Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-196- 10.36% |
$11.4K - $15.2K
|
1.7K
$174K
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-200Closed |
$11.6K - $15.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$11.6K - $15.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-200- 2.08% |
$11.6K - $15.6K
|
9.41K
$963K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-200- 2.25% |
$11.6K - $15.6K
|
8.69K
$889K
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-200- 1.4% |
$11.6K - $15.6K
|
14.1K
$1.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-200- 0.56% |
$11.6K - $15.6K
|
35.4K
$3.62M
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-204- 1.3% |
$11.9K - $15.9K
|
15.5K
$1.59M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-207- 0.41% |
$12K - $16.1K
|
50.8K
$5.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-212Closed |
$12.3K - $16.5K
|
0
$0
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-218- 1.86% |
$12.7K - $17K
|
11.5K
$1.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-221- 0.96% |
$12.8K - $17.2K
|
22.9K
$2.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-226- 1.11% |
$13.1K - $17.6K
|
20.2K
$2.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-232- 0.67% |
$13.5K - $18K
|
34.6K
$3.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-235- 4.64% |
$13.7K - $18.3K
|
4.83K
$495K
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-238- 6.09% |
$13.8K - $18.5K
|
3.67K
$376K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-240- 50.0% |
$14K - $18.7K
|
240
$24.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-240- 2.34% |
$14K - $18.7K
|
10K
$1.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 3.71% |
$14.5K - $19.5K
|
6.5K
$665K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 6.25% |
$14.5K - $19.5K
|
3.75K
$384K
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-257- 2.03% |
$14.9K - $20K
|
12.4K
$1.27M
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-262- 3.5% |
$15.2K - $20.4K
|
7.22K
$739K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-265- 1.98% |
$15.4K - $20.6K
|
13.1K
$1.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-266- 0.44% |
$15.5K - $20.7K
|
60K
$6.15M
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-267- 4.32% |
$15.5K - $20.8K
|
5.91K
$605K
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-271- 0.3% |
$15.8K - $21.1K
|
90.3K
$9.25M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-276- 11.22% |
$16K - $21.5K
|
2.18K
$224K
|
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-281- 4.31% |
$16.3K - $21.9K
|
6.25K
$640K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-284- 0.3% |
$16.5K - $22.1K
|
95.8K
$9.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-286- 0.36% |
$16.6K - $22.3K
|
78.7K
$8.06M
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-288- 5.5% |
$16.7K - $22.4K
|
4.95K
$507K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-297- 0.75% |
$17.3K - $23.1K
|
39.3K
$4.03M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-300- 16.67% |
$17.4K - $23.3K
|
1.5K
$154K
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-300- 4.21% |
$17.4K - $23.3K
|
6.83K
$700K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-300Closed |
$17.4K - $23.3K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-300- 2.27% |
$17.4K - $23.3K
|
12.9K
$1.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-301- 72.53% |
$17.5K - $23.4K
|
114
$11.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-301- 86.25% |
$17.5K - $23.4K
|
48
$4.92K
|
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-307- 7.57% |
$17.8K - $23.9K
|
3.75K
$384K
|
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-313- 2.46% |
$18.2K - $24.4K
|
12.4K
$1.27M
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-319- 3.17% |
$18.5K - $24.8K
|
9.73K
$996K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-321- 7.27% |
$18.7K - $25K
|
4.09K
$419K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-325- 3.44% |
$18.9K - $25.3K
|
9.11K
$933K
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-327- 1.11% |
$19K - $25.4K
|
29K
$2.97M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-331- 1.51% |
$19.2K - $25.8K
|
21.6K
$2.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-331- 2.33% |
$19.2K - $25.8K
|
13.9K
$1.42M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-334- 0.66% |
$19.4K - $26K
|
50.4K
$5.16M
|
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-336- 6.75% |
$19.5K - $26.1K
|
4.64K
$475K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-340- 1.01% |
$19.8K - $26.5K
|
33.2K
$3.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-352- 5.11% |
$20.5K - $27.4K
|
6.53K
$669K
|