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 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.3K- 14.36% |
$89K - $110K
|
7.77K
$796K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.32K- 0.54% |
$90.1K - $111K
|
243K
$24.9M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-1.34K- 14.49% |
$91.7K - $113K
|
7.92K
$811K
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 6.53% |
$91.8K - $113K
|
19.2K
$1.97M
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-1.35K- 17.24% |
$92.5K - $114K
|
6.49K
$665K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.39K- 8.87% |
$95.3K - $118K
|
14.3K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.4K- 10.44% |
$95.8K - $118K
|
12K
$1.23M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.46K- 2.5% |
$99.4K - $123K
|
56.9K
$5.82M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.47KClosed |
$100K - $124K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
SELL
|
- |
-1.49K- 2.34% |
$102K - $126K
|
62.1K
$6.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.5K- 8.31% |
$102K - $126K
|
16.5K
$1.69M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.5K- 1.06% |
$102K - $126K
|
140K
$14.4M
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.52K- 2.85% |
$104K - $128K
|
51.8K
$5.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.53K- 44.54% |
$104K - $129K
|
1.9K
$195K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 8.95% |
$107K - $132K
|
15.9K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.59K- 24.53% |
$108K - $134K
|
4.88K
$499K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.59K- 24.53% |
$108K - $134K
|
4.88K
$499K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.6K- 21.38% |
$109K - $135K
|
5.89K
$603K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.64K- 8.54% |
$112K - $138K
|
17.5K
$1.79M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.65K- 0.53% |
$113K - $139K
|
311K
$31.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 15.15% |
$114K - $141K
|
9.34K
$957K
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.7K- 38.18% |
$116K - $143K
|
2.75K
$282K
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.74K- 26.47% |
$119K - $147K
|
4.84K
$496K
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-1.77K- 4.52% |
$121K - $149K
|
37.4K
$3.83M
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.77K- 3.97% |
$121K - $149K
|
42.9K
$4.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.85K- 5.58% |
$126K - $156K
|
31.3K
$3.2M
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.85K- 4.59% |
$126K - $156K
|
38.4K
$3.93M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1.88KClosed |
$128K - $159K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.89K- 6.55% |
$129K - $159K
|
27K
$2.76M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.9K- 14.95% |
$130K - $160K
|
10.8K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.91K- 0.34% |
$131K - $161K
|
553K
$56.6M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.95K- 13.82% |
$133K - $164K
|
12.1K
$1.24M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.95K- 1.65% |
$134K - $165K
|
117K
$11.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.96K- 8.5% |
$134K - $165K
|
21.1K
$2.16M
|
|
|
Apr 22, 2022
Q1 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-1.98K- 10.8% |
$135K - $167K
|
16.3K
$1.67M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.99K- 6.41% |
$136K - $168K
|
29K
$2.97M
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-2KClosed |
$137K - $169K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2K- 19.88% |
$137K - $169K
|
8.08K
$827K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.07K- 3.52% |
$142K - $175K
|
56.8K
$5.82M
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.09K- 8.32% |
$142K - $176K
|
23K
$2.35M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.1K- 3.4% |
$143K - $177K
|
59.6K
$6.1M
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.12K- 12.72% |
$145K - $179K
|
14.6K
$1.49M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.13K- 1.29% |
$146K - $180K
|
164K
$16.7M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.14K- 1.05% |
$146K - $180K
|
201K
$20.6M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-2.14K- 39.05% |
$146K - $181K
|
3.35K
$343K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.23K- 2.19% |
$152K - $188K
|
99.4K
$10.2M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.24K- 2.47% |
$153K - $189K
|
88.3K
$9.04M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.24K- 23.6% |
$153K - $189K
|
7.26K
$743K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.26K- 3.56% |
$154K - $191K
|
61.3K
$6.28M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.3K- 10.58% |
$157K - $194K
|
19.4K
$1.99M
|