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 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
152+ 0.17% |
$8.79K - $10.9K
|
89K
$9.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
151+ 2.04% |
$8.74K - $10.8K
|
7.55K
$780K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
150+ 0.59% |
$8.68K - $10.7K
|
25.6K
$2.64M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
146+ 3.04% |
$8.45K - $10.4K
|
4.95K
$511K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
143+ 11.2% |
$8.27K - $10.2K
|
1.42K
$147K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
140+ 1.6% |
$8.1K - $10K
|
8.88K
$917K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
113+ 0.99% |
$6.54K - $8.07K
|
11.5K
$1.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
109+ 1.99% |
$6.31K - $7.79K
|
5.59K
$577K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
99+ 2.25% |
$5.73K - $7.07K
|
4.51K
$465K
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
97+ 1.39% |
$5.61K - $6.93K
|
7.08K
$731K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
96+ 1.83% |
$5.55K - $6.86K
|
5.36K
$553K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
92+ 1.2% |
$5.32K - $6.57K
|
7.74K
$799K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
91New |
$5.26K - $6.5K
|
91
$9.4K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
89+ 0.8% |
$5.15K - $6.36K
|
11.2K
$1.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
89+ 74.79% |
$5.15K - $6.36K
|
208
$21.5K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
83+ 0.3% |
$4.8K - $5.93K
|
27.8K
$2.87M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
83+ 3.04% |
$4.8K - $5.93K
|
2.81K
$291K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
83+ 29.96% |
$4.8K - $5.93K
|
360
$37.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
77+ 2.55% |
$4.45K - $5.5K
|
3.09K
$319K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
76+ 0.17% |
$4.4K - $5.43K
|
45.8K
$4.73M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
73+ 0.58% |
$4.22K - $5.21K
|
12.6K
$1.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
68+ 32.85% |
$3.93K - $4.86K
|
275
$28.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
64+ 0.65% |
$3.7K - $4.57K
|
9.87K
$1.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
63+ 0.71% |
$3.64K - $4.5K
|
8.99K
$929K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
62+ 3.57% |
$3.59K - $4.43K
|
1.8K
$186K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
61+ 0.33% |
$3.53K - $4.36K
|
18.3K
$1.89M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
59+ 1.48% |
$3.41K - $4.21K
|
4.06K
$419K
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.24% |
$3.24K - $4K
|
23.4K
$2.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
53+ 1.12% |
$3.07K - $3.79K
|
4.79K
$495K
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
50+ 0.6% |
$2.89K - $3.57K
|
8.42K
$870K
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
50+ 0.85% |
$2.89K - $3.57K
|
5.96K
$615K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
50+ 1.36% |
$2.89K - $3.57K
|
3.74K
$386K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 0.02% |
$2.83K - $3.5K
|
296K
$30.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
47+ 1.37% |
$2.72K - $3.36K
|
3.47K
$358K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
45New |
$2.6K - $3.21K
|
45
$4.65K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
41+ 0.2% |
$2.37K - $2.93K
|
20.7K
$2.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
39+ 0.58% |
$2.26K - $2.79K
|
6.72K
$694K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
35+ 0.45% |
$2.02K - $2.5K
|
7.9K
$815K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
35+ 0.47% |
$2.02K - $2.5K
|
7.52K
$777K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33+ 28.95% |
$1.91K - $2.36K
|
147
$15.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32+ 0.33% |
$1.85K - $2.29K
|
9.71K
$1M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
30+ 0.08% |
$1.74K - $2.14K
|
39.3K
$4.06M
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
28+ 0.75% |
$1.62K - $2K
|
3.76K
$389K
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
25+ 0.01% |
$1.45K - $1.79K
|
245K
$25.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
BUY
|
- |
25+ 0.37% |
$1.45K - $1.79K
|
6.83K
$705K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.18% |
$1.45K - $1.79K
|
14.2K
$1.47M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
24+ 0.56% |
$1.39K - $1.71K
|
4.3K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
18+ 0.17% |
$1.04K - $1.29K
|
10.8K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.26% |
$1.04K - $1.29K
|
6.85K
$707K
|
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
17+ 0.27% |
$983 - $1.21K
|
6.26K
$647K
|