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
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
29.4K+ 19.2% |
$12.5M - $13.4M
|
182K
$108M
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
29.2K+ 36.09% |
$12.4M - $13.3M
|
110K
$65.3M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
28.7K+ 30.31% |
$12.2M - $13.1M
|
123K
$73.3M
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
28.7K+ 6.65% |
$12.2M - $13M
|
459K
$273M
|
|
Nov 10, 2021
Q3 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
28.1K+ 7.65% |
$12M - $12.8M
|
396K
$235M
|
|
Nov 15, 2021
Q3 2021
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
28.1K+ 22.33% |
$12M - $12.8M
|
154K
$91.4M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27.9K+ 401.52% |
$11.9M - $12.7M
|
34.9K
$20.7M
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
27.8K+ 13.06% |
$11.9M - $12.7M
|
241K
$143M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27.5K+ 16.25% |
$11.7M - $12.5M
|
196K
$117M
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
27.2K+ 95.26% |
$11.6M - $12.4M
|
55.7K
$33.1M
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
27K+ 9.92% |
$11.5M - $12.3M
|
300K
$178M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
26.8K+ 123.44% |
$11.4M - $12.2M
|
48.5K
$28.8M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
26.1K+ 3.04% |
$11.1M - $11.9M
|
885K
$526M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26K+ 437.98% |
$11.1M - $11.9M
|
32K
$19M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.8K+ 1.6% |
$11M - $11.8M
|
1.64M
$972M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.6K+ 1.01% |
$10.9M - $11.6M
|
2.56M
$1.52B
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.5K+ 16.46% |
$10.9M - $11.6M
|
180K
$107M
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
24.6K+ 5.53% |
$10.5M - $11.2M
|
470K
$279M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
24K+ 4.73% |
$10.3M - $10.9M
|
531K
$316M
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
23.9K+ 1.89% |
$10.2M - $10.9M
|
1.29M
$767M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
23.7K+ 84.92% |
$10.1M - $10.8M
|
51.6K
$30.7M
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
23.6K+ 86.84% |
$10.1M - $10.8M
|
50.9K
$30.2M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23.6K+ 128.34% |
$10.1M - $10.7M
|
41.9K
$24.9M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.5K+ 1.77% |
$10M - $10.7M
|
1.35M
$800M
|
|
Oct 22, 2021
Q3 2021
|
Genworth Financial Inc
|
BUY
|
- |
22.6KNew |
$9.65M - $10.3M
|
22.6K
$13.4M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 2.24% |
$9.59M - $10.2M
|
1.03M
$609M
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
22.1K+ 385.22% |
$9.41M - $10M
|
27.8K
$16.5M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.9K+ 16.34% |
$9.36M - $9.98M
|
156K
$92.7M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.5KNew |
$9.18M - $9.79M
|
21.5K
$12.8M
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
21.4K+ 18.28% |
$9.13M - $9.74M
|
138K
$82.2M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.2K+ 22.7% |
$9.06M - $9.67M
|
115K
$68.2M
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
BUY
|
- |
21.2KNew |
$9.05M - $9.66M
|
21.2K
$12.6M
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
20.9K+ 28.92% |
$8.9M - $9.5M
|
93K
$55.2M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
20.8K+ 71.77% |
$8.86M - $9.45M
|
49.7K
$29.5M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.8KNew |
$8.86M - $9.45M
|
20.8K
$12.3M
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
20.6K+ 8.43% |
$8.81M - $9.39M
|
265K
$158M
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
20KNew |
$8.55M - $9.12M
|
20K
$11.9M
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
19.3K+ 16.36% |
$8.23M - $8.78M
|
137K
$81.5M
|
|
Nov 15, 2021
Q3 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
18.6K+ 489.47% |
$7.94M - $8.47M
|
22.4K
$13.3M
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
18.6K+ 149.55% |
$7.93M - $8.46M
|
31K
$18.4M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
18.2K+ 19.04% |
$7.78M - $8.29M
|
114K
$67.7M
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18K+ 127.6% |
$7.67M - $8.18M
|
32K
$19M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
17.4K+ 6.07% |
$7.41M - $7.9M
|
303K
$180M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17K+ 69.58% |
$7.25M - $7.74M
|
41.4K
$24.6M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16.8K+ 4.26% |
$7.18M - $7.66M
|
411K
$244M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16.8K+ 18.26% |
$7.18M - $7.65M
|
109K
$64.7M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.7K+ 8.79% |
$7.13M - $7.61M
|
207K
$123M
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 71.75% |
$6.97M - $7.44M
|
39.1K
$23.2M
|
|
Nov 15, 2021
Q3 2021
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
16K+ 0.49% |
$6.81M - $7.27M
|
3.26M
$1.94B
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.8K+ 33.27% |
$6.76M - $7.21M
|
63.4K
$37.7M
|