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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.68K+ 1.23% |
$414K - $449K
|
469K
$48M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.64K+ 7.35% |
$412K - $446K
|
82.5K
$8.44M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.44K+ 36.86% |
$397K - $430K
|
20.2K
$2.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.39KNew |
$394K - $426K
|
5.39K
$552K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.23K+ 15.1% |
$382K - $413K
|
39.9K
$4.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.21K+ 69.39% |
$380K - $411K
|
12.7K
$1.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.2K+ 47.71% |
$380K - $411K
|
16.1K
$1.65M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.08K+ 31.55% |
$371K - $401K
|
21.2K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
5.07K+ 74.74% |
$370K - $400K
|
11.9K
$1.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
4.92K+ 5.63% |
$359K - $389K
|
92.3K
$9.45M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.89K+ 141.43% |
$357K - $386K
|
8.35K
$855K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.76K+ 46.85% |
$348K - $376K
|
14.9K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
4.76K+ 7.3% |
$347K - $376K
|
69.9K
$7.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.56KNew |
$332K - $360K
|
4.56K
$466K
|
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.54K+ 124.25% |
$331K - $359K
|
8.19K
$839K
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.5K+ 1274.5% |
$328K - $355K
|
4.85K
$497K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.43K+ 7.67% |
$324K - $350K
|
62.2K
$6.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
4.43K+ 8.24% |
$323K - $350K
|
58.2K
$5.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
4.34K+ 2.71% |
$317K - $343K
|
165K
$16.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
4.3KNew |
$314K - $339K
|
4.3K
$440K
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
4.28KNew |
$312K - $338K
|
4.28K
$438K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
4.1KNew |
$300K - $324K
|
4.1K
$420K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
BUY
|
- |
4.07K+ 4.03% |
$297K - $321K
|
105K
$10.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.85K+ 18.19% |
$281K - $304K
|
25K
$2.56M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.8KNew |
$278K - $301K
|
3.8K
$390K
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
3.8KNew |
$277K - $300K
|
3.8K
$389K
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
3.77K+ 104.67% |
$275K - $298K
|
7.37K
$755K
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$270K - $292K
|
3.7K
$379K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.64KNew |
$266K - $288K
|
3.64K
$373K
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.58K+ 5.38% |
$261K - $283K
|
70.2K
$7.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.51K+ 4.77% |
$256K - $278K
|
77.2K
$7.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
3.46KNew |
$252K - $273K
|
3.46K
$354K
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
3.46KNew |
$252K - $273K
|
3.46K
$354K
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
3.41K+ 2.71% |
$249K - $270K
|
129K
$13.2M
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
3.41K+ 1.42% |
$249K - $269K
|
244K
$24.9M
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.35K+ 2.41% |
$245K - $265K
|
143K
$14.6M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.32KNew |
$242K - $262K
|
3.32K
$340K
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.31KNew |
$241K - $261K
|
3.31K
$338K
|
|
|
Oct 29, 2021
Q3 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
3.3KNew |
$241K - $261K
|
3.3K
$338K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.25K+ 24.25% |
$237K - $257K
|
16.7K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
3.21K+ 2.46% |
$234K - $253K
|
134K
$13.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.2KNew |
$234K - $253K
|
3.2K
$328K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.18KNew |
$232K - $251K
|
3.18K
$326K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.18K+ 115.97% |
$232K - $251K
|
5.92K
$606K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
3.15K+ 5.99% |
$230K - $249K
|
55.7K
$5.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.06KNew |
$224K - $242K
|
3.06K
$314K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.04K+ 1.52% |
$222K - $240K
|
203K
$20.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.04K+ 0.58% |
$222K - $240K
|
528K
$54.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.81KNew |
$205K - $222K
|
2.81K
$288K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
2.79KNew |
$203K - $220K
|
2.79K
$285K
|