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 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-8.65K- 24.08% |
$591K - $730K
|
27.3K
$2.79M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9K- 20.65% |
$615K - $759K
|
34.6K
$3.54M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.2K- 3.01% |
$629K - $776K
|
297K
$30.4M
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9.41K- 16.43% |
$643K - $794K
|
47.9K
$4.9M
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-9.44K- 1.57% |
$645K - $796K
|
591K
$60.5M
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-9.55K- 14.74% |
$652K - $805K
|
55.2K
$5.65M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.73K- 17.45% |
$665K - $820K
|
46K
$4.71M
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.88KClosed |
$675K - $833K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-9.88KClosed |
$675K - $833K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-10K- 1.6% |
$685K - $845K
|
617K
$63.2M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.1K- 65.81% |
$688K - $849K
|
5.23K
$536K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.6K- 50.16% |
$724K - $893K
|
10.5K
$1.08M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-10.9K- 1.54% |
$744K - $918K
|
694K
$71.1M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-11K- 4.4% |
$751K - $926K
|
239K
$24.5M
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-11.3K- 45.48% |
$775K - $956K
|
13.6K
$1.39M
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-11.4K- 71.88% |
$776K - $958K
|
4.44K
$455K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-11.5K- 16.79% |
$785K - $969K
|
56.9K
$5.83M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-11.5KClosed |
$787K - $971K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-11.7K- 41.44% |
$796K - $982K
|
16.5K
$1.69M
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-12K- 7.38% |
$818K - $1.01M
|
150K
$15.4M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-13KClosed |
$889K - $1.1M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-13.2K- 9.2% |
$899K - $1.11M
|
130K
$13.3M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.2K- 23.2% |
$900K - $1.11M
|
43.6K
$4.46M
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-13.4K- 28.83% |
$916K - $1.13M
|
33.1K
$3.39M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-13.4K- 57.93% |
$917K - $1.13M
|
9.75K
$998K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-13.5K- 14.87% |
$920K - $1.14M
|
77.1K
$7.9M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-13.5K- 5.09% |
$921K - $1.14M
|
251K
$25.7M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-13.5K- 5.09% |
$921K - $1.14M
|
251K
$25.7M
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
SELL
|
- |
-13.6KClosed |
$932K - $1.15M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-13.9KClosed |
$949K - $1.17M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-13.9K- 24.22% |
$950K - $1.17M
|
43.5K
$4.45M
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-13.9K- 81.08% |
$951K - $1.17M
|
3.25K
$333K
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-14.4K- 19.75% |
$982K - $1.21M
|
58.4K
$5.98M
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-14.9K- 3.86% |
$1.02M - $1.25M
|
371K
$38M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15.5K- 1.6% |
$1.06M - $1.3M
|
950K
$97.3M
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-15.7KClosed |
$1.07M - $1.32M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.7K- 55.76% |
$1.07M - $1.32M
|
12.5K
$1.28M
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-16.1K- 1.27% |
$1.1M - $1.35M
|
1.24M
$127M
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-16.7K- 10.78% |
$1.14M - $1.41M
|
138K
$14.2M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-17.1K- 4.29% |
$1.17M - $1.44M
|
382K
$39.1M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.2K- 9.63% |
$1.18M - $1.45M
|
162K
$16.6M
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-17.4KClosed |
$1.19M - $1.47M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.4KClosed |
$1.19M - $1.47M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17.5K- 19.95% |
$1.2M - $1.48M
|
70.3K
$7.2M
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-19.1K- 55.59% |
$1.31M - $1.61M
|
15.3K
$1.57M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-19.2K- 6.0% |
$1.31M - $1.62M
|
301K
$30.8M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-19.5K- 62.96% |
$1.33M - $1.64M
|
11.4K
$1.17M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-19.9K- 7.6% |
$1.36M - $1.68M
|
242K
$24.8M
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-20.4K- 20.28% |
$1.39M - $1.72M
|
80.1K
$8.21M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20.6K- 99.84% |
$1.41M - $1.73M
|
34
$3.48K
|