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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q3 2021
|
Stegner Investment Associates Inc.
|
BUY
|
- |
299+ 17.34% |
$128K - $136K
|
2.02K
$1.13M
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
292+ 1.48% |
$125K - $133K
|
20K
$11.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
289+ 0.19% |
$123K - $132K
|
151K
$84.4M
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
286+ 3.26% |
$122K - $130K
|
9.06K
$5.06M
|
|
|
Oct 29, 2021
Q3 2021
|
Verger Capital Management LLC
|
BUY
|
- |
284+ 0.39% |
$121K - $129K
|
73.7K
$41.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
281New |
$120K - $128K
|
281
$157K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
280+ 5.05% |
$120K - $127K
|
5.82K
$3.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
280+ 0.31% |
$120K - $127K
|
90.4K
$50.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
280+ 0.46% |
$120K - $127K
|
61.2K
$34.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
279+ 3.22% |
$119K - $127K
|
8.95K
$4.99M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
271+ 5.5% |
$116K - $123K
|
5.2K
$2.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
271New |
$116K - $123K
|
271
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
271+ 0.81% |
$116K - $123K
|
33.6K
$18.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
BUY
|
- |
270+ 1.75% |
$115K - $123K
|
15.7K
$8.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
270+ 27.08% |
$115K - $123K
|
1.27K
$707K
|
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
268+ 3.19% |
$114K - $122K
|
8.67K
$4.84M
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
266+ 9.42% |
$114K - $121K
|
3.09K
$1.73M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
264+ 17.46% |
$113K - $120K
|
1.78K
$991K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
259+ 2.76% |
$111K - $118K
|
9.63K
$5.37M
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
251+ 2.2% |
$107K - $114K
|
11.7K
$6.51M
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
250+ 0.81% |
$107K - $114K
|
31K
$17.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
250+ 0.34% |
$107K - $114K
|
74.1K
$41.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
242+ 0.39% |
$103K - $110K
|
63K
$35.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
241+ 14.47% |
$103K - $110K
|
1.91K
$1.06M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
239+ 2.99% |
$102K - $109K
|
8.24K
$4.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
239+ 5.5% |
$102K - $109K
|
4.59K
$2.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
238+ 0.38% |
$102K - $108K
|
62.6K
$34.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
237+ 3.02% |
$101K - $108K
|
8.1K
$4.52M
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
235+ 3.64% |
$100K - $107K
|
6.69K
$3.73M
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
230+ 3.68% |
$98.2K - $105K
|
6.49K
$3.62M
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
223+ 0.81% |
$95.2K - $102K
|
27.7K
$15.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
221+ 0.19% |
$94.3K - $101K
|
119K
$66.3M
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
220+ 6.22% |
$93.9K - $100K
|
3.76K
$2.1M
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
220+ 0.08% |
$93.9K - $100K
|
261K
$146M
|
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
BUY
|
- |
213+ 0.5% |
$90.9K - $97K
|
43K
$24M
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
211+ 33.02% |
$90.1K - $96.1K
|
850
$474K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
209New |
$89.2K - $95.2K
|
209
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
207+ 1.81% |
$88.3K - $94.2K
|
11.7K
$6.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
202+ 0.12% |
$86.2K - $92K
|
163K
$91.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
199+ 14.49% |
$84.9K - $90.6K
|
1.57K
$877K
|
|
|
Nov 15, 2021
Q3 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
196+ 25.59% |
$83.7K - $89.2K
|
962
$537K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
196+ 27.68% |
$83.7K - $89.2K
|
904
$505K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
195+ 11.96% |
$83.2K - $88.8K
|
1.83K
$1.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
193+ 1.29% |
$82.4K - $87.9K
|
15.2K
$8.48M
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
193+ 8.8% |
$82.4K - $87.9K
|
2.39K
$1.33M
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
191+ 23.76% |
$81.5K - $87K
|
995
$555K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
190+ 4.63% |
$81.1K - $86.5K
|
4.29K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
188+ 1.22% |
$80.2K - $85.6K
|
15.6K
$8.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
188+ 3.61% |
$80.2K - $85.6K
|
5.4K
$3.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
187+ 6.35% |
$79.8K - $85.1K
|
3.13K
$1.75M
|