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
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
302+ 0.42% |
$22K - $23.9K
|
72.2K
$6.38M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
283+ 4.09% |
$20.7K - $22.4K
|
7.2K
$635K
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
276+ 0.74% |
$20.1K - $21.8K
|
37.5K
$3.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
265+ 1.01% |
$19.3K - $20.9K
|
26.6K
$2.35M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
259+ 0.3% |
$18.9K - $20.5K
|
86.2K
$7.61M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
253+ 2.71% |
$18.5K - $20K
|
9.58K
$845K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
244New |
$17.8K - $19.3K
|
244
$21.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
226+ 1.39% |
$16.5K - $17.9K
|
16.5K
$1.45M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
224+ 0.19% |
$16.3K - $17.7K
|
117K
$10.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
220+ 3.57% |
$16.1K - $17.4K
|
6.39K
$563K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
216+ 0.17% |
$15.8K - $17.1K
|
125K
$11M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
210+ 2.22% |
$15.3K - $16.6K
|
9.67K
$853K
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
208New |
$15.2K - $16.4K
|
208
$18.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$14.6K - $15.8K
|
200
$17.7K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
192+ 3.77% |
$14K - $15.2K
|
5.28K
$466K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
190+ 0.29% |
$13.9K - $15K
|
65.9K
$5.81M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
187+ 3.41% |
$13.6K - $14.8K
|
5.67K
$500K
|
|
|
Nov 12, 2021
Q3 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
182+ 1.22% |
$13.3K - $14.4K
|
15.1K
$1.34M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
182+ 2.26% |
$13.3K - $14.4K
|
8.23K
$727K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
163+ 2.08% |
$11.9K - $12.9K
|
8.01K
$706K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
150+ 1.88% |
$10.9K - $11.9K
|
8.12K
$716K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
125+ 2.62% |
$9.12K - $9.88K
|
4.91K
$433K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
122New |
$8.9K - $9.64K
|
122
$10.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
120+ 3.33% |
$8.76K - $9.48K
|
3.72K
$328K
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
118+ 0.68% |
$8.61K - $9.32K
|
17.5K
$1.55M
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
116+ 1.3% |
$8.47K - $9.16K
|
9.06K
$800K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
113+ 10.08% |
$8.25K - $8.93K
|
1.23K
$109K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
105+ 0.39% |
$7.66K - $8.3K
|
26.8K
$2.36M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
104+ 0.81% |
$7.59K - $8.22K
|
12.9K
$1.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
100+ 0.11% |
$7.3K - $7.9K
|
94.1K
$8.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
100+ 12.5% |
$7.3K - $7.9K
|
900
$79.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
96+ 43.64% |
$7.01K - $7.58K
|
316
$27.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
94+ 0.22% |
$6.86K - $7.43K
|
43.1K
$3.8M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
92+ 1.77% |
$6.72K - $7.27K
|
5.28K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
90+ 0.83% |
$6.57K - $7.11K
|
11K
$970K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
87+ 0.67% |
$6.35K - $6.87K
|
13.1K
$1.16M
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
82+ 2.73% |
$5.99K - $6.48K
|
3.09K
$272K
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
81+ 1.96% |
$5.91K - $6.4K
|
4.22K
$372K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
80+ 1.21% |
$5.84K - $6.32K
|
6.72K
$593K
|
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
77+ 0.14% |
$5.62K - $6.08K
|
55.8K
$4.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
75+ 0.12% |
$5.47K - $5.93K
|
62K
$5.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
72New |
$5.26K - $5.69K
|
72
$6.35K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
71+ 0.13% |
$5.18K - $5.61K
|
56.8K
$5.01M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
66+ 0.12% |
$4.82K - $5.21K
|
54.4K
$4.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
59New |
$4.31K - $4.66K
|
59
$5.21K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
54+ 1.81% |
$3.94K - $4.27K
|
3.04K
$268K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
53+ 3.59% |
$3.87K - $4.19K
|
1.53K
$135K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
51+ 0.09% |
$3.72K - $4.03K
|
54.6K
$4.81M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
47New |
$3.43K - $3.71K
|
47
$4.15K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
47+ 0.36% |
$3.43K - $3.71K
|
13K
$1.15M
|