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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-352- 5.11% |
$20.5K - $27.4K
|
6.53K
$669K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-353- 4.16% |
$20.5K - $27.5K
|
8.13K
$832K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-353- 1.97% |
$20.5K - $27.5K
|
17.6K
$1.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
SELL
|
- |
-354- 0.09% |
$20.6K - $27.5K
|
399K
$40.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-355Closed |
$20.6K - $27.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-356- 0.58% |
$20.7K - $27.7K
|
61.5K
$6.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-360- 0.7% |
$20.9K - $28K
|
50.8K
$5.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-361- 3.71% |
$21K - $28.1K
|
9.38K
$960K
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-366- 4.19% |
$21.3K - $28.5K
|
8.37K
$857K
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
SELL
|
- |
-374- 10.09% |
$21.7K - $29.1K
|
3.33K
$341K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-380- 34.3% |
$22.1K - $29.6K
|
728
$74.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-400- 2.33% |
$23.3K - $31.1K
|
16.8K
$1.72M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-400- 8.1% |
$23.3K - $31.1K
|
4.54K
$465K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-400- 9.11% |
$23.3K - $31.1K
|
3.99K
$409K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-400- 1.43% |
$23.3K - $31.1K
|
27.5K
$2.82M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-407- 3.58% |
$23.7K - $31.7K
|
11K
$1.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-407- 13.79% |
$23.7K - $31.7K
|
2.54K
$261K
|
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-413- 2.05% |
$24K - $32.1K
|
19.8K
$2.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-417- 0.49% |
$24.2K - $32.4K
|
84.7K
$8.68M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-420- 4.82% |
$24.4K - $32.7K
|
8.3K
$850K
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-440- 0.73% |
$25.6K - $34.2K
|
59.6K
$6.1M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-445- 1.94% |
$25.9K - $34.6K
|
22.5K
$2.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-446- 0.64% |
$25.9K - $34.7K
|
68.8K
$7.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-453- 49.89% |
$26.3K - $35.2K
|
455
$46.6K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-457- 2.64% |
$26.6K - $35.6K
|
16.8K
$1.72M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-462- 2.24% |
$26.9K - $35.9K
|
20.2K
$2.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-473- 3.15% |
$27.5K - $36.8K
|
14.5K
$1.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-485- 4.41% |
$28.2K - $37.7K
|
10.5K
$1.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-500- 10.64% |
$29.1K - $38.9K
|
4.2K
$430K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 6.0% |
$29.1K - $38.9K
|
7.84K
$803K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 0.84% |
$29.1K - $38.9K
|
59.1K
$6.05M
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-500- 7.25% |
$29.1K - $38.9K
|
6.4K
$655K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-508- 0.44% |
$29.5K - $39.5K
|
116K
$11.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-509- 1.59% |
$29.6K - $39.6K
|
31.5K
$3.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-515- 2.68% |
$29.9K - $40.1K
|
18.7K
$1.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-522- 4.75% |
$30.3K - $40.6K
|
10.5K
$1.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-525- 9.49% |
$30.5K - $40.8K
|
5.01K
$513K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-525- 9.49% |
$30.5K - $40.8K
|
5.01K
$513K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-529- 3.89% |
$30.8K - $41.2K
|
13.1K
$1.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-535- 2.65% |
$31.1K - $41.6K
|
19.7K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-537- 9.68% |
$31.2K - $41.8K
|
5.01K
$513K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-542- 6.71% |
$31.5K - $42.2K
|
7.54K
$772K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-542- 6.53% |
$31.5K - $42.2K
|
7.76K
$795K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-547- 43.69% |
$31.8K - $42.6K
|
705
$72.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-557Closed |
$32.4K - $43.3K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-559Closed |
$32.5K - $43.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-560- 2.77% |
$32.6K - $43.6K
|
19.7K
$2.02M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-561- 0.85% |
$32.6K - $43.6K
|
65.4K
$6.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-570- 9.27% |
$33.1K - $44.3K
|
5.58K
$571K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-576- 5.95% |
$33.5K - $44.8K
|
9.11K
$933K
|