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 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
6.98K+ 84.89% |
$404K - $499K
|
15.2K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
6.93KNew |
$401K - $495K
|
6.93K
$716K
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6.8KNew |
$393K - $485K
|
6.8K
$702K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.79KNew |
$393K - $485K
|
6.79K
$701K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.71K+ 6.86% |
$388K - $479K
|
105K
$10.8M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.62KNew |
$383K - $473K
|
6.62K
$684K
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6.59K+ 136.21% |
$381K - $471K
|
11.4K
$1.18M
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
6.45K+ 2.05% |
$373K - $461K
|
320K
$33.1M
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
6.44K+ 21.06% |
$373K - $460K
|
37K
$3.82M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
6.43KNew |
$372K - $459K
|
6.43K
$664K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.42K+ 9.74% |
$371K - $459K
|
72.4K
$7.47M
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.35K+ 2.93% |
$367K - $454K
|
223K
$23M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.34KNew |
$367K - $453K
|
6.34K
$655K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
6.11K+ 37.29% |
$353K - $436K
|
22.5K
$2.32M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.06KNew |
$351K - $433K
|
6.06K
$626K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.95K+ 66.56% |
$344K - $425K
|
14.9K
$1.54M
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
5.95K+ 118900.0% |
$344K - $425K
|
5.95K
$614K
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
5.92K+ 2.33% |
$342K - $423K
|
260K
$26.9M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
5.91K+ 140.67% |
$342K - $422K
|
10.1K
$1.04M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.87K+ 21.97% |
$339K - $419K
|
32.6K
$3.36M
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.69K+ 9.64% |
$329K - $406K
|
64.7K
$6.68M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.36K+ 3.16% |
$310K - $383K
|
175K
$18M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.35KNew |
$309K - $382K
|
5.35K
$552K
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.14KNew |
$297K - $367K
|
5.14K
$531K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.13KNew |
$297K - $367K
|
5.13K
$530K
|
|
Nov 14, 2022
Q3 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
5.07K+ 2.57% |
$293K - $362K
|
202K
$20.9M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5KNew |
$289K - $357K
|
5K
$516K
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.99K+ 6.35% |
$289K - $356K
|
83.6K
$8.63M
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4.92KNew |
$285K - $351K
|
4.92K
$508K
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.83K+ 8.76% |
$279K - $345K
|
59.9K
$6.19M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.82K+ 2.87% |
$279K - $345K
|
173K
$17.9M
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.81K+ 118.19% |
$278K - $343K
|
8.88K
$917K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.78K+ 8.13% |
$277K - $342K
|
63.6K
$6.57M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.69K+ 4.41% |
$271K - $335K
|
111K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.68K+ 111.95% |
$271K - $334K
|
8.85K
$914K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.64K+ 14.5% |
$268K - $331K
|
36.6K
$3.78M
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.5KNew |
$260K - $321K
|
4.5K
$465K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.41K+ 1.7% |
$255K - $315K
|
264K
$27.2M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.39K+ 3.49% |
$254K - $313K
|
130K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.38K+ 99.48% |
$253K - $313K
|
8.78K
$907K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.37KNew |
$253K - $312K
|
4.37K
$452K
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
4.36KNew |
$252K - $311K
|
4.36K
$450K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.29KNew |
$248K - $306K
|
4.29K
$443K
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.26K+ 5.97% |
$246K - $304K
|
75.6K
$7.81M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.2K+ 0.39% |
$243K - $300K
|
1.09M
$113M
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.13K+ 45.52% |
$239K - $295K
|
13.2K
$1.36M
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.03K+ 2.27% |
$233K - $288K
|
182K
$18.8M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.01K+ 0.69% |
$232K - $286K
|
585K
$60.4M
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.99K+ 1.82% |
$231K - $285K
|
223K
$23M
|
|
Oct 24, 2022
Q3 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.95KNew |
$229K - $282K
|
3.95K
$408K
|