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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-605- 16.68% |
$35K - $43.2K
|
3.02K
$310K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-607- 3.24% |
$35.1K - $43.4K
|
18.1K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-615- 4.78% |
$35.6K - $43.9K
|
12.3K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-616- 1.12% |
$35.6K - $44K
|
54.4K
$5.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-638- 10.52% |
$36.9K - $45.6K
|
5.43K
$556K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-642- 1.68% |
$37.1K - $45.9K
|
37.6K
$3.85M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-644- 64.4% |
$37.3K - $46K
|
356
$36.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-649- 0.27% |
$37.5K - $46.4K
|
243K
$24.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-651- 1.53% |
$37.7K - $46.5K
|
41.8K
$4.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-666- 7.07% |
$38.5K - $47.6K
|
8.75K
$896K
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-669Closed |
$38.7K - $47.8K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-673- 26.45% |
$38.9K - $48.1K
|
1.87K
$192K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-688- 0.42% |
$39.8K - $49.1K
|
163K
$16.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-698- 5.22% |
$40.4K - $49.9K
|
12.7K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-700- 10.94% |
$40.5K - $50K
|
5.7K
$584K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-701- 16.19% |
$40.6K - $50.1K
|
3.63K
$372K
|
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-702- 2.84% |
$40.6K - $50.1K
|
24K
$2.46M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-730- 11.77% |
$42.2K - $52.1K
|
5.47K
$560K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-750- 12.3% |
$43.4K - $53.6K
|
5.35K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-750- 9.65% |
$43.4K - $53.6K
|
7.03K
$720K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-783- 2.49% |
$45.3K - $55.9K
|
30.7K
$3.14M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-784- 4.33% |
$45.4K - $56K
|
17.3K
$1.78M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-790- 4.14% |
$45.7K - $56.4K
|
18.3K
$1.87M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-793- 6.67% |
$45.9K - $56.6K
|
11.1K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-798- 7.62% |
$46.2K - $57K
|
9.68K
$991K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-800- 67.8% |
$46.3K - $57.1K
|
380
$38.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-800- 6.97% |
$46.3K - $57.1K
|
10.7K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-801- 52.94% |
$46.3K - $57.2K
|
712
$72.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-809- 1.24% |
$46.8K - $57.8K
|
64.6K
$6.62M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-812- 6.85% |
$47K - $58K
|
11K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-813- 0.59% |
$47K - $58.1K
|
136K
$13.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-829- 6.09% |
$48K - $59.2K
|
12.8K
$1.31M
|
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-841- 1.68% |
$48.7K - $60.1K
|
49.2K
$5.04M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-844- 0.74% |
$48.8K - $60.3K
|
113K
$11.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-870- 2.94% |
$50.3K - $62.1K
|
28.7K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-873- 1.84% |
$50.5K - $62.4K
|
46.6K
$4.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-876- 6.8% |
$50.7K - $62.6K
|
12K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-885- 0.44% |
$51.2K - $63.2K
|
201K
$20.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-917- 0.95% |
$53K - $65.5K
|
95.1K
$9.74M
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-936Closed |
$54.1K - $66.9K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-953- 0.83% |
$55.1K - $68.1K
|
113K
$11.6M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-996- 58.73% |
$57.6K - $71.1K
|
700
$71.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-998- 3.86% |
$57.7K - $71.3K
|
24.9K
$2.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-999- 4.62% |
$57.8K - $71.4K
|
20.6K
$2.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1K- 0.69% |
$57.9K - $71.4K
|
143K
$14.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1K- 1.11% |
$57.9K - $71.4K
|
89.3K
$9.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1K- 9.18% |
$57.9K - $71.5K
|
9.91K
$1.01M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.02K- 0.94% |
$59.1K - $72.9K
|
107K
$11M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.04K- 0.87% |
$60.3K - $74.4K
|
118K
$12.1M
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.05K- 0.28% |
$60.9K - $75.2K
|
377K
$38.6M
|