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
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.67KNew |
$183K - $225K
|
2.67K
$276K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.67K+ 13.88% |
$183K - $225K
|
21.9K
$2.26M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
2.62KNew |
$179K - $221K
|
2.62K
$271K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.62K+ 22.67% |
$179K - $221K
|
14.2K
$1.47M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.6KNew |
$178K - $219K
|
2.6K
$268K
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.56K+ 128.56% |
$175K - $216K
|
4.55K
$470K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.53K+ 4.4% |
$173K - $213K
|
60K
$6.2M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.49K+ 1.67% |
$170K - $210K
|
151K
$15.6M
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.46K+ 7.28% |
$168K - $207K
|
36.2K
$3.74M
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.43K+ 10.78% |
$166K - $205K
|
25K
$2.58M
|
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
BUY
|
- |
2.39K+ 12.14% |
$163K - $202K
|
22.1K
$2.28M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 0.53% |
$163K - $201K
|
456K
$47.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.35K+ 82.74% |
$161K - $198K
|
5.19K
$536K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.33K+ 11.47% |
$159K - $196K
|
22.7K
$2.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
2.21K+ 0.56% |
$151K - $187K
|
400K
$41.3M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.2K+ 29.93% |
$150K - $186K
|
9.56K
$987K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.17K+ 2.51% |
$149K - $183K
|
88.8K
$9.17M
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.1K+ 25.76% |
$143K - $177K
|
10.2K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.09K+ 0.42% |
$143K - $176K
|
494K
$51.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2KNew |
$137K - $169K
|
2K
$207K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.99K+ 107.67% |
$136K - $168K
|
3.85K
$397K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.94K+ 41.52% |
$133K - $164K
|
6.61K
$683K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.93K+ 25.06% |
$132K - $162K
|
9.61K
$992K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.92K+ 2.73% |
$131K - $161K
|
72K
$7.43M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.9K+ 3.71% |
$130K - $160K
|
53.2K
$5.49M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.89KNew |
$129K - $160K
|
1.89K
$195K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.83K+ 13.58% |
$125K - $154K
|
15.3K
$1.58M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
1.75K+ 27.63% |
$120K - $148K
|
8.09K
$836K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1.73K+ 0.17% |
$118K - $146K
|
1.01M
$105M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.72K+ 24.83% |
$118K - $145K
|
8.66K
$894K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.72K+ 25.94% |
$117K - $145K
|
8.34K
$861K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.68K+ 65.46% |
$115K - $142K
|
4.25K
$439K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.65K+ 0.9% |
$113K - $139K
|
185K
$19.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.64KNew |
$112K - $138K
|
1.64K
$169K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 14.28% |
$108K - $133K
|
12.6K
$1.31M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.55KNew |
$106K - $131K
|
1.55K
$160K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.49K+ 1.32% |
$102K - $126K
|
114K
$11.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 3.64% |
$98.9K - $122K
|
41.2K
$4.26M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$98.2K - $121K
|
1.44K
$148K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.39K+ 3.6% |
$95K - $117K
|
40K
$4.13M
|
|
|
May 16, 2022
Q1 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.36K+ 8.47% |
$93K - $115K
|
17.4K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.36K+ 4.33% |
$92.6K - $114K
|
32.7K
$3.37M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.35K+ 0.89% |
$92.4K - $114K
|
154K
$15.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.34K+ 10.6% |
$91.5K - $113K
|
14K
$1.44M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$91.3K - $113K
|
1.34K
$138K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
1.34K+ 28.06% |
$91.3K - $113K
|
6.1K
$630K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.28K+ 15.1% |
$87.3K - $108K
|
9.74K
$1.01M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.28K+ 15.1% |
$87.3K - $108K
|
9.74K
$1.01M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.27K+ 21.13% |
$86.6K - $107K
|
7.27K
$751K
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.22K+ 42.07% |
$83.4K - $103K
|
4.12K
$426K
|