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
|
Rollins Financial
|
BUY
|
- |
71.2K+ 54.79% |
$4.87M - $6.01M
|
201K
$20.8M
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
68.2K+ 341105.0% |
$4.66M - $5.75M
|
68.2K
$7.05M
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
63.4K+ 245.27% |
$4.33M - $5.35M
|
89.3K
$9.22M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
60.6K+ 1.01% |
$4.14M - $5.11M
|
6.04M
$623M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
56.3K+ 38.31% |
$3.85M - $4.75M
|
203K
$21M
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
54.7KNew |
$3.74M - $4.61M
|
54.7K
$5.65M
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
54KNew |
$3.69M - $4.55M
|
54K
$5.58M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
54K+ 18.44% |
$3.69M - $4.55M
|
347K
$35.8M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
53.6K+ 58.23% |
$3.66M - $4.52M
|
146K
$15M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
53.1K+ 93.69% |
$3.63M - $4.48M
|
110K
$11.3M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
51.8KNew |
$3.54M - $4.37M
|
51.8K
$5.35M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
51.8K+ 19.42% |
$3.54M - $4.37M
|
318K
$32.9M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50K+ 189.33% |
$3.42M - $4.22M
|
76.4K
$7.89M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
49KNew |
$3.35M - $4.13M
|
49K
$5.06M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
46.4KNew |
$3.17M - $3.91M
|
46.4K
$4.79M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
46K+ 3.37% |
$3.14M - $3.87M
|
1.41M
$145M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45.1K+ 15.64% |
$3.08M - $3.8M
|
334K
$34.4M
|
|
May 11, 2022
Q1 2022
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
43KNew |
$2.93M - $3.62M
|
43K
$4.44M
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
40.2KNew |
$2.74M - $3.39M
|
40.2K
$4.15M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
39.8K+ 9.85% |
$2.72M - $3.36M
|
444K
$45.8M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
39.3K+ 337.0% |
$2.69M - $3.31M
|
51K
$5.26M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.2K+ 29.38% |
$2.68M - $3.31M
|
173K
$17.8M
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
39K+ 14.82% |
$2.67M - $3.29M
|
302K
$31.2M
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
37.1K+ 60.33% |
$2.53M - $3.13M
|
98.6K
$10.2M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
34.9K+ 5.92% |
$2.39M - $2.94M
|
625K
$64.5M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
33K+ 6.14% |
$2.25M - $2.78M
|
570K
$58.8M
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
31.9K+ 200.9% |
$2.18M - $2.69M
|
47.8K
$4.94M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31.7K+ 51.16% |
$2.17M - $2.68M
|
93.7K
$9.68M
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
30.2K+ 54.92% |
$2.06M - $2.54M
|
85.1K
$8.79M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
29.6K+ 0.54% |
$2.02M - $2.49M
|
5.55M
$573M
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
29.5K+ 19.04% |
$2.02M - $2.49M
|
185K
$19.1M
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
28.6K+ 291.4% |
$1.95M - $2.41M
|
38.4K
$3.97M
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
28.1K+ 121.82% |
$1.92M - $2.37M
|
51.2K
$5.29M
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
28KNew |
$1.92M - $2.37M
|
28K
$2.9M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
27.8K+ 17.48% |
$1.9M - $2.34M
|
187K
$19.3M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.7KNew |
$1.89M - $2.34M
|
27.7K
$2.86M
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
27.6KNew |
$1.88M - $2.32M
|
27.6K
$2.85M
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
27.5K+ 85.16% |
$1.88M - $2.32M
|
59.7K
$6.17M
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
26.5K+ 3.94% |
$1.81M - $2.23M
|
699K
$72.2M
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
25.5KNew |
$1.75M - $2.15M
|
25.5K
$2.64M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25.5KNew |
$1.74M - $2.15M
|
25.5K
$2.63M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.3K+ 14.73% |
$1.73M - $2.13M
|
197K
$20.4M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.3K+ 1.08% |
$1.73M - $2.13M
|
2.36M
$244M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
24.6K+ 18.6% |
$1.68M - $2.08M
|
157K
$16.2M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24.6K+ 525.83% |
$1.68M - $2.08M
|
29.3K
$3.03M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
23K+ 18.03% |
$1.57M - $1.94M
|
151K
$15.6M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
23K+ 6.58% |
$1.57M - $1.94M
|
372K
$38.4M
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
22.2KNew |
$1.52M - $1.87M
|
22.2K
$2.29M
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
21.5K+ 4.07% |
$1.47M - $1.81M
|
549K
$56.7M
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
21.2K+ 11.1% |
$1.45M - $1.78M
|
212K
$21.9M
|