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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.67K+ 4.87% |
$319K - $394K
|
101K
$10.4M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.63K+ 5.89% |
$316K - $390K
|
83.2K
$8.64M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
4.6K+ 90.48% |
$314K - $388K
|
9.69K
$1.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.51KNew |
$308K - $380K
|
4.51K
$468K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
4.48KNew |
$306K - $378K
|
4.48K
$466K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.44K+ 3.62% |
$303K - $374K
|
127K
$13.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.38KNew |
$299K - $369K
|
4.38K
$455K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
4.3KNew |
$293K - $362K
|
4.3K
$446K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4.29K+ 3765.79% |
$293K - $362K
|
4.41K
$458K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.27K+ 6.43% |
$292K - $360K
|
70.7K
$7.34M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.24K+ 16.22% |
$290K - $358K
|
30.4K
$3.16M
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.14KNew |
$283K - $349K
|
4.14K
$430K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
3.91KNew |
$267K - $330K
|
3.91K
$406K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.9K+ 100.33% |
$267K - $329K
|
7.79K
$809K
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.85K+ 3.25% |
$263K - $325K
|
122K
$12.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.83K+ 0.92% |
$262K - $323K
|
420K
$43.6M
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.77K+ 12.61% |
$257K - $318K
|
33.6K
$3.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.74KNew |
$255K - $315K
|
3.74K
$388K
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
3.69K+ 7.25% |
$252K - $311K
|
54.6K
$5.67M
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
3.68K+ 100.0% |
$252K - $311K
|
7.37K
$765K
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
3.63KNew |
$248K - $306K
|
3.63K
$377K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
3.6K+ 1.42% |
$246K - $304K
|
257K
$26.7M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
3.59KNew |
$245K - $302K
|
3.59K
$372K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.57K+ 13.69% |
$244K - $301K
|
29.7K
$3.08M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.55K+ 91.23% |
$242K - $299K
|
7.43K
$772K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.51K+ 1.6% |
$240K - $296K
|
223K
$23.1M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.51K+ 2.57% |
$240K - $296K
|
140K
$14.5M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.5K+ 111.49% |
$239K - $295K
|
6.64K
$690K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.49K+ 2090.42% |
$239K - $294K
|
3.66K
$380K
|
|
|
May 12, 2022
Q1 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.47K+ 1.94% |
$237K - $293K
|
183K
$19M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
3.47KNew |
$237K - $293K
|
3.47K
$360K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.43K+ 12.89% |
$235K - $290K
|
30.1K
$3.12M
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
3.37K+ 26.26% |
$231K - $284K
|
16.2K
$1.68M
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
3.35KNew |
$229K - $282K
|
3.35K
$348K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.32K+ 0.8% |
$227K - $280K
|
416K
$43.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
3.31K+ 66.71% |
$226K - $279K
|
8.26K
$858K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.3KNew |
$225K - $278K
|
3.3K
$343K
|
|
|
Apr 13, 2022
Q1 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
3.27K+ 1.57% |
$223K - $276K
|
212K
$22M
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.14K+ 23.16% |
$214K - $265K
|
16.7K
$1.73M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.14K+ 3.6% |
$214K - $265K
|
90.4K
$9.39M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.09K+ 4.35% |
$211K - $260K
|
74.1K
$7.69M
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
3.07KNew |
$210K - $259K
|
3.07K
$319K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.07K+ 13.97% |
$210K - $259K
|
25K
$2.6M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.02KNew |
$206K - $254K
|
3.02K
$313K
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3KNew |
$205K - $253K
|
3K
$311K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
2.8K+ 6.97% |
$191K - $236K
|
43K
$4.46M
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
2.79K+ 2.47% |
$191K - $235K
|
116K
$12M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.77K+ 267.93% |
$189K - $233K
|
3.8K
$394K
|
|
|
May 13, 2022
Q1 2022
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
2.76KNew |
$188K - $232K
|
2.76K
$286K
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.69KNew |
$183K - $226K
|
2.69K
$279K
|