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 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-225- 1.86% |
$16.4K - $17.8K
|
11.9K
$1.22M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-227- 3.4% |
$16.6K - $17.9K
|
6.46K
$662K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-229- 2.12% |
$16.7K - $18.1K
|
10.6K
$1.09M
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-244- 0.47% |
$17.8K - $19.3K
|
51.5K
$5.28M
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-250- 1.08% |
$18.2K - $19.8K
|
22.9K
$2.35M
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-253- 0.89% |
$18.5K - $20K
|
28.2K
$2.89M
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-253- 0.41% |
$18.5K - $20K
|
61.9K
$6.34M
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-258- 1.96% |
$18.8K - $20.4K
|
12.9K
$1.33M
|
|
Nov 10, 2021
Q3 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-259- 0.31% |
$18.9K - $20.5K
|
83.9K
$8.61M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-259- 0.17% |
$18.9K - $20.5K
|
153K
$15.7M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-261- 2.89% |
$19.1K - $20.6K
|
8.78K
$900K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-272- 1.89% |
$19.9K - $21.5K
|
14.1K
$1.45M
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-272- 1.48% |
$19.9K - $21.5K
|
18.1K
$1.86M
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-274- 1.67% |
$20K - $21.6K
|
16.2K
$1.66M
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-282- 14.37% |
$20.6K - $22.3K
|
1.68K
$172K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-285- 2.79% |
$20.8K - $22.5K
|
9.92K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-293- 1.81% |
$21.4K - $23.1K
|
15.9K
$1.63M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-299- 0.39% |
$21.8K - $23.6K
|
76.1K
$7.8M
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-300- 1.87% |
$21.9K - $23.7K
|
15.7K
$1.61M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-300- 0.71% |
$21.9K - $23.7K
|
42.2K
$4.32M
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-301- 9.14% |
$22K - $23.8K
|
2.99K
$307K
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-312- 1.44% |
$22.8K - $24.6K
|
21.4K
$2.19M
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-315- 2.99% |
$23K - $24.9K
|
10.2K
$1.05M
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-323- 0.59% |
$23.6K - $25.5K
|
54.1K
$5.55M
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-330- 5.94% |
$24.1K - $26.1K
|
5.23K
$536K
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-342- 3.58% |
$25K - $27K
|
9.2K
$943K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-342- 1.99% |
$25K - $27K
|
16.8K
$1.73M
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-345- 11.16% |
$25.2K - $27.3K
|
2.75K
$282K
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-350- 0.56% |
$25.5K - $27.7K
|
61.8K
$6.34M
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-351- 5.02% |
$25.6K - $27.7K
|
6.64K
$680K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-358Closed |
$26.1K - $28.3K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-365- 1.36% |
$26.6K - $28.8K
|
26.5K
$2.71M
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-365- 8.75% |
$26.6K - $28.8K
|
3.81K
$390K
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-367- 5.33% |
$26.8K - $29K
|
6.52K
$668K
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-370- 1.12% |
$27K - $29.2K
|
32.6K
$3.34M
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-372- 3.14% |
$27.2K - $29.4K
|
11.5K
$1.18M
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-373- 0.24% |
$27.2K - $29.5K
|
152K
$15.6M
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-396- 1.09% |
$28.9K - $31.3K
|
35.8K
$3.68M
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-398- 1.22% |
$29.1K - $31.4K
|
32.2K
$3.3M
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-411- 9.32% |
$30K - $32.5K
|
4K
$410K
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-412- 0.73% |
$30.1K - $32.5K
|
56K
$5.75M
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-415- 1.22% |
$30.3K - $32.8K
|
33.7K
$3.46M
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-417- 0.34% |
$30.4K - $32.9K
|
124K
$12.7M
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-422- 3.52% |
$30.8K - $33.3K
|
11.6K
$1.19M
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-429- 1.92% |
$31.3K - $33.9K
|
21.9K
$2.25M
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-430- 2.9% |
$31.4K - $34K
|
14.4K
$1.47M
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-431- 3.32% |
$31.5K - $34K
|
12.5K
$1.29M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-440- 6.33% |
$32.1K - $34.8K
|
6.51K
$667K
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-448- 4.36% |
$32.7K - $35.4K
|
9.82K
$1.01M
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-450- 1.39% |
$32.8K - $35.6K
|
31.9K
$3.27M
|