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 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2+ 0.36% |
$854 - $911
|
560
$313K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.12% |
$854 - $911
|
1.61K
$899K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.13% |
$854 - $911
|
1.49K
$830K
|
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
2+ 0.17% |
$854 - $911
|
1.18K
$658K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.09% |
$854 - $911
|
2.32K
$1.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1+ 0.02% |
$427 - $455
|
5.35K
$2.99M
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$427 - $455
|
6.45K
$3.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
1+ 0.19% |
$427 - $455
|
539
$301K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.26% |
$427 - $455
|
389
$217K
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$427 - $455
|
2.5K
$1.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.09% |
$427 - $455
|
1.1K
$616K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$427 - $455
|
3.69K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$427 - $455
|
2.78K
$1.55M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 1.19% |
$427 - $455
|
85
$47.4K
|
|
|
Mar 15, 2022
Q3 2021
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1- 0.02% |
$427 - $455
|
4.48K
$2.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1- 0.03% |
$427 - $455
|
3.22K
$1.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1- 0.01% |
$427 - $455
|
8.18K
$4.57M
|
|
|
Oct 21, 2021
Q3 2021
|
Colony Family Offices, LLC
|
SELL
|
- |
-1- 10.0% |
$427 - $455
|
9
$5.02K
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1- 0.05% |
$427 - $455
|
2.12K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1- 0.05% |
$427 - $455
|
2.04K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1- 0.03% |
$427 - $455
|
3.35K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1- 0.18% |
$427 - $455
|
556
$310K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1- 0.06% |
$427 - $455
|
1.59K
$886K
|
|
|
Oct 20, 2021
Q3 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2- 0.29% |
$854 - $911
|
693
$387K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2- 6.67% |
$854 - $911
|
28
$15.6K
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-3- 0.16% |
$1.28K - $1.37K
|
1.87K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 30.0% |
$1.28K - $1.37K
|
7
$3.91K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3- 0.58% |
$1.28K - $1.37K
|
512
$286K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-3- 0.07% |
$1.28K - $1.37K
|
4.03K
$2.25M
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-4- 0.03% |
$1.71K - $1.82K
|
15.7K
$8.75M
|
|
|
Oct 08, 2021
Q3 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4- 0.01% |
$1.71K - $1.82K
|
64.4K
$35.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4- 0.09% |
$1.71K - $1.82K
|
4.22K
$2.36M
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4- 0.54% |
$1.71K - $1.82K
|
730
$407K
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Financial Advisory
|
SELL
|
- |
-5- 0.18% |
$2.13K - $2.28K
|
2.79K
$1.55M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-5- 0.17% |
$2.13K - $2.28K
|
2.86K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5- 0.03% |
$2.13K - $2.28K
|
17.9K
$10M
|
|
|
Nov 12, 2021
Q3 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-5- 0.63% |
$2.13K - $2.28K
|
785
$438K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-6- 0.01% |
$2.56K - $2.73K
|
82K
$45.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-6- 0.37% |
$2.56K - $2.73K
|
1.62K
$902K
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-6- 0.9% |
$2.56K - $2.73K
|
664
$371K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-7- 0.1% |
$2.99K - $3.19K
|
6.67K
$3.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-7- 0.16% |
$2.99K - $3.19K
|
4.34K
$2.42M
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-7- 0.02% |
$2.99K - $3.19K
|
31.5K
$17.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7- 0.24% |
$2.99K - $3.19K
|
2.89K
$1.61M
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-7- 1.09% |
$2.99K - $3.19K
|
635
$354K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-7- 0.07% |
$2.99K - $3.19K
|
9.55K
$5.33M
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-8- 1.07% |
$3.41K - $3.64K
|
739
$412K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-8- 0.15% |
$3.41K - $3.64K
|
5.46K
$3.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-8- 0.53% |
$3.41K - $3.64K
|
1.49K
$832K
|