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 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-20.9K- 10.02% |
$1.43M - $1.77M
|
188K
$19.5M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21.4K- 31.69% |
$1.46M - $1.81M
|
46.2K
$4.8M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.7KClosed |
$1.48M - $1.83M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22K- 1.18% |
$1.5M - $1.86M
|
1.84M
$191M
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-22.1K- 80.35% |
$1.51M - $1.86M
|
5.4K
$560K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.3K- 3.34% |
$1.59M - $1.96M
|
673K
$69.9M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-24K- 58.56% |
$1.64M - $2.02M
|
17K
$1.76M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24KClosed |
$1.64M - $2.02M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-24K- 18.45% |
$1.64M - $2.03M
|
106K
$11M
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-24.5KClosed |
$1.67M - $2.06M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-25.1K- 34.69% |
$1.72M - $2.12M
|
47.3K
$4.92M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-25.3K- 44.15% |
$1.73M - $2.13M
|
32K
$3.32M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.8K- 6.68% |
$1.76M - $2.18M
|
361K
$37.5M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-26.1K- 51.06% |
$1.79M - $2.2M
|
25.1K
$2.6M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-27.2K- 1.7% |
$1.86M - $2.29M
|
1.57M
$163M
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-28.3K- 10.19% |
$1.93M - $2.39M
|
250K
$25.9M
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-28.6K- 3.74% |
$1.96M - $2.41M
|
737K
$76.5M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-28.7K- 84.46% |
$1.96M - $2.42M
|
5.28K
$548K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-28.9K- 3.15% |
$1.98M - $2.44M
|
889K
$92.3M
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-29.5K- 11.07% |
$2.02M - $2.49M
|
237K
$24.6M
|
|
May 03, 2022
Q1 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-29.9K- 19.28% |
$2.04M - $2.52M
|
125K
$13M
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-30.2KClosed |
$2.06M - $2.54M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.7K- 20.87% |
$2.1M - $2.59M
|
116K
$12.1M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-31.6K- 46.17% |
$2.16M - $2.67M
|
36.9K
$3.83M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-32KClosed |
$2.18M - $2.7M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-32.2KClosed |
$2.2M - $2.71M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-33.4K- 80.75% |
$2.28M - $2.82M
|
7.96K
$826K
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-33.6KClosed |
$2.29M - $2.83M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-33.7K- 19.86% |
$2.3M - $2.84M
|
136K
$14.1M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-34.6K- 23.52% |
$2.37M - $2.92M
|
113K
$11.7M
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-36.1KClosed |
$2.46M - $3.04M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36.8K- 27.18% |
$2.51M - $3.1M
|
98.5K
$10.2M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37.3K- 87.8% |
$2.55M - $3.15M
|
5.19K
$539K
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-38.2KClosed |
$2.61M - $3.22M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-39.4K- 77.59% |
$2.69M - $3.32M
|
11.4K
$1.18M
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-39.8KClosed |
$2.72M - $3.35M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-40.3KClosed |
$2.75M - $3.4M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.8K- 49.34% |
$2.79M - $3.44M
|
41.9K
$4.35M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-41.1K- 89.03% |
$2.81M - $3.47M
|
5.06K
$526K
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-41.6KClosed |
$2.84M - $3.5M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-42K- 98.8% |
$2.87M - $3.54M
|
508
$52.7K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-42.5K- 89.79% |
$2.91M - $3.59M
|
4.83K
$502K
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-46KClosed |
$3.14M - $3.88M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-47.5K- 5.15% |
$3.25M - $4.01M
|
875K
$90.8M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-48.3K- 10.63% |
$3.3M - $4.07M
|
406K
$42.1M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-49.5KClosed |
$3.38M - $4.17M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-49.9KClosed |
$3.41M - $4.21M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-50.7K- 73.85% |
$3.47M - $4.28M
|
18K
$1.86M
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-50.8K- 24.68% |
$3.47M - $4.28M
|
155K
$16.1M
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-54.1KClosed |
$3.7M - $4.56M
|
0
$0
|