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 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
47.1KNew |
$2.74M - $3.66M
|
47.1K
$4.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.7K+ 11.21% |
$2.71M - $3.63M
|
463K
$47.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
43.7KNew |
$2.54M - $3.4M
|
43.7K
$4.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
43.6K+ 29.99% |
$2.54M - $3.39M
|
189K
$19.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
43.2KNew |
$2.51M - $3.36M
|
43.2K
$4.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
41.8K+ 7.57% |
$2.43M - $3.25M
|
594K
$61.4M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
40.7K+ 1.25% |
$2.36M - $3.16M
|
3.3M
$341M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.1K+ 1.02% |
$2.33M - $3.12M
|
3.97M
$410M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
39.3K+ 257.26% |
$2.29M - $3.06M
|
54.6K
$5.64M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
33.8K+ 13.18% |
$1.97M - $2.63M
|
291K
$30M
|
|
|
Aug 12, 2022
Q2 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
33K+ 15.59% |
$1.92M - $2.57M
|
245K
$25.3M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
32.5K+ 230.22% |
$1.89M - $2.53M
|
46.7K
$4.82M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
32.3K+ 5.23% |
$1.88M - $2.51M
|
649K
$67.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
30.5K+ 6.84% |
$1.77M - $2.37M
|
476K
$49.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
30.1K+ 5934.84% |
$1.75M - $2.35M
|
30.7K
$3.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
29KNew |
$1.69M - $2.26M
|
29K
$3M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
28.8K+ 5.25% |
$1.67M - $2.24M
|
578K
$59.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
27.4K+ 7.36% |
$1.59M - $2.13M
|
399K
$41.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.9K+ 322.08% |
$1.57M - $2.1M
|
35.3K
$3.64M
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
26.6KNew |
$1.55M - $2.07M
|
26.6K
$2.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
26.4K+ 26.85% |
$1.54M - $2.06M
|
125K
$12.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
26.4K+ 17.15% |
$1.53M - $2.05M
|
180K
$18.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
25.9K+ 11.56% |
$1.51M - $2.02M
|
250K
$25.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
25.2K+ 8.69% |
$1.47M - $1.96M
|
316K
$32.6M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
25K+ 116.61% |
$1.45M - $1.94M
|
46.4K
$4.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
24.5KNew |
$1.42M - $1.91M
|
24.5K
$2.53M
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
24.1K+ 9.89% |
$1.4M - $1.88M
|
268K
$27.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7K+ 54.08% |
$1.32M - $1.76M
|
64.6K
$6.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21.7KNew |
$1.26M - $1.69M
|
21.7K
$2.25M
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
21.7K+ 18.78% |
$1.26M - $1.69M
|
137K
$14.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
21.7K+ 62.63% |
$1.26M - $1.69M
|
56.3K
$5.81M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
21.6KNew |
$1.25M - $1.68M
|
21.6K
$2.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
21.6K+ 57.51% |
$1.25M - $1.68M
|
59K
$6.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.4K+ 9.01% |
$1.25M - $1.67M
|
259K
$26.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
21.3K+ 54.73% |
$1.24M - $1.66M
|
60.2K
$6.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
20.2K+ 9.56% |
$1.18M - $1.58M
|
232K
$24M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.9K+ 43.25% |
$1.16M - $1.55M
|
65.9K
$6.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
19.9K+ 7.52% |
$1.16M - $1.55M
|
284K
$29.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
19.4KNew |
$1.13M - $1.51M
|
19.4K
$2M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 18.85% |
$1.12M - $1.5M
|
121K
$12.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$1.08M - $1.44M
|
18.5K
$1.91M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.2K+ 38.38% |
$1.06M - $1.41M
|
65.5K
$6.77M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
17.9K+ 108.54% |
$1.04M - $1.4M
|
34.5K
$3.56M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.5K+ 14.69% |
$962K - $1.29M
|
129K
$13.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16.5K+ 3.33% |
$958K - $1.28M
|
511K
$52.8M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
16.4K+ 248.64% |
$956K - $1.28M
|
23.1K
$2.38M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
15.5K+ 3.98% |
$900K - $1.2M
|
405K
$41.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
15.1K+ 21.81% |
$880K - $1.18M
|
84.6K
$8.73M
|
|
|
Jul 01, 2022
Q2 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
14.9K+ 4.11% |
$867K - $1.16M
|
378K
$39M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14.8K+ 10.55% |
$863K - $1.16M
|
156K
$16.1M
|