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 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-65- 1.03% |
$4.76K - $5.51K
|
6.25K
$641K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-66- 1.99% |
$4.83K - $5.6K
|
3.25K
$334K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-72- 4.29% |
$5.27K - $6.11K
|
1.61K
$165K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-72Closed |
$5.27K - $6.11K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-75- 1.13% |
$5.49K - $6.36K
|
6.56K
$673K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-75- 0.53% |
$5.49K - $6.36K
|
14K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-75- 0.96% |
$5.49K - $6.36K
|
7.72K
$791K
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
SELL
|
- |
-86- 0.54% |
$6.29K - $7.29K
|
15.7K
$1.61M
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-91- 0.28% |
$6.66K - $7.72K
|
32.1K
$3.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-92- 2.77% |
$6.73K - $7.8K
|
3.23K
$331K
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-94- 3.04% |
$6.88K - $7.97K
|
3K
$308K
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-95- 1.85% |
$6.95K - $8.06K
|
5.05K
$518K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-97- 0.21% |
$7.1K - $8.23K
|
46.8K
$4.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 5.11% |
$7.32K - $8.48K
|
1.86K
$190K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-100- 1.49% |
$7.32K - $8.48K
|
6.62K
$679K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.16% |
$7.32K - $8.48K
|
61.7K
$6.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-100- 0.59% |
$7.32K - $8.48K
|
16.8K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-100- 11.11% |
$7.32K - $8.48K
|
800
$82K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-102- 1.24% |
$7.46K - $8.65K
|
8.11K
$832K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-105- 0.94% |
$7.68K - $8.91K
|
11.1K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-105Closed |
$7.68K - $8.91K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-110- 2.69% |
$8.05K - $9.33K
|
3.98K
$408K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-112- 0.18% |
$8.2K - $9.5K
|
60.8K
$6.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-114- 0.22% |
$8.34K - $9.67K
|
51.4K
$5.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-118- 0.63% |
$8.64K - $10K
|
18.6K
$1.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 0.46% |
$9K - $10.4K
|
26.6K
$2.73M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-123- 1.17% |
$9K - $10.4K
|
10.4K
$1.07M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-125- 1.15% |
$9.15K - $10.6K
|
10.7K
$1.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-126- 1.88% |
$9.22K - $10.7K
|
6.58K
$674K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-127- 1.21% |
$9.29K - $10.8K
|
10.3K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-128Closed |
$9.37K - $10.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-128- 20.65% |
$9.37K - $10.9K
|
492
$50.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-132- 1.34% |
$9.66K - $11.2K
|
9.69K
$994K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-138- 1.5% |
$10.1K - $11.7K
|
9.06K
$929K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-140Closed |
$10.2K - $11.9K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-142- 1.41% |
$10.4K - $12K
|
9.93K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-145- 1.12% |
$10.6K - $12.3K
|
12.8K
$1.32M
|
|
|
Jan 19, 2022
Q4 2021
|
M. Kraus & CO
|
SELL
|
- |
-146- 4.5% |
$10.7K - $12.4K
|
3.1K
$318K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-150- 1.92% |
$11K - $12.7K
|
7.68K
$788K
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-150- 3.75% |
$11K - $12.7K
|
3.85K
$395K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-150- 2.24% |
$11K - $12.7K
|
6.54K
$671K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-157- 1.43% |
$11.5K - $13.3K
|
10.9K
$1.11M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-161- 5.38% |
$11.8K - $13.7K
|
2.83K
$290K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-162- 2.25% |
$11.9K - $13.7K
|
7.03K
$721K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-174- 0.44% |
$12.7K - $14.8K
|
39.8K
$4.08M
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-178- 2.89% |
$13K - $15.1K
|
5.98K
$614K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-179- 2.28% |
$13.1K - $15.2K
|
7.68K
$788K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-179- 1.09% |
$13.1K - $15.2K
|
16.3K
$1.67M
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
SELL
|
- |
-187- 5.41% |
$13.7K - $15.9K
|
3.27K
$336K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-189- 3.34% |
$13.8K - $16K
|
5.47K
$561K
|