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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
36.3K+ 287.33% |
$2.1M - $2.59M
|
49K
$5.06M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
35.6K+ 3.52% |
$2.06M - $2.55M
|
1.05M
$108M
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
35.4K+ 12.8% |
$2.04M - $2.53M
|
312K
$32.2M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.3KNew |
$2.04M - $2.52M
|
35.3K
$3.65M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.7K+ 11.16% |
$1.78M - $2.19M
|
306K
$31.6M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.3K+ 30.49% |
$1.64M - $2.02M
|
121K
$12.5M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
27.6K+ 49.03% |
$1.6M - $1.97M
|
83.8K
$8.66M
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
26.9K+ 3.32% |
$1.56M - $1.92M
|
837K
$86.4M
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
26.7K+ 6.69% |
$1.55M - $1.91M
|
426K
$44M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24.5K+ 525.57% |
$1.42M - $1.75M
|
29.2K
$3.02M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
24.5KNew |
$1.42M - $1.75M
|
24.5K
$2.53M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.2K+ 34.51% |
$1.4M - $1.73M
|
94.2K
$9.72M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
24K+ 10.73% |
$1.39M - $1.71M
|
248K
$25.6M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
23.2K+ 7.61% |
$1.34M - $1.66M
|
328K
$33.9M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23.2K+ 5.55% |
$1.34M - $1.66M
|
441K
$45.5M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
22.3K+ 0.84% |
$1.29M - $1.6M
|
2.68M
$277M
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
22.1K+ 8.84% |
$1.28M - $1.58M
|
272K
$28.1M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21.2K+ 167.87% |
$1.22M - $1.51M
|
33.8K
$3.49M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.6K+ 7.23% |
$1.19M - $1.47M
|
305K
$31.5M
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
20.6K+ 3.02% |
$1.19M - $1.47M
|
702K
$72.5M
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
20K+ 208.68% |
$1.16M - $1.43M
|
29.6K
$3.06M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19.9K+ 7.05% |
$1.15M - $1.42M
|
302K
$31.2M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19.8K+ 7.79% |
$1.15M - $1.41M
|
274K
$28.3M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19.8K+ 7.79% |
$1.15M - $1.41M
|
274K
$28.3M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19.6K+ 13.54% |
$1.13M - $1.4M
|
164K
$17M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
19.5K+ 404.79% |
$1.13M - $1.39M
|
24.3K
$2.51M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19.1K+ 17.6% |
$1.1M - $1.36M
|
128K
$13.2M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18.8K+ 336.79% |
$1.09M - $1.34M
|
24.4K
$2.52M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.4K+ 5.8% |
$1.06M - $1.31M
|
335K
$34.6M
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
18.3K+ 49.94% |
$1.06M - $1.31M
|
54.9K
$5.67M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.2KNew |
$995K - $1.23M
|
17.2K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.1K+ 81.61% |
$988K - $1.22M
|
38K
$3.92M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
17K+ 5.67% |
$984K - $1.22M
|
317K
$32.7M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
16.6K+ 30.41% |
$960K - $1.19M
|
71.2K
$7.35M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.5K+ 13.08% |
$955K - $1.18M
|
143K
$14.7M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
16.2K+ 48.78% |
$937K - $1.16M
|
49.4K
$5.1M
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
15.7K+ 27.55% |
$908K - $1.12M
|
72.7K
$7.51M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.7K+ 6.62% |
$908K - $1.12M
|
253K
$26.1M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.7K+ 6.62% |
$908K - $1.12M
|
253K
$26.1M
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
15.7K+ 26.24% |
$906K - $1.12M
|
75.3K
$7.78M
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
15.6KNew |
$901K - $1.11M
|
15.6K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
14.4KNew |
$833K - $1.03M
|
14.4K
$1.49M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
14K+ 1.1% |
$811K - $1M
|
1.29M
$133M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
14KNew |
$807K - $997K
|
14K
$1.44M
|
|
Oct 19, 2022
Q3 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
13.8K+ 100.67% |
$801K - $989K
|
27.6K
$2.85M
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.4K+ 3.57% |
$773K - $955K
|
388K
$40.1M
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
13.2K+ 132.16% |
$765K - $944K
|
23.2K
$2.4M
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
13.1K+ 21.91% |
$757K - $935K
|
72.8K
$7.52M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
12.8K+ 25.1% |
$740K - $913K
|
63.7K
$6.58M
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
12.7KNew |
$737K - $910K
|
12.7K
$1.32M
|