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 |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.71K- 36.36% |
$185K - $229K
|
4.75K
$477K
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.76KClosed |
$189K - $233K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.76KClosed |
$189K - $233K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.76K- 22.84% |
$189K - $233K
|
9.33K
$938K
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.77KClosed |
$189K - $233K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.83K- 5.24% |
$193K - $238K
|
51.1K
$5.14M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.87K- 78.45% |
$196K - $242K
|
788
$79.2K
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.87K- 40.31% |
$196K - $242K
|
4.25K
$428K
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.88K- 8.92% |
$197K - $243K
|
29.4K
$2.95M
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.9KClosed |
$198K - $244K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.9K- 2.33% |
$198K - $245K
|
122K
$12.2M
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.93KClosed |
$200K - $247K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.93K- 7.82% |
$200K - $247K
|
34.6K
$3.47M
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.01KClosed |
$205K - $253K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-3.06K- 27.52% |
$209K - $258K
|
8.05K
$809K
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.09K- 5.68% |
$211K - $261K
|
51.3K
$5.16M
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.1KClosed |
$212K - $261K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-3.13KClosed |
$214K - $264K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-3.14K- 9.44% |
$214K - $264K
|
30.1K
$3.02M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.14K- 17.89% |
$215K - $265K
|
14.4K
$1.45M
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.17K- 11.74% |
$217K - $268K
|
23.9K
$2.4M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.18KClosed |
$217K - $268K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-3.2K- 7.96% |
$219K - $270K
|
37K
$3.72M
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3.24K- 4.11% |
$221K - $273K
|
75.6K
$7.61M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.25KClosed |
$222K - $274K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.29KClosed |
$225K - $277K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-3.3KClosed |
$226K - $279K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.31K- 4.71% |
$226K - $279K
|
66.9K
$6.73M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-3.33KClosed |
$228K - $281K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.36K- 30.15% |
$230K - $284K
|
7.79K
$784K
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.37K- 39.15% |
$230K - $284K
|
5.23K
$526K
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.4KClosed |
$232K - $286K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-3.42KClosed |
$234K - $288K
|
0
$0
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.44K- 13.62% |
$235K - $290K
|
21.8K
$2.19M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 3.28% |
$237K - $292K
|
102K
$10.3M
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.62K- 45.55% |
$247K - $305K
|
4.32K
$435K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.64KClosed |
$249K - $307K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.66K- 1.09% |
$250K - $309K
|
331K
$33.3M
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-3.76KClosed |
$257K - $317K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.77K- 44.26% |
$257K - $318K
|
4.75K
$477K
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.77KClosed |
$258K - $318K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.93KClosed |
$268K - $331K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3.93K- 45.76% |
$268K - $331K
|
4.66K
$468K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.93K- 92.91% |
$269K - $331K
|
300
$30.2K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.95K- 8.48% |
$270K - $333K
|
42.6K
$4.28M
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-4.01K- 2.5% |
$274K - $338K
|
156K
$15.7M
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-4.04K- 42.49% |
$276K - $341K
|
5.47K
$550K
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-4.06K- 3.11% |
$277K - $342K
|
127K
$12.7M
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-4.07K- 14.54% |
$278K - $343K
|
23.9K
$2.4M
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.09K- 8.71% |
$279K - $345K
|
42.8K
$4.31M
|