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 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-15.5K- 18.24% |
$894K - $1.1M
|
69.3K
$7.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-15.6K- 18.11% |
$901K - $1.11M
|
70.4K
$7.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-15.7K- 37.07% |
$906K - $1.12M
|
26.6K
$2.74M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-16.2K- 61.5% |
$937K - $1.16M
|
10.1K
$1.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-16.2K- 46.99% |
$938K - $1.16M
|
18.3K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-16.6K- 11.37% |
$962K - $1.19M
|
130K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-17.5KClosed |
$1.01M - $1.25M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.1K- 11.17% |
$1.05M - $1.29M
|
144K
$14.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-18.5K- 4.77% |
$1.07M - $1.32M
|
370K
$38.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 15.38% |
$1.08M - $1.33M
|
103K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.8K- 3.65% |
$1.09M - $1.34M
|
495K
$51.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19K- 0.79% |
$1.1M - $1.36M
|
2.38M
$245M
|
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-19.3K- 22.55% |
$1.12M - $1.38M
|
66.4K
$6.85M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-19.6K- 8.53% |
$1.14M - $1.4M
|
211K
$21.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-20.4KClosed |
$1.18M - $1.46M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.6K- 4.44% |
$1.19M - $1.47M
|
442K
$45.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-20.8K- 84.95% |
$1.2M - $1.49M
|
3.69K
$381K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-21.2KClosed |
$1.23M - $1.52M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-21.8K- 5.46% |
$1.26M - $1.56M
|
377K
$39M
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-22.4K- 81.44% |
$1.3M - $1.6M
|
5.12K
$528K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-22.9K- 9.15% |
$1.33M - $1.64M
|
228K
$23.5M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-23.7K- 81.26% |
$1.37M - $1.7M
|
5.48K
$565K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-23.7K- 67.3% |
$1.37M - $1.7M
|
11.5K
$1.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-24.9K- 9.01% |
$1.44M - $1.78M
|
252K
$26M
|
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-25K- 57.27% |
$1.45M - $1.79M
|
18.7K
$1.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-25.1K- 9.68% |
$1.45M - $1.8M
|
235K
$24.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-25.4K- 2.68% |
$1.47M - $1.82M
|
923K
$95.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-26.1K- 20.98% |
$1.51M - $1.87M
|
98.5K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26.6K- 1.49% |
$1.54M - $1.9M
|
1.77M
$182M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28.5K- 14.21% |
$1.65M - $2.04M
|
172K
$17.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-29.4K- 62.16% |
$1.7M - $2.1M
|
17.9K
$1.85M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-29.8K- 74.33% |
$1.72M - $2.13M
|
10.3K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.8K- 5.03% |
$1.9M - $2.34M
|
620K
$64M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-34.6K- 68.16% |
$2M - $2.47M
|
16.2K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36K- 4.01% |
$2.08M - $2.57M
|
862K
$89M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38.2K- 2.77% |
$2.21M - $2.73M
|
1.34M
$139M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-39K- 7.64% |
$2.26M - $2.79M
|
472K
$48.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-42.1K- 4.88% |
$2.43M - $3M
|
819K
$84.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-42.6K- 13.5% |
$2.46M - $3.04M
|
273K
$28.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46K- 71.24% |
$2.66M - $3.29M
|
18.6K
$1.92M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-52.6K- 61.61% |
$3.04M - $3.75M
|
32.8K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-56.9K- 9.57% |
$3.29M - $4.06M
|
538K
$55.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-62.3K- 5.67% |
$3.61M - $4.45M
|
1.04M
$107M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-62.9K- 44.3% |
$3.64M - $4.49M
|
79.1K
$8.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-62.9K- 8.26% |
$3.64M - $4.49M
|
699K
$72.2M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-74K- 1.25% |
$4.28M - $5.28M
|
5.83M
$602M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-76.8K- 1.93% |
$4.45M - $5.49M
|
3.9M
$402M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-80K- 19.84% |
$4.63M - $5.71M
|
323K
$33.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-83.2K- 63.15% |
$4.81M - $5.94M
|
48.5K
$5.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86.9K- 17.95% |
$5.03M - $6.21M
|
397K
$41M
|