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 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
39+ 1.26% |
$16.6K - $17.8K
|
3.14K
$1.93M
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
38+ 0.71% |
$16.2K - $17.3K
|
5.38K
$3.29M
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
38+ 0.8% |
$16.2K - $17.3K
|
4.8K
$2.94M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
37+ 0.23% |
$15.8K - $16.8K
|
15.9K
$9.77M
|
|
Nov 15, 2021
Q3 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
37+ 1.41% |
$15.8K - $16.8K
|
2.66K
$1.63M
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
36+ 3.46% |
$15.4K - $16.4K
|
1.08K
$659K
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
35+ 0.62% |
$14.9K - $15.9K
|
5.71K
$3.5M
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
34+ 1.32% |
$14.5K - $15.5K
|
2.61K
$1.6M
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
34+ 2.39% |
$14.5K - $15.5K
|
1.45K
$891K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
33+ 0.39% |
$14.1K - $15K
|
8.51K
$5.21M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
32+ 0.43% |
$13.7K - $14.6K
|
7.43K
$4.55M
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
32+ 2.92% |
$13.7K - $14.6K
|
1.13K
$692K
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
31+ 4.34% |
$13.2K - $14.1K
|
746
$457K
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
30New |
$12.8K - $13.7K
|
30
$18.4K
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
30+ 1.46% |
$12.8K - $13.7K
|
2.08K
$1.28M
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
30+ 0.07% |
$12.8K - $13.7K
|
43.6K
$26.7M
|
|
Nov 03, 2021
Q3 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.09% |
$12.8K - $13.7K
|
2.77K
$1.7M
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
29+ 2.23% |
$12.4K - $13.2K
|
1.33K
$816K
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
28+ 3.27% |
$12K - $12.7K
|
883
$541K
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
28+ 0.54% |
$12K - $12.7K
|
5.2K
$3.18M
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
27+ 0.54% |
$11.5K - $12.3K
|
5.06K
$3.1M
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
27+ 0.74% |
$11.5K - $12.3K
|
3.69K
$2.26M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
27+ 6.32% |
$11.5K - $12.3K
|
454
$278K
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
25+ 0.19% |
$10.7K - $11.4K
|
13.3K
$8.16M
|
|
Nov 12, 2021
Q3 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
23+ 1.46% |
$9.82K - $10.5K
|
1.6K
$982K
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
23+ 1.53% |
$9.82K - $10.5K
|
1.53K
$936K
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
23+ 9.43% |
$9.82K - $10.5K
|
267
$164K
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
22+ 1.16% |
$9.39K - $10K
|
1.91K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
22+ 1.25% |
$9.39K - $10K
|
1.79K
$1.09M
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
21+ 0.16% |
$8.96K - $9.56K
|
13.5K
$8.28M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
21+ 0.61% |
$8.96K - $9.56K
|
3.45K
$2.12M
|
|
Oct 12, 2021
Q3 2021
|
Raub Brock Capital Management LP
|
BUY
|
- |
20+ 3.28% |
$8.54K - $9.11K
|
630
$386K
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.51% |
$8.54K - $9.11K
|
1.34K
$823K
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
BUY
|
- |
20+ 0.39% |
$8.54K - $9.11K
|
5.09K
$3.12M
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
20+ 0.06% |
$8.54K - $9.11K
|
32.3K
$19.8M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
20+ 0.8% |
$8.54K - $9.11K
|
2.53K
$1.55M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.03% |
$8.54K - $9.11K
|
61K
$37.4M
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
20+ 1.59% |
$8.54K - $9.11K
|
1.28K
$781K
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
20+ 0.04% |
$8.54K - $9.11K
|
56.5K
$34.6M
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
18+ 0.68% |
$7.68K - $8.19K
|
2.67K
$1.64M
|
|
Nov 04, 2021
Q3 2021
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
17+ 0.39% |
$7.26K - $7.74K
|
4.33K
$2.65M
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
17+ 0.52% |
$7.26K - $7.74K
|
3.28K
$2.01M
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
16+ 1.58% |
$6.83K - $7.28K
|
1.03K
$630K
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
16+ 0.8% |
$6.83K - $7.28K
|
2.01K
$1.23M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16+ 0.65% |
$6.83K - $7.28K
|
2.47K
$1.52M
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
15+ 0.24% |
$6.4K - $6.83K
|
6.21K
$3.8M
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15+ 0.68% |
$6.4K - $6.83K
|
2.22K
$1.36M
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$6.4K - $6.83K
|
4.09K
$2.5M
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
15+ 0.04% |
$6.4K - $6.83K
|
42.3K
$25.9M
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
15New |
$6.4K - $6.83K
|
15
$9.19K
|