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 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2+ 0.03% |
$146 - $170
|
6K
$615K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$73.2 - $84.8
|
435
$44.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$73.2 - $84.8
|
5.43K
$557K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$73.2 - $84.8
|
14.2K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1+ 0.01% |
$73.2 - $84.8
|
14.4K
$1.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.09% |
$73.2 - $84.8
|
1.12K
$115K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
1+ 0.01% |
$73.2 - $84.8
|
7.61K
$780K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.01% |
$73.2 - $84.8
|
12.2K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$73.2 - $84.8
|
5.16K
$529K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$73.2 - $84.8
|
4.35K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$73.2 - $84.8
|
5.22K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$73.2 - $84.8
|
18.7K
$1.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.47% |
$73.2 - $84.8
|
215
$22K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.6% |
$73.2 - $84.8
|
167
$17.1K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-1- 0.08% |
$73.2 - $84.8
|
1.33K
$137K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1- 0.02% |
$73.2 - $84.8
|
4.42K
$453K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1- 1.96% |
$73.2 - $84.8
|
50
$5.13K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$146 - $170
|
4.18K
$428K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-8- 0.19% |
$585 - $678
|
4.27K
$438K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9- 0.05% |
$659 - $763
|
17.2K
$1.76M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-10- 0.33% |
$732 - $848
|
3.03K
$311K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-10- 0.64% |
$732 - $848
|
1.56K
$159K
|
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-10- 0.27% |
$732 - $848
|
3.67K
$376K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-12- 0.12% |
$878 - $1.02K
|
10.4K
$1.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-12- 0.03% |
$878 - $1.02K
|
39.8K
$4.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-13- 0.05% |
$951 - $1.1K
|
28.8K
$2.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13- 0.05% |
$951 - $1.1K
|
23.7K
$2.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-16- 1.06% |
$1.17K - $1.36K
|
1.5K
$154K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-17- 0.04% |
$1.24K - $1.44K
|
40.9K
$4.19M
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-17- 0.32% |
$1.24K - $1.44K
|
5.26K
$540K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-18- 0.1% |
$1.32K - $1.53K
|
17.2K
$1.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 0.07% |
$1.46K - $1.7K
|
26.8K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23- 0.09% |
$1.68K - $1.95K
|
25K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-27- 0.34% |
$1.98K - $2.29K
|
7.89K
$809K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-28- 8.38% |
$2.05K - $2.37K
|
306
$31.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-28- 0.76% |
$2.05K - $2.37K
|
3.66K
$375K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-29- 0.25% |
$2.12K - $2.46K
|
11.7K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-35- 0.83% |
$2.56K - $2.97K
|
4.18K
$428K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-36Closed |
$2.63K - $3.05K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39- 0.03% |
$2.85K - $3.31K
|
118K
$12.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 5.18% |
$2.93K - $3.39K
|
732
$75.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-45- 0.05% |
$3.29K - $3.82K
|
82.1K
$8.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-46- 1.97% |
$3.37K - $3.9K
|
2.28K
$234K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-50- 0.32% |
$3.66K - $4.24K
|
15.5K
$1.59M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-52- 0.34% |
$3.81K - $4.41K
|
15.2K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-55- 0.61% |
$4.02K - $4.66K
|
8.9K
$913K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-59Closed |
$4.32K - $5K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-63- 0.19% |
$4.61K - $5.34K
|
33.7K
$3.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-65- 0.48% |
$4.76K - $5.51K
|
13.5K
$1.38M
|