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 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-4.34KClosed |
$297K - $366K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.38K- 25.53% |
$299K - $369K
|
12.8K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.4KClosed |
$301K - $371K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
SELL
|
- |
-4.41K- 1.86% |
$301K - $372K
|
233K
$23.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-4.42KClosed |
$302K - $372K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-4.44K- 3.46% |
$303K - $374K
|
124K
$12.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-4.55K- 11.54% |
$311K - $383K
|
34.8K
$3.57M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.57KClosed |
$312K - $385K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.85KClosed |
$332K - $409K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.95K- 37.18% |
$338K - $417K
|
8.36K
$856K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.97K- 11.22% |
$340K - $419K
|
39.4K
$4.03M
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.02K- 31.51% |
$343K - $423K
|
10.9K
$1.12M
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-5.1K- 2.22% |
$348K - $430K
|
224K
$23M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.12K- 3.47% |
$350K - $431K
|
142K
$14.6M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.22KClosed |
$357K - $440K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.27KClosed |
$360K - $444K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.34K- 1.85% |
$365K - $450K
|
283K
$29M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.38K- 30.4% |
$367K - $453K
|
12.3K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.39K- 1.58% |
$368K - $454K
|
334K
$34.2M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.39K- 5.01% |
$368K - $454K
|
102K
$10.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-5.41KClosed |
$370K - $456K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.42KClosed |
$370K - $457K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.46K- 32.11% |
$373K - $460K
|
11.5K
$1.18M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5.46K- 99.91% |
$373K - $461K
|
5
$512
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5.5K- 47.13% |
$376K - $464K
|
6.17K
$632K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.51K- 9.14% |
$377K - $465K
|
54.8K
$5.61M
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-5.84K- 26.3% |
$399K - $493K
|
16.4K
$1.68M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.05K- 2.26% |
$414K - $510K
|
262K
$26.8M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-6.05K- 37.53% |
$414K - $510K
|
10.1K
$1.03M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-6.08K- 22.65% |
$415K - $512K
|
20.8K
$2.13M
|
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-6.17K- 16.32% |
$421K - $520K
|
31.6K
$3.24M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.3K- 26.69% |
$430K - $531K
|
17.3K
$1.77M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.33K- 1.77% |
$432K - $533K
|
351K
$36M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.33K- 12.75% |
$433K - $534K
|
43.3K
$4.44M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.42K- 55.56% |
$439K - $541K
|
5.14K
$526K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-6.88K- 33.97% |
$470K - $580K
|
13.4K
$1.37M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-7KClosed |
$478K - $590K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.14K- 3.46% |
$488K - $602K
|
199K
$20.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-7.27KClosed |
$497K - $613K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7.5K- 2.66% |
$512K - $632K
|
275K
$28.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-7.61KClosed |
$520K - $642K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.91K- 4.79% |
$540K - $667K
|
157K
$16.1M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-8K- 11.05% |
$546K - $674K
|
64.3K
$6.59M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.05KClosed |
$550K - $678K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-8.13K- 7.54% |
$556K - $686K
|
99.7K
$10.2M
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-8.15KClosed |
$557K - $687K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-8.2KClosed |
$560K - $692K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.3K- 8.49% |
$567K - $700K
|
89.5K
$9.17M
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-8.4K- 1.03% |
$574K - $708K
|
808K
$82.7M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.64K- 43.4% |
$590K - $728K
|
11.3K
$1.15M
|