6.45% |
$179K - $191K
|
6.93K
$4.25M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
415+ 0.8% |
$177K - $189K
|
52.1K
$31.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
413+ 14.9% |
$176K - $188K
|
3.19K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
411+ 40.98% |
$175K - $187K
|
1.41K
$866K
|
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
403+ 15.22% |
$172K - $183K
|
3.05K
$1.87M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
401+ 3.83% |
$171K - $183K
|
10.9K
$6.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
400+ 3.66% |
$171K - $182K
|
11.3K
$6.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
396+ 33.82% |
$169K - $180K
|
1.57K
$960K
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
393+ 1.15% |
$168K - $179K
|
34.5K
$21.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
388+ 0.64% |
$166K - $177K
|
61.4K
$37.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
385+ 1.88% |
$164K - $175K
|
20.9K
$12.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
383+ 20.62% |
$163K - $174K
|
2.24K
$1.37M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
383+ 1.6% |
$163K - $174K
|
24.3K
$14.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
381+ 1.59% |
$163K - $173K
|
24.4K
$14.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
381+ 4.46% |
$163K - $173K
|
8.93K
$5.47M
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
380+ 14.72% |
$162K - $173K
|
2.96K
$1.81M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
373+ 8.0% |
$159K - $170K
|
5.04K
$3.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
369+ 14.39% |
$157K - $168K
|
2.93K
$1.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
367+ 12.52% |
$157K - $167K
|
3.3K
$2.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
362+ 0.84% |
$155K - $165K
|
43.5K
$26.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
359+ 4.33% |
$153K - $163K
|
8.64K
$5.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
356+ 0.61% |
$152K - $162K
|
58.5K
$35.8M
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
354+ 5.9% |
$151K - $161K
|
6.36K
$3.9M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
353+ 12.28% |
$151K - $161K
|
3.23K
$1.98M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
351+ 4.94% |
$150K - $160K
|
7.46K
$4.57M
|
|
|
Nov 12, 2021
Q3 2021
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
339+ 0.39% |
$145K - $154K
|
87.9K
$53.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
338+ 6.41% |
$144K - $154K
|
5.61K
$3.44M
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
338+ 7.42% |
$144K - $154K
|
4.9K
$3M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
337+ 1.33% |
$144K - $153K
|
25.6K
$15.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
337+ 0.2% |
$144K - $153K
|
168K
$103M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
331+ 4.37% |
$141K - $151K
|
7.91K
$4.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
328+ 1.38% |
$140K - $149K
|
24.1K
$14.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
327+ 32.5% |
$140K - $149K
|
1.33K
$817K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
325+ 8.08% |
$139K - $148K
|
4.35K
$2.66M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
317+ 3.35% |
$135K - $144K
|
9.77K
$5.98M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
316+ 0.8% |
$135K - $144K
|
39.7K
$24.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
313+ 1.37% |
$134K - $142K
|
23.2K
$14.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
313+ 2.01% |
$134K - $142K
|
15.9K
$9.72M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
313+ 19.91% |
$134K - $142K
|
1.89K
$1.15M
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
308+ 5.37% |
$131K - $140K
|
6.04K
$3.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
307+ 7.3% |
$131K - $140K
|
4.51K
$2.77M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
305+ 0.03% |
$130K - $139K
|
1.03M
$632M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
305+ 0.75% |
$130K - $139K
|
41K
$25.1M
|
|
|
Apr 19, 2022
Q3 2021
|
Stegner Investment Associates Inc.
|
BUY
|
- |
299+ 17.34% |
$128K - $136K
|
2.02K
$1.24M
|