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 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-198- 0.15% |
$14.5K - $16.8K
|
131K
$13.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$14.6K - $17K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-200- 1.48% |
$14.6K - $17K
|
13.3K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-201- 4.42% |
$14.7K - $17K
|
4.35K
$446K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-204- 2.11% |
$14.9K - $17.3K
|
9.46K
$969K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-204- 1.47% |
$14.9K - $17.3K
|
13.6K
$1.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-205- 4.18% |
$15K - $17.4K
|
4.7K
$481K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-207- 0.38% |
$15.1K - $17.6K
|
53.9K
$5.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-208- 2.04% |
$15.2K - $17.6K
|
9.98K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-208Closed |
$15.2K - $17.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-223- 0.56% |
$16.3K - $18.9K
|
39.7K
$4.06M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-229- 1.42% |
$16.8K - $19.4K
|
15.9K
$1.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-232- 3.72% |
$17K - $19.7K
|
6K
$615K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-243- 2.74% |
$17.8K - $20.6K
|
8.62K
$883K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-243- 8.85% |
$17.8K - $20.6K
|
2.5K
$256K
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-244- 6.82% |
$17.9K - $20.7K
|
3.34K
$342K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-245- 1.82% |
$17.9K - $20.8K
|
13.2K
$1.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-246- 2.33% |
$18K - $20.9K
|
10.3K
$1.06M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-246- 53.83% |
$18K - $20.9K
|
211
$21.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-246- 0.93% |
$18K - $20.9K
|
26.2K
$2.69M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-250- 1.38% |
$18.3K - $21.2K
|
17.9K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-250- 21.19% |
$18.3K - $21.2K
|
930
$95.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-251- 2.89% |
$18.4K - $21.3K
|
8.42K
$862K
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-255- 4.39% |
$18.7K - $21.6K
|
5.56K
$569K
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-261- 0.8% |
$19.1K - $22.1K
|
32.2K
$3.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-270- 8.88% |
$19.8K - $22.9K
|
2.77K
$284K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-272- 5.99% |
$19.9K - $23.1K
|
4.27K
$437K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-275- 5.26% |
$20.1K - $23.3K
|
4.95K
$507K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-281- 8.53% |
$20.6K - $23.8K
|
3.02K
$309K
|
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-282- 5.18% |
$20.6K - $23.9K
|
5.17K
$529K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-295- 3.37% |
$21.6K - $25K
|
8.46K
$867K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-295- 3.37% |
$21.6K - $25K
|
8.46K
$867K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-298- 2.43% |
$21.8K - $25.3K
|
11.9K
$1.22M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-300- 31.25% |
$22K - $25.4K
|
660
$67.6K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-305- 2.29% |
$22.3K - $25.9K
|
13K
$1.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-318- 2.81% |
$23.3K - $27K
|
11K
$1.13M
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-327- 1.16% |
$23.9K - $27.7K
|
27.9K
$2.86M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-334- 2.0% |
$24.4K - $28.3K
|
16.3K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-335- 0.31% |
$24.5K - $28.4K
|
108K
$11M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-340- 0.55% |
$24.9K - $28.8K
|
61.5K
$6.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
SELL
|
- |
-345- 5.06% |
$25.2K - $29.3K
|
6.48K
$663K
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-346- 8.7% |
$25.3K - $29.3K
|
3.63K
$372K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-349- 8.79% |
$25.5K - $29.6K
|
3.62K
$371K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-355- 0.22% |
$26K - $30.1K
|
161K
$16.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
SELL
|
- |
-356- 2.42% |
$26.1K - $30.2K
|
14.3K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-364- 1.05% |
$26.6K - $30.9K
|
34.4K
$3.53M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-373- 11.89% |
$27.3K - $31.6K
|
2.77K
$283K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-378- 1.34% |
$27.7K - $32.1K
|
27.9K
$2.86M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-396- 2.55% |
$29K - $33.6K
|
15.1K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-400- 4.76% |
$29.3K - $33.9K
|
8K
$819K
|