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
$725K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
45+ 1.85% |
$3.28K - $3.56K
|
2.48K
$219K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
44+ 0.29% |
$3.21K - $3.48K
|
15K
$1.33M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
42+ 0.4% |
$3.07K - $3.32K
|
10.6K
$932K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
41+ 1.22% |
$2.99K - $3.24K
|
3.41K
$301K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
40+ 0.96% |
$2.92K - $3.16K
|
4.21K
$372K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$2.41K - $2.61K
|
23.6K
$2.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
30+ 0.04% |
$2.19K - $2.37K
|
74.5K
$6.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 0.15% |
$2.12K - $2.29K
|
19.2K
$1.7M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
20+ 0.21% |
$1.46K - $1.58K
|
9.5K
$838K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20+ 0.42% |
$1.46K - $1.58K
|
4.74K
$418K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16New |
$1.17K - $1.26K
|
16
$1.41K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
14+ 0.33% |
$1.02K - $1.11K
|
4.21K
$372K
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
13+ 0.04% |
$949 - $1.03K
|
29.7K
$2.62M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 0.17% |
$876 - $948
|
6.89K
$608K
|
|
|
Nov 15, 2021
Q3 2021
|
Amundi
Paris, I0 |
BUY
|
- |
12New |
$876 - $948
|
12
$1.06K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
12+ 0.3% |
$876 - $948
|
4.02K
$355K
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
11+ 0.15% |
$803 - $869
|
7.49K
$661K
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11+ 0.05% |
$803 - $869
|
23.8K
$2.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
10+ 0.01% |
$730 - $790
|
163K
$14.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.15% |
$730 - $790
|
6.8K
$600K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$730 - $790
|
10
$883
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
8+ 0.12% |
$584 - $632
|
6.45K
$569K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.16% |
$584 - $632
|
5.14K
$453K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.08% |
$584 - $632
|
9.66K
$853K
|
|
|
Oct 18, 2021
Q3 2021
|
Trh Financial, LLC
|
BUY
|
- |
6+ 0.15% |
$438 - $474
|
4.02K
$355K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
6+ 0.03% |
$438 - $474
|
20.3K
$1.79M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6+ 0.08% |
$438 - $474
|
7.94K
$701K
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$365 - $395
|
3.31K
$292K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.13% |
$365 - $395
|
3.73K
$329K
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5+ 0.13% |
$365 - $395
|
3.97K
$350K
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
4+ 0.15% |
$292 - $316
|
2.74K
$242K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4+ 0.04% |
$292 - $316
|
11.3K
$1M
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
4+ 0.11% |
$292 - $316
|
3.63K
$320K
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4+ 0.06% |
$292 - $316
|
7.12K
$628K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.06% |
$292 - $316
|
6.58K
$580K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3+ 0.02% |
$219 - $237
|
18.6K
$1.64M
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$146 - $158
|
3.46K
$305K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.15% |
$146 - $158
|
1.33K
$118K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2+ 0.03% |
$146 - $158
|
6K
$530K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.15% |
$146 - $158
|
1.37K
$121K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
2+ 0.04% |
$146 - $158
|
5.68K
$501K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.05% |
$146 - $158
|
4.41K
$389K
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.02% |
$73 - $79
|
4.54K
$401K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.22% |
$73 - $79
|
453
$40K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$73 - $79
|
1.36M
$120M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$73 - $79
|
12.7K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1+ 0.01% |
$73 - $79
|
7.8K
$688K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$73 - $79
|
14.2K
$1.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.19% |
$73 - $79
|
537
$47.4K
|