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 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
181+ 6.13% |
$77.3K - $82.4K
|
3.13K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
180+ 2.64% |
$76.8K - $81.9K
|
7K
$4.18M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
178+ 2.49% |
$76K - $81K
|
7.33K
$4.38M
|
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
BUY
|
- |
176+ 5.0% |
$75.1K - $80.1K
|
3.7K
$2.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
176+ 1.39% |
$75.1K - $80.1K
|
12.8K
$7.67M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
175+ 0.79% |
$74.7K - $79.7K
|
22.3K
$13.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
174+ 6.83% |
$74.3K - $79.2K
|
2.72K
$1.63M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
173+ 16.73% |
$73.8K - $78.8K
|
1.21K
$721K
|
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
173+ 9.82% |
$73.8K - $78.8K
|
1.94K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
171+ 3.17% |
$73K - $77.9K
|
5.56K
$3.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
170+ 7.52% |
$72.6K - $77.4K
|
2.43K
$1.45M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
168New |
$71.7K - $76.5K
|
168
$100K
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
168+ 8.33% |
$71.7K - $76.5K
|
2.19K
$1.31M
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
167+ 1.71% |
$71.3K - $76K
|
9.92K
$5.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
165+ 23.21% |
$70.4K - $75.1K
|
876
$524K
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
164+ 1.63% |
$70K - $74.7K
|
10.2K
$6.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
164+ 0.35% |
$70K - $74.7K
|
46.8K
$28M
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
163+ 62.21% |
$69.6K - $74.2K
|
425
$254K
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
163+ 55.63% |
$69.6K - $74.2K
|
456
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
161New |
$68.7K - $73.3K
|
161
$96.2K
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
158New |
$67.4K - $71.9K
|
158
$94.4K
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
158+ 21.88% |
$67.4K - $71.9K
|
880
$526K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
154+ 2.44% |
$65.7K - $70.1K
|
6.46K
$3.86M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
151+ 1.39% |
$64.4K - $68.7K
|
11K
$6.59M
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
150+ 23.81% |
$64K - $68.3K
|
780
$466K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
150+ 2.99% |
$64K - $68.3K
|
5.17K
$3.09M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150+ 5.77% |
$64K - $68.3K
|
2.75K
$1.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
144+ 8.4% |
$61.5K - $65.6K
|
1.86K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
144+ 288.0% |
$61.5K - $65.6K
|
194
$116K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
142+ 26.64% |
$60.6K - $64.6K
|
675
$403K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
141+ 2.57% |
$60.2K - $64.2K
|
5.62K
$3.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
140+ 0.88% |
$59.8K - $63.7K
|
16.1K
$9.62M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
137+ 0.43% |
$58.5K - $62.4K
|
31.6K
$18.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
136+ 0.99% |
$58K - $61.9K
|
13.9K
$8.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
135+ 0.49% |
$57.6K - $61.5K
|
27.8K
$16.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
134+ 0.4% |
$57.2K - $61K
|
33.4K
$20M
|
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
132+ 0.32% |
$56.3K - $60.1K
|
41.2K
$24.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
132+ 6.23% |
$56.3K - $60.1K
|
2.25K
$1.34M
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
130+ 2.58% |
$55.5K - $59.2K
|
5.17K
$3.09M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
129+ 1.96% |
$55.1K - $58.7K
|
6.7K
$4M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
129New |
$55.1K - $58.7K
|
129
$77.1K
|
|
|
Oct 12, 2021
Q3 2021
|
F&V Capital Management, LLC
|
BUY
|
- |
129+ 6.79% |
$55.1K - $58.7K
|
2.03K
$1.21M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
129+ 8.85% |
$55.1K - $58.7K
|
1.59K
$948K
|
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
128+ 2.55% |
$54.6K - $58.3K
|
5.15K
$3.08M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
127+ 0.84% |
$54.2K - $57.8K
|
15.3K
$9.12M
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
127+ 0.98% |
$54.2K - $57.8K
|
13.1K
$7.82M
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
127+ 1.96% |
$54.2K - $57.8K
|
6.6K
$3.94M
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
126+ 7.36% |
$53.8K - $57.4K
|
1.84K
$1.1M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
126+ 17.85% |
$53.8K - $57.4K
|
832
$497K
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
125+ 0.59% |
$53.4K - $56.9K
|
21.4K
$12.8M
|