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 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.75KNew |
$201K - $217K
|
2.75K
$288K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.75KNew |
$201K - $217K
|
2.75K
$288K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.74KNew |
$200K - $217K
|
2.74K
$287K
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.74KNew |
$200K - $217K
|
2.74K
$287K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.73KNew |
$199K - $216K
|
2.73K
$286K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.73KNew |
$199K - $216K
|
2.73K
$286K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.7K+ 2.98% |
$197K - $213K
|
93.3K
$9.77M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.46K+ 49.62% |
$180K - $194K
|
7.42K
$778K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.45K+ 5.46% |
$179K - $194K
|
47.4K
$4.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.4K+ 5.26% |
$175K - $190K
|
48.1K
$5.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.36K+ 14.0% |
$172K - $186K
|
19.2K
$2.01M
|
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2.32K+ 71.14% |
$169K - $183K
|
5.59K
$585K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
2.18K+ 61.3% |
$159K - $172K
|
5.73K
$600K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.08K+ 7.67% |
$152K - $165K
|
29.2K
$3.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.05K+ 44.12% |
$150K - $162K
|
6.69K
$701K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.01K+ 4.27% |
$147K - $159K
|
49.2K
$5.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.01K+ 2.02% |
$147K - $159K
|
102K
$10.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
2K+ 2.78% |
$146K - $158K
|
73.7K
$7.72M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 70.85% |
$139K - $150K
|
4.59K
$481K
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.89K+ 1.54% |
$138K - $149K
|
124K
$13M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.84K+ 2.59% |
$134K - $145K
|
72.8K
$7.62M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.8K+ 19.23% |
$131K - $142K
|
11.1K
$1.17M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
1.74K+ 62.22% |
$127K - $138K
|
4.54K
$475K
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.72K+ 33.97% |
$126K - $136K
|
6.8K
$712K
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
BUY
|
- |
1.7K+ 0.72% |
$124K - $134K
|
239K
$25M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1.68K+ 45.45% |
$122K - $132K
|
5.37K
$562K
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.67K+ 3.0% |
$122K - $132K
|
57.2K
$5.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.65K+ 2.74% |
$121K - $131K
|
62K
$6.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.65K+ 0.37% |
$120K - $130K
|
446K
$46.7M
|
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
1.59K+ 11.01% |
$116K - $126K
|
16.1K
$1.68M
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.51K+ 5.23% |
$110K - $119K
|
30.4K
$3.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.49K+ 0.74% |
$108K - $117K
|
202K
$21.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
1.48K+ 2.36% |
$108K - $117K
|
64.4K
$6.75M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.4K+ 33.49% |
$102K - $110K
|
5.57K
$583K
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.36K+ 8.06% |
$99K - $107K
|
18.2K
$1.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
1.35K+ 0.58% |
$98.6K - $107K
|
235K
$24.7M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$94.6K - $102K
|
1.3K
$136K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.29K+ 36.39% |
$94.2K - $102K
|
4.84K
$507K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.25K+ 0.78% |
$90.9K - $98.4K
|
160K
$16.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.22K+ 13.39% |
$89.3K - $96.7K
|
10.4K
$1.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.14KNew |
$82.8K - $89.7K
|
1.14K
$119K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.11K+ 1.9% |
$80.8K - $87.5K
|
59.2K
$6.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.06K+ 14.84% |
$77.6K - $84K
|
8.23K
$862K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.06K+ 16.62% |
$77.1K - $83.4K
|
7.41K
$776K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.04K+ 3.38% |
$76.1K - $82.4K
|
31.9K
$3.34M
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
BUY
|
- |
1.01K+ 0.51% |
$73.9K - $80K
|
200K
$20.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1K+ 4.42% |
$73K - $79K
|
23.6K
$2.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
988+ 0.7% |
$72.1K - $78.1K
|
142K
$14.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
980+ 8.53% |
$71.5K - $77.4K
|
12.5K
$1.31M
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
975+ 29.1% |
$71.2K - $77K
|
4.33K
$453K
|