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 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
63.6KNew |
$4.65M - $5.39M
|
63.6K
$6.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
62.9K+ 11.15% |
$4.6M - $5.33M
|
627K
$64.8M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.9K+ 54.1% |
$4.6M - $5.33M
|
179K
$18.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
58.3K+ 910.99% |
$4.26M - $4.94M
|
64.7K
$6.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
55.6KNew |
$4.07M - $4.71M
|
55.6K
$5.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.8K+ 16.35% |
$4.01M - $4.65M
|
390K
$40.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
53.3K+ 22.66% |
$3.9M - $4.52M
|
288K
$29.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
52.3K+ 323.5% |
$3.83M - $4.44M
|
68.5K
$7.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
51.2KNew |
$3.75M - $4.34M
|
51.2K
$5.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
50.7KNew |
$3.71M - $4.3M
|
50.7K
$5.24M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49K+ 50.04% |
$3.59M - $4.16M
|
147K
$15.2M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
48.9KNew |
$3.58M - $4.15M
|
48.9K
$5.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.3K+ 2.0% |
$3.46M - $4.01M
|
2.42M
$250M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
47K+ 12106.19% |
$3.44M - $3.98M
|
47.4K
$4.89M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
46.5K+ 594.81% |
$3.4M - $3.95M
|
54.3K
$5.61M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
46.4K+ 13.64% |
$3.4M - $3.94M
|
387K
$39.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
46KNew |
$3.37M - $3.9M
|
46K
$4.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
43.9K+ 26.7% |
$3.21M - $3.73M
|
208K
$21.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
43.9K+ 188.83% |
$3.21M - $3.72M
|
67.1K
$6.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
42.9K+ 39.86% |
$3.14M - $3.64M
|
151K
$15.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
42K+ 8266.93% |
$3.07M - $3.56M
|
42.5K
$4.39M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
41.9K+ 15.05% |
$3.07M - $3.55M
|
320K
$33.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
41.9KNew |
$3.06M - $3.55M
|
41.9K
$4.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
41.3K+ 256.52% |
$3.02M - $3.5M
|
57.4K
$5.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
40.8K+ 410.64% |
$2.99M - $3.46M
|
50.8K
$5.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.8K+ 60.32% |
$2.91M - $3.37M
|
106K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38.7K+ 78.61% |
$2.83M - $3.28M
|
87.8K
$9.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
38.2KNew |
$2.8M - $3.24M
|
38.2K
$3.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.2K+ 1.63% |
$2.79M - $3.24M
|
2.38M
$246M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
37.8KNew |
$2.76M - $3.2M
|
37.8K
$3.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
36.3K+ 26.6% |
$2.66M - $3.08M
|
173K
$17.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
35.9KNew |
$2.63M - $3.05M
|
35.9K
$3.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
33.6KNew |
$2.46M - $2.85M
|
33.6K
$3.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
33.5K+ 124.99% |
$2.45M - $2.84M
|
60.3K
$6.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
32.4K+ 11.2% |
$2.37M - $2.75M
|
321K
$33.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
30.2KNew |
$2.21M - $2.56M
|
30.2K
$3.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30.2K+ 6.61% |
$2.21M - $2.56M
|
487K
$50.3M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
29.9KNew |
$2.19M - $2.53M
|
29.9K
$3.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
29.4K+ 6.35% |
$2.15M - $2.49M
|
492K
$50.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
29.3K+ 630.12% |
$2.15M - $2.49M
|
34K
$3.51M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
28.2KNew |
$2.07M - $2.4M
|
28.2K
$2.92M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.2K+ 9.19% |
$2.06M - $2.39M
|
335K
$34.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
28KNew |
$2.05M - $2.37M
|
28K
$2.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
27K+ 119.87% |
$1.97M - $2.29M
|
49.5K
$5.11M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
26.8KNew |
$1.96M - $2.28M
|
26.8K
$2.77M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
26.2KNew |
$1.91M - $2.22M
|
26.2K
$2.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
26.1K+ 10.62% |
$1.91M - $2.21M
|
272K
$28.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.6K+ 161.89% |
$1.87M - $2.17M
|
41.4K
$4.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.6K+ 9.57% |
$1.87M - $2.17M
|
293K
$30.2M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
25.3KNew |
$1.85M - $2.14M
|
25.3K
$2.61M
|