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 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
4.08K+ 5.46% |
$237K - $318K
|
78.8K
$8.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.07KNew |
$236K - $316K
|
4.07K
$420K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.04KNew |
$235K - $314K
|
4.04K
$417K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
4.02K+ 7.56% |
$234K - $313K
|
57.2K
$5.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.98K+ 10.79% |
$231K - $310K
|
40.9K
$4.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
3.92K+ 7.66% |
$228K - $305K
|
55.1K
$5.69M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.87K+ 87.15% |
$225K - $301K
|
8.31K
$858K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.87K+ 2.84% |
$225K - $301K
|
140K
$14.5M
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.85K+ 2.7% |
$224K - $299K
|
146K
$15.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.8KNew |
$221K - $296K
|
3.8K
$392K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.7KNew |
$215K - $287K
|
3.7K
$382K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.68KNew |
$214K - $286K
|
3.68K
$380K
|
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.66KNew |
$212K - $284K
|
3.66K
$377K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.62KNew |
$211K - $282K
|
3.62K
$374K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.62K+ 0.75% |
$210K - $281K
|
484K
$50M
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.6K+ 84.67% |
$209K - $280K
|
7.85K
$811K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.57KNew |
$208K - $278K
|
3.57K
$369K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.55K+ 26.93% |
$207K - $277K
|
16.8K
$1.73M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.54K+ 1.4% |
$206K - $275K
|
257K
$26.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
3.53K+ 1.49% |
$205K - $275K
|
241K
$24.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
3.53K+ 5.53% |
$205K - $274K
|
67.2K
$6.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.44K+ 7.19% |
$200K - $268K
|
51.3K
$5.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3.36K+ 8.59% |
$195K - $262K
|
42.5K
$4.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.22K+ 3.93% |
$187K - $250K
|
85.1K
$8.78M
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.16K+ 3.09% |
$183K - $246K
|
105K
$10.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.11K+ 12.12% |
$181K - $242K
|
28.8K
$2.98M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
3.11K+ 336.29% |
$181K - $242K
|
4.04K
$417K
|
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.05K+ 18.29% |
$177K - $237K
|
19.7K
$2.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.01K+ 0.97% |
$175K - $234K
|
314K
$32.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.01K+ 81.06% |
$175K - $234K
|
6.71K
$693K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.99K+ 0.99% |
$174K - $233K
|
305K
$31.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
2.92K+ 17.64% |
$170K - $227K
|
19.5K
$2.01M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.87K+ 363.96% |
$167K - $223K
|
3.66K
$378K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
2.83K+ 132.54% |
$164K - $220K
|
4.96K
$512K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
2.76KNew |
$160K - $215K
|
2.76K
$285K
|
|
|
Aug 12, 2022
Q2 2022
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
2.76K+ 29.65% |
$160K - $214K
|
12.1K
$1.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.74K+ 1.09% |
$160K - $213K
|
254K
$26.2M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.74K+ 1.09% |
$160K - $213K
|
254K
$26.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.73K+ 37.01% |
$159K - $212K
|
10.1K
$1.04M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
2.72K+ 2.51% |
$158K - $212K
|
111K
$11.5M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.64K+ 7.63% |
$153K - $205K
|
37.2K
$3.84M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.63K+ 68.66% |
$153K - $204K
|
6.45K
$666K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 27.96% |
$152K - $203K
|
12K
$1.23M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2.56KNew |
$149K - $199K
|
2.56K
$264K
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
2.51K+ 4.6% |
$146K - $195K
|
57.1K
$5.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.46K+ 57.23% |
$143K - $191K
|
6.75K
$697K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.46K+ 10.91% |
$143K - $191K
|
25K
$2.58M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
2.39K+ 0.3% |
$139K - $186K
|
810K
$83.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.36K+ 118.0% |
$137K - $184K
|
4.36K
$450K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.3K+ 7.76% |
$134K - $179K
|
32K
$3.3M
|