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 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.47K- 43.31% |
$399K - $432K
|
7.15K
$759K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.47K- 2.84% |
$399K - $432K
|
187K
$19.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.34K- 3.4% |
$463K - $501K
|
180K
$19.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.57K- 2.81% |
$479K - $519K
|
227K
$24.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-6.78K- 23.15% |
$495K - $535K
|
22.5K
$2.39M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-6.95K- 17.75% |
$507K - $549K
|
32.2K
$3.42M
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-7.19K- 1.72% |
$525K - $568K
|
410K
$43.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.33K- 20.56% |
$535K - $579K
|
28.3K
$3M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-7.42K- 46.59% |
$542K - $586K
|
8.51K
$903K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.58K- 70.71% |
$553K - $598K
|
3.14K
$333K
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-7.74K- 3.86% |
$565K - $612K
|
193K
$20.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.82K- 13.38% |
$571K - $618K
|
50.6K
$5.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-8.06K- 6.72% |
$588K - $637K
|
112K
$11.9M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-8.14K- 3.43% |
$594K - $643K
|
229K
$24.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.5K- 20.92% |
$620K - $671K
|
32.1K
$3.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-8.77K- 1.7% |
$640K - $693K
|
507K
$53.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-8.9K- 92.78% |
$650K - $703K
|
692
$73.4K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-8.94K- 4.39% |
$653K - $706K
|
195K
$20.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.1K- 13.5% |
$664K - $719K
|
58.3K
$6.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.17K- 20.85% |
$669K - $724K
|
34.8K
$3.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.36K- 0.48% |
$683K - $739K
|
1.94M
$206M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
SELL
|
- |
-9.62K- 2.61% |
$702K - $760K
|
358K
$38M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-9.64K- 6.68% |
$704K - $762K
|
135K
$14.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-9.84KClosed |
$718K - $777K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.89K- 4.27% |
$722K - $781K
|
222K
$23.5M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.97K- 7.04% |
$728K - $788K
|
132K
$14M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.1K- 3.2% |
$735K - $796K
|
305K
$32.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-10.2K- 3.64% |
$748K - $809K
|
271K
$28.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-10.4K- 14.91% |
$761K - $824K
|
59.5K
$6.32M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.6K- 19.38% |
$774K - $838K
|
44.1K
$4.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-10.6K- 17.52% |
$777K - $841K
|
50.1K
$5.32M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.4K- 0.97% |
$830K - $899K
|
1.16M
$123M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-11.6K- 4.9% |
$849K - $919K
|
226K
$23.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-11.7K- 4.26% |
$857K - $927K
|
264K
$28M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-12K- 4.01% |
$878K - $950K
|
288K
$30.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.4K- 2.64% |
$903K - $977K
|
456K
$48.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.8K- 3.47% |
$931K - $1.01M
|
354K
$37.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.8K- 2.08% |
$934K - $1.01M
|
604K
$64.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-13.4K- 3.07% |
$974K - $1.05M
|
422K
$44.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 3.72% |
$977K - $1.06M
|
346K
$36.7M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-14K- 27.59% |
$1.02M - $1.1M
|
36.6K
$3.89M
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-14.7K- 4.2% |
$1.08M - $1.16M
|
336K
$35.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-14.8K- 10.47% |
$1.08M - $1.17M
|
126K
$13.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.9K- 5.12% |
$1.09M - $1.18M
|
275K
$29.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-15.4K- 75.56% |
$1.12M - $1.21M
|
4.97K
$527K
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.4K- 4.89% |
$1.2M - $1.3M
|
320K
$33.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-16.7KClosed |
$1.22M - $1.32M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-17.1K- 2.28% |
$1.25M - $1.35M
|
731K
$77.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-17.6K- 1.74% |
$1.29M - $1.39M
|
994K
$105M
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-18K- 7.32% |
$1.31M - $1.42M
|
228K
$24.2M
|