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 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
69+ 0.05% |
$29.4K - $31.4K
|
138K
$77M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
68+ 1.73% |
$29K - $31K
|
4K
$2.23M
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
68+ 6.39% |
$29K - $31K
|
1.13K
$632K
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
67+ 1.65% |
$28.6K - $30.5K
|
4.12K
$2.3M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
67+ 12.88% |
$28.6K - $30.5K
|
587
$328K
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
67+ 3.11% |
$28.6K - $30.5K
|
2.22K
$1.24M
|
|
|
Oct 25, 2021
Q3 2021
|
Benin Management Corp
|
BUY
|
- |
67+ 4.04% |
$28.6K - $30.5K
|
1.72K
$962K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
66+ 6.04% |
$28.2K - $30K
|
1.16K
$646K
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
65+ 2.95% |
$27.7K - $29.6K
|
2.27K
$1.26M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65+ 3.53% |
$27.7K - $29.6K
|
1.91K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
64+ 1.34% |
$27.3K - $29.1K
|
4.85K
$2.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
63+ 1.74% |
$26.9K - $28.7K
|
3.69K
$2.06M
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
62+ 0.74% |
$26.5K - $28.2K
|
8.45K
$4.71M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
61+ 0.65% |
$26K - $27.8K
|
9.38K
$5.23M
|
|
|
Dec 12, 2024
Q3 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
61+ 1.53% |
$26K - $27.8K
|
4.06K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
56+ 2.9% |
$23.9K - $25.5K
|
1.98K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
55+ 1.34% |
$23.5K - $25K
|
4.15K
$2.31M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
55+ 0.13% |
$23.5K - $25K
|
42.9K
$24M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
55+ 8.68% |
$23.5K - $25K
|
689
$385K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55+ 2.0% |
$23.5K - $25K
|
2.8K
$1.56M
|
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
BUY
|
- |
54+ 4.73% |
$23K - $24.6K
|
1.2K
$668K
|
|
|
Mar 04, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
52+ 0.44% |
$22.2K - $23.7K
|
11.8K
$6.56M
|
|
|
Mar 28, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
52+ 0.44% |
$22.2K - $23.7K
|
11.8K
$6.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
51+ 2.18% |
$21.8K - $23.2K
|
2.4K
$1.34M
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
BUY
|
- |
51+ 0.18% |
$21.8K - $23.2K
|
28.2K
$15.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
50+ 2.55% |
$21.3K - $22.8K
|
2.01K
$1.12M
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
48+ 3.27% |
$20.5K - $21.9K
|
1.51K
$845K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
48+ 4.27% |
$20.5K - $21.9K
|
1.17K
$654K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
48+ 4.7% |
$20.5K - $21.9K
|
1.07K
$597K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
47+ 0.14% |
$20.1K - $21.4K
|
34.8K
$19.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
47+ 2.63% |
$20.1K - $21.4K
|
1.84K
$1.02M
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
47New |
$20.1K - $21.4K
|
47
$26.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
47+ 0.64% |
$20.1K - $21.4K
|
7.36K
$4.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
47+ 3.35% |
$20.1K - $21.4K
|
1.45K
$808K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
46+ 8.06% |
$19.6K - $20.9K
|
617
$344K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
46+ 1.74% |
$19.6K - $20.9K
|
2.69K
$1.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
45+ 0.27% |
$19.2K - $20.5K
|
16.8K
$9.38M
|
|
|
Oct 22, 2021
Q3 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
45+ 4.66% |
$19.2K - $20.5K
|
1.01K
$564K
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
45+ 1.43% |
$19.2K - $20.5K
|
3.19K
$1.78M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
45+ 0.74% |
$19.2K - $20.5K
|
6.14K
$3.42M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
45+ 1.5% |
$19.2K - $20.5K
|
3.05K
$1.7M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.27% |
$19.2K - $20.5K
|
16.8K
$9.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
44+ 1.62% |
$18.8K - $20K
|
2.75K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
44New |
$18.8K - $20K
|
44
$24.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
43+ 1.6% |
$18.4K - $19.6K
|
2.73K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
43+ 0.08% |
$18.4K - $19.6K
|
50.9K
$28.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
42+ 19.53% |
$17.9K - $19.1K
|
257
$143K
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
42+ 381.82% |
$17.9K - $19.1K
|
53
$29.6K
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
42+ 4.01% |
$17.9K - $19.1K
|
1.09K
$608K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
40+ 0.53% |
$17.1K - $18.2K
|
7.65K
$4.27M
|