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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$1.4M - $1.73M
|
20.6K
$2.13M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20.2K+ 31.69% |
$1.38M - $1.7M
|
84K
$8.72M
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19.3K+ 15.89% |
$1.32M - $1.63M
|
141K
$14.6M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
19K+ 19.99% |
$1.3M - $1.6M
|
114K
$11.8M
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
18.4K+ 20.74% |
$1.26M - $1.56M
|
107K
$11.1M
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17.5K+ 10.83% |
$1.19M - $1.47M
|
179K
$18.6M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
17.2K+ 4.61% |
$1.17M - $1.45M
|
390K
$40.4M
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 6.16% |
$1.15M - $1.42M
|
290K
$30.2M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
16.7K+ 0.57% |
$1.14M - $1.41M
|
2.94M
$305M
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
16.5K+ 128.41% |
$1.13M - $1.39M
|
29.4K
$3.05M
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
16.2K+ 3.18% |
$1.11M - $1.36M
|
524K
$54.4M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
15.9K+ 88.12% |
$1.08M - $1.34M
|
33.9K
$3.52M
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
BUY
|
- |
15.6K+ 31.85% |
$1.07M - $1.32M
|
64.7K
$6.72M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
15.6KNew |
$1.06M - $1.31M
|
15.6K
$1.62M
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
15.6KNew |
$1.06M - $1.31M
|
15.6K
$1.61M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
15.3K+ 280.55% |
$1.04M - $1.29M
|
20.7K
$2.15M
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
15.3K+ 3.9% |
$1.04M - $1.29M
|
407K
$42.2M
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
15K+ 3.52% |
$1.03M - $1.27M
|
443K
$46M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15K+ 6.73% |
$1.02M - $1.26M
|
238K
$24.7M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
14.9KNew |
$1.02M - $1.26M
|
14.9K
$1.55M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
14.5K+ 6.0% |
$994K - $1.23M
|
257K
$26.7M
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
14.2KNew |
$972K - $1.2M
|
14.2K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13.9K+ 49.63% |
$947K - $1.17M
|
41.8K
$4.34M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
13.8K+ 142.11% |
$946K - $1.17M
|
23.6K
$2.45M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
13.7K+ 177.75% |
$937K - $1.16M
|
21.4K
$2.23M
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.7K+ 5.73% |
$935K - $1.15M
|
253K
$26.2M
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
13.5K+ 133.03% |
$925K - $1.14M
|
23.7K
$2.46M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.5K+ 19.8% |
$924K - $1.14M
|
81.8K
$8.5M
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
13.5K+ 36.95% |
$924K - $1.14M
|
50.1K
$5.2M
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13.3K+ 10.06% |
$909K - $1.12M
|
145K
$15.1M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13.3KNew |
$907K - $1.12M
|
13.3K
$1.38M
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
13.2K+ 5.72% |
$901K - $1.11M
|
244K
$25.3M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.1K+ 3.75% |
$893K - $1.1M
|
362K
$37.6M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13K+ 4.93% |
$887K - $1.1M
|
276K
$28.7M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12.9K+ 15.88% |
$882K - $1.09M
|
94.2K
$9.78M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.2K+ 5.59% |
$833K - $1.03M
|
230K
$23.9M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.2K+ 5.59% |
$833K - $1.03M
|
230K
$23.9M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.1K+ 31.11% |
$826K - $1.02M
|
50.9K
$5.29M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 3.72% |
$791K - $976K
|
323K
$33.5M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.4K+ 5.52% |
$779K - $962K
|
218K
$22.6M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11.3K+ 123.14% |
$769K - $949K
|
20.4K
$2.12M
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.1KNew |
$757K - $934K
|
11.1K
$1.15M
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
11K+ 118.8% |
$750K - $925K
|
20.2K
$2.1M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.9K+ 19.93% |
$743K - $917K
|
65.5K
$6.8M
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
10.7K+ 37.81% |
$730K - $900K
|
38.9K
$4.04M
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
10.5K+ 16.69% |
$718K - $886K
|
73.4K
$7.62M
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
9.84K+ 76.41% |
$673K - $830K
|
22.7K
$2.36M
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
9.73K+ 3160.06% |
$665K - $821K
|
10K
$1.04M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.53K+ 4.05% |
$651K - $803K
|
245K
$25.4M
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9.4K+ 5.32% |
$642K - $792K
|
186K
$19.3M
|