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 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-2.08K- 3.29% |
$120K - $149K
|
61.1K
$6.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.12K- 11.66% |
$123K - $151K
|
16.1K
$1.65M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.12K- 1.16% |
$123K - $152K
|
181K
$18.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.13K- 36.1% |
$123K - $152K
|
3.78K
$387K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.14K- 9.96% |
$124K - $153K
|
19.3K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.14K- 1.77% |
$124K - $153K
|
119K
$12.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.22K- 23.65% |
$128K - $158K
|
7.16K
$734K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.25K- 18.54% |
$130K - $160K
|
9.87K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.4K- 13.87% |
$139K - $171K
|
14.9K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.42K- 2.11% |
$140K - $173K
|
112K
$11.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-2.47K- 25.45% |
$143K - $176K
|
7.23K
$741K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.52K- 1.3% |
$146K - $180K
|
191K
$19.6M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.82KClosed |
$163K - $201K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-2.83K- 57.0% |
$164K - $202K
|
2.13K
$219K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.83K- 2.43% |
$164K - $202K
|
114K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 46.71% |
$164K - $202K
|
3.23K
$331K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.93K- 4.78% |
$169K - $209K
|
58.3K
$5.98M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.96K- 79.26% |
$171K - $212K
|
775
$79.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.98K- 7.96% |
$172K - $213K
|
34.5K
$3.53M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.01K- 2.06% |
$174K - $215K
|
143K
$14.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.02K- 3.66% |
$175K - $216K
|
79.6K
$8.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.05K- 3.52% |
$176K - $218K
|
83.7K
$8.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-3.11K- 2.07% |
$180K - $222K
|
147K
$15.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-3.14K- 22.57% |
$181K - $224K
|
10.8K
$1.1M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-3.19K- 6.28% |
$185K - $228K
|
47.6K
$4.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.26K- 96.85% |
$189K - $233K
|
106
$10.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.37K- 2.74% |
$195K - $241K
|
119K
$12.2M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.38K- 99.0% |
$195K - $241K
|
34
$3.49K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.46K- 0.56% |
$200K - $247K
|
617K
$63.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.68K- 1.59% |
$213K - $263K
|
228K
$23.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-3.72K- 13.79% |
$215K - $265K
|
23.2K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.74K- 8.6% |
$216K - $267K
|
39.7K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.79K- 1.31% |
$219K - $271K
|
287K
$29.4M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.85K- 7.06% |
$222K - $275K
|
50.6K
$5.19M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.91K- 16.69% |
$226K - $279K
|
19.5K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-3.92K- 97.03% |
$227K - $280K
|
120
$12.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.93K- 6.69% |
$227K - $281K
|
54.7K
$5.61M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.93K- 1.51% |
$227K - $281K
|
257K
$26.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.06KClosed |
$235K - $290K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.16K- 35.86% |
$241K - $297K
|
7.45K
$764K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.29K- 0.87% |
$248K - $306K
|
489K
$50.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.3K- 2.6% |
$249K - $307K
|
161K
$16.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.4K- 0.61% |
$254K - $314K
|
717K
$73.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-4.54K- 9.73% |
$263K - $325K
|
42.1K
$4.32M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.57K- 2.2% |
$264K - $326K
|
203K
$20.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-4.62K- 15.41% |
$267K - $330K
|
25.3K
$2.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.64K- 18.24% |
$268K - $331K
|
20.8K
$2.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.71K- 1.03% |
$272K - $336K
|
453K
$46.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.79K- 2.17% |
$277K - $342K
|
216K
$22.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.05K- 0.65% |
$292K - $361K
|
767K
$78.7M
|