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 10, 2021
Q3 2021
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
15.6KNew |
$1.14M - $1.23M
|
15.6K
$1.59M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15.3K+ 51.19% |
$1.11M - $1.21M
|
45.1K
$4.62M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15.2K+ 53.8% |
$1.11M - $1.2M
|
43.4K
$4.44M
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
15KNew |
$1.09M - $1.18M
|
15K
$1.53M
|
|
Feb 15, 2022
Q3 2021
|
Awm Capital, LLC
|
BUY
|
- |
14.9KNew |
$1.09M - $1.18M
|
14.9K
$1.53M
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
14.6K+ 15.35% |
$1.06M - $1.15M
|
110K
$11.2M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
14.4K+ 6.79% |
$1.05M - $1.14M
|
227K
$23.2M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.4KNew |
$1.05M - $1.14M
|
14.4K
$1.48M
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
14.1K+ 9.88% |
$1.03M - $1.12M
|
157K
$16.1M
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.8KNew |
$1.01M - $1.09M
|
13.8K
$1.42M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.7K+ 6.94% |
$1M - $1.08M
|
211K
$21.6M
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
12.9K+ 93.33% |
$945K - $1.02M
|
26.8K
$2.75M
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12.6KNew |
$923K - $999K
|
12.6K
$1.3M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
12.6K+ 17.09% |
$923K - $999K
|
86.6K
$8.87M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.5K+ 0.72% |
$910K - $985K
|
1.75M
$179M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12.1K+ 46.99% |
$886K - $959K
|
38K
$3.89M
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 4.49% |
$880K - $952K
|
281K
$28.7M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.7K+ 4.06% |
$854K - $924K
|
300K
$30.7M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.5K+ 17.54% |
$839K - $908K
|
77K
$7.89M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
10.7K+ 65.26% |
$784K - $849K
|
27.2K
$2.79M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.6K+ 2.1% |
$776K - $840K
|
518K
$53.1M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
10.6K+ 25.71% |
$774K - $838K
|
51.9K
$5.31M
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
10.1KNew |
$740K - $801K
|
10.1K
$1.04M
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
9.74KNew |
$711K - $770K
|
9.74K
$998K
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
9.64K+ 1.19% |
$703K - $761K
|
822K
$84.2M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.6K+ 17.04% |
$700K - $758K
|
65.9K
$6.75M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
9.26KNew |
$676K - $731K
|
9.26K
$948K
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9KNew |
$657K - $711K
|
9K
$922K
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.98K+ 23.51% |
$655K - $709K
|
47.2K
$4.83M
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8.96KNew |
$654K - $708K
|
8.96K
$917K
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
8.67K+ 1253.03% |
$633K - $685K
|
9.36K
$959K
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.67K+ 4.65% |
$633K - $685K
|
195K
$20M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.55KNew |
$624K - $676K
|
8.55K
$876K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.36K+ 3.9% |
$610K - $661K
|
223K
$22.8M
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.3KNew |
$606K - $656K
|
8.3K
$850K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
8.26K+ 16.09% |
$603K - $653K
|
59.6K
$6.11M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.06KNew |
$588K - $637K
|
8.06K
$826K
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7.94KNew |
$579K - $627K
|
7.94K
$813K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.93K+ 46.26% |
$579K - $626K
|
25.1K
$2.57M
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
7.67K+ 220.41% |
$560K - $606K
|
11.1K
$1.14M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.32K+ 6.82% |
$534K - $578K
|
115K
$11.7M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.08KNew |
$517K - $560K
|
7.08K
$725K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
7.04K+ 75.79% |
$514K - $556K
|
16.3K
$1.67M
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.85K+ 3.53% |
$500K - $541K
|
201K
$20.5M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 29.05% |
$498K - $539K
|
30.3K
$3.1M
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
6.8K+ 638.22% |
$496K - $537K
|
7.86K
$805K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.59K+ 12.06% |
$481K - $521K
|
61.2K
$6.27M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
6.44K+ 20.93% |
$470K - $509K
|
37.2K
$3.81M
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6.36K+ 3.61% |
$464K - $503K
|
182K
$18.7M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.68K+ 6.16% |
$415K - $449K
|
97.9K
$10M
|