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 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-42- 0.39% |
$17.9K - $19.1K
|
10.8K
$6.63M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-42- 0.57% |
$17.9K - $19.1K
|
7.3K
$4.47M
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-42- 4.1% |
$17.9K - $19.1K
|
983
$602K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
SELL
|
- |
-42- 1.68% |
$17.9K - $19.1K
|
2.45K
$1.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-43- 0.18% |
$18.4K - $19.6K
|
23.6K
$14.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-43- 1.98% |
$18.4K - $19.6K
|
2.13K
$1.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-43- 1.12% |
$18.4K - $19.6K
|
3.81K
$2.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-43- 1.02% |
$18.4K - $19.6K
|
4.17K
$2.55M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43- 0.2% |
$18.4K - $19.6K
|
21.5K
$13.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-44- 5.34% |
$18.8K - $20K
|
780
$478K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-44- 7.3% |
$18.8K - $20K
|
559
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-44- 4.03% |
$18.8K - $20K
|
1.05K
$643K
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-45- 2.16% |
$19.2K - $20.5K
|
2.04K
$1.25M
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
SELL
|
- |
-45- 23.08% |
$19.2K - $20.5K
|
150
$91.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-45- 1.43% |
$19.2K - $20.5K
|
3.09K
$1.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-45- 1.05% |
$19.2K - $20.5K
|
4.24K
$2.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
SELL
|
- |
-46- 0.36% |
$19.6K - $20.9K
|
12.6K
$7.74M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-46- 2.04% |
$19.6K - $20.9K
|
2.21K
$1.35M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-47- 23.04% |
$20.1K - $21.4K
|
157
$96.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-47- 0.77% |
$20.1K - $21.4K
|
6.06K
$3.71M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-48- 1.0% |
$20.5K - $21.9K
|
4.74K
$2.9M
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-48- 1.61% |
$20.5K - $21.9K
|
2.93K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-48- 0.59% |
$20.5K - $21.9K
|
8.09K
$4.95M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-49- 1.05% |
$20.9K - $22.3K
|
4.62K
$2.83M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-50Closed |
$21.3K - $22.8K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
SELL
|
- |
-50- 4.11% |
$21.3K - $22.8K
|
1.17K
$716K
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-50- 2.51% |
$21.3K - $22.8K
|
1.95K
$1.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-50- 0.76% |
$21.3K - $22.8K
|
6.53K
$4M
|
|
|
Nov 09, 2021
Q3 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-50- 6.74% |
$21.3K - $22.8K
|
692
$424K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-51Closed |
$21.8K - $23.2K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-53- 1.82% |
$22.6K - $24.1K
|
2.85K
$1.75M
|
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-54- 6.59% |
$23K - $24.6K
|
766
$469K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-54- 0.55% |
$23K - $24.6K
|
9.69K
$5.94M
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-56- 5.13% |
$23.9K - $25.5K
|
1.04K
$635K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-58- 6.68% |
$24.8K - $26.4K
|
810
$496K
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-59- 1.11% |
$25.2K - $26.9K
|
5.25K
$3.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-59- 2.16% |
$25.2K - $26.9K
|
2.68K
$1.64M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-59- 0.83% |
$25.2K - $26.9K
|
7.07K
$4.33M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-59- 0.34% |
$25.2K - $26.9K
|
17.2K
$10.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-60- 0.66% |
$25.6K - $27.3K
|
8.98K
$5.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-61- 6.95% |
$26K - $27.8K
|
817
$501K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-61- 1.33% |
$26K - $27.8K
|
4.51K
$2.77M
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-62- 1.13% |
$26.5K - $28.2K
|
5.42K
$3.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-62- 3.86% |
$26.5K - $28.2K
|
1.54K
$945K
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-65- 1.01% |
$27.7K - $29.6K
|
6.36K
$3.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-67- 1.79% |
$28.6K - $30.5K
|
3.68K
$2.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-67- 0.79% |
$28.6K - $30.5K
|
8.46K
$5.18M
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-69Closed |
$29.4K - $31.4K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-71- 11.85% |
$30.3K - $32.3K
|
528
$323K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-72- 0.23% |
$30.7K - $32.8K
|
31.8K
$19.5M
|