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
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-237- 0.13% |
$16.2K - $20K
|
176K
$18.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-240- 3.44% |
$16.4K - $20.2K
|
6.75K
$691K
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-245- 0.78% |
$16.7K - $20.7K
|
31K
$3.18M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-247- 2.61% |
$16.9K - $20.8K
|
9.23K
$945K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-252- 1.18% |
$17.2K - $21.2K
|
21K
$2.15M
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-255- 4.34% |
$17.4K - $21.5K
|
5.62K
$575K
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-260- 1.23% |
$17.8K - $21.9K
|
20.9K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-266- 0.57% |
$18.2K - $22.4K
|
46.5K
$4.77M
|
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-271- 2.0% |
$18.5K - $22.9K
|
13.3K
$1.36M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-278- 0.97% |
$19K - $23.4K
|
28.3K
$2.9M
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-292- 1.15% |
$20K - $24.6K
|
25.1K
$2.57M
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-295- 8.15% |
$20.2K - $24.9K
|
3.33K
$341K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-296- 5.27% |
$20.2K - $25K
|
5.33K
$545K
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-300- 2.85% |
$20.5K - $25.3K
|
10.2K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-301- 0.57% |
$20.6K - $25.4K
|
53K
$5.42M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-303- 2.54% |
$20.7K - $25.5K
|
11.6K
$1.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-304- 2.18% |
$20.8K - $25.6K
|
13.7K
$1.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-306- 8.11% |
$20.9K - $25.8K
|
3.47K
$355K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-306- 35.38% |
$20.9K - $25.8K
|
559
$57.2K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-307- 2.72% |
$21K - $25.9K
|
11K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-310- 8.33% |
$21.2K - $26.1K
|
3.41K
$349K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-311- 4.43% |
$21.3K - $26.2K
|
6.72K
$688K
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
SELL
|
- |
-322- 7.99% |
$22K - $27.2K
|
3.71K
$380K
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-323- 1.16% |
$22.1K - $27.2K
|
27.6K
$2.82M
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-325- 4.28% |
$22.2K - $27.4K
|
7.27K
$745K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-328- 1.39% |
$22.4K - $27.7K
|
23.3K
$2.39M
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-338- 0.38% |
$23.1K - $28.5K
|
89K
$9.11M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-338- 2.21% |
$23.1K - $28.5K
|
15K
$1.53M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-339- 1.71% |
$23.2K - $28.6K
|
19.5K
$2M
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-341- 0.56% |
$23.3K - $28.8K
|
60.3K
$6.18M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-344- 0.67% |
$23.5K - $29K
|
51.1K
$5.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-347- 2.62% |
$23.7K - $29.3K
|
12.9K
$1.32M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-348- 43.5% |
$23.8K - $29.3K
|
452
$46.3K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-348- 0.76% |
$23.8K - $29.3K
|
45.7K
$4.68M
|
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-350- 5.6% |
$23.9K - $29.5K
|
5.9K
$604K
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-356- 1.09% |
$24.3K - $30K
|
32.4K
$3.32M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-359Closed |
$24.5K - $30.3K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-359- 5.47% |
$24.5K - $30.3K
|
6.2K
$635K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-364- 1.37% |
$24.9K - $30.7K
|
26.3K
$2.69M
|
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-364- 1.77% |
$24.9K - $30.7K
|
20.2K
$2.07M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-366- 2.81% |
$25K - $30.9K
|
12.7K
$1.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-368- 10.96% |
$25.1K - $31K
|
2.99K
$306K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-370- 3.57% |
$25.3K - $31.2K
|
10K
$1.02M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-376- 2.53% |
$25.7K - $31.7K
|
14.5K
$1.48M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-385- 5.69% |
$26.3K - $32.5K
|
6.38K
$653K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-388- 1.39% |
$26.5K - $32.7K
|
27.6K
$2.82M
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-400- 10.76% |
$27.3K - $33.7K
|
3.32K
$340K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-400Closed |
$27.3K - $33.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-400- 6.11% |
$27.3K - $33.7K
|
6.15K
$630K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-402- 0.34% |
$27.5K - $33.9K
|
119K
$12.2M
|