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 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-406- 0.79% |
$27.7K - $34.2K
|
51.1K
$5.24M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-418- 8.88% |
$28.6K - $35.2K
|
4.29K
$439K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-440- 1.64% |
$30.1K - $37.1K
|
26.4K
$2.7M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-440- 3.06% |
$30.1K - $37.1K
|
13.9K
$1.43M
|
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-446- 5.18% |
$30.5K - $37.6K
|
8.17K
$837K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-455- 5.82% |
$31.1K - $38.4K
|
7.37K
$755K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-461- 12.35% |
$31.5K - $38.9K
|
3.27K
$335K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-465Closed |
$31.8K - $39.2K
|
0
$0
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-470- 14.44% |
$32.1K - $39.6K
|
2.78K
$285K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-482- 0.23% |
$32.9K - $40.6K
|
206K
$21.1M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-485- 2.06% |
$33.1K - $40.9K
|
23.1K
$2.37M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-496- 1.66% |
$33.9K - $41.8K
|
29.4K
$3.01M
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-498- 0.82% |
$34K - $42K
|
60.3K
$6.17M
|
|
|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-500- 15.44% |
$34.2K - $42.2K
|
2.74K
$280K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-500- 13.68% |
$34.2K - $42.2K
|
3.15K
$323K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-501- 5.75% |
$34.2K - $42.2K
|
8.21K
$841K
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-502- 12.93% |
$34.3K - $42.3K
|
3.38K
$346K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-504Closed |
$34.4K - $42.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-507- 0.42% |
$34.6K - $42.8K
|
120K
$12.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-511- 5.14% |
$34.9K - $43.1K
|
9.44K
$966K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-512- 7.83% |
$35K - $43.2K
|
6.03K
$618K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-521- 15.01% |
$35.6K - $43.9K
|
2.95K
$302K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-522- 6.7% |
$35.7K - $44K
|
7.27K
$745K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-523- 3.64% |
$35.7K - $44.1K
|
13.9K
$1.42M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-527- 22.16% |
$36K - $44.4K
|
1.85K
$190K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-529- 6.54% |
$36.1K - $44.6K
|
7.56K
$774K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-530Closed |
$36.2K - $44.7K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-556- 2.8% |
$38K - $46.9K
|
19.3K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-576Closed |
$39.4K - $48.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-585- 17.7% |
$40K - $49.3K
|
2.72K
$279K
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-588- 58.57% |
$40.2K - $49.6K
|
416
$42.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-591- 1.44% |
$40.4K - $49.8K
|
40.4K
$4.14M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-597- 1.61% |
$40.8K - $50.3K
|
36.6K
$3.74M
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
SELL
|
- |
-638- 4.28% |
$43.6K - $53.8K
|
14.3K
$1.46M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-646- 3.48% |
$44.1K - $54.5K
|
17.9K
$1.84M
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-652- 12.62% |
$44.6K - $55K
|
4.51K
$462K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-655Closed |
$44.8K - $55.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-660- 3.83% |
$45.1K - $55.7K
|
16.6K
$1.7M
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-678- 0.83% |
$46.3K - $57.2K
|
81.4K
$8.34M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-683- 63.71% |
$46.7K - $57.6K
|
389
$39.8K
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-687- 3.85% |
$46.9K - $57.9K
|
17.2K
$1.76M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-688- 2.18% |
$47K - $58K
|
30.9K
$3.16M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-701- 16.13% |
$47.9K - $59.1K
|
3.65K
$373K
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-704- 6.49% |
$48.1K - $59.4K
|
10.1K
$1.04M
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-712- 0.32% |
$48.7K - $60K
|
222K
$22.7M
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-715- 3.89% |
$48.9K - $60.3K
|
17.7K
$1.81M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-742- 24.54% |
$50.7K - $62.6K
|
2.28K
$234K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-762- 20.77% |
$52.1K - $64.3K
|
2.91K
$298K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-768Closed |
$52.5K - $64.8K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-768- 8.08% |
$52.5K - $64.8K
|
8.74K
$895K
|