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 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
8.1KNew |
$3.46M - $3.69M
|
8.1K
$4.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
8.04K+ 22.0% |
$3.43M - $3.66M
|
44.6K
$26.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8K+ 0.62% |
$3.41M - $3.64M
|
1.3M
$778M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
7.88K+ 53.65% |
$3.36M - $3.59M
|
22.6K
$13.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
7.78K+ 8.36% |
$3.32M - $3.54M
|
101K
$60.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
7.75K+ 6.8% |
$3.31M - $3.53M
|
122K
$72.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
7.67K+ 153.04% |
$3.27M - $3.49M
|
12.7K
$7.58M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.58K+ 2.31% |
$3.23M - $3.45M
|
335K
$200M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
7.4K+ 24.39% |
$3.16M - $3.37M
|
37.7K
$22.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.31K+ 0.6% |
$3.12M - $3.33M
|
1.22M
$728M
|
|
|
Oct 12, 2021
Q3 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
7.22K+ 290.31% |
$3.08M - $3.29M
|
9.71K
$5.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
7.11K+ 6.81% |
$3.03M - $3.24M
|
111K
$66.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.02K+ 7.1% |
$2.99M - $3.19M
|
106K
$63.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
7.02K+ 12.89% |
$2.99M - $3.19M
|
61.4K
$36.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
7K+ 0.96% |
$2.99M - $3.19M
|
740K
$442M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.99K+ 88.45% |
$2.98M - $3.18M
|
14.9K
$8.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
6.75K+ 2.69% |
$2.88M - $3.07M
|
258K
$154M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.71K+ 110.47% |
$2.86M - $3.06M
|
12.8K
$7.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.63KNew |
$2.83M - $3.02M
|
6.63K
$3.96M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.5K+ 2.84% |
$2.77M - $2.96M
|
235K
$141M
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
6.39K+ 7.2% |
$2.73M - $2.91M
|
95.2K
$56.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.38K+ 14.26% |
$2.72M - $2.9M
|
51.1K
$30.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.32K+ 95.73% |
$2.7M - $2.88M
|
12.9K
$7.73M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
6.29K+ 35.61% |
$2.68M - $2.86M
|
24K
$14.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.24K+ 2.74% |
$2.66M - $2.84M
|
234K
$140M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.21K+ 6.54% |
$2.65M - $2.83M
|
101K
$60.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.15K+ 9.12% |
$2.63M - $2.8M
|
73.6K
$44M
|
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
6.11K+ 7.38% |
$2.61M - $2.78M
|
88.8K
$53.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.06K+ 10.09% |
$2.59M - $2.76M
|
66.2K
$39.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.04KNew |
$2.58M - $2.75M
|
6.04K
$3.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.01K+ 5.44% |
$2.57M - $2.74M
|
117K
$69.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.98K+ 2.85% |
$2.55M - $2.72M
|
216K
$129M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5.87K+ 1.66% |
$2.5M - $2.67M
|
360K
$215M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.83K+ 30.23% |
$2.49M - $2.65M
|
25.1K
$15M
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.82KNew |
$2.48M - $2.65M
|
5.82K
$3.48M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
5.75K+ 7.11% |
$2.45M - $2.62M
|
86.7K
$51.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
5.72K+ 11.69% |
$2.44M - $2.6M
|
54.7K
$32.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
5.7K+ 7.44% |
$2.43M - $2.6M
|
82.3K
$49.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
5.7K+ 9.52% |
$2.43M - $2.59M
|
65.5K
$39.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.68K+ 5.95% |
$2.42M - $2.59M
|
101K
$60.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.64K+ 946.98% |
$2.41M - $2.57M
|
6.24K
$3.73M
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
5.63K+ 2.55% |
$2.4M - $2.56M
|
227K
$135M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.61K+ 0.36% |
$2.39M - $2.55M
|
1.54M
$923M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
5.61K+ 2.39% |
$2.39M - $2.55M
|
240K
$143M
|
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
5.44K+ 61.95% |
$2.32M - $2.48M
|
14.2K
$8.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
5.42K+ 23.03% |
$2.31M - $2.47M
|
29K
$17.3M
|
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
5.39K+ 10.8% |
$2.3M - $2.45M
|
55.3K
$33.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
BUY
|
- |
5.39K+ 5.36% |
$2.3M - $2.45M
|
106K
$63.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.38K+ 6.44% |
$2.29M - $2.45M
|
88.8K
$53.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5.33KNew |
$2.28M - $2.43M
|
5.33K
$3.19M
|