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
|
Girard Partners Ltd.
|
SELL
|
- |
-162- 2.96% |
$9.37K - $11.6K
|
5.31K
$544K
|
|
|
Nov 21, 2022
Q3 2022
|
17 Capital Partners, LLC
|
SELL
|
- |
-165- 0.89% |
$9.55K - $11.8K
|
18.5K
$1.89M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-172- 1.65% |
$9.95K - $12.3K
|
10.2K
$1.05M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-173- 0.8% |
$10K - $12.4K
|
21.4K
$2.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-179- 35.73% |
$10.4K - $12.8K
|
322
$33K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-181- 1.65% |
$10.5K - $12.9K
|
10.8K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-184- 0.38% |
$10.6K - $13.1K
|
47.9K
$4.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-185- 4.26% |
$10.7K - $13.2K
|
4.15K
$425K
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-186- 2.63% |
$10.8K - $13.3K
|
6.88K
$704K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-188- 0.95% |
$10.9K - $13.4K
|
19.5K
$2M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-188- 1.88% |
$10.9K - $13.4K
|
9.79K
$1M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-191- 3.55% |
$11K - $13.6K
|
5.19K
$531K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-196- 80.33% |
$11.3K - $14K
|
48
$4.92K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-197- 0.74% |
$11.4K - $14.1K
|
26.4K
$2.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-198- 3.05% |
$11.5K - $14.1K
|
6.3K
$645K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-200- 1.25% |
$11.6K - $14.3K
|
15.8K
$1.62M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-200- 2.51% |
$11.6K - $14.3K
|
7.76K
$794K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-200- 0.27% |
$11.6K - $14.3K
|
72.8K
$7.46M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 0.34% |
$11.6K - $14.3K
|
58.9K
$6.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-206- 1.13% |
$11.9K - $14.7K
|
18.1K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-208- 1.06% |
$12K - $14.9K
|
19.5K
$1.99M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-209- 4.97% |
$12.1K - $14.9K
|
4K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-214- 1.61% |
$12.4K - $15.3K
|
13.1K
$1.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-221- 29.86% |
$12.8K - $15.8K
|
519
$53.2K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-223- 1.33% |
$12.9K - $15.9K
|
16.6K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-224- 1.98% |
$13K - $16K
|
11.1K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-230- 1.67% |
$13.3K - $16.4K
|
13.5K
$1.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-231- 1.69% |
$13.4K - $16.5K
|
13.5K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-235- 5.18% |
$13.6K - $16.8K
|
4.3K
$441K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-238- 0.14% |
$13.8K - $17K
|
172K
$17.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-240- 1.83% |
$13.9K - $17.1K
|
12.9K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-241- 6.12% |
$13.9K - $17.2K
|
3.7K
$379K
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-241- 4.51% |
$13.9K - $17.2K
|
5.1K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-248- 0.72% |
$14.3K - $17.7K
|
34.3K
$3.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-252- 5.21% |
$14.6K - $18K
|
4.58K
$469K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-268- 3.51% |
$15.5K - $19.1K
|
7.38K
$755K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-278- 2.76% |
$16.1K - $19.9K
|
9.81K
$1M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-279- 3.52% |
$16.1K - $19.9K
|
7.64K
$783K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-279- 3.52% |
$16.1K - $19.9K
|
7.64K
$783K
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-280- 5.41% |
$16.2K - $20K
|
4.9K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-283- 5.85% |
$16.4K - $20.2K
|
4.55K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-286- 7.63% |
$16.5K - $20.4K
|
3.46K
$354K
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-288- 7.05% |
$16.7K - $20.6K
|
3.8K
$389K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-296- 4.41% |
$17.1K - $21.1K
|
6.42K
$658K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-309- 3.21% |
$17.9K - $22.1K
|
9.31K
$954K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-313- 0.13% |
$18.1K - $22.4K
|
247K
$25.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-313- 0.85% |
$18.1K - $22.4K
|
36.3K
$3.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-320- 1.87% |
$18.5K - $22.9K
|
16.8K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-324- 2.19% |
$18.7K - $23.1K
|
14.5K
$1.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-325- 1.95% |
$18.8K - $23.2K
|
16.4K
$1.68M
|