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 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
63+ 0.97% |
$3.66K - $4.9K
|
6.56K
$677K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60+ 0.94% |
$3.49K - $4.67K
|
6.44K
$665K
|
|
|
Aug 11, 2022
Q2 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
55+ 1.63% |
$3.2K - $4.28K
|
3.44K
$355K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
50+ 1.11% |
$2.91K - $3.89K
|
4.56K
$471K
|
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
48+ 24.49% |
$2.79K - $3.73K
|
244
$25.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
47+ 0.11% |
$2.73K - $3.66K
|
43.4K
$4.48M
|
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.17% |
$2.27K - $3.03K
|
23.3K
$2.41M
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
38+ 0.16% |
$2.21K - $2.96K
|
24.4K
$2.52M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
38+ 0.68% |
$2.21K - $2.96K
|
5.6K
$578K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
35+ 0.91% |
$2.03K - $2.72K
|
3.88K
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
34+ 0.79% |
$1.98K - $2.65K
|
4.32K
$446K
|
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
BUY
|
- |
33+ 0.49% |
$1.92K - $2.57K
|
6.8K
$702K
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
33+ 0.2% |
$1.92K - $2.57K
|
16.2K
$1.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
28+ 0.66% |
$1.63K - $2.18K
|
4.26K
$440K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
28+ 0.07% |
$1.63K - $2.18K
|
40.9K
$4.22M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25+ 0.53% |
$1.45K - $1.95K
|
4.74K
$490K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
22+ 0.33% |
$1.28K - $1.71K
|
6.63K
$685K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
20+ 0.48% |
$1.16K - $1.56K
|
4.22K
$436K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18+ 2.04% |
$1.05K - $1.4K
|
899
$92.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
16+ 0.35% |
$930 - $1.24K
|
4.62K
$477K
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
15+ 0.13% |
$872 - $1.17K
|
11.4K
$1.18M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.03% |
$814 - $1.09K
|
46.4K
$4.79M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
12+ 0.18% |
$698 - $934
|
6.83K
$705K
|
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
11+ 0.05% |
$639 - $856
|
20.3K
$2.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.17% |
$523 - $700
|
5.16K
$533K
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$523 - $700
|
4.82K
$497K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8+ 0.06% |
$465 - $622
|
12.6K
$1.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.07% |
$465 - $622
|
11.4K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
BUY
|
- |
8+ 0.14% |
$465 - $622
|
5.63K
$581K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8+ 0.23% |
$465 - $622
|
3.42K
$353K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.14% |
$407 - $545
|
5.12K
$528K
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.17% |
$349 - $467
|
3.61K
$373K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.06% |
$349 - $467
|
9.53K
$985K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
6+ 0.07% |
$349 - $467
|
8.62K
$890K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$349 - $467
|
3.32K
$343K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6+ 0.14% |
$349 - $467
|
4.22K
$436K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.02% |
$291 - $389
|
30K
$3.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
5+ 0.08% |
$291 - $389
|
6.5K
$671K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.03% |
$291 - $389
|
16.3K
$1.69M
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
5+ 0.07% |
$291 - $389
|
7.07K
$730K
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
4+ 0.11% |
$233 - $311
|
3.76K
$388K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
4+ 0.08% |
$233 - $311
|
4.8K
$496K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4+ 0.03% |
$233 - $311
|
12.9K
$1.33M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.06% |
$174 - $233
|
4.8K
$495K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
3+ 0.03% |
$174 - $233
|
11.2K
$1.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.2% |
$174 - $233
|
1.5K
$155K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.04% |
$174 - $233
|
8.15K
$841K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.16% |
$116 - $156
|
1.29K
$133K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.44% |
$116 - $156
|
460
$47.5K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2+ 0.02% |
$116 - $156
|
10.2K
$1.06M
|