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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.07K- 3.16% |
$456K - $486K
|
32.7K
$19.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.08K- 13.16% |
$460K - $490K
|
7.11K
$4.25M
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
SELL
|
- |
-1.09K- 17.93% |
$466K - $497K
|
5K
$2.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.1KClosed |
$468K - $499K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.1K- 47.03% |
$469K - $500K
|
1.24K
$740K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.1K- 0.77% |
$471K - $502K
|
141K
$84.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Divergent Planning, LLC
|
SELL
|
- |
-1.11K- 1.07% |
$473K - $505K
|
103K
$61.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.11K- 2.45% |
$475K - $507K
|
44.3K
$26.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.12K- 13.02% |
$477K - $509K
|
7.47K
$4.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 22.33% |
$482K - $514K
|
3.93K
$2.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.14KClosed |
$488K - $520K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.15K- 4.26% |
$489K - $521K
|
25.7K
$15.4M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-1.15K- 4.91% |
$489K - $522K
|
22.2K
$13.3M
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.16K- 2.0% |
$494K - $527K
|
56.9K
$34M
|
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
SELL
|
- |
-1.16K- 2.25% |
$496K - $529K
|
50.4K
$30.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.17K- 2.46% |
$500K - $533K
|
46.4K
$27.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
SELL
|
- |
-1.2K- 3.02% |
$510K - $544K
|
38.4K
$22.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.2K- 2.69% |
$514K - $548K
|
43.6K
$26.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.21K- 2.57% |
$515K - $549K
|
45.6K
$27.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-1.22K- 4.41% |
$520K - $555K
|
26.4K
$15.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.22K- 9.4% |
$520K - $555K
|
11.7K
$7.01M
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-1.22K- 3.87% |
$521K - $556K
|
30.3K
$18.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.22K- 11.7% |
$522K - $557K
|
9.24K
$5.52M
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.25K- 1.2% |
$531K - $567K
|
103K
$61.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.27K- 1.71% |
$542K - $578K
|
73.1K
$43.7M
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.29K- 17.54% |
$548K - $585K
|
6.04K
$3.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.31K- 1.9% |
$559K - $596K
|
67.8K
$40.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.31K- 8.21% |
$559K - $596K
|
14.6K
$8.75M
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.32K- 8.85% |
$562K - $600K
|
13.6K
$8.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.33K- 32.32% |
$566K - $603K
|
2.78K
$1.66M
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-1.34K- 9.01% |
$570K - $608K
|
13.5K
$8.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.35KClosed |
$575K - $613K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.35K- 1.54% |
$577K - $615K
|
86.5K
$51.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.39K- 10.77% |
$593K - $632K
|
11.5K
$6.88M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.43KClosed |
$610K - $651K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-1.46K- 9.04% |
$624K - $665K
|
14.7K
$8.79M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.5K- 1.38% |
$638K - $681K
|
107K
$63.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-1.5K- 50.0% |
$639K - $682K
|
1.5K
$895K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.5K- 74.04% |
$640K - $683K
|
526
$314K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.52K- 1.37% |
$648K - $692K
|
109K
$65.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.52K- 1.73% |
$649K - $692K
|
86.6K
$51.8M
|
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.56K- 48.49% |
$667K - $711K
|
1.66K
$992K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.6K- 0.6% |
$684K - $729K
|
266K
$159M
|
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.62K- 2.41% |
$692K - $738K
|
65.7K
$39.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.66K- 2.43% |
$708K - $755K
|
66.5K
$39.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-1.68K- 69.97% |
$715K - $763K
|
719
$430K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.68K- 19.72% |
$716K - $763K
|
6.83K
$4.08M
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.7K- 0.73% |
$724K - $773K
|
230K
$138M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.7K- 14.22% |
$726K - $774K
|
10.3K
$6.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.73K- 0.1% |
$739K - $788K
|
1.67M
$999M
|