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 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.78K+ 375.07% |
$1.19M - $1.27M
|
3.53K
$2.09M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.76K+ 2.8% |
$1.18M - $1.26M
|
101K
$60.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.74K+ 7.16% |
$1.17M - $1.25M
|
41K
$24.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.73K+ 24.02% |
$1.17M - $1.24M
|
14.1K
$8.37M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.72K+ 38.46% |
$1.16M - $1.24M
|
9.79K
$5.81M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.71K+ 132.12% |
$1.16M - $1.23M
|
4.76K
$2.83M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
2.7K+ 7.33% |
$1.15M - $1.23M
|
39.5K
$23.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
2.69K+ 273.25% |
$1.15M - $1.22M
|
3.67K
$2.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.67K+ 0.9% |
$1.14M - $1.22M
|
298K
$177M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.64K+ 11.34% |
$1.13M - $1.2M
|
25.9K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.6K+ 449.74% |
$1.11M - $1.18M
|
3.17K
$1.88M
|
|
|
Oct 26, 2021
Q3 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
2.58K+ 245.95% |
$1.1M - $1.17M
|
3.63K
$2.15M
|
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
2.58KNew |
$1.1M - $1.17M
|
2.58K
$1.53M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.57K+ 17.72% |
$1.1M - $1.17M
|
17.1K
$10.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
2.55K+ 23.14% |
$1.09M - $1.16M
|
13.6K
$8.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.54K+ 6.86% |
$1.08M - $1.16M
|
39.5K
$23.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.53K+ 1.81% |
$1.08M - $1.15M
|
142K
$84.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.52K+ 0.41% |
$1.08M - $1.15M
|
613K
$364M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
2.51K+ 17.93% |
$1.07M - $1.14M
|
16.5K
$9.81M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.51K+ 3.78% |
$1.07M - $1.14M
|
69K
$40.9M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.51K+ 68.19% |
$1.07M - $1.14M
|
6.19K
$3.67M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
2.5K+ 2.62% |
$1.07M - $1.14M
|
98.2K
$58.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.5K+ 147.49% |
$1.07M - $1.14M
|
4.2K
$2.49M
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
2.48K+ 1.59% |
$1.06M - $1.13M
|
159K
$94.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.47K+ 25.85% |
$1.05M - $1.12M
|
12K
$7.12M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.47K+ 25.85% |
$1.05M - $1.12M
|
12K
$7.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.46K+ 1.28% |
$1.05M - $1.12M
|
194K
$115M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.44KNew |
$1.04M - $1.11M
|
2.44K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.42K+ 0.63% |
$1.03M - $1.1M
|
385K
$229M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.41K+ 12.57% |
$1.03M - $1.1M
|
21.6K
$12.8M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.39K+ 6.85% |
$1.02M - $1.09M
|
37.3K
$22.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
2.39K+ 29.6% |
$1.02M - $1.09M
|
10.5K
$6.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
2.39K+ 34.5% |
$1.02M - $1.09M
|
9.31K
$5.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.35K+ 16.21% |
$1M - $1.07M
|
16.8K
$9.97M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.29K+ 29.89% |
$977K - $1.04M
|
9.95K
$5.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.29K+ 228900.0% |
$977K - $1.04M
|
2.29K
$1.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.26K+ 1.72% |
$963K - $1.03M
|
134K
$79.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.22KNew |
$946K - $1.01M
|
2.22K
$1.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
2.2K+ 14.81% |
$937K - $1M
|
17K
$10.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.19K+ 18.88% |
$935K - $997K
|
13.8K
$8.18M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.19K+ 5.35% |
$933K - $996K
|
43.1K
$25.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
2.15K+ 1.62% |
$919K - $981K
|
135K
$80.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.15K+ 7.59% |
$919K - $981K
|
30.5K
$18.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
2.14K+ 9.43% |
$912K - $973K
|
24.8K
$14.7M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.13K+ 3.57% |
$910K - $970K
|
61.8K
$36.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.13K+ 7.24% |
$909K - $970K
|
31.6K
$18.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.13K+ 31.72% |
$908K - $968K
|
8.83K
$5.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.12K+ 4.04% |
$904K - $964K
|
54.5K
$32.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
2.11K+ 0.98% |
$901K - $961K
|
216K
$128M
|
|
|
Nov 08, 2021
Q3 2021
|
Pembroke Management, LTD
|
BUY
|
- |
2.1K+ 12.2% |
$898K - $957K
|
19.3K
$11.5M
|