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
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.92K+ 10.54% |
$227K - $280K
|
41.1K
$4.25M
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.91K+ 74.85% |
$226K - $280K
|
9.14K
$944K
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
3.91KNew |
$226K - $279K
|
3.91K
$404K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.89K+ 2.45% |
$225K - $278K
|
162K
$16.8M
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.87KNew |
$224K - $276K
|
3.87K
$400K
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
3.87K+ 4.9% |
$224K - $276K
|
82.7K
$8.54M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.83K+ 4.29% |
$222K - $274K
|
93.3K
$9.63M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.83K+ 2.73% |
$221K - $273K
|
144K
$14.9M
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.78K+ 10.04% |
$219K - $270K
|
41.5K
$4.28M
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.75K+ 18.97% |
$217K - $268K
|
23.5K
$2.43M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.68K+ 23.98% |
$213K - $263K
|
19K
$1.97M
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.67K+ 2.16% |
$213K - $262K
|
174K
$18M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.67KNew |
$212K - $262K
|
3.67K
$379K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
3.66K+ 6.7% |
$212K - $262K
|
58.3K
$6.02M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.6KNew |
$208K - $257K
|
3.6K
$372K
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.6KNew |
$208K - $257K
|
3.6K
$372K
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.59KNew |
$208K - $257K
|
3.59K
$371K
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
3.58KNew |
$207K - $256K
|
3.58K
$369K
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
3.49K+ 25.6% |
$202K - $249K
|
17.1K
$1.77M
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.46K+ 13.45% |
$200K - $247K
|
29.2K
$3.02M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.46K+ 22.9% |
$200K - $247K
|
18.6K
$1.92M
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.42K+ 1.28% |
$198K - $244K
|
271K
$28M
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
3.37K+ 48.39% |
$195K - $241K
|
10.3K
$1.07M
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.3K+ 69.63% |
$191K - $236K
|
8.05K
$831K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.3KNew |
$191K - $235K
|
3.3K
$340K
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.25K+ 48.39% |
$188K - $232K
|
9.96K
$1.03M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.17KNew |
$183K - $226K
|
3.17K
$327K
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.11K+ 3.05% |
$180K - $222K
|
105K
$10.8M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.01K+ 11.1% |
$174K - $215K
|
30.1K
$3.11M
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
3K+ 56.48% |
$174K - $214K
|
8.31K
$858K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.94K+ 0.11% |
$170K - $210K
|
2.68M
$277M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.91K+ 2.01% |
$168K - $208K
|
148K
$15.2M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.86K+ 28.22% |
$165K - $204K
|
13K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.85K+ 4.41% |
$165K - $204K
|
67.5K
$6.97M
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.83K+ 4.13% |
$163K - $202K
|
71.2K
$7.35M
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.76K+ 2.0% |
$160K - $197K
|
140K
$14.5M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.72K+ 27.79% |
$157K - $194K
|
12.5K
$1.29M
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.68K+ 0.22% |
$155K - $191K
|
1.23M
$127M
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.65K+ 110.76% |
$153K - $189K
|
5.03K
$520K
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
2.63K+ 7.81% |
$152K - $188K
|
36.4K
$3.75M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.63KNew |
$152K - $188K
|
2.63K
$271K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.6K+ 4.32% |
$151K - $186K
|
62.9K
$6.49M
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
2.52K+ 0.63% |
$146K - $180K
|
403K
$41.6M
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.5K+ 14.92% |
$145K - $179K
|
19.3K
$1.99M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 35.88% |
$144K - $177K
|
9.4K
$970K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.47K+ 164.53% |
$143K - $176K
|
3.97K
$410K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.39K+ 1.75% |
$138K - $171K
|
139K
$14.3M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.37K+ 3.57% |
$137K - $170K
|
68.8K
$7.11M
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.37K+ 4.65% |
$137K - $169K
|
53.3K
$5.5M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.29K+ 1.98% |
$132K - $164K
|
118K
$12.2M
|