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 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.07K+ 1.62% |
$61.9K - $82.9K
|
66.9K
$6.91M
|
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.03K+ 2.39% |
$59.8K - $80.1K
|
44K
$4.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.02K+ 66.02% |
$59.1K - $79K
|
2.56K
$264K
|
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
BUY
|
- |
1K+ 32.55% |
$58.1K - $77.8K
|
4.07K
$421K
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
989+ 33.5% |
$57.5K - $76.9K
|
3.94K
$407K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
955+ 0.52% |
$55.5K - $74.3K
|
186K
$19.2M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
951+ 66.18% |
$55.3K - $74K
|
2.39K
$247K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
944+ 8.95% |
$54.9K - $73.4K
|
11.5K
$1.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
924+ 8.07% |
$53.7K - $71.9K
|
12.4K
$1.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
915+ 27.32% |
$53.2K - $71.2K
|
4.26K
$440K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
878+ 6.93% |
$51K - $68.3K
|
13.6K
$1.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
874+ 5.42% |
$50.8K - $68K
|
17K
$1.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
871+ 117.7% |
$50.6K - $67.8K
|
1.61K
$166K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
862+ 0.75% |
$50.1K - $67.1K
|
116K
$12M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
848New |
$49.3K - $66K
|
848
$87.6K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
821+ 5.28% |
$47.7K - $63.9K
|
16.4K
$1.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
820+ 12.87% |
$47.7K - $63.8K
|
7.19K
$743K
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
807+ 3.37% |
$46.9K - $62.8K
|
24.7K
$2.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
800+ 7.4% |
$46.5K - $62.2K
|
11.6K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
783+ 8.68% |
$45.5K - $60.9K
|
9.8K
$1.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
764+ 21.59% |
$44.4K - $59.4K
|
4.3K
$444K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
716+ 17.37% |
$41.6K - $55.7K
|
4.84K
$500K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
698+ 20.35% |
$40.6K - $54.3K
|
4.13K
$426K
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
682+ 10.83% |
$39.6K - $53.1K
|
6.98K
$721K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
659+ 5.43% |
$38.3K - $51.3K
|
12.8K
$1.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
648+ 0.26% |
$37.7K - $50.4K
|
251K
$25.9M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
630+ 29.99% |
$36.6K - $49K
|
2.73K
$282K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
627+ 0.89% |
$36.4K - $48.8K
|
71.3K
$7.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
623+ 15.39% |
$36.2K - $48.5K
|
4.67K
$482K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
623+ 3.55% |
$36.2K - $48.5K
|
18.2K
$1.88M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
618+ 1.15% |
$35.9K - $48.1K
|
54.6K
$5.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
610+ 22.19% |
$35.5K - $47.5K
|
3.36K
$347K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
606+ 7.17% |
$35.2K - $47.1K
|
9.06K
$935K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
576New |
$33.5K - $44.8K
|
576
$59.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
560+ 3.91% |
$32.6K - $43.6K
|
14.9K
$1.54M
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
BUY
|
- |
558+ 3.16% |
$32.4K - $43.4K
|
18.2K
$1.88M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
548+ 1096.0% |
$31.9K - $42.6K
|
598
$61.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
547+ 11.52% |
$31.8K - $42.6K
|
5.29K
$547K
|
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
541+ 309.14% |
$31.4K - $42.1K
|
716
$73.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
523+ 0.96% |
$30.4K - $40.7K
|
55.1K
$5.69M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
518+ 0.11% |
$30.1K - $40.3K
|
494K
$51M
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
505+ 3.88% |
$29.4K - $39.3K
|
13.5K
$1.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
500+ 1.19% |
$29.1K - $38.9K
|
42.5K
$4.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
481+ 0.18% |
$28K - $37.4K
|
273K
$28.2M
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
452+ 1.25% |
$26.3K - $35.2K
|
36.7K
$3.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
447+ 3.97% |
$26K - $34.8K
|
11.7K
$1.21M
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
446+ 7.94% |
$25.9K - $34.7K
|
6.07K
$626K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
440+ 5500.0% |
$25.6K - $34.2K
|
448
$46.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
420+ 3.16% |
$24.4K - $32.7K
|
13.7K
$1.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
393+ 6.43% |
$22.8K - $30.6K
|
6.5K
$672K
|