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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-82- 1.15% |
$5.6K - $6.91K
|
7.02K
$719K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-88- 0.65% |
$6.01K - $7.42K
|
13.6K
$1.39M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-90- 0.16% |
$6.15K - $7.59K
|
56.2K
$5.75M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-97- 1.1% |
$6.63K - $8.18K
|
8.71K
$892K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 13.66% |
$6.83K - $8.43K
|
632
$64.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-100- 5.4% |
$6.83K - $8.43K
|
1.75K
$180K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-100- 0.31% |
$6.83K - $8.43K
|
32K
$3.28M
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-100- 0.75% |
$6.83K - $8.43K
|
13.2K
$1.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-100- 3.46% |
$6.83K - $8.43K
|
2.79K
$286K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-104- 1.53% |
$7.11K - $8.77K
|
6.7K
$686K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-105- 4.51% |
$7.17K - $8.85K
|
2.23K
$228K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-110- 2.88% |
$7.52K - $9.28K
|
3.7K
$379K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-114- 0.24% |
$7.79K - $9.61K
|
47.9K
$4.91M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-114Closed |
$7.79K - $9.61K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-116- 0.73% |
$7.93K - $9.78K
|
15.7K
$1.61M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-118- 1.68% |
$8.06K - $9.95K
|
6.89K
$705K
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-123- 1.43% |
$8.4K - $10.4K
|
8.46K
$866K
|
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-125- 0.68% |
$8.54K - $10.5K
|
18.2K
$1.87M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-128- 10.96% |
$8.75K - $10.8K
|
1.04K
$107K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-128- 2.1% |
$8.75K - $10.8K
|
5.96K
$611K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-130- 3.11% |
$8.88K - $11K
|
4.05K
$414K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-134- 1.04% |
$9.16K - $11.3K
|
12.8K
$1.31M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-135- 2.47% |
$9.22K - $11.4K
|
5.32K
$545K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-140- 1.29% |
$9.57K - $11.8K
|
10.7K
$1.09M
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-142- 0.8% |
$9.7K - $12K
|
17.6K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-143- 11.43% |
$9.77K - $12.1K
|
1.11K
$113K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-149- 94.9% |
$10.2K - $12.6K
|
8
$819
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-151- 2.31% |
$10.3K - $12.7K
|
6.39K
$655K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-155- 3.39% |
$10.6K - $13.1K
|
4.42K
$453K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-158- 2.23% |
$10.8K - $13.3K
|
6.92K
$709K
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-160- 3.27% |
$10.9K - $13.5K
|
4.74K
$485K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-160- 4.96% |
$10.9K - $13.5K
|
3.07K
$314K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-161- 1.87% |
$11K - $13.6K
|
8.45K
$865K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-176- 1.94% |
$12K - $14.8K
|
8.89K
$910K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-182- 51.41% |
$12.4K - $15.3K
|
172
$17.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-183- 5.22% |
$12.5K - $15.4K
|
3.32K
$340K
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-196- 5.38% |
$13.4K - $16.5K
|
3.45K
$353K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-196- 21.08% |
$13.4K - $16.5K
|
734
$75.2K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-200- 23.26% |
$13.7K - $16.9K
|
660
$67.6K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-200- 6.0% |
$13.7K - $16.9K
|
3.13K
$321K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-200Closed |
$13.7K - $16.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-200- 4.68% |
$13.7K - $16.9K
|
4.07K
$417K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-200- 1.92% |
$13.7K - $16.9K
|
10.2K
$1.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-202- 2.19% |
$13.8K - $17K
|
9.02K
$924K
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-202- 2.27% |
$13.8K - $17K
|
8.7K
$891K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-207- 1.2% |
$14.1K - $17.5K
|
17K
$1.74M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-211- 5.58% |
$14.4K - $17.8K
|
3.57K
$365K
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-225- 7.48% |
$15.4K - $19K
|
2.79K
$285K
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
SELL
|
- |
-232- 1.67% |
$15.9K - $19.6K
|
13.6K
$1.4M
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-234- 1.14% |
$16K - $19.7K
|
20.2K
$2.07M
|