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 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
125+ 0.27% |
$53.4K - $56.9K
|
46.7K
$27.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
BUY
|
- |
123+ 23.34% |
$52.5K - $56K
|
650
$388K
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
123+ 2.59% |
$52.5K - $56K
|
4.86K
$2.91M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 0.57% |
$51.2K - $54.6K
|
21K
$12.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
116+ 1.91% |
$49.5K - $52.8K
|
6.18K
$3.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
116+ 1.04% |
$49.5K - $52.8K
|
11.2K
$6.71M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
105+ 0.41% |
$44.8K - $47.8K
|
25.9K
$15.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Legacy Wealth Management, Inc
|
BUY
|
- |
105+ 8.46% |
$44.8K - $47.8K
|
1.35K
$804K
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
105+ 9.41% |
$44.8K - $47.8K
|
1.22K
$730K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
103+ 2.89% |
$44K - $46.9K
|
3.66K
$2.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
103+ 3.03% |
$44K - $46.9K
|
3.5K
$2.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
102+ 16.53% |
$43.5K - $46.4K
|
719
$430K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
102+ 1.47% |
$43.5K - $46.4K
|
7.05K
$4.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
100+ 2.06% |
$42.7K - $45.5K
|
4.95K
$2.96M
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
100+ 10.53% |
$42.7K - $45.5K
|
1.05K
$628K
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
100+ 17.27% |
$42.7K - $45.5K
|
679
$406K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
100+ 7.04% |
$42.7K - $45.5K
|
1.52K
$909K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
98+ 6.72% |
$41.8K - $44.6K
|
1.56K
$930K
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
95+ 11.36% |
$40.5K - $43.3K
|
931
$556K
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
91+ 3.07% |
$38.8K - $41.4K
|
3.05K
$1.82M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
89+ 0.28% |
$38K - $40.5K
|
32.1K
$19.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
BUY
|
- |
87+ 0.14% |
$37.1K - $39.6K
|
60.6K
$36.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
86+ 2.6% |
$36.7K - $39.2K
|
3.39K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
86+ 2.72% |
$36.7K - $39.2K
|
3.25K
$1.94M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
86+ 5.83% |
$36.7K - $39.2K
|
1.56K
$934K
|
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
84+ 0.5% |
$35.9K - $38.2K
|
16.8K
$10M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
82+ 7.34% |
$35K - $37.3K
|
1.2K
$717K
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
80+ 3.84% |
$34.1K - $36.4K
|
2.16K
$1.29M
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
80+ 1.24% |
$34.1K - $36.4K
|
6.52K
$3.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
80+ 4.17% |
$34.1K - $36.4K
|
2K
$1.19M
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
80+ 14.34% |
$34.1K - $36.4K
|
638
$381K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
78+ 3.22% |
$33.3K - $35.5K
|
2.5K
$1.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
78+ 3.58% |
$33.3K - $35.5K
|
2.26K
$1.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
76+ 1.02% |
$32.4K - $34.6K
|
7.53K
$4.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
75+ 4.19% |
$32K - $34.1K
|
1.87K
$1.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
75+ 8.71% |
$32K - $34.1K
|
936
$559K
|
|
|
Nov 12, 2021
Q3 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
74+ 0.74% |
$31.6K - $33.7K
|
10K
$6M
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
73+ 1.89% |
$31.2K - $33.2K
|
3.94K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
73+ 1.76% |
$31.2K - $33.2K
|
4.23K
$2.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
73+ 0.31% |
$31.2K - $33.2K
|
23.4K
$14M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
73+ 2.76% |
$31.2K - $33.2K
|
2.72K
$1.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
72+ 13.87% |
$30.7K - $32.8K
|
591
$353K
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
72+ 3.05% |
$30.7K - $32.8K
|
2.43K
$1.45M
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
71+ 147.92% |
$30.3K - $32.3K
|
119
$71.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
70+ 2.01% |
$29.9K - $31.9K
|
3.56K
$2.13M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
70+ 12.46% |
$29.9K - $31.9K
|
632
$378K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
69+ 0.05% |
$29.4K - $31.4K
|
138K
$82.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
68+ 1.73% |
$29K - $31K
|
4K
$2.39M
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
68+ 6.39% |
$29K - $31K
|
1.13K
$677K
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
67+ 1.65% |
$28.6K - $30.5K
|
4.12K
$2.46M
|