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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-400- 7.11% |
$29.3K - $33.9K
|
5.22K
$536K
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-403- 1.26% |
$29.5K - $34.2K
|
31.5K
$3.23M
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-404- 3.87% |
$29.6K - $34.3K
|
10K
$1.03M
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-412- 2.87% |
$30.2K - $34.9K
|
14K
$1.43M
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-418- 5.56% |
$30.6K - $35.5K
|
7.11K
$729K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-424- 1.49% |
$31K - $36K
|
28K
$2.87M
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-424- 0.32% |
$31K - $36K
|
134K
$13.7M
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-425- 6.25% |
$31.1K - $36K
|
6.37K
$654K
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-431- 1.35% |
$31.5K - $36.6K
|
31.6K
$3.24M
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-442- 4.77% |
$32.3K - $37.5K
|
8.82K
$904K
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
SELL
|
- |
-452- 13.07% |
$33.1K - $38.3K
|
3.01K
$308K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-452- 13.07% |
$33.1K - $38.3K
|
3.01K
$308K
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-469- 1.89% |
$34.3K - $39.8K
|
24.3K
$2.49M
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-477- 1.73% |
$34.9K - $40.5K
|
27.1K
$2.78M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-485- 4.07% |
$35.5K - $41.1K
|
11.4K
$1.17M
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-492Closed |
$36K - $41.7K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-497- 1.07% |
$36.4K - $42.2K
|
46.1K
$4.72M
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 7.83% |
$36.6K - $42.4K
|
5.89K
$603K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-500- 10.58% |
$36.6K - $42.4K
|
4.23K
$434K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-503- 1.49% |
$36.8K - $42.7K
|
33.2K
$3.4M
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-508- 5.91% |
$37.2K - $43.1K
|
8.09K
$830K
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-530- 4.54% |
$38.8K - $44.9K
|
11.2K
$1.14M
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-538- 2.72% |
$39.4K - $45.6K
|
19.2K
$1.97M
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-539- 0.82% |
$39.4K - $45.7K
|
65.3K
$6.69M
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-563- 1.85% |
$41.2K - $47.7K
|
29.8K
$3.06M
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
SELL
|
- |
-570- 17.78% |
$41.7K - $48.3K
|
2.64K
$270K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-580- 6.61% |
$42.4K - $49.2K
|
8.2K
$841K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-600- 9.64% |
$43.9K - $50.9K
|
5.62K
$576K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-602- 11.41% |
$44.1K - $51.1K
|
4.67K
$479K
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-605- 1.9% |
$44.3K - $51.3K
|
31.3K
$3.21M
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-612Closed |
$44.8K - $51.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-630- 1.84% |
$46.1K - $53.4K
|
33.5K
$3.44M
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-635- 4.75% |
$46.5K - $53.9K
|
12.7K
$1.31M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-639- 14.49% |
$46.8K - $54.2K
|
3.77K
$387K
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-640- 7.2% |
$46.8K - $54.3K
|
8.25K
$846K
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-645- 1.58% |
$47.2K - $54.7K
|
40.1K
$4.12M
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-648- 73.55% |
$47.4K - $55K
|
233
$23.9K
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-670- 2.82% |
$49K - $56.8K
|
23.1K
$2.36M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-683- 5.09% |
$50K - $57.9K
|
12.7K
$1.31M
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-694- 3.27% |
$50.8K - $58.9K
|
20.5K
$2.11M
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-695- 8.14% |
$50.9K - $58.9K
|
7.85K
$805K
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-703- 8.28% |
$51.4K - $59.6K
|
7.79K
$799K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-712- 1.3% |
$52.1K - $60.4K
|
53.9K
$5.53M
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-717- 0.4% |
$52.5K - $60.8K
|
177K
$18.1M
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-728- 17.92% |
$53.3K - $61.7K
|
3.33K
$342K
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-737- 1.3% |
$53.9K - $62.5K
|
56.1K
$5.75M
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-741- 12.33% |
$54.2K - $62.8K
|
5.27K
$540K
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-752Closed |
$55K - $63.8K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-760- 0.14% |
$55.6K - $64.5K
|
527K
$54.1M
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-764- 1.28% |
$55.9K - $64.8K
|
58.9K
$6.04M
|