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
|
National Bank Of Canada
|
BUY
|
- |
2.28K+ 2.59% |
$133K - $178K
|
90.6K
$9.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.17K+ 27.31% |
$126K - $169K
|
10.1K
$1.05M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.16K+ 3.94% |
$126K - $168K
|
57K
$5.88M
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.15K+ 9.26% |
$125K - $168K
|
25.4K
$2.62M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.08K+ 17.99% |
$121K - $162K
|
13.6K
$1.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.03K+ 20.56% |
$118K - $158K
|
11.9K
$1.23M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.02K+ 5.0% |
$117K - $157K
|
42.5K
$4.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.99K+ 99.55% |
$116K - $155K
|
3.98K
$411K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.95K+ 10.04% |
$113K - $152K
|
21.4K
$2.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.89K+ 58.67% |
$110K - $147K
|
5.12K
$529K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.88K+ 3.3% |
$109K - $146K
|
58.8K
$6.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.86K+ 1.3% |
$108K - $145K
|
145K
$14.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.86K+ 1.87% |
$108K - $145K
|
101K
$10.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.81K+ 3.19% |
$105K - $141K
|
58.7K
$6.06M
|
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.81K+ 5.2% |
$105K - $141K
|
36.6K
$3.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.77K+ 10.01% |
$103K - $138K
|
19.5K
$2.01M
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1.72K+ 10.51% |
$100K - $134K
|
18.1K
$1.87M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1.7K+ 10.49% |
$98.9K - $132K
|
17.9K
$1.85M
|
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.69K+ 10.47% |
$98.1K - $131K
|
17.8K
$1.84M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.62K+ 14.88% |
$94.3K - $126K
|
12.5K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.62KNew |
$93.9K - $126K
|
1.62K
$167K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.57K+ 196.38% |
$91.3K - $122K
|
2.37K
$245K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 6.15% |
$90K - $120K
|
26.7K
$2.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
1.54K+ 1.15% |
$89.5K - $120K
|
135K
$13.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.5K+ 1.02% |
$86.9K - $116K
|
149K
$15.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.49K+ 5.96% |
$86.6K - $116K
|
26.5K
$2.74M
|
|
|
Jul 08, 2022
Q2 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
1.46K+ 8.52% |
$85K - $114K
|
18.6K
$1.92M
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1.41K+ 9.7% |
$82.1K - $110K
|
16K
$1.65M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.35K+ 4.44% |
$78.4K - $105K
|
31.8K
$3.28M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.33K+ 11.52% |
$77.3K - $103K
|
12.9K
$1.33M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.32KNew |
$76.5K - $102K
|
1.32K
$136K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.31K+ 4.71% |
$76.2K - $102K
|
29.2K
$3.01M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.31K+ 1.56% |
$76.1K - $102K
|
85.3K
$8.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.3K+ 12.91% |
$75.6K - $101K
|
11.4K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.29K+ 3.22% |
$75.1K - $101K
|
41.4K
$4.28M
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
1.27K+ 2.36% |
$74K - $99K
|
55.3K
$5.71M
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.23KNew |
$71.3K - $95.4K
|
1.23K
$127K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.22K+ 5.51% |
$71.1K - $95.1K
|
23.4K
$2.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.21K+ 1.29% |
$70.3K - $94.1K
|
95K
$9.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.17K+ 21.73% |
$68.2K - $91.3K
|
6.58K
$679K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
1.17K+ 3.98% |
$68K - $91K
|
30.6K
$3.16M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.15K+ 19.46% |
$67K - $89.7K
|
7.08K
$731K
|
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
1.15K+ 1.07% |
$66.6K - $89.2K
|
109K
$11.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
1.14KNew |
$66.2K - $88.6K
|
1.14K
$118K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.14K+ 14.6% |
$66.2K - $88.5K
|
8.93K
$922K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.14K+ 3.36% |
$66.1K - $88.5K
|
35K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.11K+ 1.04% |
$64.7K - $86.6K
|
108K
$11.2M
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
1.1K+ 3.48% |
$64K - $85.7K
|
32.7K
$3.38M
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 0.43% |
$62.8K - $84K
|
251K
$25.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 1.09% |
$62.3K - $83.4K
|
99.6K
$10.3M
|