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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
553+ 76.38% |
$40.5K - $46.9K
|
1.28K
$131K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
552+ 12.5% |
$40.4K - $46.8K
|
4.97K
$509K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
540+ 3.28% |
$39.5K - $45.8K
|
17K
$1.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
536New |
$39.2K - $45.5K
|
536
$54.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
525+ 0.6% |
$38.4K - $44.5K
|
88.5K
$9.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
523+ 1.09% |
$38.3K - $44.4K
|
48.7K
$4.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
522+ 0.72% |
$38.2K - $44.3K
|
72.8K
$7.45M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
521+ 2.92% |
$38.1K - $44.2K
|
18.4K
$1.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
499+ 14.71% |
$36.5K - $42.3K
|
3.89K
$398K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
460+ 30.09% |
$33.7K - $39K
|
1.99K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
460New |
$33.7K - $39K
|
460
$47.1K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
460New |
$33.7K - $39K
|
460
$47.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
458+ 7.52% |
$33.5K - $38.8K
|
6.55K
$670K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
443+ 5.29% |
$32.4K - $37.6K
|
8.81K
$902K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
439+ 0.65% |
$32.1K - $37.2K
|
68.4K
$7.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
431+ 2.5% |
$31.5K - $36.6K
|
17.7K
$1.81M
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
429+ 1.29% |
$31.4K - $36.4K
|
33.8K
$3.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
424New |
$31K - $36K
|
424
$43.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
421+ 14.32% |
$30.8K - $35.7K
|
3.36K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
421+ 1.32% |
$30.8K - $35.7K
|
32.3K
$3.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
408+ 1.05% |
$29.9K - $34.6K
|
39.2K
$4.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
404+ 2.06% |
$29.6K - $34.3K
|
20K
$2.05M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
400New |
$29.3K - $33.9K
|
400
$41K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
400+ 6.74% |
$29.3K - $33.9K
|
6.33K
$649K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
400+ 4.16% |
$29.3K - $33.9K
|
10K
$1.03M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
400+ 6.74% |
$29.3K - $33.9K
|
6.33K
$649K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
391+ 13.22% |
$28.6K - $33.2K
|
3.35K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
380New |
$27.8K - $32.2K
|
380
$38.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
377+ 3.64% |
$27.6K - $32K
|
10.7K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
375+ 0.37% |
$27.4K - $31.8K
|
101K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
359New |
$26.3K - $30.4K
|
359
$36.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
352+ 1.2% |
$25.8K - $29.9K
|
29.6K
$3.03M
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
352+ 0.92% |
$25.8K - $29.9K
|
38.5K
$3.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
351+ 4.5% |
$25.7K - $29.8K
|
8.15K
$834K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
339+ 18.92% |
$24.8K - $28.8K
|
2.13K
$218K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
330+ 16500.0% |
$24.1K - $28K
|
332
$34K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
328+ 4.51% |
$24K - $27.8K
|
7.6K
$778K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
326+ 10.36% |
$23.9K - $27.6K
|
3.47K
$356K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
310+ 3.7% |
$22.7K - $26.3K
|
8.68K
$889K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
307+ 1.82% |
$22.5K - $26K
|
17.1K
$1.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
289New |
$21.1K - $24.5K
|
289
$29.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
285+ 0.58% |
$20.9K - $24.2K
|
49.1K
$5.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
276+ 0.48% |
$20.2K - $23.4K
|
57.5K
$5.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
273+ 5.12% |
$20K - $23.2K
|
5.6K
$574K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
268+ 3.13% |
$19.6K - $22.7K
|
8.82K
$903K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
266+ 1.24% |
$19.5K - $22.6K
|
21.7K
$2.22M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
265+ 4.17% |
$19.4K - $22.5K
|
6.62K
$678K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
260+ 42.98% |
$19K - $22.1K
|
865
$88.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
252+ 1.2% |
$18.4K - $21.4K
|
21.3K
$2.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
248+ 2.68% |
$18.1K - $21K
|
9.51K
$974K
|