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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50+ 0.74% |
$3.66K - $4.24K
|
6.77K
$680K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
50+ 1.19% |
$3.66K - $4.24K
|
4.27K
$429K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
43New |
$3.15K - $3.65K
|
43
$4.32K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
40+ 0.57% |
$2.93K - $3.39K
|
7.06K
$710K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
38+ 12.03% |
$2.78K - $3.22K
|
354
$35.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
BUY
|
- |
35+ 0.5% |
$2.56K - $2.97K
|
7.06K
$710K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
32+ 0.29% |
$2.34K - $2.71K
|
11.2K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
29+ 0.27% |
$2.12K - $2.46K
|
10.6K
$1.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
26+ 0.21% |
$1.9K - $2.21K
|
12.2K
$1.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25+ 0.41% |
$1.83K - $2.12K
|
6.18K
$621K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.11% |
$1.83K - $2.12K
|
23.6K
$2.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
22+ 0.32% |
$1.61K - $1.87K
|
6.8K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 0.11% |
$1.61K - $1.87K
|
19.3K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
20+ 0.71% |
$1.46K - $1.7K
|
2.83K
$285K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
16+ 0.05% |
$1.17K - $1.36K
|
29.7K
$2.99M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16New |
$1.17K - $1.36K
|
16
$1.61K
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
14+ 0.39% |
$1.02K - $1.19K
|
3.65K
$367K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
14+ 0.03% |
$1.02K - $1.19K
|
48K
$4.83M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
13+ 0.11% |
$951 - $1.1K
|
11.4K
$1.15M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
12+ 0.3% |
$878 - $1.02K
|
4.03K
$405K
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
12+ 0.26% |
$878 - $1.02K
|
4.6K
$463K
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
12+ 0.06% |
$878 - $1.02K
|
20.3K
$2.04M
|
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
BUY
|
- |
12New |
$878 - $1.02K
|
12
$1.21K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11+ 0.04% |
$805 - $933
|
26.6K
$2.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
11+ 0.11% |
$805 - $933
|
10.1K
$1.01M
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.25% |
$659 - $763
|
3.6K
$362K
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
9+ 0.29% |
$659 - $763
|
3.1K
$311K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.16% |
$659 - $763
|
5.55K
$558K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9+ 0.21% |
$659 - $763
|
4.21K
$424K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9+ 0.25% |
$659 - $763
|
3.61K
$363K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.08% |
$585 - $678
|
9.58K
$964K
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.07% |
$585 - $678
|
11.4K
$1.14M
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.12% |
$585 - $678
|
6.81K
$684K
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.11% |
$512 - $594
|
6.61K
$665K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.12% |
$439 - $509
|
5.14K
$517K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6+ 0.05% |
$439 - $509
|
12.6K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.09% |
$439 - $509
|
6.45K
$649K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
5+ 0.01% |
$366 - $424
|
65.9K
$6.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
5+ 0.12% |
$366 - $424
|
4.03K
$405K
|
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.09% |
$366 - $424
|
5.61K
$564K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5+ 0.01% |
$366 - $424
|
62K
$6.24M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.03% |
$366 - $424
|
15.7K
$1.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$293 - $339
|
3.31K
$333K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
4+ 0.15% |
$293 - $339
|
2.74K
$276K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.11% |
$293 - $339
|
3.73K
$375K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.1% |
$293 - $339
|
4.07K
$409K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
3+ 0.08% |
$220 - $254
|
3.91K
$393K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3+ 0.11% |
$220 - $254
|
2.76K
$277K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3+ 0.04% |
$220 - $254
|
7.12K
$716K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
2+ 0.04% |
$146 - $170
|
5.68K
$571K
|