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 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-535- 12.82% |
$228K - $244K
|
3.64K
$2.08M
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-537- 4.35% |
$229K - $244K
|
11.8K
$6.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-538- 11.89% |
$230K - $245K
|
3.99K
$2.28M
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-540Closed |
$230K - $246K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-544Closed |
$232K - $248K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-545- 5.4% |
$233K - $248K
|
9.55K
$5.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-546- 6.32% |
$233K - $249K
|
8.1K
$4.63M
|
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-549- 0.49% |
$234K - $250K
|
111K
$63.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-556- 16.19% |
$237K - $253K
|
2.88K
$1.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-559- 0.43% |
$239K - $254K
|
129K
$73.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-559- 1.18% |
$239K - $254K
|
46.8K
$26.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-563- 0.91% |
$240K - $256K
|
61.6K
$35.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-568- 3.23% |
$242K - $259K
|
17K
$9.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-575- 38.62% |
$245K - $262K
|
914
$522K
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-577- 3.68% |
$246K - $263K
|
15.1K
$8.64M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-578- 1.42% |
$247K - $263K
|
40.2K
$23M
|
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-579Closed |
$247K - $264K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-579- 1.89% |
$247K - $264K
|
30.1K
$17.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-580- 2.21% |
$248K - $264K
|
25.6K
$14.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-580Closed |
$248K - $264K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-582- 0.78% |
$248K - $265K
|
74.3K
$42.4M
|
|
|
Nov 18, 2021
Q3 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-587- 15.42% |
$251K - $267K
|
3.22K
$1.84M
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-588- 10.38% |
$251K - $268K
|
5.08K
$2.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Independent Investors Inc
|
SELL
|
- |
-600Closed |
$256K - $273K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-603- 41.44% |
$257K - $275K
|
852
$487K
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-605- 12.75% |
$258K - $275K
|
4.14K
$2.37M
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-616- 8.62% |
$263K - $280K
|
6.53K
$3.73M
|
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-623- 11.43% |
$266K - $284K
|
4.83K
$2.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-628- 0.88% |
$268K - $286K
|
70.7K
$40.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-631- 0.38% |
$269K - $287K
|
167K
$95.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-635Closed |
$271K - $289K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-638- 4.22% |
$272K - $290K
|
14.5K
$8.27M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-641- 2.42% |
$274K - $292K
|
25.8K
$14.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-641- 0.39% |
$274K - $292K
|
162K
$92.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-645- 45.17% |
$275K - $294K
|
783
$447K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-649- 1.95% |
$277K - $295K
|
32.6K
$18.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-651- 1.28% |
$278K - $296K
|
50.3K
$28.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-665- 1.27% |
$284K - $303K
|
51.6K
$29.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-666- 7.68% |
$284K - $303K
|
8K
$4.57M
|
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
SELL
|
- |
-667Closed |
$285K - $304K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-672- 13.79% |
$287K - $306K
|
4.2K
$2.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-673- 1.64% |
$287K - $306K
|
40.4K
$23.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-676- 11.22% |
$289K - $308K
|
5.35K
$3.06M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-682- 48.51% |
$291K - $310K
|
724
$414K
|
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-684- 5.53% |
$292K - $311K
|
11.7K
$6.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-692- 2.1% |
$295K - $315K
|
32.3K
$18.4M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-697- 4.78% |
$297K - $317K
|
13.9K
$7.94M
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-699- 19.3% |
$298K - $318K
|
2.92K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-700- 18.92% |
$299K - $319K
|
3K
$1.71M
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-700- 45.75% |
$299K - $319K
|
830
$474K
|