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
|
Sns Financial Group, LLC
|
SELL
|
- |
-73- 1.28% |
$5.33K - $5.77K
|
5.62K
$577K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-73- 0.64% |
$5.33K - $5.77K
|
11.4K
$1.17M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-84- 0.68% |
$6.13K - $6.64K
|
12.2K
$1.25M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-89- 0.5% |
$6.5K - $7.03K
|
17.8K
$1.83M
|
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-92- 8.39% |
$6.72K - $7.27K
|
1K
$103K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-95- 1.11% |
$6.93K - $7.51K
|
8.5K
$871K
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-99- 1.1% |
$7.23K - $7.82K
|
8.86K
$909K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 2.05% |
$7.3K - $7.9K
|
4.78K
$490K
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-102- 1.95% |
$7.44K - $8.06K
|
5.13K
$526K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-104- 1.05% |
$7.59K - $8.22K
|
9.76K
$1M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-113- 3.06% |
$8.25K - $8.93K
|
3.57K
$366K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-115- 0.49% |
$8.39K - $9.09K
|
23.2K
$2.38M
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-116- 0.47% |
$8.47K - $9.16K
|
24.5K
$2.51M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-120- 1.9% |
$8.76K - $9.48K
|
6.2K
$636K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-121Closed |
$8.83K - $9.56K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-124- 0.78% |
$9.05K - $9.8K
|
15.8K
$1.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-125- 0.44% |
$9.12K - $9.88K
|
28.4K
$2.91M
|
|
|
Oct 26, 2021
Q3 2021
|
Augustine Asset Management Inc
|
SELL
|
- |
-128- 3.84% |
$9.34K - $10.1K
|
3.21K
$329K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-131- 4.53% |
$9.56K - $10.3K
|
2.76K
$283K
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-132- 1.93% |
$9.63K - $10.4K
|
6.7K
$687K
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-138- 1.57% |
$10.1K - $10.9K
|
8.67K
$889K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-140- 0.7% |
$10.2K - $11.1K
|
19.8K
$2.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-141- 3.26% |
$10.3K - $11.1K
|
4.18K
$429K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-141- 12.81% |
$10.3K - $11.1K
|
960
$98.4K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-149- 0.53% |
$10.9K - $11.8K
|
28K
$2.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-150- 0.88% |
$10.9K - $11.9K
|
16.9K
$1.73M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-150- 1.88% |
$10.9K - $11.9K
|
7.83K
$803K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-150- 2.92% |
$10.9K - $11.9K
|
5K
$512K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-153- 0.9% |
$11.2K - $12.1K
|
16.8K
$1.73M
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-154- 0.49% |
$11.2K - $12.2K
|
31.2K
$3.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-160- 1.01% |
$11.7K - $12.6K
|
15.8K
$1.62M
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-160- 2.73% |
$11.7K - $12.6K
|
5.7K
$585K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-172- 1.54% |
$12.6K - $13.6K
|
11K
$1.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
SELL
|
- |
-180- 2.59% |
$13.1K - $14.2K
|
6.78K
$695K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-182- 2.47% |
$13.3K - $14.4K
|
7.19K
$737K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-182- 2.36% |
$13.3K - $14.4K
|
7.52K
$771K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-182- 1.7% |
$13.3K - $14.4K
|
10.5K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-190- 2.62% |
$13.9K - $15K
|
7.07K
$725K
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-190- 6.42% |
$13.9K - $15K
|
2.77K
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-192- 3.65% |
$14K - $15.2K
|
5.06K
$519K
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-195- 0.91% |
$14.2K - $15.4K
|
21.2K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-196- 5.61% |
$14.3K - $15.5K
|
3.3K
$338K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-196- 4.6% |
$14.3K - $15.5K
|
4.06K
$416K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-200- 1.88% |
$14.6K - $15.8K
|
10.4K
$1.07M
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-200- 6.06% |
$14.6K - $15.8K
|
3.1K
$318K
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-200- 4.66% |
$14.6K - $15.8K
|
4.09K
$419K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-202- 0.53% |
$14.7K - $16K
|
37.9K
$3.88M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-204- 2.36% |
$14.9K - $16.1K
|
8.44K
$865K
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-207- 0.43% |
$15.1K - $16.4K
|
47.6K
$4.88M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-212- 96.36% |
$15.5K - $16.7K
|
8
$820
|