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
$861K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
44+ 0.29% |
$3.21K - $3.48K
|
15K
$1.58M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
42+ 0.4% |
$3.07K - $3.32K
|
10.6K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
41+ 1.22% |
$2.99K - $3.24K
|
3.41K
$357K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
40+ 0.96% |
$2.92K - $3.16K
|
4.21K
$441K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$2.41K - $2.61K
|
23.6K
$2.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
30+ 0.04% |
$2.19K - $2.37K
|
74.5K
$7.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 0.15% |
$2.12K - $2.29K
|
19.2K
$2.02M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
20+ 0.21% |
$1.46K - $1.58K
|
9.5K
$995K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20+ 0.42% |
$1.46K - $1.58K
|
4.74K
$496K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16New |
$1.17K - $1.26K
|
16
$1.68K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
14+ 0.33% |
$1.02K - $1.11K
|
4.21K
$441K
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
13+ 0.04% |
$949 - $1.03K
|
29.7K
$3.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Amundi
Paris, I0 |
BUY
|
- |
12New |
$876 - $948
|
12
$1.26K
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 0.17% |
$876 - $948
|
6.89K
$722K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
12+ 0.3% |
$876 - $948
|
4.02K
$421K
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11+ 0.05% |
$803 - $869
|
23.8K
$2.49M
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
11+ 0.15% |
$803 - $869
|
7.49K
$784K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
10+ 0.15% |
$730 - $790
|
6.8K
$712K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
10+ 0.01% |
$730 - $790
|
163K
$17.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
10New |
$730 - $790
|
10
$1.05K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
8+ 0.12% |
$584 - $632
|
6.45K
$675K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.16% |
$584 - $632
|
5.14K
$538K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.08% |
$584 - $632
|
9.66K
$1.01M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
6+ 0.03% |
$438 - $474
|
20.3K
$2.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6+ 0.08% |
$438 - $474
|
7.94K
$832K
|
|
|
Oct 18, 2021
Q3 2021
|
Trh Financial, LLC
|
BUY
|
- |
6+ 0.15% |
$438 - $474
|
4.02K
$422K
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$365 - $395
|
3.31K
$346K
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5+ 0.13% |
$365 - $395
|
3.97K
$416K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.13% |
$365 - $395
|
3.73K
$391K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4+ 0.04% |
$292 - $316
|
11.3K
$1.19M
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
4+ 0.11% |
$292 - $316
|
3.63K
$380K
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4+ 0.06% |
$292 - $316
|
7.12K
$746K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 0.06% |
$292 - $316
|
6.58K
$689K
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
4+ 0.15% |
$292 - $316
|
2.74K
$287K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3+ 0.02% |
$219 - $237
|
18.6K
$1.95M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.05% |
$146 - $158
|
4.41K
$462K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.15% |
$146 - $158
|
1.33K
$140K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
2+ 0.04% |
$146 - $158
|
5.68K
$595K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.15% |
$146 - $158
|
1.37K
$144K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2+ 0.03% |
$146 - $158
|
6K
$629K
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$146 - $158
|
3.46K
$362K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$73 - $79
|
1.36M
$143M
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1+ 0.01% |
$73 - $79
|
7.8K
$817K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.04% |
$73 - $79
|
2.57K
$269K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$73 - $79
|
14.2K
$1.48M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$73 - $79
|
7.27K
$762K
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
1+ 0.02% |
$73 - $79
|
4.59K
$481K
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.02% |
$73 - $79
|
4.54K
$476K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$73 - $79
|
12.7K
$1.33M
|