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 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 7.9% |
$431K - $460K
|
11.8K
$6.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.01K- 0.39% |
$431K - $460K
|
261K
$146M
|
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-1.01K- 20.33% |
$433K - $462K
|
3.97K
$2.22M
|
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.01K- 2.3% |
$433K - $462K
|
43.1K
$24.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.03KClosed |
$439K - $468K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-1.03K- 1.5% |
$441K - $471K
|
68.1K
$38M
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.04KClosed |
$443K - $473K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-1.04K- 0.94% |
$443K - $473K
|
109K
$61M
|
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-1.05KClosed |
$449K - $479K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-1.06K- 3.0% |
$450K - $480K
|
34.1K
$19M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.06K- 0.7% |
$452K - $483K
|
150K
$83.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.07K- 3.16% |
$456K - $486K
|
32.7K
$18.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-1.08K- 13.16% |
$460K - $490K
|
7.11K
$3.97M
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
SELL
|
- |
-1.09K- 17.93% |
$466K - $497K
|
5K
$2.79M
|
|
|
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
$691K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.1K- 0.77% |
$471K - $502K
|
141K
$78.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Divergent Planning, LLC
|
SELL
|
- |
-1.11K- 1.07% |
$473K - $505K
|
103K
$57.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.11K- 2.45% |
$475K - $507K
|
44.3K
$24.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.12K- 13.02% |
$477K - $509K
|
7.47K
$4.17M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 22.33% |
$482K - $514K
|
3.93K
$2.19M
|
|
|
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
$14.4M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-1.15K- 4.91% |
$489K - $522K
|
22.2K
$12.4M
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.16K- 2.0% |
$494K - $527K
|
56.9K
$31.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
SELL
|
- |
-1.16K- 2.25% |
$496K - $529K
|
50.4K
$28.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.17K- 2.46% |
$500K - $533K
|
46.4K
$25.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
SELL
|
- |
-1.2K- 3.02% |
$510K - $544K
|
38.4K
$21.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.2K- 2.69% |
$514K - $548K
|
43.6K
$24.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.21K- 2.57% |
$515K - $549K
|
45.6K
$25.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-1.22K- 4.41% |
$520K - $555K
|
26.4K
$14.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.22K- 9.4% |
$520K - $555K
|
11.7K
$6.55M
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
SELL
|
- |
-1.22K- 3.87% |
$521K - $556K
|
30.3K
$16.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.22K- 11.7% |
$522K - $557K
|
9.24K
$5.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.25K- 1.2% |
$531K - $567K
|
103K
$57.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.27K- 1.71% |
$542K - $578K
|
73.1K
$40.8M
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.29K- 17.54% |
$548K - $585K
|
6.04K
$3.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.31K- 1.9% |
$559K - $596K
|
67.8K
$37.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.31K- 8.21% |
$559K - $596K
|
14.6K
$8.17M
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.32K- 8.85% |
$562K - $600K
|
13.6K
$7.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.33K- 32.32% |
$566K - $603K
|
2.78K
$1.55M
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-1.34K- 9.01% |
$570K - $608K
|
13.5K
$7.53M
|
|
|
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
$48.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.39K- 10.77% |
$593K - $632K
|
11.5K
$6.42M
|
|
|
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
$8.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.5K- 1.38% |
$638K - $681K
|
107K
$59.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-1.5K- 50.0% |
$639K - $682K
|
1.5K
$836K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.5K- 74.04% |
$640K - $683K
|
526
$294K
|