Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.57MNew |
$188M - $218M
|
2.57M
$265M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.02MNew |
$74.8M - $86.7M
|
1.02M
$106M
|
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
922KNew |
$67.5M - $78.2M
|
922K
$95.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
773K+ 14.28% |
$56.6M - $65.6M
|
6.19M
$639M
|
|
|
Jan 21, 2022
Q4 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
713K+ 91.39% |
$52.1M - $60.4M
|
1.49M
$154M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
699K+ 1.53% |
$51.1M - $59.2M
|
46.3M
$4.78B
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
641K+ 23.32% |
$46.9M - $54.3M
|
3.39M
$350M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
620K+ 207.64% |
$45.3M - $52.6M
|
918K
$94.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
601K+ 2.06% |
$44M - $51M
|
29.8M
$3.07B
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
589K+ 3.8% |
$43.1M - $49.9M
|
16.1M
$1.66B
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
552K+ 1135.77% |
$40.4M - $46.8M
|
601K
$62.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
413K+ 117.21% |
$30.2M - $35M
|
765K
$79M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
408KNew |
$29.8M - $34.6M
|
408K
$42.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
367K+ 41.58% |
$26.9M - $31.1M
|
1.25M
$129M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
258K+ 54.71% |
$18.9M - $21.9M
|
730K
$75.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
252K+ 95.96% |
$18.4M - $21.3M
|
514K
$53M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
246KNew |
$18M - $20.9M
|
246K
$25.4M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
246KNew |
$18M - $20.8M
|
246K
$25.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
224K+ 3.89% |
$16.4M - $19M
|
5.98M
$617M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
223KNew |
$16.3M - $18.9M
|
223K
$23M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
216K+ 8.0% |
$15.8M - $18.3M
|
2.92M
$301M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
206K+ 18.62% |
$15.1M - $17.5M
|
1.32M
$136M
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
174K+ 539.13% |
$12.7M - $14.7M
|
206K
$21.3M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
169KNew |
$12.3M - $14.3M
|
169K
$17.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
149K+ 2073.55% |
$10.9M - $12.6M
|
156K
$16.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
148K+ 10.84% |
$10.8M - $12.5M
|
1.51M
$156M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
144K+ 131.53% |
$10.5M - $12.2M
|
254K
$26.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
130K+ 175.99% |
$9.49M - $11M
|
203K
$21M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
124K+ 37.68% |
$9.1M - $10.5M
|
454K
$46.9M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
114K+ 263.81% |
$8.37M - $9.71M
|
158K
$16.3M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
113K+ 5566.67% |
$8.26M - $9.57M
|
115K
$11.9M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
113KNew |
$8.26M - $9.57M
|
113K
$11.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Florin Court Capital LLP
|
BUY
|
- |
112K+ 261.04% |
$8.2M - $9.51M
|
155K
$16M
|
|
|
Feb 08, 2022
Q4 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
108KNew |
$7.89M - $9.14M
|
108K
$11.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
105K+ 3550.58% |
$7.65M - $8.87M
|
108K
$11.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
104K+ 399.59% |
$7.61M - $8.82M
|
130K
$13.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
103K+ 5.86% |
$7.5M - $8.7M
|
1.85M
$191M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
102K+ 102.78% |
$7.45M - $8.63M
|
201K
$20.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.9K+ 4.46% |
$7.31M - $8.47M
|
2.34M
$242M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
98.8K+ 97.13% |
$7.23M - $8.38M
|
201K
$20.7M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
90.6KNew |
$6.63M - $7.68M
|
90.6K
$9.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
85.4K+ 17.06% |
$6.25M - $7.24M
|
586K
$60.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
82.5K+ 7.11% |
$6.04M - $7M
|
1.24M
$128M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
78.9KNew |
$5.77M - $6.69M
|
78.9K
$8.15M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
75.8KNew |
$5.55M - $6.43M
|
75.8K
$7.83M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
74.8K+ 5.81% |
$5.47M - $6.34M
|
1.36M
$141M
|
|
|
Jan 31, 2022
Q4 2021
|
Yousif Capital Management, LLC
|
BUY
|
- |
72.3KNew |
$5.29M - $6.13M
|
72.3K
$7.47M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
72K+ 36.98% |
$5.27M - $6.1M
|
267K
$27.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
68.7KNew |
$5.03M - $5.82M
|
68.7K
$7.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
64.8KNew |
$4.74M - $5.49M
|
64.8K
$6.69M
|