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
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.57K- 6.98% |
$114K - $124K
|
20.9K
$2.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
SELL
|
- |
-1.57K- 7.52% |
$115K - $124K
|
19.3K
$2.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.57K- 28.32% |
$115K - $124K
|
3.98K
$416K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-1.61K- 18.01% |
$118K - $127K
|
7.33K
$768K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.62K- 0.9% |
$118K - $128K
|
177K
$18.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-1.63K- 2.24% |
$119K - $129K
|
71K
$7.44M
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.67K- 1.44% |
$122K - $132K
|
114K
$11.9M
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.69K- 3.48% |
$123K - $134K
|
46.9K
$4.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.71K- 5.59% |
$125K - $135K
|
28.8K
$3.02M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.72K- 12.78% |
$126K - $136K
|
11.8K
$1.23M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.73K- 14.62% |
$126K - $136K
|
10.1K
$1.06M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.73K- 2.85% |
$126K - $136K
|
58.8K
$6.16M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.75K- 1.13% |
$128K - $138K
|
154K
$16.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.78K- 5.18% |
$130K - $140K
|
32.5K
$3.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.78K- 1.17% |
$130K - $140K
|
151K
$15.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.79K- 3.55% |
$131K - $141K
|
48.7K
$5.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.79K- 47.31% |
$131K - $142K
|
2K
$209K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.79K- 0.62% |
$131K - $142K
|
289K
$30.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.8K- 47.77% |
$131K - $142K
|
1.96K
$206K
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.81K- 4.46% |
$132K - $143K
|
38.7K
$4.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.83K- 1.42% |
$133K - $144K
|
126K
$13.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.84K- 13.3% |
$134K - $145K
|
12K
$1.26M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.86K- 17.52% |
$136K - $147K
|
8.76K
$917K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.86K- 17.52% |
$136K - $147K
|
8.76K
$917K
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.87K- 3.45% |
$137K - $148K
|
52.4K
$5.49M
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.88K- 1.41% |
$137K - $148K
|
132K
$13.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.88K- 1.4% |
$137K - $149K
|
133K
$13.9M
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
SELL
|
- |
-1.91K- 3.87% |
$139K - $151K
|
47.3K
$4.96M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.92KClosed |
$140K - $151K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.06K- 3.05% |
$150K - $163K
|
65.4K
$6.85M
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.06K- 1.37% |
$151K - $163K
|
148K
$15.5M
|
|
|
Apr 19, 2022
Q3 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-2.07K- 0.3% |
$151K - $163K
|
682K
$71.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.14K- 51.76% |
$156K - $169K
|
1.99K
$209K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-2.14K- 0.37% |
$156K - $169K
|
570K
$59.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.16K- 0.8% |
$158K - $170K
|
267K
$28M
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.16K- 19.01% |
$158K - $170K
|
9.19K
$963K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.21K- 1.74% |
$161K - $174K
|
124K
$13M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.22K- 0.38% |
$162K - $175K
|
582K
$61M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.27KClosed |
$165K - $179K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.27K- 29.5% |
$166K - $179K
|
5.43K
$569K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-2.32K- 0.52% |
$169K - $183K
|
439K
$46M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.36K- 1.38% |
$173K - $187K
|
169K
$17.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.36K- 19.72% |
$173K - $187K
|
9.62K
$1.01M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.42K- 16.9% |
$177K - $191K
|
11.9K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.43K- 0.75% |
$177K - $192K
|
322K
$33.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.44K- 4.44% |
$178K - $193K
|
52.5K
$5.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.55K- 13.51% |
$186K - $202K
|
16.3K
$1.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.59K- 0.42% |
$189K - $204K
|
609K
$63.8M
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.72K- 36.6% |
$198K - $215K
|
4.71K
$493K
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.74K- 38.22% |
$200K - $216K
|
4.42K
$463K
|