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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-581- 14.28% |
$33.8K - $45.2K
|
3.49K
$358K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-584- 27.85% |
$33.9K - $45.4K
|
1.51K
$155K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-598- 0.24% |
$34.8K - $46.5K
|
244K
$25.1M
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-600- 2.72% |
$34.9K - $46.7K
|
21.5K
$2.2M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-600- 3.09% |
$34.9K - $46.7K
|
18.8K
$1.93M
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-603- 6.41% |
$35.1K - $46.9K
|
8.8K
$902K
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-624- 0.7% |
$36.3K - $48.5K
|
88.9K
$9.11M
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-630- 11.68% |
$36.6K - $49K
|
4.77K
$489K
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-632- 1.95% |
$36.7K - $49.2K
|
31.8K
$3.26M
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-635- 7.01% |
$36.9K - $49.4K
|
8.43K
$864K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-648- 9.69% |
$37.7K - $50.4K
|
6.04K
$619K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-650- 5.22% |
$37.8K - $50.6K
|
11.8K
$1.21M
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-653- 35.28% |
$38K - $50.8K
|
1.2K
$123K
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-658- 0.44% |
$38.2K - $51.2K
|
150K
$15.3M
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-669- 2.39% |
$38.9K - $52K
|
27.4K
$2.81M
|
|
Aug 12, 2022
Q2 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-676- 3.57% |
$39.3K - $52.6K
|
18.3K
$1.87M
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-695- 15.86% |
$40.4K - $54.1K
|
3.69K
$378K
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-700- 36.84% |
$40.7K - $54.5K
|
1.2K
$123K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-700- 13.53% |
$40.7K - $54.5K
|
4.47K
$459K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-722- 3.63% |
$42K - $56.2K
|
19.2K
$1.96M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-730- 10.39% |
$42.4K - $56.8K
|
6.29K
$645K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-760- 7.39% |
$44.2K - $59.1K
|
9.52K
$976K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-773- 6.98% |
$44.9K - $60.1K
|
10.3K
$1.06M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-792Closed |
$46K - $61.6K
|
0
$0
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-802- 2.38% |
$46.6K - $62.4K
|
32.8K
$3.37M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-819- 6.37% |
$47.6K - $63.7K
|
12K
$1.23M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-820Closed |
$47.7K - $63.8K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-825- 7.71% |
$48K - $64.2K
|
9.88K
$1.01M
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-825- 13.38% |
$48K - $64.2K
|
5.34K
$547K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-832- 3.17% |
$48.4K - $64.7K
|
25.4K
$2.61M
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-832- 2.76% |
$48.4K - $64.7K
|
29.4K
$3.01M
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-835- 19.75% |
$48.5K - $65K
|
3.39K
$348K
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-839- 10.16% |
$48.8K - $65.3K
|
7.42K
$761K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-844- 41.7% |
$49.1K - $65.7K
|
1.18K
$121K
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-855- 0.33% |
$49.7K - $66.5K
|
261K
$26.7M
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-859- 16.55% |
$49.9K - $66.8K
|
4.33K
$444K
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
SELL
|
- |
-862- 10.65% |
$50.1K - $67.1K
|
7.23K
$742K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-865- 6.78% |
$50.3K - $67.3K
|
11.9K
$1.22M
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-883- 0.73% |
$51.3K - $68.7K
|
121K
$12.4M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-921- 0.46% |
$53.5K - $71.7K
|
198K
$20.3M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-949- 5.59% |
$55.2K - $73.8K
|
16K
$1.64M
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-959- 4.26% |
$55.7K - $74.6K
|
21.5K
$2.21M
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-972Closed |
$56.5K - $75.6K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-984- 15.15% |
$57.2K - $76.6K
|
5.51K
$565K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1K- 17.86% |
$58.1K - $77.8K
|
4.6K
$472K
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.02K- 9.5% |
$59K - $79K
|
9.67K
$991K
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.03K- 2.01% |
$59.9K - $80.1K
|
50.1K
$5.14M
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.03K- 7.82% |
$60.1K - $80.4K
|
12.2K
$1.25M
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.04K- 9.05% |
$60.2K - $80.5K
|
10.4K
$1.07M
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.05K- 13.52% |
$61K - $81.7K
|
6.72K
$689K
|