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 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.75K- 24.64% |
$160K - $214K
|
8.41K
$863K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.76KClosed |
$161K - $215K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.77K- 3.75% |
$161K - $215K
|
71K
$7.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-2.77KClosed |
$161K - $215K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.77KClosed |
$161K - $216K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.79KClosed |
$162K - $217K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.8KClosed |
$162K - $217K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.8KClosed |
$163K - $218K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.81KClosed |
$163K - $218K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-2.81KClosed |
$163K - $219K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.82KClosed |
$164K - $219K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.83KClosed |
$165K - $220K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-2.84KClosed |
$165K - $221K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-2.89K- 9.69% |
$168K - $225K
|
26.9K
$2.76M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.91KClosed |
$169K - $226K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.92KClosed |
$170K - $227K
|
0
$0
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.94KClosed |
$171K - $229K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.96K- 37.94% |
$172K - $230K
|
4.83K
$496K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.98KClosed |
$173K - $232K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-2.99KClosed |
$174K - $233K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-3KClosed |
$174K - $233K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
SELL
|
- |
-3KClosed |
$174K - $233K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-3KClosed |
$175K - $234K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-3.02KClosed |
$175K - $235K
|
0
$0
|
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-3.02KClosed |
$176K - $235K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.03KClosed |
$176K - $236K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.04K- 25.22% |
$176K - $236K
|
9K
$923K
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-3.04KClosed |
$177K - $236K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
M. Kraus & CO
|
SELL
|
- |
-3.1KClosed |
$180K - $241K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.1KClosed |
$180K - $241K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.11K- 4.83% |
$181K - $242K
|
61.2K
$6.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.11KClosed |
$181K - $242K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.13KClosed |
$182K - $244K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.14KClosed |
$182K - $244K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.15KClosed |
$183K - $245K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.18K- 0.9% |
$185K - $247K
|
348K
$35.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-3.19KClosed |
$186K - $248K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.23KClosed |
$188K - $251K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.24K- 29.46% |
$188K - $252K
|
7.76K
$795K
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-3.25KClosed |
$189K - $253K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 1.16% |
$189K - $253K
|
276K
$28.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-3.27KClosed |
$190K - $254K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.27KClosed |
$190K - $255K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-3.27KClosed |
$190K - $255K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.28KClosed |
$191K - $255K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.3KClosed |
$192K - $257K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3.33KClosed |
$193K - $259K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.34KClosed |
$194K - $260K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.36KClosed |
$195K - $261K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-3.36KClosed |
$195K - $261K
|
0
$0
|