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 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-137K- 98.99% |
$10M - $10.8M
|
1.4K
$144K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-166K- 95.85% |
$12.1M - $13.1M
|
7.18K
$736K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-172KClosed |
$12.6M - $13.6M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-175K- 3.95% |
$12.8M - $13.8M
|
4.26M
$436M
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-180K- 84.8% |
$13.1M - $14.2M
|
32.2K
$3.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-188KClosed |
$13.7M - $14.9M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-248K- 45.77% |
$18.1M - $19.6M
|
294K
$30.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-257K- 92.64% |
$18.7M - $20.3M
|
20.4K
$2.09M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-258K- 2.09% |
$18.8M - $20.3M
|
12.1M
$1.24B
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-292K- 71.98% |
$21.3M - $23.1M
|
114K
$11.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-309K- 5.1% |
$22.6M - $24.4M
|
5.75M
$589M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-757K- 71.71% |
$55.2M - $59.8M
|
298K
$30.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-840K- 97.73% |
$61.3M - $66.4M
|
19.5K
$2M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.19M- 57.44% |
$86.9M - $94.1M
|
883K
$90.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.24M- 78.6% |
$90.7M - $98.2M
|
338K
$34.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.37M- 92.85% |
$100M - $108M
|
106K
$10.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.76M- 10.23% |
$129M - $139M
|
15.5M
$1.59B
|