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 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
9.17K+ 3.9% |
$627K - $774K
|
244K
$25.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
8.9K+ 121.87% |
$608K - $750K
|
16.2K
$1.67M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.75K+ 19.1% |
$598K - $737K
|
54.5K
$5.63M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.46K+ 0.33% |
$578K - $713K
|
2.58M
$266M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.19K+ 109.81% |
$560K - $691K
|
15.7K
$1.62M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
8.14K+ 1400.52% |
$556K - $686K
|
8.72K
$900K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
8.06K+ 12.09% |
$551K - $680K
|
74.7K
$7.72M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
7.87K+ 90.71% |
$538K - $664K
|
16.6K
$1.71M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.63K+ 8.63% |
$522K - $644K
|
96.1K
$9.93M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
7.5K+ 113.11% |
$513K - $633K
|
14.1K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.49K+ 9.92% |
$512K - $631K
|
82.9K
$8.57M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
7.3KNew |
$498K - $615K
|
7.3K
$753K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
7.09K+ 370.2% |
$485K - $598K
|
9.01K
$930K
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
7.06KNew |
$482K - $595K
|
7.06K
$729K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.92K+ 5.17% |
$473K - $583K
|
141K
$14.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
6.89K+ 12.39% |
$470K - $581K
|
62.5K
$6.45M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.81K+ 3.03% |
$465K - $574K
|
232K
$23.9M
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6.77K+ 11.9% |
$463K - $571K
|
63.7K
$6.58M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.74K+ 67.79% |
$461K - $568K
|
16.7K
$1.72M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.7K+ 64.74% |
$457K - $565K
|
17K
$1.76M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
6.67KNew |
$455K - $562K
|
6.67K
$688K
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
6.63K+ 6.51% |
$453K - $559K
|
108K
$11.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.42K+ 74.08% |
$439K - $542K
|
15.1K
$1.56M
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.11KNew |
$417K - $515K
|
6.11K
$631K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6.03K+ 1.24% |
$412K - $509K
|
494K
$51M
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6.03K+ 7.0% |
$412K - $509K
|
92.2K
$9.52M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
5.97K+ 178.38% |
$408K - $504K
|
9.32K
$962K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.96K+ 5.87% |
$407K - $502K
|
107K
$11.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.81K+ 19.64% |
$397K - $490K
|
35.4K
$3.66M
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.75K+ 86.99% |
$393K - $485K
|
12.4K
$1.28M
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5.67K+ 1.59% |
$388K - $478K
|
363K
$37.5M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.64K+ 14.23% |
$385K - $475K
|
45.3K
$4.67M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
5.57KNew |
$381K - $470K
|
5.57K
$576K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.51K+ 10.34% |
$376K - $464K
|
58.8K
$6.07M
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
5.44K+ 1.98% |
$372K - $458K
|
279K
$28.9M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
5.34K+ 8.66% |
$365K - $450K
|
67K
$6.92M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.32K+ 27.63% |
$364K - $449K
|
24.6K
$2.54M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.24K+ 123.97% |
$358K - $442K
|
9.47K
$977K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.23K+ 2.87% |
$357K - $441K
|
188K
$19.4M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.2K+ 10.59% |
$355K - $439K
|
54.3K
$5.61M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.2K+ 40.01% |
$355K - $439K
|
18.2K
$1.88M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.2K+ 45.15% |
$355K - $438K
|
16.7K
$1.73M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.13K+ 1.98% |
$351K - $433K
|
265K
$27.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
4.99K+ 104.81% |
$341K - $421K
|
9.75K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.97K+ 3.18% |
$339K - $419K
|
161K
$16.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
4.95KNew |
$338K - $417K
|
4.95K
$511K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
4.93K+ 6.85% |
$337K - $416K
|
76.9K
$7.94M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.88K+ 14.49% |
$333K - $411K
|
38.5K
$3.98M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.8KNew |
$328K - $404K
|
4.8K
$495K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.72KNew |
$322K - $398K
|
4.72K
$487K
|