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 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
14+ 0.74% |
$5.98K - $6.37K
|
1.9K
$1.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
14+ 1.16% |
$5.98K - $6.37K
|
1.22K
$732K
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
13+ 1.17% |
$5.55K - $5.92K
|
1.13K
$678K
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
13+ 5.16% |
$5.55K - $5.92K
|
265
$159K
|
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
BUY
|
- |
12+ 14.12% |
$5.12K - $5.46K
|
97
$58.4K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
12+ 0.53% |
$5.12K - $5.46K
|
2.28K
$1.37M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 1.0% |
$5.12K - $5.46K
|
1.21K
$730K
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
BUY
|
- |
11+ 2.21% |
$4.69K - $5.01K
|
509
$306K
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
10+ 0.99% |
$4.27K - $4.55K
|
1.02K
$612K
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
10+ 0.86% |
$4.27K - $4.55K
|
1.17K
$704K
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10+ 0.84% |
$4.27K - $4.55K
|
1.19K
$719K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10+ 0.51% |
$4.27K - $4.55K
|
1.97K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
9+ 0.25% |
$3.84K - $4.1K
|
3.67K
$2.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.12% |
$3.84K - $4.1K
|
7.35K
$4.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
9New |
$3.84K - $4.1K
|
9
$5.42K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
8+ 0.13% |
$3.41K - $3.64K
|
6.31K
$3.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6+ 0.57% |
$2.56K - $2.73K
|
1.06K
$638K
|
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
6+ 0.35% |
$2.56K - $2.73K
|
1.74K
$1.05M
|
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
6+ 0.97% |
$2.56K - $2.73K
|
626
$377K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.87% |
$2.56K - $2.73K
|
692
$416K
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
6+ 0.35% |
$2.56K - $2.73K
|
1.7K
$1.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
5+ 0.32% |
$2.13K - $2.28K
|
1.56K
$940K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.32% |
$2.13K - $2.28K
|
1.58K
$948K
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
5+ 0.7% |
$2.13K - $2.28K
|
718
$432K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 1.75% |
$2.13K - $2.28K
|
291
$175K
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5+ 0.02% |
$2.13K - $2.28K
|
24.1K
$14.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
5+ 0.83% |
$2.13K - $2.28K
|
605
$364K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.11% |
$2.13K - $2.28K
|
4.48K
$2.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$1.71K - $1.82K
|
24.9K
$15M
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
4+ 0.43% |
$1.71K - $1.82K
|
944
$568K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.09% |
$1.71K - $1.82K
|
4.26K
$2.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
4+ 0.04% |
$1.71K - $1.82K
|
9.33K
$5.61M
|
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
4+ 0.02% |
$1.71K - $1.82K
|
16.8K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
4+ 0.07% |
$1.71K - $1.82K
|
5.54K
$3.33M
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
3+ 0.32% |
$1.28K - $1.37K
|
928
$559K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 1.4% |
$1.28K - $1.37K
|
218
$131K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.17% |
$1.28K - $1.37K
|
1.72K
$1.04M
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.47% |
$854 - $911
|
430
$259K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.4% |
$854 - $911
|
505
$304K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$854 - $911
|
3.23K
$1.94M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
2+ 0.04% |
$854 - $911
|
4.71K
$2.84M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
2+ 0.1% |
$854 - $911
|
2.02K
$1.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.27% |
$854 - $911
|
736
$443K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.36% |
$854 - $911
|
560
$337K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.12% |
$854 - $911
|
1.61K
$969K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.13% |
$854 - $911
|
1.49K
$896K
|
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.17% |
$854 - $911
|
1.18K
$710K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.09% |
$854 - $911
|
2.32K
$1.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1+ 0.02% |
$427 - $455
|
5.35K
$3.22M
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$427 - $455
|
6.45K
$3.88M
|