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 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
45+ 0.55% |
$3.28K - $3.56K
|
8.22K
$841K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
44+ 0.29% |
$3.21K - $3.48K
|
15K
$1.54M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
42+ 0.4% |
$3.07K - $3.32K
|
10.6K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
41+ 1.22% |
$2.99K - $3.24K
|
3.41K
$349K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
40+ 0.96% |
$2.92K - $3.16K
|
4.21K
$431K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$2.41K - $2.61K
|
23.6K
$2.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
30+ 0.04% |
$2.19K - $2.37K
|
74.5K
$7.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 0.15% |
$2.12K - $2.29K
|
19.2K
$1.97M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
20+ 0.21% |
$1.46K - $1.58K
|
9.5K
$972K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20+ 0.42% |
$1.46K - $1.58K
|
4.74K
$485K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16New |
$1.17K - $1.26K
|
16
$1.64K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
14+ 0.33% |
$1.02K - $1.11K
|
4.21K
$431K
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
13+ 0.04% |
$949 - $1.03K
|
29.7K
$3.04M
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
12+ 0.3% |
$876 - $948
|
4.02K
$411K
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 0.17% |
$876 - $948
|
6.89K
$706K
|
|
|
Nov 15, 2021
Q3 2021
|
Amundi
Paris, I0 |
BUY
|
- |
12New |
$876 - $948
|
12
$1.23K
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
11+ 0.15% |
$803 - $869
|
7.49K
$767K
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11+ 0.05% |
$803 - $869
|
23.8K
$2.44M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
10+ 0.01% |
$730 - $790
|
163K
$16.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.15% |
$730 - $790
|
6.8K
$696K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$730 - $790
|
10
$1.02K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.16% |
$584 - $632
|
5.14K
$526K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.08% |
$584 - $632
|
9.66K
$990K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
8+ 0.12% |
$584 - $632
|
6.45K
$660K
|
|
|
Oct 18, 2021
Q3 2021
|
Trh Financial, LLC
|
BUY
|
- |
6+ 0.15% |
$438 - $474
|
4.02K
$412K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
6+ 0.03% |
$438 - $474
|
20.3K
$2.08M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6+ 0.08% |
$438 - $474
|
7.94K
$813K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.13% |
$365 - $395
|
3.73K
$382K
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5+ 0.13% |
$365 - $395
|
3.97K
$406K
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$365 - $395
|
3.31K
$338K
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
4+ 0.15% |
$292 - $316
|
2.74K
$280K
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
4+ 0.11% |
$292 - $316
|
3.63K
$372K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4+ 0.04% |
$292 - $316
|
11.3K
$1.16M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.06% |
$292 - $316
|
6.58K
$673K
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4+ 0.06% |
$292 - $316
|
7.12K
$729K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3+ 0.02% |
$219 - $237
|
18.6K
$1.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$146 - $158
|
3.46K
$354K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2+ 0.03% |
$146 - $158
|
6K
$614K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.05% |
$146 - $158
|
4.41K
$452K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.15% |
$146 - $158
|
1.33K
$137K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.15% |
$146 - $158
|
1.37K
$140K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
2+ 0.04% |
$146 - $158
|
5.68K
$582K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1+ 0.01% |
$73 - $79
|
7.8K
$798K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$73 - $79
|
12.7K
$1.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.19% |
$73 - $79
|
537
$55K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$73 - $79
|
14.2K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$73 - $79
|
1.36M
$140M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.04% |
$73 - $79
|
2.57K
$263K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.22% |
$73 - $79
|
453
$46.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.02% |
$73 - $79
|
4.83K
$495K
|