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 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.34K+ 2.88% |
$317K - $368K
|
155K
$16M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.33K+ 12.54% |
$317K - $367K
|
38.8K
$4.01M
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
4.26KNew |
$311K - $361K
|
4.26K
$440K
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$310K - $359K
|
4.23K
$437K
|
|
Feb 14, 2022
Q4 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
4.21K+ 35.53% |
$308K - $357K
|
16.1K
$1.66M
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.18KNew |
$306K - $354K
|
4.18K
$431K
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
4.14KNew |
$303K - $351K
|
4.14K
$427K
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.02KNew |
$294K - $341K
|
4.02K
$415K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4KNew |
$293K - $339K
|
4K
$413K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
3.95K+ 239.39% |
$289K - $335K
|
5.6K
$578K
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.9K+ 52.58% |
$285K - $330K
|
11.3K
$1.17M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.88K+ 77660.0% |
$284K - $329K
|
3.89K
$402K
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.88KNew |
$284K - $329K
|
3.88K
$401K
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.81KNew |
$279K - $323K
|
3.81K
$394K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.78K+ 0.04% |
$276K - $320K
|
8.69M
$898M
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.76KNew |
$275K - $319K
|
3.76K
$388K
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.68KNew |
$269K - $312K
|
3.68K
$380K
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.67KNew |
$268K - $311K
|
3.67K
$379K
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.66KNew |
$268K - $310K
|
3.66K
$378K
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.64KNew |
$266K - $309K
|
3.64K
$376K
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.61KNew |
$264K - $306K
|
3.61K
$373K
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
3.55K+ 7.5% |
$260K - $301K
|
50.9K
$5.26M
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
3.51KNew |
$256K - $297K
|
3.51K
$362K
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.42KNew |
$250K - $290K
|
3.42K
$353K
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.42K+ 8.0% |
$250K - $290K
|
46.2K
$4.77M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.41KNew |
$250K - $290K
|
3.41K
$353K
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.41K+ 5.72% |
$249K - $289K
|
62.9K
$6.5M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 4.71% |
$248K - $288K
|
75.5K
$7.79M
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.39KNew |
$248K - $287K
|
3.39K
$350K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.34K+ 6.12% |
$244K - $283K
|
57.9K
$5.98M
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.29KNew |
$240K - $279K
|
3.29K
$339K
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
3.28KNew |
$240K - $278K
|
3.28K
$338K
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.25KNew |
$238K - $276K
|
3.25K
$336K
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
3.24K+ 6.74% |
$237K - $275K
|
51.3K
$5.3M
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.24KNew |
$237K - $275K
|
3.24K
$334K
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.21K+ 0.91% |
$235K - $272K
|
358K
$36.9M
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
3.14KNew |
$230K - $266K
|
3.14K
$324K
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
3.14K+ 32.19% |
$229K - $266K
|
12.9K
$1.33M
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.14KNew |
$229K - $266K
|
3.14K
$324K
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
3.13KNew |
$229K - $265K
|
3.13K
$323K
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.11K+ 5.99% |
$227K - $264K
|
55K
$5.68M
|
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
3.09K+ 6.07% |
$226K - $262K
|
54.1K
$5.58M
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.08K+ 23.5% |
$225K - $261K
|
16.2K
$1.67M
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.04KNew |
$222K - $258K
|
3.04K
$314K
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.02KNew |
$221K - $256K
|
3.02K
$312K
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
3.01KNew |
$220K - $255K
|
3.01K
$311K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.94KNew |
$215K - $249K
|
2.94K
$303K
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.93KNew |
$214K - $248K
|
2.93K
$303K
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
2.92KNew |
$214K - $248K
|
2.92K
$302K
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.91KNew |
$213K - $247K
|
2.91K
$300K
|