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 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$73 - $79
|
7.27K
$745K
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.02% |
$73 - $79
|
4.54K
$465K
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
1+ 0.02% |
$73 - $79
|
4.59K
$470K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1- 0.02% |
$73 - $79
|
5.93K
$608K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.02% |
$73 - $79
|
4.35K
$445K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1- 0.02% |
$73 - $79
|
5.93K
$608K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-2- 0.05% |
$146 - $158
|
3.65K
$373K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-3- 0.27% |
$219 - $237
|
1.1K
$113K
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6- 0.03% |
$438 - $474
|
23.6K
$2.42M
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8- 0.21% |
$584 - $632
|
3.72K
$381K
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-9- 0.17% |
$657 - $711
|
5.22K
$534K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-11- 0.32% |
$803 - $869
|
3.42K
$350K
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-13- 0.02% |
$949 - $1.03K
|
62.7K
$6.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-16- 0.19% |
$1.17K - $1.26K
|
8.54K
$875K
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18- 0.02% |
$1.31K - $1.42K
|
101K
$10.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-18- 0.58% |
$1.31K - $1.42K
|
3.08K
$315K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19- 0.22% |
$1.39K - $1.5K
|
8.6K
$881K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-20- 0.47% |
$1.46K - $1.58K
|
4.28K
$438K
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-24- 0.87% |
$1.75K - $1.9K
|
2.74K
$281K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-25- 0.19% |
$1.82K - $1.98K
|
12.9K
$1.32M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-27- 1.7% |
$1.97K - $2.13K
|
1.57K
$160K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-28- 0.54% |
$2.04K - $2.21K
|
5.18K
$530K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-28- 0.17% |
$2.04K - $2.21K
|
16.4K
$1.68M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-30- 0.22% |
$2.19K - $2.37K
|
13.5K
$1.39M
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-30- 0.76% |
$2.19K - $2.37K
|
3.9K
$400K
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-30- 0.21% |
$2.19K - $2.37K
|
14.4K
$1.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-31- 1.31% |
$2.26K - $2.45K
|
2.33K
$239K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-33- 0.36% |
$2.41K - $2.61K
|
9.07K
$929K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-33- 0.91% |
$2.41K - $2.61K
|
3.6K
$369K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-34- 0.74% |
$2.48K - $2.69K
|
4.58K
$469K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-35- 0.07% |
$2.55K - $2.77K
|
48.2K
$4.93M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-35- 0.22% |
$2.55K - $2.77K
|
15.6K
$1.59M
|
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.55% |
$2.55K - $2.77K
|
6.31K
$647K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-40- 0.6% |
$2.92K - $3.16K
|
6.59K
$675K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-42- 0.17% |
$3.07K - $3.32K
|
25K
$2.56M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-43- 0.38% |
$3.14K - $3.4K
|
11.3K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-45- 0.09% |
$3.28K - $3.56K
|
47.4K
$4.86M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-50- 1.35% |
$3.65K - $3.95K
|
3.65K
$374K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-50- 37.04% |
$3.65K - $3.95K
|
85
$8.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
SELL
|
- |
-55- 2.51% |
$4.01K - $4.35K
|
2.13K
$218K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-56- 0.27% |
$4.09K - $4.42K
|
20.6K
$2.11M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
SELL
|
- |
-57- 1.5% |
$4.16K - $4.5K
|
3.74K
$383K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-60- 0.18% |
$4.38K - $4.74K
|
34.2K
$3.5M
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 3.51% |
$4.38K - $4.74K
|
1.65K
$169K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-64- 1.54% |
$4.67K - $5.06K
|
4.08K
$418K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-65- 1.11% |
$4.74K - $5.14K
|
5.82K
$596K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-66- 16.5% |
$4.82K - $5.21K
|
334
$34.2K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-70- 0.52% |
$5.11K - $5.53K
|
13.3K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-70- 1.03% |
$5.11K - $5.53K
|
6.72K
$688K
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-71- 1.25% |
$5.18K - $5.61K
|
5.6K
$574K
|