Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
15+ 0.06% |
$1.02K - $1.26K
|
24.3K
$2.54M
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
15New |
$1.02K - $1.26K
|
15
$1.56K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
14+ 0.16% |
$957 - $1.18K
|
8.63K
$900K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
13+ 6.16% |
$888 - $1.1K
|
224
$23.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
12+ 0.43% |
$820 - $1.01K
|
2.81K
$293K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 0.11% |
$820 - $1.01K
|
11.4K
$1.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.16% |
$752 - $928
|
6.82K
$710K
|
|
|
May 05, 2022
Q1 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.15% |
$683 - $843
|
6.53K
$680K
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
BUY
|
- |
9+ 0.16% |
$615 - $759
|
5.62K
$585K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
9+ 0.14% |
$615 - $759
|
6.37K
$664K
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.16% |
$547 - $675
|
5.15K
$536K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8+ 0.06% |
$547 - $675
|
12.6K
$1.31M
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.07% |
$547 - $675
|
11.4K
$1.18M
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.16% |
$478 - $590
|
4.35K
$453K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$478 - $590
|
4.81K
$501K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7+ 12.28% |
$478 - $590
|
64
$6.67K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.14% |
$478 - $590
|
5.11K
$532K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.11% |
$478 - $590
|
6.18K
$643K
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$410 - $506
|
3.6K
$375K
|
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
BUY
|
- |
6+ 0.15% |
$410 - $506
|
4.04K
$420K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.17% |
$410 - $506
|
3.62K
$377K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.02% |
$342 - $422
|
30K
$3.13M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5+ 0.16% |
$342 - $422
|
3.1K
$323K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.03% |
$342 - $422
|
16.3K
$1.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$342 - $422
|
3.31K
$345K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5+ 0.12% |
$342 - $422
|
4.22K
$439K
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.12% |
$342 - $422
|
4.07K
$424K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5+ 0.03% |
$342 - $422
|
17.4K
$1.81M
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
4+ 0.01% |
$273 - $337
|
65.9K
$6.86M
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
4+ 0.15% |
$273 - $337
|
2.64K
$275K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$273 - $337
|
2.6K
$271K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$273 - $337
|
11K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
4+ 0.15% |
$273 - $337
|
2.75K
$286K
|
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4+ 0.09% |
$273 - $337
|
4.28K
$446K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
3+ 0.06% |
$205 - $253
|
4.8K
$500K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
3+ 0.08% |
$205 - $253
|
3.63K
$379K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.56% |
$205 - $253
|
540
$56.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$137 - $169
|
3.27K
$341K
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
2+ 0.02% |
$137 - $169
|
11.2K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2+ 0.13% |
$137 - $169
|
1.5K
$156K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2+ 0.03% |
$137 - $169
|
6K
$626K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$68.3 - $84.3
|
11.2K
$1.16M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.2% |
$68.3 - $84.3
|
498
$51.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1+ 0.04% |
$68.3 - $84.3
|
2.8K
$292K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$68.3 - $84.3
|
19.2K
$2M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.0% |
$68.3 - $84.3
|
155K
$16.1M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1+ 0.03% |
$68.3 - $84.3
|
3.42K
$356K
|
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$68.3 - $84.3
|
18.7K
$1.95M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$68.3 - $84.3
|
3.14K
$327K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$68.3 - $84.3
|
27.9K
$2.91M
|