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 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-20- 4.42% |
$1.16K - $1.43K
|
432
$44.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-22- 0.07% |
$1.27K - $1.57K
|
32.1K
$3.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-25- 0.04% |
$1.45K - $1.79K
|
67.3K
$6.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-28- 0.68% |
$1.62K - $2K
|
4.1K
$420K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-28- 0.1% |
$1.62K - $2K
|
27.5K
$2.82M
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.17% |
$1.85K - $2.29K
|
19.4K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-33- 0.2% |
$1.91K - $2.36K
|
16.2K
$1.66M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-35- 0.31% |
$2.02K - $2.5K
|
11.1K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-36- 0.35% |
$2.08K - $2.57K
|
10.1K
$1.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-38- 1.08% |
$2.2K - $2.71K
|
3.49K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-41- 0.25% |
$2.37K - $2.93K
|
16.3K
$1.67M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-42- 0.18% |
$2.43K - $3K
|
22.8K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-46- 2.06% |
$2.66K - $3.29K
|
2.19K
$224K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-48- 1.23% |
$2.78K - $3.43K
|
3.86K
$395K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-50- 1.26% |
$2.89K - $3.57K
|
3.93K
$402K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-50- 0.89% |
$2.89K - $3.57K
|
5.55K
$568K
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-50- 0.48% |
$2.89K - $3.57K
|
10.5K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-51- 0.07% |
$2.95K - $3.64K
|
68.7K
$7.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-62- 0.95% |
$3.59K - $4.43K
|
6.49K
$665K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-63- 0.15% |
$3.64K - $4.5K
|
40.8K
$4.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-66- 0.07% |
$3.82K - $4.71K
|
91.4K
$9.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-67- 0.56% |
$3.88K - $4.79K
|
11.9K
$1.22M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-68- 2.15% |
$3.93K - $4.86K
|
3.09K
$316K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-73- 0.22% |
$4.22K - $5.21K
|
32.6K
$3.34M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-75- 0.63% |
$4.34K - $5.36K
|
11.9K
$1.22M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-77- 0.32% |
$4.45K - $5.5K
|
24.3K
$2.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-78- 0.15% |
$4.51K - $5.57K
|
52.1K
$5.34M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-85- 0.41% |
$4.92K - $6.07K
|
20.7K
$2.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-88- 0.78% |
$5.09K - $6.29K
|
11.1K
$1.14M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-91- 0.57% |
$5.26K - $6.5K
|
15.9K
$1.63M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-98- 0.31% |
$5.67K - $7K
|
31.7K
$3.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-100- 0.87% |
$5.79K - $7.14K
|
11.4K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-100- 1.73% |
$5.79K - $7.14K
|
5.69K
$582K
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-100- 0.81% |
$5.79K - $7.14K
|
12.2K
$1.25M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-108- 0.94% |
$6.25K - $7.71K
|
11.4K
$1.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-114- 2.94% |
$6.59K - $8.14K
|
3.77K
$386K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-114- 4.45% |
$6.59K - $8.14K
|
2.45K
$250K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-115- 16.08% |
$6.65K - $8.21K
|
600
$61.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-116- 2.43% |
$6.71K - $8.29K
|
4.67K
$478K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-117- 0.84% |
$6.77K - $8.36K
|
13.8K
$1.41M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-120- 1.08% |
$6.94K - $8.57K
|
11K
$1.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-122- 2.49% |
$7.06K - $8.71K
|
4.78K
$489K
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-130- 0.61% |
$7.52K - $9.29K
|
21.2K
$2.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-135- 0.96% |
$7.81K - $9.64K
|
14K
$1.43M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-138- 30.0% |
$7.98K - $9.86K
|
322
$33K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-145- 1.1% |
$8.39K - $10.4K
|
13.1K
$1.34M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-146- 0.93% |
$8.45K - $10.4K
|
15.6K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-146- 2.25% |
$8.45K - $10.4K
|
6.36K
$651K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-148- 85.55% |
$8.56K - $10.6K
|
25
$2.56K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-150- 13.94% |
$8.68K - $10.7K
|
926
$94.8K
|