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
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.34K- 4.66% |
$485K - $649K
|
170K
$17.5M
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.43K- 0.63% |
$490K - $656K
|
1.33M
$136M
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-8.5K- 35.27% |
$494K - $661K
|
15.6K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.66KClosed |
$503K - $674K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-8.68K- 3.63% |
$505K - $675K
|
230K
$23.6M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-8.73K- 52.3% |
$507K - $679K
|
7.96K
$816K
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-9KClosed |
$523K - $700K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-9.04K- 23.76% |
$526K - $704K
|
29K
$2.98M
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9.23KClosed |
$537K - $718K
|
0
$0
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-9.25K- 17.29% |
$538K - $720K
|
44.3K
$4.54M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-9.34K- 0.32% |
$543K - $727K
|
2.93M
$300M
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-9.4K- 45.28% |
$546K - $731K
|
11.4K
$1.16M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.57K- 62.54% |
$556K - $744K
|
5.73K
$588K
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-9.63K- 4.13% |
$560K - $749K
|
224K
$22.9M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.68K- 66.82% |
$563K - $753K
|
4.81K
$493K
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-10K- 23.73% |
$581K - $778K
|
32.1K
$3.3M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.2K- 10.0% |
$591K - $791K
|
91.5K
$9.38M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.3K- 8.87% |
$601K - $804K
|
106K
$10.9M
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.7K- 13.82% |
$619K - $829K
|
66.4K
$6.81M
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.7KClosed |
$624K - $835K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-11.6K- 36.95% |
$672K - $899K
|
19.7K
$2.02M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-12.5K- 82.21% |
$726K - $971K
|
2.7K
$277K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.3K- 1.4% |
$772K - $1.03M
|
937K
$96.1M
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-13.3K- 44.67% |
$773K - $1.03M
|
16.5K
$1.69M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.5K- 1.39% |
$784K - $1.05M
|
959K
$98.4M
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-13.8K- 18.76% |
$801K - $1.07M
|
59.7K
$6.12M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14K- 4.22% |
$812K - $1.09M
|
317K
$32.5M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-14.4KClosed |
$838K - $1.12M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-14.8K- 7.92% |
$860K - $1.15M
|
172K
$17.6M
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-14.9KClosed |
$869K - $1.16M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-15.1K- 2.04% |
$875K - $1.17M
|
722K
$74M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-15.2K- 9.43% |
$885K - $1.18M
|
146K
$15M
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-15.3K- 31.33% |
$888K - $1.19M
|
33.5K
$3.44M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-15.7KClosed |
$910K - $1.22M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.7K- 9.72% |
$914K - $1.22M
|
146K
$15M
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-15.9K- 28.1% |
$924K - $1.24M
|
40.7K
$4.17M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16K- 23.88% |
$929K - $1.24M
|
50.9K
$5.22M
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-16.3K- 63.96% |
$946K - $1.27M
|
9.17K
$940K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.5K- 4.99% |
$961K - $1.29M
|
315K
$32.3M
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-16.8K- 7.2% |
$976K - $1.31M
|
217K
$22.2M
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-17.4K- 2.49% |
$1.01M - $1.36M
|
681K
$69.9M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17.7K- 40.33% |
$1.03M - $1.38M
|
26.2K
$2.69M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-17.8K- 11.53% |
$1.04M - $1.39M
|
137K
$14M
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-18K- 1.45% |
$1.05M - $1.4M
|
1.23M
$126M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20K- 2.97% |
$1.16M - $1.56M
|
653K
$67M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-21.1K- 63.79% |
$1.23M - $1.64M
|
12K
$1.23M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-22.9KClosed |
$1.33M - $1.78M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-23.3K- 8.74% |
$1.36M - $1.82M
|
244K
$25M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-23.4K- 3.37% |
$1.36M - $1.82M
|
671K
$68.8M
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-23.8K- 55.49% |
$1.38M - $1.85M
|
19.1K
$1.96M
|