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
|
Krilogy Financial LLC
|
BUY
|
- |
2.46K+ 45.76% |
$180K - $208K
|
7.82K
$692K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
2.46KNew |
$180K - $208K
|
2.46K
$217K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.42KNew |
$177K - $206K
|
2.42K
$214K
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
2.42KNew |
$177K - $205K
|
2.42K
$214K
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
2.41KNew |
$177K - $205K
|
2.41K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.41KNew |
$176K - $204K
|
2.41K
$213K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
2.41KNew |
$176K - $204K
|
2.41K
$213K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.4KNew |
$176K - $204K
|
2.4K
$212K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.4K+ 47.29% |
$175K - $203K
|
7.46K
$660K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
2.39KNew |
$175K - $202K
|
2.39K
$211K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
2.38K+ 7.75% |
$174K - $202K
|
33.1K
$2.93M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.33KNew |
$171K - $198K
|
2.33K
$206K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.31K+ 9.72% |
$169K - $196K
|
26.1K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.28K+ 13.08% |
$167K - $193K
|
19.7K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.25K+ 1.27% |
$164K - $190K
|
179K
$15.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.21K+ 2.14% |
$162K - $187K
|
105K
$9.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.18K+ 3.67% |
$160K - $185K
|
61.7K
$5.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.18KNew |
$160K - $185K
|
2.18K
$193K
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.18K+ 2.59% |
$159K - $184K
|
86.1K
$7.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.15K+ 1.49% |
$158K - $183K
|
147K
$13M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.09K+ 0.8% |
$153K - $177K
|
263K
$23.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.06K+ 21.67% |
$151K - $175K
|
11.6K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.01K+ 9.95% |
$147K - $171K
|
22.2K
$1.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.98K+ 43.08% |
$145K - $168K
|
6.57K
$581K
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.95K+ 3.72% |
$143K - $166K
|
54.4K
$4.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.93K+ 46.49% |
$141K - $164K
|
6.08K
$537K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.93K+ 46.49% |
$141K - $164K
|
6.08K
$537K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.92KNew |
$140K - $162K
|
1.92K
$169K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
1.88KNew |
$138K - $159K
|
1.88K
$166K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.83K+ 21.85% |
$134K - $155K
|
10.2K
$900K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.72K+ 20.96% |
$126K - $146K
|
9.95K
$880K
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.69K+ 20.59% |
$123K - $143K
|
9.88K
$874K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
1.66K+ 48.63% |
$122K - $141K
|
5.09K
$450K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.66K+ 1.09% |
$122K - $141K
|
155K
$13.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.65K+ 8.88% |
$121K - $140K
|
20.2K
$1.79M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.63K+ 19.56% |
$119K - $138K
|
9.95K
$880K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.62K+ 0.71% |
$119K - $138K
|
229K
$20.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.59K+ 11.22% |
$116K - $134K
|
15.7K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.58K+ 2.06% |
$116K - $134K
|
78.6K
$6.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.58KNew |
$116K - $134K
|
1.58K
$140K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.58K+ 0.69% |
$115K - $134K
|
231K
$20.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.56K+ 2.51% |
$114K - $132K
|
63.8K
$5.64M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.49K+ 1.18% |
$109K - $126K
|
128K
$11.3M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.47K+ 7.04% |
$108K - $125K
|
22.3K
$1.97M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.47KNew |
$107K - $124K
|
1.47K
$130K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.45K+ 363.0% |
$106K - $123K
|
1.85K
$164K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
1.4K+ 0.59% |
$102K - $118K
|
237K
$21M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 41.32% |
$99.8K - $116K
|
4.67K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.35K+ 13.97% |
$98.6K - $114K
|
11K
$972K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 27.49% |
$97.3K - $113K
|
6.17K
$546K
|