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 12, 2022
Q2 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
14.6K+ 7.97% |
$847K - $1.13M
|
197K
$20.4M
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
BUY
|
- |
13.9K+ 1103.01% |
$809K - $1.08M
|
15.2K
$1.57M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
13.7K+ 33.28% |
$796K - $1.07M
|
54.9K
$5.67M
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
13.5K+ 168.04% |
$786K - $1.05M
|
21.6K
$2.23M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
13.5K+ 9.6% |
$785K - $1.05M
|
154K
$15.9M
|
|
Jul 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
BUY
|
- |
13.4K+ 343.93% |
$781K - $1.05M
|
17.3K
$1.79M
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
13.1KNew |
$762K - $1.02M
|
13.1K
$1.35M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.1K+ 11.74% |
$760K - $1.02M
|
124K
$12.8M
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
12.9K+ 6.27% |
$751K - $1M
|
219K
$22.6M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
12.6K+ 13.39% |
$733K - $981K
|
107K
$11M
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
12.5K+ 45.38% |
$727K - $973K
|
40.1K
$4.14M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.5KNew |
$727K - $972K
|
12.5K
$1.29M
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12.4K+ 13.91% |
$720K - $963K
|
101K
$10.5M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12K+ 14.3% |
$698K - $935K
|
96K
$9.92M
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
11.9KNew |
$689K - $923K
|
11.9K
$1.22M
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 115.32% |
$673K - $901K
|
21.6K
$2.23M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 10.14% |
$672K - $900K
|
126K
$13M
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
11.5K+ 45.16% |
$671K - $898K
|
37.1K
$3.83M
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
11.4KNew |
$663K - $888K
|
11.4K
$1.18M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4K+ 24.62% |
$661K - $885K
|
57.6K
$5.94M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
11.2K+ 207.62% |
$650K - $870K
|
16.6K
$1.71M
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
11.1K+ 8.81% |
$648K - $867K
|
138K
$14.2M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.1K+ 1.95% |
$647K - $866K
|
581K
$60M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.8K+ 2.66% |
$629K - $842K
|
418K
$43.1M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.8K+ 71.69% |
$629K - $842K
|
25.9K
$2.68M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
10.8KNew |
$626K - $838K
|
10.8K
$1.11M
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10.7KNew |
$624K - $835K
|
10.7K
$1.11M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.6K+ 221.16% |
$614K - $822K
|
15.3K
$1.58M
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
10.3KNew |
$599K - $802K
|
10.3K
$1.07M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
10.1K+ 103.55% |
$586K - $785K
|
19.8K
$2.05M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10.1K+ 103.55% |
$586K - $785K
|
19.8K
$2.05M
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
10.1K+ 4.12% |
$585K - $783K
|
255K
$26.3M
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
9.76K+ 135.57% |
$567K - $759K
|
17K
$1.75M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.64K+ 8.52% |
$560K - $750K
|
123K
$12.7M
|
|
Aug 12, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
9.63K+ 10.45% |
$560K - $749K
|
102K
$10.5M
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9.61K+ 1591.06% |
$559K - $748K
|
10.2K
$1.05M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9.46K+ 16.39% |
$550K - $736K
|
67.2K
$6.94M
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.4K+ 1.79% |
$547K - $731K
|
533K
$55.1M
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
9.07KNew |
$527K - $706K
|
9.07K
$937K
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
9.02KNew |
$524K - $702K
|
9.02K
$931K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
8.8K+ 26.59% |
$512K - $685K
|
41.9K
$4.33M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
8.74KNew |
$508K - $680K
|
8.74K
$903K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.5K+ 3.08% |
$494K - $661K
|
285K
$29.4M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.46K+ 3.8% |
$492K - $658K
|
231K
$23.9M
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.39KNew |
$488K - $653K
|
8.39K
$866K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
8.39KNew |
$488K - $653K
|
8.39K
$866K
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8.15KNew |
$474K - $634K
|
8.15K
$842K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
7.86KNew |
$457K - $612K
|
7.86K
$812K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.82K+ 253.53% |
$455K - $609K
|
10.9K
$1.13M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.75K+ 19.37% |
$451K - $603K
|
47.8K
$4.93M
|