Purchases and Sales Made in Q3 2021 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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
Resources Management Corp

West Hartford, CT
SELL
 -
-450
- 16.07%
$32.8K - $35.6K
2.35K $249K
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

SELL
 -
-451
- 1.15%
$32.9K - $35.6K
38.7K $4.1M
Oct 19, 2021 Q3 2021
Edmonds Duncan Registered Investment Advisors, LLC

SELL
 -
-469
- 1.17%
$34.2K - $37.1K
39.8K $4.22M
Oct 09, 2024 Q3 2021
Martel Wealth Advisors Inc

Vancouver, WA
SELL
 -
-474
- 7.14%
$34.6K - $37.4K
6.16K $654K
Nov 01, 2021 Q3 2021
Acg Wealth

SELL
 -
-476
- 2.05%
$34.7K - $37.6K
22.7K $2.41M
Nov 04, 2021 Q3 2021
Brighton Jones LLC

SELL
 -
-487
- 1.42%
$35.5K - $38.5K
33.8K $3.59M
Oct 13, 2022 Q3 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-492
- 4.93%
$35.9K - $38.9K
9.48K $1.01M
Nov 15, 2021 Q3 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-492
- 4.93%
$35.9K - $38.9K
9.48K $1.01M
Oct 07, 2021 Q3 2021
Newman Dignan & Sheerar, Inc.

SELL
 -
-500
- 3.93%
$36.5K - $39.5K
12.2K $1.3M
Dec 16, 2021 Q3 2021
First Command Bank

SELL
 -
-500
- 5.12%
$36.5K - $39.5K
9.26K $983K
Nov 05, 2021 Q3 2021
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-500
- 7.73%
$36.5K - $39.5K
5.97K $633K
Nov 03, 2021 Q3 2021
Fiducient Advisors LLC

SELL
 -
-508
- 4.58%
$37.1K - $40.1K
10.6K $1.12M
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

SELL
 -
-515
Closed
$37.6K - $40.7K
0 $0
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-520
- 0.3%
$38K - $41.1K
171K $18.2M
Oct 26, 2021 Q3 2021
Game Plan Financial Advisors, LLC

SELL
 -
-525
- 4.03%
$38.3K - $41.5K
12.5K $1.33M
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

SELL
 -
-531
- 0.77%
$38.8K - $41.9K
68K $7.22M
Nov 12, 2021 Q3 2021
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-552
- 4.99%
$40.3K - $43.6K
10.5K $1.12M
Nov 12, 2021 Q3 2021
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-560
- 11.37%
$40.9K - $44.2K
4.36K $463K
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-562
- 9.72%
$41K - $44.4K
5.22K $554K
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-564
Closed
$41.2K - $44.6K
0 $0
Nov 15, 2021 Q3 2021
Whitcomb & Hess, Inc.

SELL
 -
-565
- 13.31%
$41.2K - $44.6K
3.68K $391K
Oct 26, 2021 Q3 2021
Financial Counselors Inc

SELL
 -
-575
- 1.68%
$42K - $45.4K
33.7K $3.58M
Nov 15, 2021 Q3 2021
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-576
- 3.99%
$42K - $45.5K
13.8K $1.47M
Nov 01, 2021 Q3 2021
B & T Capital Management Dba Alpha Capital Management

SELL
 -
-582
- 10.16%
$42.5K - $46K
5.15K $546K
Oct 20, 2021 Q3 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-584
- 3.22%
$42.6K - $46.1K
17.5K $1.86M
Nov 09, 2021 Q3 2021
Peninsula Wealth, LLC

San Francisco, CA
SELL
 -
-592
- 0.72%
$43.2K - $46.8K
81.9K $8.7M
Nov 12, 2021 Q3 2021
North Rock Partners, LLC

SELL
 -
-593
- 8.54%
$43.3K - $46.8K
6.35K $674K
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

SELL
 -
-601
- 10.23%
$43.9K - $47.5K
5.27K $560K
Nov 12, 2021 Q3 2021
Strategic Point Investment Advisors, LLC

Providence, RI
SELL
 -
-612
- 5.19%
$44.7K - $48.3K
11.2K $1.19M
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

SELL
 -
-618
- 5.26%
$45.1K - $48.8K
11.1K $1.18M
Nov 18, 2021 Q3 2021
Wealthsource Partners, LLC

SELL
 -
-624
- 1.62%
$45.5K - $49.3K
37.9K $4.03M
Jan 02, 2024 Q3 2021
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-644
- 64.4%
$47K - $50.9K
356 $37.8K
Nov 04, 2021 Q3 2021
Accel Wealth Management

SELL
 -
-650
- 27.36%
$47.4K - $51.4K
1.73K $183K
Oct 12, 2021 Q3 2021
Tarbox Family Office, Inc.

SELL
 -
-657
- 4.96%
$48K - $51.9K
12.6K $1.34M
Nov 04, 2021 Q3 2021
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-662
- 9.92%
$48.3K - $52.3K
6.01K $638K
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-666
- 1.41%
$48.6K - $52.6K
46.5K $4.94M
Nov 15, 2021 Q3 2021
Wealthquest Corp

Cincinnati, OH
SELL
 -
-673
- 11.62%
$49.1K - $53.2K
5.12K $543K
Oct 28, 2021 Q3 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-691
- 5.14%
$50.4K - $54.6K
12.7K $1.35M
Nov 09, 2021 Q3 2021
Tempus Wealth Planning, LLC

SELL
 -
-700
- 2.6%
$51.1K - $55.3K
26.2K $2.78M
Nov 12, 2021 Q3 2021
Neuberger Berman Group LLC

New York, NY
SELL
 -
-708
- 12.35%
$51.7K - $55.9K
5.02K $533K
Oct 27, 2021 Q3 2021
Avantax Planning Partners, Inc.

SELL
 -
-722
- 0.5%
$52.7K - $57K
145K $15.4M
Oct 15, 2021 Q3 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-724
- 9.29%
$52.8K - $57.2K
7.07K $750K
Nov 15, 2021 Q3 2021
Bar Harbor Wealth Management

Concord, NH
SELL
 -
-739
- 2.43%
$53.9K - $58.4K
29.7K $3.15M
Nov 15, 2021 Q3 2021
Freedom Day Solutions, LLC

SELL
 -
-743
- 12.0%
$54.2K - $58.7K
5.45K $578K
Nov 12, 2021 Q3 2021
Massmutual Trust CO Fsb

SELL
 -
-760
- 27.98%
$55.5K - $60K
1.96K $208K
Nov 10, 2021 Q3 2021
Silicon Valley Capital Partners

SELL
 -
-778
- 0.22%
$56.8K - $61.5K
352K $37.4M
Dec 12, 2024 Q3 2021
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
SELL
 -
-795
- 2.26%
$58K - $62.8K
34.3K $3.64M
Oct 27, 2021 Q3 2021
Carret Asset Management, LLC

SELL
 -
-797
- 2.05%
$58.2K - $63K
38.1K $4.04M
Dec 13, 2023 Q3 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-820
- 16.51%
$59.9K - $64.8K
4.15K $440K

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