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 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-25- 1.04% |
$10.7K - $11.4K
|
2.38K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
SELL
|
- |
-25- 1.49% |
$10.7K - $11.4K
|
1.66K
$989K
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-25- 0.78% |
$10.7K - $11.4K
|
3.2K
$1.91M
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-25- 2.17% |
$10.7K - $11.4K
|
1.13K
$675K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-25- 0.63% |
$10.7K - $11.4K
|
3.97K
$2.37M
|
|
|
Dec 20, 2021
Q3 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-25- 0.26% |
$10.7K - $11.4K
|
9.67K
$5.78M
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-26- 0.99% |
$11.1K - $11.8K
|
2.61K
$1.56M
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-26- 0.45% |
$11.1K - $11.8K
|
5.75K
$3.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-26- 2.82% |
$11.1K - $11.8K
|
895
$535K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-26- 4.02% |
$11.1K - $11.8K
|
621
$371K
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-27- 1.12% |
$11.5K - $12.3K
|
2.39K
$1.43M
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
SELL
|
- |
-27- 5.43% |
$11.5K - $12.3K
|
470
$281K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-27- 5.43% |
$11.5K - $12.3K
|
470
$281K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-27- 0.04% |
$11.5K - $12.3K
|
71.5K
$42.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-28- 0.26% |
$12K - $12.7K
|
10.9K
$6.53M
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-28- 0.65% |
$12K - $12.7K
|
4.27K
$2.55M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-28- 2.79% |
$12K - $12.7K
|
976
$583K
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-29- 4.8% |
$12.4K - $13.2K
|
575
$344K
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
SELL
|
- |
-29- 2.08% |
$12.4K - $13.2K
|
1.37K
$817K
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-29- 0.26% |
$12.4K - $13.2K
|
10.9K
$6.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-30- 1.07% |
$12.8K - $13.7K
|
2.78K
$1.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-30- 58.82% |
$12.8K - $13.7K
|
21
$12.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-31- 0.45% |
$13.2K - $14.1K
|
6.81K
$4.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-31- 0.61% |
$13.2K - $14.1K
|
5.03K
$3.01M
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-32- 0.13% |
$13.7K - $14.6K
|
24.9K
$14.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-32- 0.16% |
$13.7K - $14.6K
|
19.5K
$11.6M
|
|
|
Oct 06, 2021
Q3 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-34- 4.26% |
$14.5K - $15.5K
|
765
$457K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
SELL
|
- |
-34- 0.42% |
$14.5K - $15.5K
|
8.01K
$4.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-34- 0.79% |
$14.5K - $15.5K
|
4.24K
$2.54M
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-35- 1.79% |
$14.9K - $15.9K
|
1.92K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-35- 1.64% |
$14.9K - $15.9K
|
2.1K
$1.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-36- 5.62% |
$15.4K - $16.4K
|
605
$362K
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-36- 0.28% |
$15.4K - $16.4K
|
13K
$7.74M
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-36- 0.99% |
$15.4K - $16.4K
|
3.6K
$2.15M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-37- 0.86% |
$15.8K - $16.8K
|
4.25K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-39- 6.43% |
$16.6K - $17.8K
|
568
$339K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-39Closed |
$16.6K - $17.8K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-40- 0.42% |
$17.1K - $18.2K
|
9.44K
$5.64M
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-40- 1.26% |
$17.1K - $18.2K
|
3.14K
$1.88M
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-40- 3.37% |
$17.1K - $18.2K
|
1.15K
$686K
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-40- 0.03% |
$17.1K - $18.2K
|
127K
$75.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-40- 2.93% |
$17.1K - $18.2K
|
1.32K
$791K
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-40- 4.71% |
$17.1K - $18.2K
|
809
$483K
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-41- 5.86% |
$17.5K - $18.7K
|
659
$394K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-41- 2.39% |
$17.5K - $18.7K
|
1.68K
$1M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-42- 0.39% |
$17.9K - $19.1K
|
10.8K
$6.47M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-42- 0.57% |
$17.9K - $19.1K
|
7.3K
$4.36M
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-42- 4.1% |
$17.9K - $19.1K
|
983
$587K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
SELL
|
- |
-42- 1.68% |
$17.9K - $19.1K
|
2.45K
$1.47M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-43- 0.18% |
$18.4K - $19.6K
|
23.6K
$14.1M
|