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 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
15.6K+ 0.56% |
$6.65M - $7.09M
|
2.8M
$1.68B
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15K+ 13.11% |
$6.39M - $6.81M
|
129K
$77.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14.7K+ 8.43% |
$6.26M - $6.68M
|
189K
$113M
|
|
|
Nov 15, 2021
Q3 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
14.6K+ 184.5% |
$6.25M - $6.67M
|
22.6K
$13.5M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
14.3K+ 690.61% |
$6.09M - $6.5M
|
16.3K
$9.76M
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
14.1K+ 72.2% |
$6.01M - $6.41M
|
33.6K
$20.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
13.3K+ 3.18% |
$5.66M - $6.04M
|
430K
$257M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.1K+ 10.83% |
$5.6M - $5.97M
|
134K
$80.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
13.1K+ 944.56% |
$5.59M - $5.96M
|
14.5K
$8.66M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 95.53% |
$5.58M - $5.95M
|
26.7K
$16M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13K+ 5.07% |
$5.57M - $5.94M
|
270K
$161M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
12.6K+ 16.12% |
$5.36M - $5.72M
|
90.5K
$54.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
12.1K+ 108.03% |
$5.16M - $5.5M
|
23.3K
$13.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12K+ 29.95% |
$5.1M - $5.44M
|
51.9K
$31M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.9K+ 43.91% |
$5.07M - $5.4M
|
38.9K
$23.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9K+ 8.3% |
$5.07M - $5.4M
|
155K
$92.6M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
11.5K+ 6.68% |
$4.9M - $5.23M
|
184K
$110M
|
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
11.2K+ 186.14% |
$4.78M - $5.1M
|
17.2K
$10.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
11K+ 14.83% |
$4.71M - $5.02M
|
85.4K
$51M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 92.55% |
$4.67M - $4.98M
|
22.8K
$13.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
10.9KNew |
$4.66M - $4.97M
|
10.9K
$6.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.7KNew |
$4.55M - $4.85M
|
10.7K
$6.36M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
10.6K+ 112.01% |
$4.52M - $4.82M
|
20.1K
$12M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.6KNew |
$4.5M - $4.8M
|
10.6K
$6.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.2K+ 10.43% |
$4.33M - $4.62M
|
108K
$64.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
10K+ 3.31% |
$4.29M - $4.57M
|
313K
$187M
|
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
9.94K+ 11.19% |
$4.24M - $4.53M
|
98.8K
$59M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.67K+ 3.57% |
$4.13M - $4.4M
|
281K
$168M
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.43K+ 4.87% |
$4.02M - $4.29M
|
203K
$121M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.4K+ 129.9% |
$4.01M - $4.28M
|
16.6K
$9.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.29K+ 6.89% |
$3.97M - $4.23M
|
144K
$86.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
9.24K+ 19.6% |
$3.94M - $4.21M
|
56.4K
$33.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
9.22K+ 61.92% |
$3.93M - $4.2M
|
24.1K
$14.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Bank Of Finland
|
BUY
|
- |
9.14K+ 0.38% |
$3.9M - $4.16M
|
2.39M
$1.43B
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.13K+ 32.38% |
$3.9M - $4.16M
|
37.3K
$22.3M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.13K+ 32.38% |
$3.9M - $4.16M
|
37.3K
$22.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
9.09K+ 3.68% |
$3.88M - $4.14M
|
256K
$153M
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
9.07K+ 14.19% |
$3.87M - $4.13M
|
73K
$43.6M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.06K+ 1677.22% |
$3.87M - $4.12M
|
9.6K
$5.74M
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
9K+ 17.72% |
$3.84M - $4.1M
|
59.8K
$35.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
8.89K+ 3.89% |
$3.79M - $4.05M
|
237K
$142M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.8K+ 9.51% |
$3.76M - $4.01M
|
101K
$60.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
8.75K+ 13.34% |
$3.73M - $3.98M
|
74.3K
$44.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8.67K+ 8.78% |
$3.7M - $3.95M
|
108K
$64.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.59K+ 12.32% |
$3.67M - $3.91M
|
78.3K
$46.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
8.33K+ 10.03% |
$3.55M - $3.79M
|
91.3K
$54.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
8.21K+ 157.99% |
$3.5M - $3.74M
|
13.4K
$8.01M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.2K+ 57.44% |
$3.5M - $3.73M
|
22.5K
$13.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
8.19K+ 6.62% |
$3.5M - $3.73M
|
132K
$78.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
8.15K+ 6.83% |
$3.48M - $3.71M
|
127K
$76.2M
|