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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-700- 50.18% |
$299K - $319K
|
695
$394K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-712- 2.44% |
$304K - $324K
|
28.5K
$16.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-724- 1.83% |
$309K - $330K
|
38.8K
$22M
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-725- 4.36% |
$309K - $330K
|
15.9K
$9.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-725- 4.46% |
$309K - $330K
|
15.5K
$8.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-732Closed |
$312K - $333K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-734- 1.5% |
$313K - $334K
|
48.3K
$27.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-735- 4.8% |
$314K - $335K
|
14.6K
$8.26M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-740- 2.97% |
$316K - $337K
|
24.2K
$13.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-742- 19.61% |
$317K - $338K
|
3.04K
$1.72M
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
SELL
|
- |
-743- 2.08% |
$317K - $338K
|
34.9K
$19.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-744- 4.35% |
$318K - $339K
|
16.4K
$9.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-769- 40.73% |
$328K - $350K
|
1.12K
$634K
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-773- 9.31% |
$330K - $352K
|
7.53K
$4.27M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-781- 9.94% |
$333K - $356K
|
7.08K
$4.01M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-789Closed |
$337K - $359K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-790- 0.51% |
$337K - $360K
|
154K
$87M
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
SELL
|
- |
-795Closed |
$339K - $362K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-803- 1.24% |
$343K - $366K
|
63.9K
$36.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-803- 1.46% |
$343K - $366K
|
54.2K
$30.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-808- 15.37% |
$345K - $368K
|
4.45K
$2.52M
|
|
|
Nov 04, 2021
Q3 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-810- 44.75% |
$346K - $369K
|
1K
$567K
|
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-810- 6.37% |
$346K - $369K
|
11.9K
$6.75M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-819- 1.46% |
$350K - $373K
|
55.3K
$31.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-820- 2.67% |
$350K - $373K
|
29.8K
$16.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-829- 9.67% |
$354K - $377K
|
7.74K
$4.39M
|
|
|
Nov 10, 2021
Q3 2021
|
Kidder Stephen W
|
SELL
|
- |
-830- 33.2% |
$354K - $378K
|
1.67K
$946K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-838- 0.78% |
$358K - $382K
|
107K
$60.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-847- 2.15% |
$361K - $386K
|
38.6K
$21.9M
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-852- 22.63% |
$364K - $388K
|
2.91K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-857- 26.7% |
$366K - $390K
|
2.35K
$1.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-859- 1.63% |
$367K - $391K
|
51.9K
$29.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-893- 8.14% |
$381K - $407K
|
10.1K
$5.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-900- 60.2% |
$384K - $410K
|
595
$337K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-913- 4.25% |
$390K - $416K
|
20.5K
$11.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-918- 6.28% |
$392K - $418K
|
13.7K
$7.76M
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-925- 33.6% |
$395K - $421K
|
1.83K
$1.04M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-927- 17.91% |
$396K - $422K
|
4.25K
$2.41M
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-937- 19.18% |
$400K - $427K
|
3.95K
$2.24M
|
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-943- 1.89% |
$402K - $429K
|
49K
$27.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-964- 2.5% |
$411K - $439K
|
37.6K
$21.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-964- 4.74% |
$411K - $439K
|
19.4K
$11M
|
|
|
Oct 14, 2021
Q3 2021
|
Pachira Investments Inc.
|
SELL
|
- |
-972- 1.15% |
$415K - $443K
|
83.3K
$47.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-982- 3.28% |
$419K - $447K
|
29K
$16.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-992- 3.79% |
$423K - $452K
|
25.2K
$14.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-992- 2.63% |
$423K - $452K
|
36.7K
$20.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-994- 4.94% |
$424K - $453K
|
19.1K
$10.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-997- 6.32% |
$426K - $454K
|
14.8K
$8.37M
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-998- 33.42% |
$426K - $454K
|
1.99K
$1.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 7.9% |
$431K - $460K
|
11.8K
$6.67M
|