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 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.33K- 16.41% |
$159K - $196K
|
11.8K
$1.21M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.33K- 28.41% |
$159K - $196K
|
5.87K
$601K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.34K- 6.16% |
$160K - $197K
|
35.6K
$3.65M
|
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 0.7% |
$160K - $198K
|
334K
$34.2M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$163K - $201K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-2.4K- 10.14% |
$164K - $202K
|
21.3K
$2.18M
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.4KClosed |
$164K - $202K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-2.41K- 10.13% |
$164K - $203K
|
21.3K
$2.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-2.41KClosed |
$164K - $203K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.41KClosed |
$165K - $203K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-2.41KClosed |
$165K - $203K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.42K- 5.76% |
$165K - $204K
|
39.5K
$4.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
SELL
|
- |
-2.42KClosed |
$165K - $204K
|
0
$0
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.42KClosed |
$166K - $204K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.44K- 1.6% |
$167K - $205K
|
150K
$15.3M
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-2.46K- 13.02% |
$168K - $207K
|
16.4K
$1.68M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-2.46KClosed |
$168K - $207K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.46KClosed |
$168K - $207K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-2.47K- 14.71% |
$168K - $208K
|
14.3K
$1.46M
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.47KClosed |
$169K - $208K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-2.47KClosed |
$169K - $208K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.47KClosed |
$169K - $208K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.48K- 20.27% |
$169K - $209K
|
9.74K
$997K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.49K- 26.9% |
$170K - $210K
|
6.75K
$692K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.5KClosed |
$171K - $211K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.5KClosed |
$171K - $211K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Granger Management LLC
|
SELL
|
- |
-2.51KClosed |
$172K - $212K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.52K- 20.21% |
$172K - $213K
|
9.96K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.54KClosed |
$174K - $214K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-2.55KClosed |
$174K - $215K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.56KClosed |
$175K - $216K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.56KClosed |
$175K - $216K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.56K- 99.96% |
$175K - $216K
|
1
$102
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.57KClosed |
$175K - $217K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-2.58KClosed |
$176K - $218K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.6KClosed |
$177K - $219K
|
0
$0
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.6KClosed |
$177K - $219K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.6KClosed |
$178K - $219K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.61K- 1.1% |
$178K - $220K
|
234K
$23.9M
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-2.61KClosed |
$178K - $220K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.62KClosed |
$179K - $221K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.65KClosed |
$181K - $223K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-2.67KClosed |
$183K - $225K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.67KClosed |
$183K - $225K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.68KClosed |
$183K - $226K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.7K- 17.95% |
$184K - $228K
|
12.3K
$1.26M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.71K- 36.36% |
$185K - $229K
|
4.75K
$486K
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.76KClosed |
$189K - $233K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.76KClosed |
$189K - $233K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.76K- 22.84% |
$189K - $233K
|
9.33K
$956K
|