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 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-15.7K- 21.63% |
$1.15M - $1.33M
|
56.7K
$5.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.1K- 7.22% |
$1.18M - $1.36M
|
206K
$21.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-16.3K- 8.94% |
$1.19M - $1.38M
|
166K
$17M
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-17K- 6.53% |
$1.25M - $1.45M
|
244K
$25M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.1K- 6.02% |
$1.25M - $1.45M
|
267K
$27.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-17.9K- 30.81% |
$1.31M - $1.52M
|
40.3K
$4.12M
|
|
|
Feb 16, 2022
Q4 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-18.1K- 19.88% |
$1.33M - $1.54M
|
73K
$7.48M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-18.8K- 8.24% |
$1.37M - $1.59M
|
209K
$21.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-19.2K- 11.83% |
$1.4M - $1.63M
|
143K
$14.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-19.2K- 6.26% |
$1.41M - $1.63M
|
288K
$29.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-20.6KClosed |
$1.51M - $1.74M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.8K- 51.12% |
$1.52M - $1.77M
|
19.9K
$2.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-21K- 88.67% |
$1.54M - $1.78M
|
2.68K
$275K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-22.4K- 11.28% |
$1.64M - $1.9M
|
177K
$18.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-23.6KClosed |
$1.73M - $2M
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-24.3K- 25.48% |
$1.78M - $2.06M
|
71K
$7.27M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-25.7K- 3.51% |
$1.88M - $2.18M
|
705K
$72.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-26.2K- 6.98% |
$1.92M - $2.22M
|
349K
$35.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26.9K- 4.63% |
$1.97M - $2.28M
|
555K
$56.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-27KClosed |
$1.97M - $2.29M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27.8K- 2.08% |
$2.03M - $2.35M
|
1.31M
$134M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-27.9K- 2.81% |
$2.05M - $2.37M
|
966K
$98.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.5K- 8.65% |
$2.16M - $2.5M
|
311K
$31.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-29.7K- 16.77% |
$2.17M - $2.52M
|
147K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.9K- 15.23% |
$2.26M - $2.62M
|
172K
$17.6M
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-30.9K- 90.11% |
$2.26M - $2.62M
|
3.4K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-32K- 36.98% |
$2.34M - $2.72M
|
54.6K
$5.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-32.8K- 67.35% |
$2.4M - $2.78M
|
15.9K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-32.8K- 18.21% |
$2.4M - $2.78M
|
147K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37.6K- 21.98% |
$2.75M - $3.19M
|
134K
$13.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-37.8K- 19.88% |
$2.77M - $3.21M
|
152K
$15.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-38K- 7.16% |
$2.78M - $3.22M
|
493K
$50.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.5K- 40.4% |
$2.82M - $3.26M
|
56.8K
$5.81M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-39.7K- 30.11% |
$2.9M - $3.36M
|
92.1K
$9.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-41KClosed |
$3M - $3.48M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43.6K- 4.89% |
$3.19M - $3.7M
|
848K
$86.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-46.6K- 85.71% |
$3.41M - $3.95M
|
7.76K
$795K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48.7K- 64.81% |
$3.56M - $4.13M
|
26.4K
$2.71M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-51.1K- 1.5% |
$3.74M - $4.33M
|
3.36M
$344M
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-53.3K- 94.72% |
$3.9M - $4.52M
|
2.97K
$304K
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
SELL
|
- |
-56.6K- 1.82% |
$4.14M - $4.8M
|
3.06M
$314M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-59.7K- 96.04% |
$4.37M - $5.06M
|
2.46K
$252K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-61.2KClosed |
$4.48M - $5.19M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-64.4KClosed |
$4.71M - $5.46M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-69.3K- 90.9% |
$5.07M - $5.87M
|
6.94K
$710K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-70.1K- 1.27% |
$5.13M - $5.95M
|
5.45M
$558M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-71.2K- 5.35% |
$5.21M - $6.04M
|
1.26M
$129M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-73.3K- 0.61% |
$5.36M - $6.22M
|
12M
$1.23B
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-76K- 4.54% |
$5.56M - $6.45M
|
1.6M
$164M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-78.6K- 3.74% |
$5.75M - $6.67M
|
2.02M
$207M
|