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
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.93KNew |
$214K - $248K
|
2.93K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
2.92KNew |
$214K - $248K
|
2.92K
$258K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.91KNew |
$213K - $247K
|
2.91K
$257K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.9KNew |
$212K - $246K
|
2.9K
$257K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.89KNew |
$211K - $245K
|
2.89K
$255K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
2.88KNew |
$210K - $244K
|
2.88K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.84KNew |
$208K - $241K
|
2.84K
$251K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.81KNew |
$205K - $238K
|
2.81K
$248K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.8KNew |
$205K - $238K
|
2.8K
$248K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.8KNew |
$205K - $237K
|
2.8K
$248K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.76KNew |
$202K - $234K
|
2.76K
$244K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.75KNew |
$201K - $233K
|
2.75K
$243K
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
2.7KNew |
$197K - $229K
|
2.7K
$238K
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.68KNew |
$196K - $227K
|
2.68K
$237K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.67KNew |
$196K - $227K
|
2.67K
$236K
|
|
|
Feb 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
2.67KNew |
$195K - $227K
|
2.67K
$236K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.67KNew |
$195K - $226K
|
2.67K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.66KNew |
$195K - $226K
|
2.66K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
2.65KNew |
$194K - $225K
|
2.65K
$234K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.65KNew |
$194K - $224K
|
2.65K
$234K
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.64KNew |
$193K - $224K
|
2.64K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.63KNew |
$193K - $223K
|
2.63K
$233K
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
2.63KNew |
$193K - $223K
|
2.63K
$233K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.63KNew |
$193K - $223K
|
2.63K
$233K
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$192K - $223K
|
2.62K
$232K
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$191K - $222K
|
2.61K
$231K
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
2.61KNew |
$191K - $221K
|
2.61K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.61K+ 902.08% |
$191K - $221K
|
2.9K
$256K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.6KNew |
$190K - $221K
|
2.6K
$230K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
2.6KNew |
$190K - $221K
|
2.6K
$230K
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.6KNew |
$190K - $221K
|
2.6K
$230K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
2.6KNew |
$190K - $220K
|
2.6K
$230K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.6KNew |
$190K - $220K
|
2.6K
$230K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
2.6KNew |
$190K - $220K
|
2.6K
$230K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
2.59KNew |
$189K - $219K
|
2.59K
$229K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
2.58KNew |
$189K - $219K
|
2.58K
$228K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.57KNew |
$188K - $218K
|
2.57K
$227K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.57KNew |
$188K - $218K
|
2.57K
$227K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.56KNew |
$187K - $217K
|
2.56K
$227K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.56KNew |
$187K - $217K
|
2.56K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.56K+ 36.1% |
$187K - $217K
|
9.64K
$853K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
2.55KNew |
$186K - $216K
|
2.55K
$225K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.54KNew |
$186K - $215K
|
2.54K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Granger Management LLC
|
BUY
|
- |
2.51KNew |
$184K - $213K
|
2.51K
$222K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.5KNew |
$183K - $212K
|
2.5K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.48K+ 2915.29% |
$181K - $210K
|
2.56K
$227K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.48K+ 9.39% |
$181K - $210K
|
28.9K
$2.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.47KNew |
$181K - $209K
|
2.47K
$218K
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.47KNew |
$181K - $209K
|
2.47K
$218K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.47KNew |
$181K - $209K
|
2.47K
$218K
|