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 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-771- 9.34% |
$52.7K - $65K
|
7.48K
$766K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-777- 2.29% |
$53.1K - $65.5K
|
33.1K
$3.39M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-782- 6.43% |
$53.4K - $65.9K
|
11.4K
$1.17M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-786- 6.09% |
$53.7K - $66.3K
|
12.1K
$1.24M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-790- 8.51% |
$54K - $66.6K
|
8.49K
$870K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-792- 0.88% |
$54.1K - $66.8K
|
89.5K
$9.17M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-800- 12.63% |
$54.7K - $67.5K
|
5.53K
$567K
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-800- 13.27% |
$54.7K - $67.5K
|
5.23K
$535K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-800- 12.63% |
$54.7K - $67.5K
|
5.53K
$567K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-801- 13.3% |
$54.7K - $67.5K
|
5.22K
$535K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-810- 17.71% |
$55.3K - $68.3K
|
3.76K
$385K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-814- 1.09% |
$55.6K - $68.6K
|
73.7K
$7.55M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-824- 1.6% |
$56.3K - $69.5K
|
50.5K
$5.17M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-826- 3.15% |
$56.4K - $69.6K
|
25.4K
$2.6M
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-857- 2.0% |
$58.6K - $72.3K
|
42K
$4.3M
|
|
|
May 09, 2022
Q1 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-860- 12.22% |
$58.8K - $72.5K
|
6.18K
$632K
|
|
|
May 16, 2022
Q1 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-860- 5.99% |
$58.8K - $72.5K
|
13.5K
$1.38M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-866- 8.98% |
$59.2K - $73K
|
8.77K
$899K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-881- 4.74% |
$60.2K - $74.3K
|
17.7K
$1.82M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-883- 1.57% |
$60.3K - $74.5K
|
55.2K
$5.65M
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-899- 0.98% |
$61.4K - $75.8K
|
90.6K
$9.28M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-900- 10.2% |
$61.5K - $75.9K
|
7.92K
$811K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-906- 12.45% |
$61.9K - $76.4K
|
6.37K
$653K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-911- 0.3% |
$62.2K - $76.8K
|
299K
$30.7M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-915- 2.9% |
$62.5K - $77.2K
|
30.6K
$3.13M
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-933- 22.21% |
$63.8K - $78.7K
|
3.27K
$335K
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-937- 6.13% |
$64K - $79K
|
14.3K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-950- 25.97% |
$64.9K - $80.1K
|
2.71K
$277K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-970- 3.28% |
$66.3K - $81.8K
|
28.6K
$2.93M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-980- 4.85% |
$67K - $82.6K
|
19.2K
$1.97M
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-997- 3.81% |
$68.1K - $84.1K
|
25.2K
$2.58M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1K- 3.47% |
$68.4K - $84.4K
|
27.9K
$2.85M
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.02K- 7.24% |
$69.4K - $85.6K
|
13K
$1.33M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.04K- 1.8% |
$71.1K - $87.7K
|
56.9K
$5.82M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.06K- 1.24% |
$72.4K - $89.3K
|
84K
$8.6M
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.08K- 3.1% |
$73.6K - $90.8K
|
33.6K
$3.44M
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.09K- 1.36% |
$74.1K - $91.5K
|
78.5K
$8.03M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.09K- 26.1% |
$74.5K - $91.9K
|
3.09K
$316K
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.11K- 3.86% |
$76K - $93.8K
|
27.7K
$2.84M
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.15K- 27.91% |
$78.9K - $97.3K
|
2.98K
$305K
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
SELL
|
- |
-1.18K- 7.69% |
$80.6K - $99.5K
|
14.2K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.18K- 0.58% |
$80.6K - $99.5K
|
202K
$20.6M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.19K- 4.93% |
$81K - $100K
|
22.9K
$2.34M
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.2KClosed |
$82K - $101K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.21K- 2.69% |
$82.8K - $102K
|
43.9K
$4.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.23K- 19.28% |
$84K - $104K
|
5.15K
$527K
|
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
SELL
|
- |
-1.23K- 7.56% |
$84.1K - $104K
|
15.1K
$1.54M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.23K- 7.59% |
$84.3K - $104K
|
15K
$1.54M
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.29K- 2.23% |
$88.1K - $109K
|
56.6K
$5.79M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.3K- 1.3% |
$88.8K - $110K
|
98.4K
$10.1M
|