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 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.19K+ 3.27% |
$81.2K - $100K
|
37.5K
$3.87M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.18K+ 17.96% |
$80.9K - $99.8K
|
7.78K
$803K
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
BUY
|
- |
1.18K+ 1367.44% |
$80.4K - $99.2K
|
1.26K
$130K
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.16K+ 9.66% |
$79.5K - $98.1K
|
13.2K
$1.36M
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1.15K+ 3.0% |
$78.9K - $97.3K
|
39.6K
$4.09M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.14K+ 5.25% |
$77.9K - $96.1K
|
22.9K
$2.36M
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.14K+ 12.37% |
$77.7K - $95.9K
|
10.3K
$1.07M
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.13K+ 0.78% |
$77.4K - $95.5K
|
147K
$15.2M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.11K+ 6.85% |
$75.6K - $93.3K
|
17.3K
$1.78M
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.08K+ 36.59% |
$73.5K - $90.6K
|
4.01K
$414K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 19.58% |
$72.6K - $89.6K
|
6.49K
$671K
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
1.03K+ 6.47% |
$70.3K - $86.8K
|
16.9K
$1.75M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1K+ 3.43% |
$68.3K - $84.3K
|
30.2K
$3.12M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1KNew |
$68.3K - $84.3K
|
1K
$103K
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
990+ 29.24% |
$67.6K - $83.5K
|
4.38K
$452K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
972New |
$66.4K - $82K
|
972
$100K
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
962+ 9.85% |
$65.7K - $81.1K
|
10.7K
$1.11M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
926New |
$63.3K - $78.1K
|
926
$95.6K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
923+ 3.81% |
$63.1K - $77.8K
|
25.2K
$2.6M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
919+ 22.32% |
$62.8K - $77.5K
|
5.04K
$520K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
910+ 31.24% |
$62.2K - $76.7K
|
3.82K
$395K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
900+ 7.53% |
$61.5K - $75.9K
|
12.9K
$1.33M
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
900New |
$61.5K - $75.9K
|
900
$92.9K
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
885+ 6.32% |
$60.5K - $74.6K
|
14.9K
$1.54M
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
878+ 16.69% |
$60K - $74K
|
6.14K
$634K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
875+ 3.5% |
$59.8K - $73.8K
|
25.9K
$2.67M
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
863+ 2.76% |
$59K - $72.8K
|
32.1K
$3.32M
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
861+ 33.51% |
$58.8K - $72.6K
|
3.43K
$354K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
849+ 6.66% |
$58K - $71.6K
|
13.6K
$1.4M
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
833+ 20.3% |
$56.9K - $70.2K
|
4.94K
$510K
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
831+ 6.2% |
$56.8K - $70.1K
|
14.2K
$1.47M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
809+ 13.32% |
$55.3K - $68.2K
|
6.88K
$711K
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
809+ 13.32% |
$55.3K - $68.2K
|
6.88K
$711K
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
802+ 15.36% |
$54.8K - $67.6K
|
6.02K
$622K
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
792New |
$54.1K - $66.8K
|
792
$81.8K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
780+ 1.26% |
$53.3K - $65.8K
|
62.8K
$6.49M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
761+ 18.94% |
$52K - $64.2K
|
4.78K
$494K
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
759+ 29.19% |
$51.9K - $64K
|
3.36K
$347K
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
757+ 0.66% |
$51.7K - $63.8K
|
116K
$11.9M
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
697+ 1620.93% |
$47.6K - $58.8K
|
740
$76.4K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
687+ 1.05% |
$46.9K - $57.9K
|
66K
$6.81M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
681+ 2.72% |
$46.5K - $57.4K
|
25.7K
$2.65M
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
669+ 3.35% |
$45.7K - $56.4K
|
20.7K
$2.13M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
635+ 23.05% |
$43.4K - $53.5K
|
3.39K
$350K
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
622+ 0.47% |
$42.5K - $52.4K
|
133K
$13.8M
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
612New |
$41.8K - $51.6K
|
612
$63.2K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
602+ 0.61% |
$41.1K - $50.8K
|
99.2K
$10.2M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
590+ 3.81% |
$40.3K - $49.7K
|
16.1K
$1.66M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
573+ 0.51% |
$39.2K - $48.3K
|
113K
$11.7M
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
557+ 8.47% |
$38.1K - $47K
|
7.13K
$737K
|