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 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
7.27KNew |
$532K - $617K
|
7.27K
$745K
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7.04KNew |
$515K - $597K
|
7.04K
$721K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.01KNew |
$513K - $594K
|
7.01K
$717K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
7KNew |
$512K - $593K
|
7K
$717K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
6.93K+ 5.15% |
$507K - $588K
|
142K
$14.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
6.8KNew |
$498K - $577K
|
6.8K
$696K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.78K+ 9.56% |
$496K - $575K
|
77.7K
$7.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.76K+ 1.85% |
$494K - $573K
|
372K
$38.1M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.54KNew |
$479K - $555K
|
6.54K
$670K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.52KNew |
$477K - $553K
|
6.52K
$667K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
6.36KNew |
$466K - $540K
|
6.36K
$652K
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
6.34KNew |
$464K - $538K
|
6.34K
$649K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.26KNew |
$458K - $531K
|
6.26K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.99K+ 23.93% |
$438K - $508K
|
31K
$3.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5.89K+ 2.93% |
$431K - $499K
|
206K
$21.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
5.87KNew |
$430K - $498K
|
5.87K
$602K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.81K+ 72.04% |
$425K - $492K
|
13.9K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.74K+ 2.71% |
$420K - $487K
|
218K
$22.3M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.74K+ 2.71% |
$420K - $487K
|
218K
$22.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.68K+ 23.78% |
$416K - $482K
|
29.6K
$3.03M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.58KNew |
$408K - $473K
|
5.58K
$571K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5.49KNew |
$402K - $465K
|
5.49K
$562K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.48K+ 13.2% |
$401K - $464K
|
46.9K
$4.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
5.46KNew |
$399K - $463K
|
5.46K
$559K
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.45KNew |
$399K - $462K
|
5.45K
$558K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.42KNew |
$397K - $460K
|
5.42K
$555K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.34K+ 43.98% |
$391K - $453K
|
17.5K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.27KNew |
$386K - $447K
|
5.27K
$540K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
5.22KNew |
$382K - $443K
|
5.22K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.16KNew |
$377K - $437K
|
5.16K
$528K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.14K+ 46.81% |
$376K - $436K
|
16.1K
$1.65M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
4.98K+ 27.37% |
$364K - $422K
|
23.2K
$2.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
4.92KNew |
$360K - $418K
|
4.92K
$504K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.91K+ 3.45% |
$360K - $417K
|
147K
$15.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.87K+ 31.29% |
$356K - $413K
|
20.4K
$2.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.8KNew |
$351K - $407K
|
4.8K
$492K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
4.79KNew |
$351K - $407K
|
4.79K
$491K
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
4.76KNew |
$348K - $404K
|
4.76K
$487K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.76KNew |
$348K - $403K
|
4.76K
$487K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.71K+ 56.72% |
$344K - $399K
|
13K
$1.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4.62KNew |
$338K - $392K
|
4.62K
$473K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.57KNew |
$334K - $387K
|
4.57K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.49K+ 3.4% |
$329K - $381K
|
136K
$14M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
4.45KNew |
$326K - $377K
|
4.45K
$456K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
4.44K+ 1.0% |
$325K - $377K
|
450K
$46.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.42KNew |
$323K - $374K
|
4.42K
$452K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.4KNew |
$322K - $373K
|
4.4K
$451K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
4.39KNew |
$321K - $372K
|
4.39K
$449K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.37K+ 118.58% |
$319K - $370K
|
8.05K
$824K
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4.34KNew |
$318K - $368K
|
4.34K
$445K
|