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 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.86K- 22.43% |
$108K - $144K
|
6.42K
$658K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.87K- 27.13% |
$109K - $145K
|
5.02K
$515K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.88K- 3.4% |
$109K - $146K
|
53.3K
$5.47M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.91K- 6.58% |
$111K - $149K
|
27.1K
$2.78M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 12.25% |
$113K - $152K
|
14K
$1.43M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.96K- 6.14% |
$114K - $153K
|
30K
$3.08M
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-2K- 10.35% |
$116K - $156K
|
17.3K
$1.78M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2KClosed |
$116K - $156K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.01K- 7.24% |
$117K - $156K
|
25.7K
$2.64M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.06K- 7.98% |
$120K - $161K
|
23.8K
$2.44M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.13K- 5.01% |
$124K - $165K
|
40.3K
$4.14M
|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.19K- 12.05% |
$128K - $171K
|
16K
$1.64M
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-2.2K- 0.43% |
$128K - $171K
|
514K
$52.7M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 2.75% |
$133K - $178K
|
80.7K
$8.27M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.35K- 34.75% |
$136K - $183K
|
4.41K
$452K
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.4K- 19.56% |
$140K - $187K
|
9.87K
$1.01M
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.41K- 39.17% |
$140K - $187K
|
3.74K
$383K
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.41K- 10.1% |
$140K - $188K
|
21.5K
$2.2M
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.42K- 2.97% |
$141K - $188K
|
79K
$8.1M
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-2.44K- 8.6% |
$142K - $190K
|
25.9K
$2.65M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.5K- 13.71% |
$145K - $194K
|
15.7K
$1.61M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.5K- 3.87% |
$145K - $195K
|
62.2K
$6.37M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.52K- 59.17% |
$146K - $196K
|
1.74K
$178K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.55K- 11.02% |
$148K - $198K
|
20.6K
$2.11M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.56K- 18.74% |
$149K - $199K
|
11.1K
$1.14M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.57K- 49.28% |
$150K - $200K
|
2.65K
$272K
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.59K- 30.44% |
$150K - $201K
|
5.91K
$606K
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-2.6KClosed |
$151K - $202K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.61KClosed |
$152K - $203K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-2.62KClosed |
$152K - $204K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.62KClosed |
$152K - $204K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.63KClosed |
$153K - $205K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.63KClosed |
$153K - $205K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.64KClosed |
$153K - $205K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-2.65KClosed |
$154K - $206K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.66K- 3.05% |
$155K - $207K
|
84.5K
$8.66M
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.66KClosed |
$155K - $207K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$155K - $208K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.67KClosed |
$155K - $208K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.69KClosed |
$156K - $209K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.7KClosed |
$157K - $210K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-2.71KClosed |
$157K - $211K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.72KClosed |
$158K - $212K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.73KClosed |
$159K - $212K
|
0
$0
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.73K- 2.71% |
$159K - $212K
|
97.8K
$10M
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2.74KClosed |
$159K - $213K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.74KClosed |
$159K - $213K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-2.75KClosed |
$160K - $214K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.75KClosed |
$160K - $214K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-2.75KClosed |
$160K - $214K
|
0
$0
|