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 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
13.8KNew |
$1.01M - $1.17M
|
13.8K
$1.42M
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
13.6KNew |
$992K - $1.15M
|
13.6K
$1.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13.4KNew |
$983K - $1.14M
|
13.4K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.3KNew |
$974K - $1.13M
|
13.3K
$1.37M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.3K+ 0.68% |
$973K - $1.13M
|
1.96M
$202M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
13.1K+ 22.12% |
$959K - $1.11M
|
72.3K
$7.47M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
12.9KNew |
$943K - $1.09M
|
12.9K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
12.7KNew |
$931K - $1.08M
|
12.7K
$1.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
12.6K+ 278.14% |
$924K - $1.07M
|
17.2K
$1.77M
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
12.4K+ 2.5% |
$906K - $1.05M
|
508K
$52.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
12.1K+ 8.15% |
$885K - $1.03M
|
160K
$16.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
12K+ 4.6% |
$881K - $1.02M
|
274K
$28.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
11.9K+ 45.89% |
$873K - $1.01M
|
37.9K
$3.92M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.8KNew |
$863K - $1M
|
11.8K
$1.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.7K+ 36.51% |
$853K - $989K
|
43.6K
$4.5M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11.6KNew |
$847K - $982K
|
11.6K
$1.2M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$816K - $946K
|
11.2K
$1.15M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
11.1KNew |
$813K - $942K
|
11.1K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
10.6K+ 60.42% |
$775K - $898K
|
28.1K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5K+ 13.84% |
$771K - $893K
|
86.6K
$8.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
10.4K+ 22.26% |
$763K - $884K
|
57.3K
$5.92M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 2.29% |
$741K - $859K
|
453K
$46.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
9.96K+ 6.87% |
$729K - $845K
|
155K
$16M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.91K+ 183.78% |
$725K - $841K
|
15.3K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.9K+ 4.39% |
$724K - $839K
|
235K
$24.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
9.81KNew |
$718K - $832K
|
9.81K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
9.77KNew |
$715K - $828K
|
9.77K
$1.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
9.5KNew |
$695K - $805K
|
9.5K
$981K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
9.42K+ 4.15% |
$689K - $799K
|
236K
$24.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.36K+ 13.34% |
$685K - $794K
|
79.5K
$8.21M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
9.29K+ 24.97% |
$680K - $788K
|
46.5K
$4.8M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
9.23KNew |
$676K - $783K
|
9.23K
$953K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.22KNew |
$675K - $782K
|
9.22K
$952K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.14K+ 61.22% |
$669K - $775K
|
24.1K
$2.49M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.94K+ 18.96% |
$654K - $758K
|
56.1K
$5.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.71K+ 45.36% |
$638K - $739K
|
27.9K
$2.88M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
8.62KNew |
$631K - $731K
|
8.62K
$890K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.6KNew |
$629K - $729K
|
8.6K
$888K
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
8.59K+ 2.21% |
$628K - $728K
|
397K
$41M
|
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8.58KNew |
$628K - $728K
|
8.58K
$886K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.34K+ 7.4% |
$610K - $707K
|
121K
$12.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.3K+ 2.44% |
$607K - $704K
|
349K
$36M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.15KNew |
$597K - $691K
|
8.15K
$842K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.11K+ 13.63% |
$594K - $688K
|
67.6K
$6.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.85K+ 20.68% |
$574K - $665K
|
45.8K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
7.39K+ 632.08% |
$541K - $627K
|
8.56K
$884K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
7.36KNew |
$538K - $624K
|
7.36K
$760K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
7.36KNew |
$538K - $624K
|
7.36K
$760K
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.35K+ 169.88% |
$538K - $623K
|
11.7K
$1.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
7.29K+ 8.75% |
$533K - $618K
|
90.6K
$9.35M
|