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 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-5.2K- 22.64% |
$301K - $371K
|
17.8K
$1.82M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.26K- 6.22% |
$304K - $376K
|
79.3K
$8.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.34K- 3.31% |
$309K - $382K
|
156K
$16M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.49K- 60.82% |
$317K - $392K
|
3.53K
$362K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5.57K- 18.22% |
$322K - $398K
|
25K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5.57K- 29.37% |
$322K - $398K
|
13.4K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-5.69K- 5.12% |
$329K - $407K
|
106K
$10.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.73K- 5.54% |
$331K - $409K
|
97.6K
$10M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.76K- 1.98% |
$333K - $411K
|
285K
$29.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.76K- 29.58% |
$333K - $411K
|
13.7K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.81K- 38.87% |
$336K - $415K
|
9.14K
$936K
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.94K- 9.87% |
$344K - $425K
|
54.3K
$5.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-6.01K- 26.62% |
$348K - $429K
|
16.6K
$1.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.02K- 30.94% |
$348K - $430K
|
13.4K
$1.37M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-6.13K- 0.91% |
$355K - $438K
|
665K
$68.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.19K- 21.52% |
$358K - $442K
|
22.6K
$2.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-6.77K- 12.97% |
$391K - $483K
|
45.4K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6.92K- 29.72% |
$400K - $494K
|
16.4K
$1.67M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-6.95K- 7.67% |
$402K - $496K
|
83.6K
$8.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7.13K- 45.19% |
$413K - $510K
|
8.65K
$886K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-7.55K- 30.29% |
$437K - $539K
|
17.4K
$1.78M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.87K- 47.5% |
$456K - $562K
|
8.7K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.11K- 8.54% |
$469K - $579K
|
86.9K
$8.89M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.13K- 3.52% |
$470K - $581K
|
223K
$22.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-8.17K- 31.79% |
$473K - $584K
|
17.5K
$1.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-8.64K- 32.98% |
$500K - $617K
|
17.6K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.66K- 23.19% |
$501K - $619K
|
28.7K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.07K- 17.06% |
$525K - $648K
|
44.1K
$4.52M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.09K- 7.31% |
$526K - $650K
|
115K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.57K- 9.61% |
$553K - $683K
|
90K
$9.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10K- 0.41% |
$579K - $715K
|
2.46M
$252M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.7K- 1.83% |
$617K - $761K
|
573K
$58.7M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-10.9K- 13.66% |
$633K - $782K
|
69.2K
$7.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-11K- 17.02% |
$637K - $787K
|
53.7K
$5.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-11.9K- 9.46% |
$691K - $853K
|
114K
$11.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12.1K- 7.83% |
$698K - $862K
|
142K
$14.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.2K- 0.54% |
$708K - $874K
|
2.25M
$231M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12.4K- 6.75% |
$716K - $884K
|
171K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-12.4K- 33.55% |
$720K - $889K
|
24.6K
$2.52M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.5K- 4.85% |
$721K - $890K
|
245K
$25M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-12.5K- 23.31% |
$722K - $892K
|
41.1K
$4.21M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-12.5K- 1.17% |
$723K - $892K
|
1.06M
$108M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.5K- 10.5% |
$726K - $896K
|
107K
$11M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.7K- 11.9% |
$735K - $908K
|
94.1K
$9.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.4K- 1.43% |
$773K - $954K
|
923K
$94.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-13.4K- 77.47% |
$777K - $960K
|
3.91K
$400K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.6K- 1.84% |
$789K - $974K
|
725K
$74.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-13.6K- 5.67% |
$789K - $974K
|
227K
$23.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-14.7K- 31.13% |
$848K - $1.05M
|
32.4K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-15.1K- 99.39% |
$873K - $1.08M
|
92
$9.42K
|