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 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-165- 0.88% |
$70.4K - $75.1K
|
18.6K
$10.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-166- 4.27% |
$70.8K - $75.6K
|
3.72K
$2.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-168- 35.52% |
$71.7K - $76.5K
|
305
$170K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-169- 17.88% |
$72.1K - $76.9K
|
776
$433K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-170- 13.05% |
$72.6K - $77.4K
|
1.13K
$632K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-170- 1.23% |
$72.6K - $77.4K
|
13.7K
$7.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-171- 3.63% |
$73K - $77.9K
|
4.54K
$2.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-171- 10.74% |
$73K - $77.9K
|
1.42K
$793K
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-172- 3.94% |
$73.4K - $78.3K
|
4.19K
$2.34M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-172- 6.36% |
$73.4K - $78.3K
|
2.53K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-173- 22.29% |
$73.8K - $78.8K
|
603
$337K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-175- 0.42% |
$74.7K - $79.7K
|
41.3K
$23M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-175- 1.93% |
$74.7K - $79.7K
|
8.9K
$4.97M
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-176- 3.14% |
$75.1K - $80.1K
|
5.43K
$3.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-176- 0.82% |
$75.1K - $80.1K
|
21.3K
$11.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-177- 0.64% |
$75.5K - $80.6K
|
27.4K
$15.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-177- 3.37% |
$75.5K - $80.6K
|
5.08K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-183- 1.21% |
$78.1K - $83.3K
|
14.9K
$8.32M
|
|
|
Oct 27, 2021
Q3 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-185- 2.66% |
$79K - $84.2K
|
6.77K
$3.78M
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-187- 2.45% |
$79.8K - $85.1K
|
7.46K
$4.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-188- 20.89% |
$80.2K - $85.6K
|
712
$397K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-189- 2.16% |
$80.7K - $86K
|
8.54K
$4.77M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-190- 1.27% |
$81.1K - $86.5K
|
14.7K
$8.21M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-190- 2.4% |
$81.1K - $86.5K
|
7.73K
$4.31M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-191- 14.32% |
$81.5K - $87K
|
1.14K
$638K
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-192- 0.37% |
$81.9K - $87.4K
|
52.2K
$29.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-193- 0.48% |
$82.4K - $87.9K
|
40.1K
$22.4M
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
SELL
|
- |
-194- 3.17% |
$82.8K - $88.3K
|
5.92K
$3.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-194- 4.31% |
$82.8K - $88.3K
|
4.31K
$2.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-196- 0.2% |
$83.7K - $89.2K
|
100K
$55.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-200- 1.01% |
$85.4K - $91.1K
|
19.6K
$10.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-200- 4.81% |
$85.4K - $91.1K
|
3.96K
$2.21M
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-200- 1.02% |
$85.4K - $91.1K
|
19.4K
$10.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-201- 1.43% |
$85.8K - $91.5K
|
13.9K
$7.75M
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-201- 1.15% |
$85.8K - $91.5K
|
17.2K
$9.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-202- 0.92% |
$86.2K - $92K
|
21.7K
$12.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-204- 3.27% |
$87.1K - $92.9K
|
6.04K
$3.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-206- 0.16% |
$87.9K - $93.8K
|
126K
$70.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-206- 5.59% |
$87.9K - $93.8K
|
3.48K
$1.94M
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-209- 2.12% |
$89.2K - $95.2K
|
9.67K
$5.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-209- 0.49% |
$89.2K - $95.2K
|
42.1K
$23.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-209- 1.43% |
$89.2K - $95.2K
|
14.4K
$8.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-209- 0.74% |
$89.2K - $95.2K
|
27.9K
$15.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-213- 7.16% |
$90.9K - $97K
|
2.76K
$1.54M
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-216- 1.48% |
$92.2K - $98.3K
|
14.4K
$8.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-217- 4.82% |
$92.6K - $98.8K
|
4.28K
$2.39M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-220- 1.6% |
$93.9K - $100K
|
13.5K
$7.55M
|
|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
SELL
|
- |
-224- 0.58% |
$95.6K - $102K
|
38.5K
$21.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-229- 0.82% |
$97.7K - $104K
|
27.6K
$15.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-230- 2.55% |
$98.2K - $105K
|
8.79K
$4.9M
|