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 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-2.99K- 2.85% |
$219K - $253K
|
102K
$10.4M
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.01K- 6.31% |
$220K - $255K
|
44.6K
$4.57M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.02K- 0.73% |
$221K - $256K
|
413K
$42.3M
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.02K- 31.87% |
$221K - $256K
|
6.46K
$662K
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.02K- 31.87% |
$221K - $256K
|
6.46K
$662K
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.02K- 3.69% |
$221K - $256K
|
78.9K
$8.08M
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-3.03K- 29.78% |
$222K - $257K
|
7.14K
$731K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.05K- 3.27% |
$223K - $259K
|
90.3K
$9.25M
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.05KClosed |
$223K - $259K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.12K- 7.08% |
$228K - $265K
|
41K
$4.2M
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-3.24K- 4.63% |
$237K - $274K
|
66.7K
$6.83M
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-3.29K- 14.32% |
$241K - $279K
|
19.7K
$2.02M
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.32KClosed |
$243K - $282K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.37K- 3.65% |
$246K - $286K
|
88.9K
$9.11M
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.38K- 13.5% |
$248K - $287K
|
21.7K
$2.22M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.4K- 16.36% |
$249K - $289K
|
17.4K
$1.78M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.51K- 4.62% |
$257K - $298K
|
72.5K
$7.42M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.55K- 1.18% |
$260K - $301K
|
296K
$30.3M
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-3.57K- 23.66% |
$261K - $303K
|
11.5K
$1.18M
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.63K- 2.38% |
$266K - $308K
|
149K
$15.2M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.65K- 30.67% |
$267K - $310K
|
8.25K
$845K
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-3.68K- 50.0% |
$270K - $312K
|
3.68K
$377K
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-3.68K- 8.83% |
$270K - $312K
|
38K
$3.89M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.7K- 8.01% |
$271K - $314K
|
42.5K
$4.36M
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.73K- 5.34% |
$273K - $316K
|
66.1K
$6.77M
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.8K- 1.4% |
$278K - $322K
|
268K
$27.4M
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-3.87K- 8.98% |
$283K - $328K
|
39.2K
$4.01M
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-4.01K- 12.31% |
$294K - $340K
|
28.6K
$2.93M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-4.07K- 3.64% |
$298K - $345K
|
108K
$11M
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.08K- 2.18% |
$298K - $346K
|
183K
$18.8M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.12K- 4.62% |
$301K - $349K
|
85.1K
$8.71M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.29K- 17.79% |
$314K - $364K
|
19.8K
$2.03M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.3KClosed |
$314K - $364K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-4.32K- 18.64% |
$316K - $366K
|
18.9K
$1.93M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-4.38K- 26.8% |
$320K - $371K
|
12K
$1.22M
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.42K- 1.95% |
$324K - $375K
|
223K
$22.8M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.48K- 6.15% |
$328K - $380K
|
68.3K
$7M
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-4.51K- 7.8% |
$330K - $383K
|
53.3K
$5.46M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.54K- 2.68% |
$332K - $385K
|
165K
$16.9M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-4.59K- 97.58% |
$336K - $390K
|
114
$11.7K
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.65K- 47.7% |
$341K - $395K
|
5.1K
$522K
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.76K- 16.02% |
$348K - $403K
|
24.9K
$2.55M
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.77K- 3.85% |
$349K - $404K
|
119K
$12.2M
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.78K- 1.57% |
$350K - $405K
|
300K
$30.8M
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.99K- 1.81% |
$365K - $424K
|
271K
$27.8M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5K- 8.59% |
$366K - $424K
|
53.3K
$5.46M
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-5.13KClosed |
$376K - $435K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5.2K- 6.74% |
$381K - $441K
|
72K
$7.37M
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5.34K- 86.14% |
$391K - $453K
|
860
$88.1K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.38K- 1.87% |
$394K - $457K
|
282K
$28.9M
|