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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5.04KClosed |
$293K - $392K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.13K- 7.12% |
$298K - $399K
|
66.8K
$6.85M
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-5.18K- 30.55% |
$301K - $403K
|
11.8K
$1.21M
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.19KClosed |
$301K - $403K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-5.19KClosed |
$302K - $404K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.23K- 0.29% |
$304K - $407K
|
1.79M
$184M
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.28K- 4.01% |
$307K - $411K
|
126K
$12.9M
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.29K- 8.85% |
$307K - $411K
|
54.4K
$5.58M
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.32KClosed |
$309K - $414K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.34K- 24.36% |
$310K - $415K
|
16.6K
$1.7M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.37KClosed |
$312K - $418K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-5.4K- 22.89% |
$314K - $420K
|
18.2K
$1.87M
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.57KClosed |
$324K - $434K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.67K- 5.71% |
$329K - $441K
|
93.5K
$9.59M
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.74K- 7.75% |
$334K - $447K
|
68.3K
$7.01M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.78K- 20.85% |
$336K - $450K
|
21.9K
$2.25M
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-5.81K- 16.4% |
$338K - $452K
|
29.6K
$3.04M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.93K- 2.1% |
$345K - $462K
|
277K
$28.4M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.93KClosed |
$345K - $462K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-6KClosed |
$349K - $467K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-6.1KClosed |
$354K - $474K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-6.17KClosed |
$359K - $480K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.27K- 12.4% |
$364K - $487K
|
44.3K
$4.54M
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-6.36K- 4.07% |
$370K - $495K
|
150K
$15.4M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.38K- 63.73% |
$371K - $496K
|
3.63K
$372K
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.47K- 2.18% |
$376K - $503K
|
290K
$29.8M
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.51KClosed |
$378K - $506K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-6.65K- 90.86% |
$386K - $517K
|
669
$68.6K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-6.67KClosed |
$387K - $519K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.8K- 1.15% |
$395K - $529K
|
584K
$59.9M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-6.84K- 75.88% |
$397K - $532K
|
2.17K
$223K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.85K- 40.35% |
$398K - $533K
|
10.1K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.87K- 7.67% |
$399K - $534K
|
82.6K
$8.47M
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-6.88K- 55.66% |
$400K - $535K
|
5.48K
$562K
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.02K- 3.98% |
$408K - $546K
|
169K
$17.4M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-7.06KClosed |
$411K - $550K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-7.27KClosed |
$423K - $566K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-7.3KClosed |
$424K - $568K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-7.32K- 3.89% |
$425K - $569K
|
181K
$18.5M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.4K- 37.91% |
$430K - $575K
|
12.1K
$1.24M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-7.49K- 35.11% |
$436K - $583K
|
13.8K
$1.42M
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-7.62K- 24.67% |
$443K - $593K
|
23.3K
$2.39M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7.63K- 3.79% |
$443K - $593K
|
193K
$19.8M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.66K- 5.54% |
$445K - $596K
|
131K
$13.4M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.68K- 26.86% |
$447K - $598K
|
20.9K
$2.15M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.77K- 12.67% |
$452K - $604K
|
53.6K
$5.49M
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7.93K- 33.42% |
$461K - $617K
|
15.8K
$1.62M
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-8.1K- 13.43% |
$471K - $630K
|
52.2K
$5.35M
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-8.28K- 57.71% |
$481K - $644K
|
6.07K
$622K
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-8.28K- 4.45% |
$481K - $644K
|
178K
$18.2M
|