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 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
951+ 5.85% |
$69.4K - $75.1K
|
17.2K
$1.76M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
950+ 562.13% |
$69.3K - $75.1K
|
1.12K
$115K
|
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
918+ 2.89% |
$67K - $72.5K
|
32.7K
$3.35M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
899+ 1.91% |
$65.6K - $71K
|
48K
$4.92M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
882+ 8.13% |
$64.4K - $69.7K
|
11.7K
$1.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
879+ 0.35% |
$64.2K - $69.4K
|
251K
$25.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
874+ 4.67% |
$63.8K - $69K
|
19.6K
$2M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
851+ 0.94% |
$62.1K - $67.2K
|
90.9K
$9.31M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
836+ 6.62% |
$61K - $66K
|
13.5K
$1.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
826+ 0.57% |
$60.3K - $65.3K
|
145K
$14.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
814+ 1.69% |
$59.4K - $64.3K
|
48.9K
$5M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
801+ 1.11% |
$58.5K - $63.3K
|
72.8K
$7.46M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
740+ 0.84% |
$54K - $58.5K
|
89.2K
$9.13M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
736+ 0.54% |
$53.7K - $58.1K
|
137K
$14M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
732+ 8.35% |
$53.4K - $57.8K
|
9.5K
$973K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
702+ 5.52% |
$51.2K - $55.5K
|
13.4K
$1.37M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
671+ 0.44% |
$49K - $53K
|
152K
$15.6M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
662+ 1.62% |
$48.3K - $52.3K
|
41.5K
$4.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
630+ 5.47% |
$46K - $49.8K
|
12.1K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
619+ 5.72% |
$45.2K - $48.9K
|
11.4K
$1.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
619+ 0.35% |
$45.2K - $48.9K
|
177K
$18.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
BUY
|
- |
610+ 9.51% |
$44.5K - $48.2K
|
7.03K
$720K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
605New |
$44.2K - $47.8K
|
605
$62K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
603+ 498.35% |
$44K - $47.6K
|
724
$74.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
600+ 0.26% |
$43.8K - $47.4K
|
228K
$23.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
589+ 0.59% |
$43K - $46.5K
|
101K
$10.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
584+ 16.79% |
$42.6K - $46.1K
|
4.06K
$416K
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
548+ 3.78% |
$40K - $43.3K
|
15.1K
$1.54M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
540+ 15.2% |
$39.4K - $42.7K
|
4.09K
$419K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
521+ 19.85% |
$38K - $41.2K
|
3.15K
$322K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
520New |
$38K - $41.1K
|
520
$53.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
478+ 4.85% |
$34.9K - $37.8K
|
10.3K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
459+ 2.7% |
$33.5K - $36.3K
|
17.4K
$1.79M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
459+ 1.35% |
$33.5K - $36.3K
|
34.5K
$3.53M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
458New |
$33.4K - $36.2K
|
458
$46.9K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
452New |
$33K - $35.7K
|
452
$46.3K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
BUY
|
- |
451+ 2.59% |
$32.9K - $35.6K
|
17.9K
$1.83M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
388New |
$28.3K - $30.7K
|
388
$39.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
387+ 6.22% |
$28.2K - $30.6K
|
6.61K
$677K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
380+ 0.67% |
$27.7K - $30K
|
57.2K
$5.86M
|
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
369+ 7.13% |
$26.9K - $29.2K
|
5.54K
$567K
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
358+ 0.18% |
$26.1K - $28.3K
|
199K
$20.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
356+ 1.61% |
$26K - $28.1K
|
22.4K
$2.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
352+ 3.1% |
$25.7K - $27.8K
|
11.7K
$1.2M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
350+ 1.04% |
$25.5K - $27.7K
|
34.1K
$3.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
346+ 3.42% |
$25.3K - $27.3K
|
10.5K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
321+ 6.41% |
$23.4K - $25.4K
|
5.33K
$546K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
314+ 1.32% |
$22.9K - $24.8K
|
24.1K
$2.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
313+ 5.36% |
$22.8K - $24.7K
|
6.15K
$630K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
302+ 0.42% |
$22K - $23.9K
|
72.2K
$7.4M
|