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 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-1.38K- 1.03% |
$101K - $117K
|
132K
$13.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.41KClosed |
$103K - $120K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.44K- 4.41% |
$106K - $122K
|
31.3K
$3.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 5.39% |
$106K - $123K
|
25.4K
$2.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-1.47K- 0.56% |
$108K - $125K
|
262K
$26.9M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.49KClosed |
$109K - $126K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.5K- 36.24% |
$109K - $127K
|
2.63K
$270K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
SELL
|
- |
-1.51K- 0.63% |
$110K - $128K
|
238K
$24.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-1.53K- 26.63% |
$112K - $129K
|
4.2K
$430K
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 2.05% |
$112K - $130K
|
73.5K
$7.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.58K- 1.74% |
$115K - $134K
|
89.3K
$9.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.59K- 4.18% |
$116K - $134K
|
36.3K
$3.72M
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-1.66K- 1.77% |
$122K - $141K
|
92.2K
$9.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.7K- 9.7% |
$125K - $144K
|
15.8K
$1.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.73K- 3.95% |
$126K - $146K
|
42K
$4.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.75K- 6.67% |
$128K - $148K
|
24.5K
$2.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.77K- 0.53% |
$130K - $150K
|
334K
$34.2M
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.78K- 17.14% |
$130K - $151K
|
8.58K
$879K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.79K- 11.3% |
$131K - $152K
|
14.1K
$1.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Polianta LTD
|
SELL
|
- |
-1.8K- 1.69% |
$132K - $153K
|
105K
$10.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.82K- 6.08% |
$133K - $155K
|
28.2K
$2.88M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.82K- 15.5% |
$133K - $155K
|
9.94K
$1.02M
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.87K- 1.21% |
$137K - $159K
|
152K
$15.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.89K- 1.49% |
$138K - $160K
|
125K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2K- 1.74% |
$146K - $170K
|
113K
$11.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.06K- 1.65% |
$151K - $175K
|
123K
$12.6M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.11K- 4.9% |
$155K - $179K
|
40.9K
$4.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.23K- 1.16% |
$163K - $189K
|
191K
$19.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-2.24K- 72.86% |
$164K - $190K
|
835
$85.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.28K- 5.06% |
$167K - $193K
|
42.8K
$4.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
SELL
|
- |
-2.31K- 1.15% |
$169K - $195K
|
197K
$20.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.31K- 11.07% |
$169K - $196K
|
18.6K
$1.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.45K- 1.84% |
$179K - $207K
|
131K
$13.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.49K- 12.98% |
$182K - $211K
|
16.7K
$1.71M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-2.49K- 37.09% |
$182K - $211K
|
4.23K
$433K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.6K- 2.77% |
$190K - $221K
|
91.5K
$9.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.64K- 3.63% |
$193K - $224K
|
70.2K
$7.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-2.67K- 4.92% |
$195K - $226K
|
51.5K
$5.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.68K- 8.5% |
$196K - $227K
|
28.8K
$2.95M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.69K- 1.99% |
$197K - $228K
|
132K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.71K- 5.73% |
$199K - $230K
|
44.7K
$4.58M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.74KClosed |
$201K - $233K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.76K- 17.5% |
$202K - $234K
|
13K
$1.33M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-2.79KClosed |
$204K - $236K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 1.0% |
$205K - $238K
|
278K
$28.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.82K- 2.73% |
$207K - $239K
|
101K
$10.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.83K- 33.88% |
$207K - $240K
|
5.52K
$566K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.87K- 2.52% |
$210K - $243K
|
111K
$11.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.94K- 2.37% |
$215K - $250K
|
121K
$12.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.97KClosed |
$217K - $252K
|
0
$0
|