Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
605KNew |
$35M - $43.2M
|
605K
$62M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
578K+ 34.87% |
$33.4M - $41.3M
|
2.23M
$229M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
516K+ 6.02% |
$29.9M - $36.9M
|
9.1M
$932M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
427K+ 44.46% |
$24.7M - $30.5M
|
1.39M
$142M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
274K+ 4.13% |
$15.9M - $19.6M
|
6.91M
$708M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
249K+ 15.07% |
$14.4M - $17.8M
|
1.9M
$195M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
244KNew |
$14.1M - $17.5M
|
244K
$25M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
238K+ 9.76% |
$13.8M - $17M
|
2.68M
$274M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
226K+ 6.86% |
$13.1M - $16.2M
|
3.52M
$361M
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
218KNew |
$12.6M - $15.6M
|
218K
$22.3M
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
206KNew |
$11.9M - $14.7M
|
206K
$21.1M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
201K+ 1.49% |
$11.6M - $14.3M
|
13.7M
$1.4B
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
192K+ 13729.53% |
$11.1M - $13.7M
|
194K
$19.9M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
171K+ 108.86% |
$9.92M - $12.2M
|
329K
$33.7M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
160K+ 2.28% |
$9.25M - $11.4M
|
7.18M
$735M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
160K+ 2.28% |
$9.25M - $11.4M
|
7.18M
$735M
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
BUY
|
- |
149KNew |
$8.63M - $10.7M
|
149K
$15.3M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
131K+ 0.76% |
$7.56M - $9.33M
|
17.4M
$1.78B
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
130K+ 52.06% |
$7.49M - $9.25M
|
378K
$38.7M
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
114K+ 1727.75% |
$6.57M - $8.12M
|
120K
$12.3M
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
113KNew |
$6.57M - $8.11M
|
113K
$11.6M
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
113KNew |
$6.51M - $8.04M
|
113K
$11.5M
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
109K+ 22.84% |
$6.29M - $7.77M
|
585K
$59.9M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
106K+ 2.09% |
$6.11M - $7.55M
|
5.17M
$529M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
103K+ 2.13% |
$5.97M - $7.37M
|
4.94M
$506M
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
99.6K+ 1148.08% |
$5.76M - $7.11M
|
108K
$11.1M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
99KNew |
$5.73M - $7.07M
|
99K
$10.1M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
96.8K+ 1.13% |
$5.6M - $6.91M
|
8.69M
$890M
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
94.5K+ 26.47% |
$5.47M - $6.75M
|
452K
$46.3M
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
84.1KNew |
$4.86M - $6M
|
84.1K
$8.61M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
81.7K+ 55.91% |
$4.73M - $5.83M
|
228K
$23.3M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
77.2K+ 91.44% |
$4.47M - $5.52M
|
162K
$16.6M
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
72.5K+ 60.85% |
$4.19M - $5.18M
|
192K
$19.6M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.3K+ 743.82% |
$3.95M - $4.88M
|
77.4K
$7.93M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.3K+ 20.1% |
$3.72M - $4.59M
|
384K
$39.4M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
61K+ 175.63% |
$3.53M - $4.36M
|
95.8K
$9.81M
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
60.7K+ 4.58% |
$3.51M - $4.34M
|
1.39M
$142M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
56.4K+ 8.69% |
$3.26M - $4.03M
|
706K
$72.3M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.5K+ 67.54% |
$3.15M - $3.89M
|
135K
$13.8M
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
54.1KNew |
$3.13M - $3.86M
|
54.1K
$5.54M
|
|
Oct 30, 2023
Q3 2022
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53.1KNew |
$3.07M - $3.79M
|
53.1K
$5.44M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52.8KNew |
$3.05M - $3.77M
|
52.8K
$5.41M
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
51.6K+ 12.44% |
$2.98M - $3.68M
|
466K
$47.7M
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
50.7K+ 16.33% |
$2.93M - $3.62M
|
361K
$37M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
46.6K+ 1299.25% |
$2.69M - $3.33M
|
50.1K
$5.13M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
41.6K+ 1.42% |
$2.41M - $2.97M
|
2.97M
$304M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
41.4K+ 82.43% |
$2.39M - $2.96M
|
91.6K
$9.38M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
41.4K+ 22.97% |
$2.39M - $2.95M
|
221K
$22.7M
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
40.2KNew |
$2.32M - $2.87M
|
40.2K
$4.11M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37.2KNew |
$2.15M - $2.66M
|
37.2K
$3.81M
|