Purchases and Sales Made in Q3 2021 in Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.6MNew |
$3.33B - $3.6B
|
45.6M
$4.71B
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.2MNew |
$2.13B - $2.3B
|
29.2M
$3.01B
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.8MNew |
$424M - $459M
|
5.8M
$599M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08M+ 10659.68% |
$152M - $165M
|
2.1M
$217M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.37M+ 1298.05% |
$100M - $108M
|
1.48M
$152M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
943K+ 52.29% |
$68.9M - $74.5M
|
2.75M
$284M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
469K+ 1464.06% |
$34.2M - $37M
|
501K
$51.7M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
439K+ 8.82% |
$32M - $34.7M
|
5.41M
$559M
|
|
Nov 15, 2021
Q3 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
388K+ 257.05% |
$28.3M - $30.7M
|
540K
$55.7M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
375KNew |
$27.4M - $29.6M
|
375K
$38.7M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
346K+ 275.66% |
$25.3M - $27.4M
|
472K
$48.7M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
329K+ 3.94% |
$24M - $26M
|
8.69M
$897M
|
|
Oct 19, 2021
Q3 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
325K+ 71.66% |
$23.8M - $25.7M
|
780K
$80.5M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
325K+ 28.64% |
$23.7M - $25.7M
|
1.46M
$151M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
294K+ 261.79% |
$21.4M - $23.2M
|
406K
$41.9M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
290K+ 92.06% |
$21.1M - $22.9M
|
604K
$62.4M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
271K+ 227.04% |
$19.7M - $21.4M
|
390K
$40.3M
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
266KNew |
$19.4M - $21M
|
266K
$27.5M
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
262KNew |
$19.1M - $20.7M
|
262K
$27.1M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
258K+ 318.36% |
$18.8M - $20.4M
|
339K
$35M
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
256K+ 1252.96% |
$18.7M - $20.2M
|
276K
$28.5M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
250K+ 55.91% |
$18.3M - $19.8M
|
697K
$72M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
197K+ 26.57% |
$14.4M - $15.6M
|
939K
$97M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
170K+ 5.26% |
$12.4M - $13.4M
|
3.41M
$352M
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
169K+ 2121.63% |
$12.3M - $13.4M
|
177K
$18.3M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153K+ 5.08% |
$11.2M - $12.1M
|
3.16M
$327M
|
|
Nov 12, 2021
Q3 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
137KNew |
$9.97M - $10.8M
|
137K
$14.1M
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
133K+ 9521.11% |
$9.74M - $10.5M
|
135K
$13.9M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
126K+ 351.1% |
$9.19M - $9.94M
|
162K
$16.7M
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
124K+ 47.04% |
$9.08M - $9.83M
|
389K
$40.1M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
123K+ 59.66% |
$9M - $9.74M
|
330K
$34.1M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
110K+ 47.67% |
$8.02M - $8.68M
|
340K
$35.1M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
108KNew |
$7.86M - $8.5M
|
108K
$11.1M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
103KNew |
$7.54M - $8.16M
|
103K
$10.7M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
103KNew |
$7.52M - $8.14M
|
103K
$10.6M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
101K+ 654.95% |
$7.36M - $7.96M
|
116K
$12M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
83.3KNew |
$6.08M - $6.58M
|
83.3K
$8.6M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82K+ 3.8% |
$5.98M - $6.47M
|
2.24M
$231M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
78.8K+ 79.59% |
$5.75M - $6.22M
|
178K
$18.4M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75.1K+ 372.41% |
$5.48M - $5.93M
|
95.3K
$9.84M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.1KNew |
$5.48M - $5.93M
|
75.1K
$7.75M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
66.9K+ 2070.38% |
$4.88M - $5.28M
|
70.1K
$7.24M
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
62.1KNew |
$4.54M - $4.91M
|
62.1K
$6.42M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
59.5KNew |
$4.34M - $4.7M
|
59.5K
$6.15M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56.9K+ 144.72% |
$4.15M - $4.5M
|
96.2K
$9.94M
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
50.9KNew |
$3.71M - $4.02M
|
50.9K
$5.25M
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
50.2K+ 14.2% |
$3.66M - $3.97M
|
404K
$41.7M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
48.7K+ 5.78% |
$3.56M - $3.85M
|
891K
$92M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.3K+ 25.19% |
$3.45M - $3.74M
|
235K
$24.3M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.7K+ 0.25% |
$3.19M - $3.45M
|
17.8M
$1.83B
|