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 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
252+ 1.2% |
$18.4K - $21.4K
|
21.3K
$2.14M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
248+ 2.68% |
$18.1K - $21K
|
9.51K
$956K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
234+ 2.21% |
$17.1K - $19.8K
|
10.8K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
228+ 1.02% |
$16.7K - $19.3K
|
22.5K
$2.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
223New |
$16.3K - $18.9K
|
223
$22.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
213+ 4.88% |
$15.6K - $18.1K
|
4.58K
$460K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
212New |
$15.5K - $18K
|
212
$21.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
206+ 1.16% |
$15.1K - $17.5K
|
18K
$1.81M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
205+ 5.74% |
$15K - $17.4K
|
3.78K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
201+ 6.6% |
$14.7K - $17K
|
3.25K
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
200New |
$14.6K - $17K
|
200
$20.1K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
197+ 0.75% |
$14.4K - $16.7K
|
26.6K
$2.67M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
186+ 2.7% |
$13.6K - $15.8K
|
7.08K
$712K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
175+ 2.27% |
$12.8K - $14.8K
|
7.87K
$792K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
174+ 2.06% |
$12.7K - $14.8K
|
8.61K
$866K
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
161+ 0.72% |
$11.8K - $13.7K
|
22.6K
$2.27M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
160+ 0.29% |
$11.7K - $13.6K
|
54.6K
$5.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
155+ 1.66% |
$11.3K - $13.1K
|
9.52K
$957K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
151+ 686.36% |
$11.1K - $12.8K
|
173
$17.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
149+ 1862.5% |
$10.9K - $12.6K
|
157
$15.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
130+ 0.11% |
$9.51K - $11K
|
117K
$11.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
129+ 2.0% |
$9.44K - $10.9K
|
6.58K
$662K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
122+ 0.23% |
$8.93K - $10.3K
|
53.3K
$5.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
119New |
$8.71K - $10.1K
|
119
$12K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
117+ 4.29% |
$8.56K - $9.92K
|
2.85K
$286K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
116New |
$8.49K - $9.84K
|
116
$11.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
114New |
$8.34K - $9.67K
|
114
$11.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
101+ 0.17% |
$7.39K - $8.57K
|
58.3K
$5.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 0.9% |
$7.32K - $8.48K
|
11.2K
$1.13M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
100+ 0.8% |
$7.32K - $8.48K
|
12.6K
$1.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 7.3% |
$7.32K - $8.48K
|
1.47K
$148K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
100+ 2.09% |
$7.32K - $8.48K
|
4.88K
$491K
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
97+ 2.59% |
$7.1K - $8.23K
|
3.84K
$386K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
93+ 0.81% |
$6.81K - $7.89K
|
11.6K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
93+ 0.77% |
$6.81K - $7.89K
|
12.1K
$1.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
90+ 0.07% |
$6.59K - $7.63K
|
133K
$13.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
89New |
$6.51K - $7.55K
|
89
$8.95K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
88+ 0.05% |
$6.44K - $7.46K
|
183K
$18.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
84+ 1.42% |
$6.15K - $7.12K
|
6.02K
$605K
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
76+ 1.1% |
$5.56K - $6.45K
|
6.97K
$701K
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
74+ 616.67% |
$5.42K - $6.28K
|
86
$8.65K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
73+ 4.25% |
$5.34K - $6.19K
|
1.79K
$180K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
72+ 0.21% |
$5.27K - $6.11K
|
33.9K
$3.41M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
67+ 142.55% |
$4.9K - $5.68K
|
114
$11.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
67+ 5.66% |
$4.9K - $5.68K
|
1.25K
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
64+ 0.09% |
$4.68K - $5.43K
|
74.6K
$7.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
61+ 0.11% |
$4.46K - $5.17K
|
57.3K
$5.76M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
59+ 0.9% |
$4.32K - $5K
|
6.63K
$667K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
57New |
$4.17K - $4.83K
|
57
$5.73K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
56+ 3.78% |
$4.1K - $4.75K
|
1.54K
$155K
|