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 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.39KClosed |
$197K - $264K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.45KClosed |
$200K - $268K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.45K- 15.08% |
$201K - $268K
|
19.4K
$1.99M
|
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-3.47KClosed |
$202K - $270K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.47K- 20.78% |
$202K - $270K
|
13.2K
$1.36M
|
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-3.48K- 18.02% |
$202K - $271K
|
15.8K
$1.62M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.49K- 95.43% |
$203K - $272K
|
167
$17.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.53K- 8.57% |
$205K - $275K
|
37.7K
$3.86M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-3.54KClosed |
$206K - $275K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.57K- 11.43% |
$208K - $278K
|
27.7K
$2.84M
|
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-3.6KClosed |
$209K - $280K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-3.6K- 27.31% |
$209K - $280K
|
9.58K
$983K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.61KClosed |
$210K - $281K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.61K- 6.36% |
$210K - $281K
|
53.2K
$5.45M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-3.62KClosed |
$210K - $282K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.63KClosed |
$211K - $283K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-3.65KClosed |
$212K - $284K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.66K- 1.22% |
$213K - $285K
|
296K
$30.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-3.68K- 9.84% |
$214K - $286K
|
33.7K
$3.46M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-3.68K- 50.0% |
$214K - $287K
|
3.68K
$378K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-3.7K- 55.68% |
$215K - $288K
|
2.94K
$302K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-3.72K- 45.32% |
$216K - $290K
|
4.49K
$461K
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-3.78K- 24.81% |
$220K - $294K
|
11.5K
$1.17M
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.83K- 2.56% |
$223K - $298K
|
146K
$15M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-3.85KClosed |
$224K - $299K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.88K- 15.79% |
$226K - $302K
|
20.7K
$2.12M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.89K- 11.91% |
$226K - $303K
|
28.8K
$2.95M
|
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.9K- 48.04% |
$227K - $303K
|
4.22K
$433K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.93K- 23.05% |
$228K - $305K
|
13.1K
$1.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.93K- 0.97% |
$229K - $306K
|
403K
$41.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.99K- 18.93% |
$232K - $310K
|
17.1K
$1.75M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.99K- 34.28% |
$232K - $310K
|
7.65K
$784K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4KClosed |
$233K - $311K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.01KClosed |
$233K - $312K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.03K- 7.89% |
$234K - $314K
|
47.1K
$4.83M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-4.04KClosed |
$235K - $314K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.07KClosed |
$237K - $317K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.16K- 46.32% |
$242K - $324K
|
4.82K
$494K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.35KClosed |
$253K - $339K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.37K- 3.68% |
$254K - $340K
|
114K
$11.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.38KClosed |
$255K - $341K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.39K- 22.82% |
$255K - $341K
|
14.8K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-4.43K- 37.25% |
$258K - $345K
|
7.46K
$765K
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.48KClosed |
$261K - $349K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-4.5K- 32.73% |
$262K - $350K
|
9.25K
$948K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.51K- 8.25% |
$262K - $351K
|
50.1K
$5.14M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.55K- 5.92% |
$265K - $354K
|
72.4K
$7.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.67K- 1.11% |
$271K - $363K
|
415K
$42.6M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-4.72K- 5.22% |
$274K - $367K
|
85.7K
$8.79M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5.01K- 1.01% |
$291K - $390K
|
489K
$50.1M
|