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 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
552+ 2.48% |
$37.7K - $46.5K
|
22.8K
$2.35M
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
546+ 0.59% |
$37.3K - $46K
|
92.8K
$9.58M
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
531+ 18.47% |
$36.3K - $44.8K
|
3.41K
$352K
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
521+ 0.24% |
$35.6K - $43.9K
|
218K
$22.6M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
520+ 5.9% |
$35.5K - $43.8K
|
9.34K
$965K
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
520+ 10.65% |
$35.5K - $43.8K
|
5.4K
$558K
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
492+ 5.44% |
$33.6K - $41.5K
|
9.53K
$984K
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
487+ 6.09% |
$33.3K - $41.1K
|
8.49K
$876K
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
486+ 6.17% |
$33.2K - $41K
|
8.36K
$863K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
486+ 1.09% |
$33.2K - $41K
|
45.2K
$4.66M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
485+ 1.22% |
$33.1K - $40.9K
|
40.1K
$4.15M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
455+ 100.44% |
$31.1K - $38.4K
|
908
$93.8K
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
450+ 0.17% |
$30.7K - $37.9K
|
272K
$28.1M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
430+ 2.74% |
$29.4K - $36.3K
|
16.1K
$1.67M
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
430+ 2.74% |
$29.4K - $36.3K
|
16.1K
$1.66M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
426+ 0.38% |
$29.1K - $35.9K
|
111K
$11.5M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
422+ 3.93% |
$28.8K - $35.6K
|
11.2K
$1.15M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
417+ 8.77% |
$28.5K - $35.2K
|
5.17K
$534K
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
416+ 2.72% |
$28.4K - $35.1K
|
15.7K
$1.63M
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
415New |
$28.4K - $35K
|
415
$42.9K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
400+ 3.59% |
$27.3K - $33.7K
|
11.5K
$1.19M
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
400+ 10.02% |
$27.3K - $33.7K
|
4.39K
$454K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
400New |
$27.3K - $33.7K
|
400
$41.3K
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
376+ 4.39% |
$25.7K - $31.7K
|
8.93K
$923K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
376+ 40.83% |
$25.7K - $31.7K
|
1.3K
$134K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
361+ 12.75% |
$24.7K - $30.4K
|
3.19K
$330K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
356+ 0.25% |
$24.3K - $30K
|
143K
$14.7M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
355New |
$24.3K - $29.9K
|
355
$36.7K
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
336+ 8.64% |
$23K - $28.3K
|
4.23K
$437K
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
336+ 7.24% |
$23K - $28.3K
|
4.98K
$514K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
313+ 2.54% |
$21.4K - $26.4K
|
12.6K
$1.31M
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
310+ 11.78% |
$21.2K - $26.1K
|
2.94K
$304K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
301+ 627.08% |
$20.6K - $25.4K
|
349
$36K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
300+ 2.67% |
$20.5K - $25.3K
|
11.5K
$1.19M
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
300+ 6.13% |
$20.5K - $25.3K
|
5.2K
$537K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
298+ 1.02% |
$20.4K - $25.1K
|
29.6K
$3.05M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
288+ 0.12% |
$19.7K - $24.3K
|
250K
$25.8M
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
265+ 2.02% |
$18.1K - $22.3K
|
13.4K
$1.38M
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
263+ 8.03% |
$18K - $22.2K
|
3.54K
$365K
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
263+ 1.15% |
$18K - $22.2K
|
23.1K
$2.39M
|
|
Apr 27, 2022
Q1 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
256+ 8.62% |
$17.5K - $21.6K
|
3.23K
$333K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
230+ 2.79% |
$15.7K - $19.4K
|
8.48K
$876K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
227New |
$15.5K - $19.1K
|
227
$23.4K
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
216+ 5.63% |
$14.8K - $18.2K
|
4.06K
$419K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$13.7K - $16.9K
|
200
$20.7K
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
197+ 0.75% |
$13.5K - $16.6K
|
26.6K
$2.75M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
191+ 0.47% |
$13.1K - $16.1K
|
41.2K
$4.25M
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
190+ 0.31% |
$13K - $16K
|
61.7K
$6.37M
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
180+ 3.01% |
$12.3K - $15.2K
|
6.16K
$637K
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
179+ 0.8% |
$12.2K - $15.1K
|
22.5K
$2.32M
|