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 14, 2022
Q4 2021
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-785- 5.18% |
$57.4K - $66.6K
|
14.4K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-798- 15.88% |
$58.4K - $67.7K
|
4.23K
$433K
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-798- 17.52% |
$58.4K - $67.7K
|
3.76K
$385K
|
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-805- 12.95% |
$58.9K - $68.3K
|
5.41K
$554K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-810- 4.45% |
$59.3K - $68.7K
|
17.4K
$1.78M
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-815- 3.94% |
$59.6K - $69.1K
|
19.9K
$2.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-825- 2.57% |
$60.4K - $70K
|
31.3K
$3.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-839- 1.6% |
$61.4K - $71.2K
|
51.5K
$5.28M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-849- 6.59% |
$62.1K - $72K
|
12K
$1.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
SELL
|
- |
-857- 11.44% |
$62.7K - $72.7K
|
6.63K
$679K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-866- 9.6% |
$63.4K - $73.4K
|
8.16K
$835K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-884- 1.58% |
$64.7K - $75K
|
55.2K
$5.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-893- 23.46% |
$65.3K - $75.7K
|
2.91K
$298K
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-913- 3.78% |
$66.8K - $77.4K
|
23.3K
$2.38M
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-916- 3.28% |
$67K - $77.7K
|
27K
$2.77M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-925- 0.57% |
$67.7K - $78.4K
|
162K
$16.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-940- 21.88% |
$68.8K - $79.7K
|
3.36K
$344K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-946- 1.87% |
$69.2K - $80.2K
|
49.7K
$5.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-981- 1.52% |
$71.8K - $83.2K
|
63.6K
$6.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-986- 1.94% |
$72.2K - $83.6K
|
49.9K
$5.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1K- 20.06% |
$73.3K - $85K
|
3.99K
$409K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.02K- 0.89% |
$74.4K - $86.3K
|
113K
$11.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.02K- 6.24% |
$74.6K - $86.5K
|
15.3K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.03K- 1.75% |
$75.1K - $87K
|
57.7K
$5.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.04K- 9.91% |
$76.3K - $88.5K
|
9.48K
$971K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.04KClosed |
$76.4K - $88.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 3.48% |
$77.3K - $89.6K
|
29.3K
$3M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.06K- 7.85% |
$77.9K - $90.2K
|
12.5K
$1.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 18.44% |
$80.5K - $93.3K
|
4.87K
$498K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.12K- 2.71% |
$81.9K - $94.9K
|
40.2K
$4.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.12KClosed |
$82K - $95K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.12K- 0.45% |
$82.3K - $95.3K
|
250K
$25.6M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.13K- 3.14% |
$82.5K - $95.6K
|
34.7K
$3.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.13K- 2.68% |
$82.7K - $95.8K
|
41K
$4.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.14KClosed |
$83.1K - $96.3K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.14K- 27.86% |
$83.4K - $96.7K
|
2.95K
$302K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.16K- 3.71% |
$84.7K - $98.2K
|
30K
$3.07M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.17K- 1.41% |
$85.3K - $98.8K
|
81.3K
$8.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.17K- 23.65% |
$85.5K - $99.1K
|
3.77K
$386K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.19K- 4.56% |
$87.3K - $101K
|
25K
$2.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.21K- 0.88% |
$88.3K - $102K
|
135K
$13.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.22K- 20.52% |
$88.9K - $103K
|
4.71K
$482K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.23K- 1.97% |
$90.2K - $105K
|
61.5K
$6.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.23K- 9.68% |
$90.2K - $105K
|
11.5K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.23K- 0.76% |
$90.2K - $105K
|
161K
$16.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.25K- 0.78% |
$91.1K - $106K
|
159K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.25K- 12.6% |
$91.5K - $106K
|
8.67K
$888K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-1.26K- 20.32% |
$92.4K - $107K
|
4.95K
$507K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.27K- 6.7% |
$92.9K - $108K
|
17.7K
$1.81M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.32KClosed |
$96.5K - $112K
|
0
$0
|