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
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.78KClosed |
$203K - $220K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.79KClosed |
$204K - $220K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.82KClosed |
$206K - $222K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.99K- 3.28% |
$218K - $236K
|
88K
$9.34M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.05KClosed |
$223K - $241K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.07K- 10.41% |
$224K - $242K
|
26.4K
$2.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.12K- 42.08% |
$228K - $247K
|
4.3K
$456K
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.13KClosed |
$229K - $247K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.22K- 0.95% |
$235K - $255K
|
335K
$35.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.23K- 46.77% |
$236K - $255K
|
3.68K
$391K
|
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-3.32K- 6.07% |
$243K - $263K
|
51.4K
$5.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.37KClosed |
$246K - $266K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.39K- 4.56% |
$247K - $267K
|
70.9K
$7.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.39KClosed |
$247K - $267K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.47K- 11.45% |
$254K - $274K
|
26.9K
$2.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.53K- 1.52% |
$257K - $278K
|
228K
$24.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.59K- 3.7% |
$262K - $283K
|
93.4K
$9.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.61K- 18.24% |
$264K - $285K
|
16.2K
$1.72M
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3.64K- 9.27% |
$265K - $287K
|
35.6K
$3.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-3.67K- 4.66% |
$268K - $290K
|
75K
$7.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.77KClosed |
$275K - $298K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-3.79K- 15.5% |
$277K - $299K
|
20.7K
$2.19M
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.8K- 76.46% |
$277K - $300K
|
1.17K
$124K
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.88KClosed |
$283K - $307K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.94K- 99.87% |
$288K - $312K
|
5
$531
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.09K- 37.2% |
$298K - $323K
|
6.9K
$732K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-4.09K- 39.7% |
$299K - $323K
|
6.22K
$660K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.16K- 1.51% |
$304K - $329K
|
272K
$28.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.17K- 14.08% |
$305K - $330K
|
25.5K
$2.7M
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.18K- 23.58% |
$305K - $330K
|
13.5K
$1.44M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.2KClosed |
$307K - $332K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.22K- 1.01% |
$308K - $334K
|
416K
$44.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.44KClosed |
$324K - $351K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.48K- 7.14% |
$327K - $354K
|
58.2K
$6.18M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-4.48K- 9.78% |
$327K - $354K
|
41.3K
$4.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-4.53K- 31.3% |
$331K - $358K
|
9.94K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.64KClosed |
$339K - $367K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.68K- 1.32% |
$342K - $370K
|
349K
$37M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-4.71K- 3.27% |
$344K - $372K
|
139K
$14.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.74K- 6.35% |
$346K - $374K
|
69.9K
$7.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-4.89K- 36.88% |
$357K - $386K
|
8.37K
$888K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-4.95K- 75.0% |
$361K - $391K
|
1.65K
$175K
|
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
SELL
|
- |
-5.1KClosed |
$373K - $403K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.12K- 1.02% |
$374K - $404K
|
496K
$52.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-5.17K- 11.03% |
$377K - $408K
|
41.7K
$4.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.18K- 55.05% |
$378K - $409K
|
4.23K
$449K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.3K- 23.48% |
$387K - $419K
|
17.3K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.32KClosed |
$388K - $420K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-5.35K- 2.0% |
$390K - $422K
|
262K
$27.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.46KClosed |
$398K - $431K
|
0
$0
|