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 28, 2021
Q3 2021
|
Innova Wealth Partners
|
SELL
|
- |
-10- 1.62% |
$4.27K - $4.55K
|
608
$363K
|
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
SELL
|
- |
-10- 0.4% |
$4.27K - $4.55K
|
2.49K
$1.49M
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-10- 0.64% |
$4.27K - $4.55K
|
1.56K
$933K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10- 0.31% |
$4.27K - $4.55K
|
3.18K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-10- 1.43% |
$4.27K - $4.55K
|
688
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-10- 12.2% |
$4.27K - $4.55K
|
72
$43K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-10- 0.68% |
$4.27K - $4.55K
|
1.46K
$873K
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
SELL
|
- |
-11- 0.44% |
$4.69K - $5.01K
|
2.47K
$1.48M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-11- 0.16% |
$4.69K - $5.01K
|
6.91K
$4.13M
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
SELL
|
- |
-11- 1.06% |
$4.69K - $5.01K
|
1.03K
$614K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-11- 0.17% |
$4.69K - $5.01K
|
6.65K
$3.97M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-12- 0.41% |
$5.12K - $5.46K
|
2.9K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-12- 0.49% |
$5.12K - $5.46K
|
2.46K
$1.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-13- 0.18% |
$5.55K - $5.92K
|
7.17K
$4.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-13- 0.28% |
$5.55K - $5.92K
|
4.67K
$2.79M
|
|
|
Oct 21, 2021
Q3 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-13- 2.31% |
$5.55K - $5.92K
|
550
$329K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-14- 1.42% |
$5.98K - $6.37K
|
975
$583K
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-14- 0.54% |
$5.98K - $6.37K
|
2.58K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-14- 0.16% |
$5.98K - $6.37K
|
8.58K
$5.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-14- 0.08% |
$5.98K - $6.37K
|
18.3K
$10.9M
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-15- 3.09% |
$6.4K - $6.83K
|
470
$281K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-15- 0.33% |
$6.4K - $6.83K
|
4.49K
$2.68M
|
|
|
Oct 07, 2021
Q3 2021
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-16- 3.34% |
$6.83K - $7.28K
|
463
$277K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-16- 4.73% |
$6.83K - $7.28K
|
322
$192K
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-16- 10.88% |
$6.83K - $7.28K
|
131
$78.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-17- 0.65% |
$7.26K - $7.74K
|
2.6K
$1.55M
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-17- 0.79% |
$7.26K - $7.74K
|
2.13K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-17Closed |
$7.26K - $7.74K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Marshall & Sullivan Inc
|
SELL
|
- |
-18- 0.37% |
$7.68K - $8.19K
|
4.79K
$2.86M
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-18- 0.37% |
$7.68K - $8.19K
|
4.79K
$2.87M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-19- 0.11% |
$8.11K - $8.65K
|
17.5K
$10.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-20- 76.92% |
$8.54K - $9.11K
|
6
$3.59K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-20- 3.1% |
$8.54K - $9.11K
|
625
$374K
|
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
SELL
|
- |
-20- 1.06% |
$8.54K - $9.11K
|
1.87K
$1.12M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-20- 4.15% |
$8.54K - $9.11K
|
462
$276K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-20- 0.46% |
$8.54K - $9.11K
|
4.31K
$2.58M
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-21- 75.0% |
$8.96K - $9.56K
|
7
$4.18K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-21- 0.75% |
$8.96K - $9.56K
|
2.78K
$1.66M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-21- 0.22% |
$8.96K - $9.56K
|
9.57K
$5.72M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-21- 7.02% |
$8.96K - $9.56K
|
278
$166K
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-21- 0.79% |
$8.96K - $9.56K
|
2.63K
$1.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-21- 4.2% |
$8.96K - $9.56K
|
479
$286K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-21- 0.28% |
$8.96K - $9.56K
|
7.39K
$4.42M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-21- 0.28% |
$8.96K - $9.56K
|
7.44K
$4.45M
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-22- 16.3% |
$9.39K - $10K
|
113
$67.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-22- 3.9% |
$9.39K - $10K
|
542
$324K
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-23- 3.79% |
$9.82K - $10.5K
|
584
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-23- 1.59% |
$9.82K - $10.5K
|
1.42K
$850K
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.38% |
$9.82K - $10.5K
|
6.05K
$3.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-24- 0.31% |
$10.2K - $10.9K
|
7.61K
$4.55M
|