Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.6M+ 7146.91% |
$1.2B - $1.48B
|
17.8M
$1.84B
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.83MNew |
$604M - $745M
|
8.83M
$912M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.61M+ 64.56% |
$520M - $642M
|
19.4M
$2B
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.87M+ 8.35% |
$264M - $326M
|
50.1M
$5.18B
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.81M+ 120.35% |
$260M - $321M
|
6.97M
$720M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.98MNew |
$204M - $251M
|
2.98M
$308M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.55M+ 208.34% |
$106M - $130M
|
2.29M
$236M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.3M+ 9394.11% |
$89M - $110M
|
1.32M
$136M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.07M+ 35477.84% |
$72.8M - $89.9M
|
1.07M
$110M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.05M+ 18.59% |
$72.1M - $89M
|
6.73M
$695M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
967K+ 9714.23% |
$66.1M - $81.5M
|
977K
$101M
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
943K+ 18859.8% |
$64.4M - $79.5M
|
948K
$97.9M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
796K+ 2.82% |
$54.4M - $67.1M
|
29M
$3B
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
691K+ 123.11% |
$47.2M - $58.2M
|
1.25M
$129M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
653K+ 14774.49% |
$44.6M - $55.1M
|
658K
$67.9M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
544K+ 16.06% |
$37.2M - $45.9M
|
3.93M
$406M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
453K+ 3.77% |
$30.9M - $38.2M
|
12.5M
$1.29B
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
327K+ 3.76% |
$22.3M - $27.5M
|
9.02M
$932M
|
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
301K+ 57.73% |
$20.6M - $25.4M
|
823K
$85M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
275K+ 7537.99% |
$18.8M - $23.2M
|
278K
$28.7M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
268K+ 14.44% |
$18.3M - $22.6M
|
2.12M
$219M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
238KNew |
$16.3M - $20.1M
|
238K
$24.6M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
236KNew |
$16.1M - $19.9M
|
236K
$24.4M
|
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
228K+ 312.65% |
$15.6M - $19.3M
|
301K
$31.1M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
217K+ 81.48% |
$14.8M - $18.3M
|
484K
$50M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
216K+ 16.52% |
$14.8M - $18.2M
|
1.52M
$157M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
200K+ 15.18% |
$13.6M - $16.8M
|
1.51M
$156M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
187K+ 7.72% |
$12.7M - $15.7M
|
2.6M
$269M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
183K+ 241.11% |
$12.5M - $15.4M
|
259K
$26.7M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
178K+ 180.21% |
$12.2M - $15M
|
277K
$28.6M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
166K+ 59.07% |
$11.3M - $14M
|
446K
$46M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
164KNew |
$11.2M - $13.8M
|
164K
$16.9M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
161K+ 4234.33% |
$11M - $13.6M
|
165K
$17M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
138K+ 81.71% |
$9.42M - $11.6M
|
306K
$31.7M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
135K+ 35.42% |
$9.22M - $11.4M
|
516K
$53.3M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
124K+ 4688.64% |
$8.46M - $10.4M
|
127K
$13.1M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
97.9KNew |
$6.69M - $8.25M
|
97.9K
$10.1M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
94.3K+ 40.95% |
$6.44M - $7.95M
|
325K
$33.5M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
92.8KNew |
$6.34M - $7.82M
|
92.8K
$9.58M
|
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
91.1KNew |
$6.22M - $7.68M
|
91.1K
$9.4M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
90.6K+ 23.23% |
$6.19M - $7.64M
|
480K
$49.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
90.3K+ 7.26% |
$6.17M - $7.62M
|
1.33M
$138M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
89.4K+ 706.08% |
$6.11M - $7.54M
|
102K
$10.5M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
89.3K+ 81.06% |
$6.1M - $7.53M
|
199K
$20.6M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
86.4K+ 5.72% |
$5.9M - $7.28M
|
1.6M
$165M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
85.5K+ 28.85% |
$5.84M - $7.21M
|
382K
$39.4M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
81.5K+ 13.13% |
$5.57M - $6.87M
|
702K
$72.5M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
77.3K+ 51.93% |
$5.28M - $6.52M
|
226K
$23.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
73.8KNew |
$5.04M - $6.22M
|
73.8K
$7.62M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
71.9K+ 265.83% |
$4.92M - $6.07M
|
99K
$10.2M
|