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 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-18.2K- 6.14% |
$1.33M - $1.44M
|
278K
$28.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-18.3K- 3.33% |
$1.33M - $1.44M
|
531K
$54.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.5K- 6.6% |
$1.35M - $1.46M
|
261K
$26.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-19.4K- 5.59% |
$1.41M - $1.53M
|
327K
$33.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.8K- 62.01% |
$1.45M - $1.57M
|
12.2K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20.2K- 21.03% |
$1.48M - $1.6M
|
76K
$7.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-20.4K- 51.57% |
$1.49M - $1.61M
|
19.1K
$1.96M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-20.7K- 99.2% |
$1.51M - $1.63M
|
166
$17K
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-20.8K- 5.12% |
$1.52M - $1.64M
|
385K
$39.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-21.6K- 21.0% |
$1.58M - $1.71M
|
81.4K
$8.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-22K- 82.51% |
$1.6M - $1.73M
|
4.65K
$477K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-22K- 87.81% |
$1.6M - $1.73M
|
3.05K
$312K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.5K- 12.43% |
$1.64M - $1.78M
|
158K
$16.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-22.5K- 2.36% |
$1.65M - $1.78M
|
933K
$95.5M
|
|
|
Oct 28, 2021
Q3 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-22.8K- 30.86% |
$1.66M - $1.8M
|
51K
$5.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-23.6K- 26.79% |
$1.73M - $1.87M
|
64.6K
$6.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-25.8KClosed |
$1.88M - $2.04M
|
0
$0
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-25.9K- 8.54% |
$1.89M - $2.04M
|
277K
$28.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-25.9K- 8.54% |
$1.89M - $2.04M
|
277K
$28.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-27.4K- 56.31% |
$2M - $2.16M
|
21.2K
$2.18M
|
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-28.5K- 7.27% |
$2.08M - $2.25M
|
363K
$37.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-32.8K- 2.59% |
$2.39M - $2.59M
|
1.23M
$126M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.8K- 4.03% |
$2.4M - $2.59M
|
782K
$80.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-34.2KClosed |
$2.5M - $2.7M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-34.9K- 87.61% |
$2.55M - $2.76M
|
4.94K
$506K
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-35K- 92.67% |
$2.56M - $2.77M
|
2.77K
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-37.5K- 29.13% |
$2.73M - $2.96M
|
91.1K
$9.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-38.2KClosed |
$2.79M - $3.02M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-39.2K- 2.29% |
$2.86M - $3.1M
|
1.67M
$171M
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-40.9K- 64.84% |
$2.98M - $3.23M
|
22.2K
$2.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-42.4K- 9.79% |
$3.09M - $3.35M
|
391K
$40M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-42.8K- 3.12% |
$3.13M - $3.38M
|
1.33M
$136M
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
SELL
|
- |
-43.6K- 1.38% |
$3.18M - $3.44M
|
3.12M
$319M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-44KClosed |
$3.21M - $3.48M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-44.6K- 67.97% |
$3.26M - $3.53M
|
21K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-48.8K- 9.54% |
$3.56M - $3.86M
|
463K
$47.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50.4K- 97.45% |
$3.68M - $3.98M
|
1.32K
$135K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-52.2K- 24.3% |
$3.81M - $4.12M
|
163K
$16.7M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-53.4K- 16.98% |
$3.9M - $4.22M
|
261K
$26.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-53.9K- 2.25% |
$3.94M - $4.26M
|
2.34M
$240M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-54.4K- 1.97% |
$3.97M - $4.3M
|
2.7M
$277M
|
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-57.5K- 82.09% |
$4.2M - $4.54M
|
12.5K
$1.29M
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-58.8KClosed |
$4.29M - $4.65M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-79.2K- 1.38% |
$5.78M - $6.25M
|
5.66M
$580M
|
|
|
Oct 19, 2021
Q3 2021
|
Polianta LTD
|
SELL
|
- |
-80K- 42.87% |
$5.84M - $6.32M
|
107K
$10.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-114K- 98.26% |
$8.35M - $9.04M
|
2.03K
$208K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-122K- 83.6% |
$8.89M - $9.62M
|
23.9K
$2.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-127K- 5.17% |
$9.3M - $10.1M
|
2.34M
$239M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-128K- 1.04% |
$9.31M - $10.1M
|
12.1M
$1.24B
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-129K- 2.28% |
$9.4M - $10.2M
|
5.52M
$566M
|