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 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-326- 2.34% |
$18.9K - $23.3K
|
13.6K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-328- 0.22% |
$19K - $23.4K
|
148K
$15.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-328- 0.7% |
$19K - $23.4K
|
46.7K
$4.79M
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-331- 1.86% |
$19.1K - $23.6K
|
17.5K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-332- 0.69% |
$19.2K - $23.7K
|
47.5K
$4.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-340- 1.17% |
$19.7K - $24.3K
|
28.7K
$2.94M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-340- 7.82% |
$19.7K - $24.3K
|
4.01K
$410K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-390- 1.69% |
$22.6K - $27.9K
|
22.7K
$2.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-390- 7.62% |
$22.6K - $27.9K
|
4.73K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-393- 5.27% |
$22.7K - $28.1K
|
7.07K
$724K
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-394- 0.92% |
$22.8K - $28.1K
|
42.3K
$4.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-400- 4.0% |
$23.1K - $28.6K
|
9.6K
$983K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-401- 6.37% |
$23.2K - $28.6K
|
5.89K
$603K
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-405- 3.1% |
$23.4K - $28.9K
|
12.7K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
SELL
|
- |
-410- 1.03% |
$23.7K - $29.3K
|
39.3K
$4.02M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-414- 10.59% |
$23.9K - $29.6K
|
3.5K
$358K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-419- 0.72% |
$24.2K - $29.9K
|
57.9K
$5.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-426- 1.97% |
$24.6K - $30.4K
|
21.2K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-432- 3.38% |
$25K - $30.9K
|
12.4K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-435- 0.62% |
$25.2K - $31.1K
|
70K
$7.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-440- 98.21% |
$25.5K - $31.4K
|
8
$819
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-442- 1.52% |
$25.6K - $31.6K
|
28.7K
$2.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-448- 2.22% |
$25.9K - $32K
|
19.7K
$2.02M
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
SELL
|
- |
-450- 3.93% |
$26K - $32.1K
|
11K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-451- 0.67% |
$26.1K - $32.2K
|
66.4K
$6.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-462- 0.75% |
$26.7K - $33K
|
61.5K
$6.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-465- 9.65% |
$26.9K - $33.2K
|
4.36K
$446K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-471- 21.68% |
$27.2K - $33.6K
|
1.7K
$174K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-477- 0.94% |
$27.6K - $34.1K
|
50.3K
$5.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-482- 2.2% |
$27.9K - $34.4K
|
21.5K
$2.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-486- 25.16% |
$28.1K - $34.7K
|
1.45K
$148K
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-491- 8.71% |
$28.4K - $35.1K
|
5.14K
$527K
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-494- 4.57% |
$28.6K - $35.3K
|
10.3K
$1.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-500- 2.98% |
$28.9K - $35.7K
|
16.3K
$1.67M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-504- 10.57% |
$29.2K - $36K
|
4.26K
$436K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-509- 1.02% |
$29.4K - $36.4K
|
49.6K
$5.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-515- 5.87% |
$29.8K - $36.8K
|
8.26K
$845K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-532- 1.31% |
$30.8K - $38K
|
40.2K
$4.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-535- 11.53% |
$30.9K - $38.2K
|
4.11K
$420K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-546- 0.45% |
$31.6K - $39K
|
120K
$12.3M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-548- 91.64% |
$31.7K - $39.1K
|
50
$5.12K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-553- 3.8% |
$32K - $39.5K
|
14K
$1.43M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-557- 4.49% |
$32.2K - $39.8K
|
11.8K
$1.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-566- 2.42% |
$32.7K - $40.4K
|
22.9K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-576- 2.5% |
$33.3K - $41.1K
|
22.5K
$2.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-586- 4.01% |
$33.9K - $41.9K
|
14K
$1.44M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-587- 0.58% |
$34K - $41.9K
|
101K
$10.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-589- 6.5% |
$34.1K - $42.1K
|
8.47K
$867K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-593- 0.96% |
$34.3K - $42.4K
|
61.2K
$6.27M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-600- 3.04% |
$34.7K - $42.9K
|
19.1K
$1.96M
|