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 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
174+ 0.07% |
$11.9K - $14.7K
|
237K
$24.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
168+ 5.29% |
$11.5K - $14.2K
|
3.34K
$345K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
166+ 0.45% |
$11.3K - $14K
|
37K
$3.82M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
160+ 6.18% |
$10.9K - $13.5K
|
2.75K
$284K
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
160+ 3.8% |
$10.9K - $13.5K
|
4.38K
$452K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
155+ 0.79% |
$10.6K - $13.1K
|
19.9K
$2.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
135+ 2.04% |
$9.22K - $11.4K
|
6.77K
$699K
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
129+ 0.1% |
$8.81K - $10.9K
|
132K
$13.6M
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
120+ 1.94% |
$8.2K - $10.1K
|
6.3K
$650K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
112+ 5.63% |
$7.65K - $9.44K
|
2.1K
$217K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
111+ 7.55% |
$7.58K - $9.36K
|
1.58K
$163K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
111+ 4.14% |
$7.58K - $9.36K
|
2.8K
$289K
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
106+ 2.91% |
$7.24K - $8.94K
|
3.75K
$387K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
99+ 2.15% |
$6.76K - $8.35K
|
4.71K
$486K
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
94+ 1.69% |
$6.42K - $7.93K
|
5.64K
$583K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
94+ 1.46% |
$6.42K - $7.93K
|
6.55K
$676K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
92+ 0.83% |
$6.29K - $7.76K
|
11.2K
$1.15M
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
91+ 0.12% |
$6.22K - $7.67K
|
79K
$8.16M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
89+ 0.18% |
$6.08K - $7.5K
|
48.8K
$5.04M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
88+ 2.34% |
$6.01K - $7.42K
|
3.85K
$397K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
85+ 4.44% |
$5.81K - $7.17K
|
2K
$207K
|
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
82+ 1.96% |
$5.6K - $6.91K
|
4.26K
$440K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
81+ 36.32% |
$5.53K - $6.83K
|
304
$31.4K
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
81+ 1.9% |
$5.53K - $6.83K
|
4.35K
$449K
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
BUY
|
- |
76+ 1.08% |
$5.19K - $6.41K
|
7.14K
$737K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
73+ 2.57% |
$4.99K - $6.16K
|
2.92K
$301K
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
BUY
|
- |
72+ 1.0% |
$4.92K - $6.07K
|
7.27K
$751K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
71+ 0.15% |
$4.85K - $5.99K
|
49K
$5.06M
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
71+ 1.93% |
$4.85K - $5.99K
|
3.75K
$387K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
70+ 1.06% |
$4.78K - $5.9K
|
6.69K
$690K
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
64+ 0.71% |
$4.37K - $5.4K
|
9.12K
$942K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
55+ 0.14% |
$3.76K - $4.64K
|
38.1K
$3.93M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
51+ 0.34% |
$3.48K - $4.3K
|
15.2K
$1.57M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
50+ 0.9% |
$3.42K - $4.22K
|
5.62K
$580K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
45+ 0.87% |
$3.07K - $3.79K
|
5.21K
$538K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
44+ 1.44% |
$3.01K - $3.71K
|
3.11K
$321K
|
|
|
Apr 15, 2022
Q1 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
37+ 1.01% |
$2.53K - $3.12K
|
3.71K
$383K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
30+ 2.43% |
$2.05K - $2.53K
|
1.26K
$131K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
30New |
$2.05K - $2.53K
|
30
$3.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
28+ 0.35% |
$1.91K - $2.36K
|
8.14K
$841K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
27+ 1.64% |
$1.84K - $2.28K
|
1.68K
$173K
|
|
|
Apr 20, 2022
Q1 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
25+ 0.15% |
$1.71K - $2.11K
|
17.2K
$1.77M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
24New |
$1.64K - $2.02K
|
24
$2.48K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
22+ 0.07% |
$1.5K - $1.86K
|
29.8K
$3.07M
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
22+ 0.04% |
$1.5K - $1.86K
|
54K
$5.57M
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19+ 0.17% |
$1.3K - $1.6K
|
11.4K
$1.18M
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
18+ 0.18% |
$1.23K - $1.52K
|
10K
$1.04M
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
17+ 0.16% |
$1.16K - $1.43K
|
10.6K
$1.1M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16New |
$1.09K - $1.35K
|
16
$1.65K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
15+ 0.06% |
$1.02K - $1.26K
|
24.3K
$2.51M
|