Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$68.3 - $84.3
|
3.14K
$315K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1+ 0.0% |
$68.3 - $84.3
|
27.9K
$2.81M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.23% |
$68.3 - $84.3
|
434
$43.6K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$68.3 - $84.3
|
55.2K
$5.55M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1- 1.96% |
$68.3 - $84.3
|
50
$5.03K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1- -0.0% |
$68.3 - $84.3
|
54.6K
$5.49M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.43% |
$68.3 - $84.3
|
232
$23.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2- -0.0% |
$137 - $169
|
493K
$49.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$137 - $169
|
7.14K
$717K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-6- 0.39% |
$410 - $506
|
1.55K
$156K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11- 0.02% |
$752 - $928
|
57.7K
$5.8M
|
|
|
May 09, 2022
Q1 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-12- 0.08% |
$820 - $1.01K
|
15K
$1.5M
|
|
|
May 06, 2022
Q1 2022
|
University Of Texas
|
SELL
|
- |
-12Closed |
$820 - $1.01K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-12- 2.44% |
$820 - $1.01K
|
480
$48.3K
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-16- 0.28% |
$1.09K - $1.35K
|
5.67K
$570K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-16Closed |
$1.09K - $1.35K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-16- 0.61% |
$1.09K - $1.35K
|
2.62K
$263K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-16Closed |
$1.09K - $1.35K
|
0
$0
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-20- 0.47% |
$1.37K - $1.69K
|
4.24K
$426K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20- 0.08% |
$1.37K - $1.69K
|
23.6K
$2.38M
|
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-25- 0.23% |
$1.71K - $2.11K
|
10.7K
$1.08M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25- 0.15% |
$1.71K - $2.11K
|
16.8K
$1.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-26- 0.5% |
$1.78K - $2.19K
|
5.19K
$522K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-27- 0.07% |
$1.84K - $2.28K
|
40.8K
$4.11M
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
SELL
|
- |
-30- 7.5% |
$2.05K - $2.53K
|
370
$37.2K
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 1.61% |
$2.05K - $2.53K
|
1.83K
$184K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.79% |
$2.12K - $2.61K
|
3.91K
$393K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-34- 1.6% |
$2.32K - $2.87K
|
2.1K
$211K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-39- 0.53% |
$2.66K - $3.29K
|
7.32K
$736K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-40- 0.81% |
$2.73K - $3.37K
|
4.91K
$494K
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-45- 1.82% |
$3.07K - $3.79K
|
2.43K
$245K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-46- 3.45% |
$3.14K - $3.88K
|
1.29K
$129K
|
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-48- 0.91% |
$3.28K - $4.05K
|
5.22K
$525K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-49- 0.42% |
$3.35K - $4.13K
|
11.7K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-50- 1.18% |
$3.42K - $4.22K
|
4.18K
$420K
|
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-50- 0.99% |
$3.42K - $4.22K
|
5K
$503K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-50- 0.3% |
$3.42K - $4.22K
|
16.7K
$1.68M
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-50- 0.39% |
$3.42K - $4.22K
|
12.7K
$1.27M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-53- 0.1% |
$3.62K - $4.47K
|
50.7K
$5.1M
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-53- 0.52% |
$3.62K - $4.47K
|
10.1K
$1.01M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-55- 6.59% |
$3.76K - $4.64K
|
780
$78.4K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-55- 1.13% |
$3.76K - $4.64K
|
4.81K
$484K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-56- 3.02% |
$3.83K - $4.72K
|
1.8K
$181K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-56- 0.58% |
$3.83K - $4.72K
|
9.53K
$958K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-56- 1.0% |
$3.83K - $4.72K
|
5.55K
$558K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-60- 0.63% |
$4.1K - $5.06K
|
9.4K
$945K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-64- 0.64% |
$4.37K - $5.4K
|
9.96K
$1M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-67- 1.53% |
$4.58K - $5.65K
|
4.32K
$434K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-69- 77.53% |
$4.71K - $5.82K
|
20
$2.01K
|