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 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-820- 16.51% |
$59.9K - $64.8K
|
4.15K
$425K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-823- 0.69% |
$60.1K - $65K
|
119K
$12.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-845- 0.44% |
$61.7K - $66.8K
|
190K
$19.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-864- 13.25% |
$63.1K - $68.3K
|
5.66K
$580K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-890- 4.54% |
$65K - $70.3K
|
18.7K
$1.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-893- 4.68% |
$65.2K - $70.5K
|
18.2K
$1.87M
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-904- 26.56% |
$66K - $71.4K
|
2.5K
$256K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-908- 6.05% |
$66.3K - $71.7K
|
14.1K
$1.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-912- 10.59% |
$66.6K - $72K
|
7.7K
$789K
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-920- 3.58% |
$67.2K - $72.7K
|
24.8K
$2.54M
|
|
|
Oct 19, 2021
Q3 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-928- 10.39% |
$67.7K - $73.3K
|
8K
$820K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-935- 3.75% |
$68.2K - $73.9K
|
24K
$2.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-952- 2.27% |
$69.5K - $75.2K
|
41.1K
$4.21M
|
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-960- 24.24% |
$70.1K - $75.8K
|
3K
$308K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-989- 2.21% |
$72.2K - $78.1K
|
43.7K
$4.48M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.01K- 3.54% |
$73.8K - $79.9K
|
27.5K
$2.82M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.02K- 7.92% |
$74.7K - $80.9K
|
11.9K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.08K- 1.3% |
$78.8K - $85.3K
|
82K
$8.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-1.09K- 3.9% |
$79.6K - $86.1K
|
26.8K
$2.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-1.11K- 22.13% |
$81K - $87.7K
|
3.91K
$401K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.11K- 15.79% |
$81.2K - $87.8K
|
5.93K
$608K
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
SELL
|
- |
-1.13K- 8.8% |
$82.3K - $89.1K
|
11.7K
$1.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.14K- 6.73% |
$83.1K - $90K
|
15.8K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.18K- 2.0% |
$86.1K - $93.2K
|
57.9K
$5.93M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.18K- 5.03% |
$86.1K - $93.2K
|
22.3K
$2.29M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.18K- 4.32% |
$86.3K - $93.4K
|
26.2K
$2.69M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
SELL
|
- |
-1.18K- 1.24% |
$86.3K - $93.4K
|
93.9K
$9.63M
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.22K- 5.43% |
$89K - $96.4K
|
21.2K
$2.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 0.28% |
$89.2K - $96.5K
|
443K
$45.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.26K- 0.93% |
$91.9K - $99.5K
|
134K
$13.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.29K- 17.16% |
$93.9K - $102K
|
6.21K
$637K
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.29K- 3.74% |
$94.4K - $102K
|
33.3K
$3.42M
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.3K- 0.97% |
$94.6K - $102K
|
133K
$13.6M
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.31K- 3.96% |
$95.8K - $104K
|
31.8K
$3.26M
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.32K- 3.95% |
$96.1K - $104K
|
32K
$3.28M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.33K- 1.97% |
$96.7K - $105K
|
65.8K
$6.75M
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.33K- 13.37% |
$97.1K - $105K
|
8.62K
$883K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.35K- 6.63% |
$98.3K - $106K
|
19K
$1.94M
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.35K- 1.62% |
$98.7K - $107K
|
82.2K
$8.42M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.37K- 8.68% |
$99.8K - $108K
|
14.4K
$1.47M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.41K- 14.4% |
$103K - $111K
|
8.37K
$858K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.47K- 20.26% |
$107K - $116K
|
5.79K
$593K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.49K- 4.43% |
$108K - $117K
|
32K
$3.28M
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.55K- 3.31% |
$113K - $122K
|
45.1K
$4.62M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.55K- 8.96% |
$113K - $122K
|
15.7K
$1.61M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.55KClosed |
$113K - $122K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.55KClosed |
$113K - $123K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 31.98% |
$113K - $123K
|
3.3K
$338K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.55K- 1.47% |
$113K - $123K
|
104K
$10.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.57K- 6.98% |
$114K - $124K
|
20.9K
$2.14M
|