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 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
25.2KNew |
$1.84M - $2.14M
|
25.2K
$2.58M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25.1KNew |
$1.83M - $2.13M
|
25.1K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
25K+ 350.1% |
$1.83M - $2.12M
|
32.2K
$3.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 35.49% |
$1.82M - $2.11M
|
95K
$9.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24.7K+ 7.55% |
$1.81M - $2.1M
|
352K
$36.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
24.4K+ 9.79% |
$1.79M - $2.07M
|
274K
$28.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.2KNew |
$1.77M - $2.05M
|
24.2K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
24.2K+ 1.66% |
$1.77M - $2.05M
|
1.49M
$152M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
23.7KNew |
$1.73M - $2.01M
|
23.7K
$2.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
23K+ 6.42% |
$1.68M - $1.95M
|
381K
$39M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.8K+ 11.66% |
$1.67M - $1.93M
|
218K
$22.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
22.2KNew |
$1.63M - $1.88M
|
22.2K
$2.28M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.9K+ 1.49% |
$1.6M - $1.86M
|
1.5M
$153M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21.7KNew |
$1.59M - $1.84M
|
21.7K
$2.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
20.7K+ 9.34% |
$1.51M - $1.76M
|
242K
$24.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
20.6KNew |
$1.5M - $1.74M
|
20.6K
$2.1M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
20.5KNew |
$1.5M - $1.74M
|
20.5K
$2.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
20.3KNew |
$1.49M - $1.72M
|
20.3K
$2.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
20.3K+ 363.03% |
$1.48M - $1.72M
|
25.9K
$2.65M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
19.4KNew |
$1.42M - $1.65M
|
19.4K
$1.99M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.3K+ 9.13% |
$1.41M - $1.63M
|
230K
$23.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.2KNew |
$1.41M - $1.63M
|
19.2K
$1.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
19.2K+ 163.52% |
$1.4M - $1.63M
|
30.9K
$3.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
18.9KNew |
$1.39M - $1.61M
|
18.9K
$1.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18.5K+ 3.58% |
$1.36M - $1.57M
|
537K
$55M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18.5K+ 3.93% |
$1.35M - $1.57M
|
488K
$49.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17.6K+ 11.6% |
$1.29M - $1.5M
|
170K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
17.6K+ 8.51% |
$1.29M - $1.5M
|
225K
$23M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.6K+ 121.78% |
$1.28M - $1.49M
|
32K
$3.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.4K+ 2.88% |
$1.27M - $1.47M
|
621K
$63.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.2K+ 21.13% |
$1.26M - $1.46M
|
98.6K
$10.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.1K+ 44.22% |
$1.25M - $1.45M
|
55.8K
$5.71M
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
17KNew |
$1.24M - $1.44M
|
17K
$1.74M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.8K+ 18.05% |
$1.23M - $1.43M
|
110K
$11.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.3K+ 67.88% |
$1.19M - $1.38M
|
40.3K
$4.13M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
16.3KNew |
$1.19M - $1.38M
|
16.3K
$1.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
16K+ 817.11% |
$1.17M - $1.36M
|
18K
$1.84M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
15.9KNew |
$1.16M - $1.35M
|
15.9K
$1.63M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
15.7KNew |
$1.15M - $1.33M
|
15.7K
$1.61M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
15.7K+ 9.97% |
$1.15M - $1.33M
|
173K
$17.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
15.7KNew |
$1.15M - $1.33M
|
15.7K
$1.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
15.3KNew |
$1.12M - $1.3M
|
15.3K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$1.12M - $1.3M
|
15.3K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
15.3KNew |
$1.12M - $1.3M
|
15.3K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15K+ 2.96% |
$1.1M - $1.27M
|
522K
$53.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
14.9KNew |
$1.09M - $1.27M
|
14.9K
$1.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.9KNew |
$1.09M - $1.26M
|
14.9K
$1.53M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
14.6KNew |
$1.07M - $1.24M
|
14.6K
$1.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
14.4K+ 3.68% |
$1.05M - $1.22M
|
404K
$41.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
13.9KNew |
$1.02M - $1.18M
|
13.9K
$1.42M
|