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 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.18K+ 37.2% |
$86.1K - $99.8K
|
4.34K
$445K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.17KNew |
$85.5K - $99.1K
|
1.17K
$120K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.17K+ 34.18% |
$85.3K - $98.8K
|
4.57K
$468K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.16K+ 0.57% |
$84.6K - $98K
|
203K
$20.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.14K+ 14.22% |
$83.3K - $96.5K
|
9.14K
$936K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.13K+ 217.12% |
$82.6K - $95.8K
|
1.65K
$169K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.12K+ 15.9% |
$82.3K - $95.3K
|
8.19K
$839K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.11K+ 15.38% |
$81K - $93.9K
|
8.3K
$850K
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.1K+ 1.97% |
$80.4K - $93.1K
|
56.9K
$5.83M
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
1.07K+ 6.68% |
$78.5K - $91K
|
17.1K
$1.76M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.07KNew |
$78.4K - $90.9K
|
1.07K
$110K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$78.4K - $90.9K
|
1.07K
$110K
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
1.06K+ 0.82% |
$77.6K - $89.9K
|
130K
$13.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1.06K+ 4.65% |
$77.3K - $89.6K
|
23.7K
$2.43M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.05K+ 1.22% |
$77.1K - $89.4K
|
87.3K
$8.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.01KNew |
$73.7K - $85.4K
|
1.01K
$103K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
982+ 3.48% |
$71.9K - $83.3K
|
29.2K
$2.99M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
948+ 0.24% |
$69.4K - $80.4K
|
392K
$40.1M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
936New |
$68.5K - $79.4K
|
936
$95.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
935+ 3.23% |
$68.4K - $79.3K
|
29.9K
$3.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
921New |
$67.4K - $78.1K
|
921
$94.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
921+ 7.38% |
$67.4K - $78.1K
|
13.4K
$1.37M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
916+ 14.39% |
$67K - $77.7K
|
7.28K
$746K
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
909+ 4.1% |
$66.5K - $77.1K
|
23.1K
$2.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
858+ 86.23% |
$62.8K - $72.8K
|
1.85K
$190K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
851+ 2.32% |
$62.3K - $72.2K
|
37.5K
$3.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
836+ 7.31% |
$61.2K - $70.9K
|
12.3K
$1.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
826+ 0.58% |
$60.4K - $70.1K
|
142K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
814+ 73.87% |
$59.6K - $69K
|
1.92K
$196K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
801+ 2.5% |
$58.6K - $67.9K
|
32.8K
$3.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
793+ 0.21% |
$58K - $67.3K
|
386K
$39.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
785+ 12.05% |
$57.4K - $66.6K
|
7.3K
$748K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
780+ 3.68% |
$57.1K - $66.2K
|
22K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
749+ 2.2% |
$54.8K - $63.5K
|
34.8K
$3.57M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
736+ 7.13% |
$53.9K - $62.4K
|
11.1K
$1.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
712+ 3.11% |
$52.1K - $60.4K
|
23.6K
$2.42M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
698+ 1.8% |
$51.1K - $59.2K
|
39.4K
$4.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
657+ 1.73% |
$48.1K - $55.7K
|
38.6K
$3.96M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
655New |
$47.9K - $55.6K
|
655
$67.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
652+ 37.78% |
$47.7K - $55.3K
|
2.38K
$244K
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
619+ 1.75% |
$45.3K - $52.5K
|
36.1K
$3.69M
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
617+ 4.1% |
$45.2K - $52.3K
|
15.7K
$1.61M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
606+ 0.6% |
$44.3K - $51.4K
|
102K
$10.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
606+ 0.92% |
$44.3K - $51.4K
|
66.4K
$6.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
604New |
$44.2K - $51.2K
|
604
$61.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
596+ 23.84% |
$43.6K - $50.5K
|
3.1K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
576New |
$42.2K - $48.9K
|
576
$59K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
570+ 4.9% |
$41.7K - $48.3K
|
12.2K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
568+ 4.22% |
$41.6K - $48.2K
|
14K
$1.44M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
560+ 20.2% |
$41K - $47.5K
|
3.33K
$341K
|