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 02, 2021
Q3 2021
|
Florin Court Capital LLP
|
BUY
|
- |
42.9KNew |
$3.13M - $3.39M
|
42.9K
$4.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
41.6KNew |
$3.03M - $3.28M
|
41.6K
$4.26M
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
41KNew |
$2.99M - $3.24M
|
41K
$4.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40.5K+ 24.99% |
$2.96M - $3.2M
|
203K
$20.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
40.1K+ 19.13% |
$2.93M - $3.17M
|
250K
$25.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38.2K+ 473.99% |
$2.79M - $3.02M
|
46.2K
$4.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38K+ 21.85% |
$2.78M - $3M
|
212K
$21.7M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38K+ 21.85% |
$2.78M - $3M
|
212K
$21.7M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
36.8K+ 81813.33% |
$2.69M - $2.91M
|
36.9K
$3.77M
|
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
35.4KNew |
$2.59M - $2.8M
|
35.4K
$3.63M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.1K+ 1.5% |
$2.56M - $2.77M
|
2.37M
$243M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34.1K+ 2.62% |
$2.49M - $2.69M
|
1.34M
$137M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
34K+ 575.68% |
$2.49M - $2.69M
|
40K
$4.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
33.8K+ 19.48% |
$2.47M - $2.67M
|
207K
$21.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.7K+ 10.98% |
$2.46M - $2.67M
|
341K
$34.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
33.5K+ 450.23% |
$2.44M - $2.64M
|
40.9K
$4.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.2KNew |
$2.28M - $2.46M
|
31.2K
$3.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
31.1K+ 14.5% |
$2.27M - $2.46M
|
246K
$25.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
30.9K+ 2.87% |
$2.26M - $2.44M
|
1.11M
$114M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
29.3K+ 22.04% |
$2.14M - $2.31M
|
162K
$16.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29K+ 246.94% |
$2.12M - $2.29M
|
40.7K
$4.17M
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
28.9KNew |
$2.11M - $2.29M
|
28.9K
$2.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26.5K+ 5118.57% |
$1.93M - $2.09M
|
27K
$2.76M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
26.2K+ 16.85% |
$1.92M - $2.07M
|
182K
$18.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
25.6K+ 149.66% |
$1.87M - $2.02M
|
42.7K
$4.38M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
25.4K+ 9.03% |
$1.86M - $2.01M
|
307K
$31.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
24.8K+ 0.26% |
$1.81M - $1.96M
|
9.38M
$961M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
24.1K+ 105.58% |
$1.76M - $1.9M
|
46.9K
$4.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24KNew |
$1.75M - $1.9M
|
24K
$2.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
23.7KNew |
$1.73M - $1.87M
|
23.7K
$2.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 0.75% |
$1.73M - $1.87M
|
3.18M
$326M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
22K+ 720.21% |
$1.6M - $1.73M
|
25K
$2.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
21.8K+ 3.9% |
$1.59M - $1.73M
|
581K
$59.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
21.3K+ 6.19% |
$1.56M - $1.68M
|
366K
$37.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
21.3K+ 1.97% |
$1.55M - $1.68M
|
1.1M
$113M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.8KNew |
$1.52M - $1.64M
|
20.8K
$2.13M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.3K+ 7.09% |
$1.48M - $1.6M
|
307K
$31.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 163.26% |
$1.45M - $1.57M
|
32K
$3.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.7K+ 6.0% |
$1.44M - $1.55M
|
348K
$35.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
18.8K+ 3.44% |
$1.37M - $1.48M
|
564K
$57.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.4K+ 44.73% |
$1.34M - $1.45M
|
59.5K
$6.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
17.6KNew |
$1.28M - $1.39M
|
17.6K
$1.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 32.18% |
$1.28M - $1.39M
|
72.1K
$7.38M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.4K+ 33.83% |
$1.27M - $1.37M
|
68.8K
$7.04M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16.7K+ 17.44% |
$1.22M - $1.32M
|
113K
$11.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.2K+ 5.0% |
$1.18M - $1.28M
|
341K
$34.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16.1K+ 116.22% |
$1.18M - $1.27M
|
30K
$3.07M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
16K+ 28.42% |
$1.17M - $1.27M
|
72.4K
$7.41M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.9K+ 138.85% |
$1.16M - $1.25M
|
27.3K
$2.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
15.6K+ 19.59% |
$1.14M - $1.23M
|
95.3K
$9.75M
|