Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
552M+ 111454.44% |
$31.3B - $35.1B
|
553M
$57.1B
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.97M+ 10.42% |
$282M - $316M
|
52.6M
$5.44B
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
3.79M+ 182.1% |
$215M - $241M
|
5.88M
$607M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.68M+ 26.88% |
$209M - $234M
|
17.4M
$1.79B
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.03M+ 6144.35% |
$172M - $193M
|
3.08M
$318M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.03M+ 33.26% |
$172M - $192M
|
12.1M
$1.25B
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.44MNew |
$81.8M - $91.7M
|
1.44M
$149M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.07M+ 2380.49% |
$60.5M - $67.8M
|
1.11M
$115M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
656K+ 4.21% |
$37.2M - $41.7M
|
16.2M
$1.68B
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
592K+ 24.05% |
$33.6M - $37.6M
|
3.05M
$315M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
478K+ 30199.62% |
$27.1M - $30.4M
|
479K
$49.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
457K+ 24.02% |
$25.9M - $29.1M
|
2.36M
$244M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
362K+ 186.72% |
$20.5M - $23M
|
556K
$57.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
357KNew |
$20.3M - $22.7M
|
357K
$36.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
351KNew |
$19.9M - $22.3M
|
351K
$36.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
323K+ 12.06% |
$18.3M - $20.5M
|
3M
$310M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
303K+ 130.35% |
$17.2M - $19.3M
|
536K
$55.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
297K+ 3.42% |
$16.9M - $18.9M
|
8.99M
$928M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
288KNew |
$16.3M - $18.3M
|
288K
$29.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
267K+ 69.59% |
$15.2M - $17M
|
652K
$67.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
253K+ 11.33% |
$14.4M - $16.1M
|
2.49M
$257M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
251KNew |
$14.3M - $16M
|
251K
$25.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
219K+ 1977.87% |
$12.4M - $13.9M
|
231K
$23.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
203K+ 380.4% |
$11.5M - $12.9M
|
256K
$26.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
176K+ 79.48% |
$9.98M - $11.2M
|
397K
$41M
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
175KNew |
$9.93M - $11.1M
|
175K
$18.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
172K+ 7.23% |
$9.75M - $10.9M
|
2.55M
$263M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
161KNew |
$9.11M - $10.2M
|
161K
$16.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
144K+ 47.08% |
$8.17M - $9.15M
|
450K
$46.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
139K+ 1292.31% |
$7.91M - $8.86M
|
150K
$15.5M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
134KNew |
$7.59M - $8.5M
|
134K
$13.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
130KNew |
$7.4M - $8.29M
|
130K
$13.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
128KNew |
$7.27M - $8.15M
|
128K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
125KNew |
$7.1M - $7.95M
|
125K
$12.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
125K+ 20.2% |
$7.07M - $7.93M
|
742K
$76.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
122K+ 28.54% |
$6.95M - $7.78M
|
552K
$57M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
121K+ 48.9% |
$6.87M - $7.69M
|
369K
$38.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
118K+ 1237.05% |
$6.72M - $7.53M
|
128K
$13.2M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
118K+ 127.4% |
$6.7M - $7.51M
|
211K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
107K+ 2915.19% |
$6.1M - $6.83M
|
111K
$11.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
105KNew |
$5.94M - $6.65M
|
105K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
102K+ 14.51% |
$5.81M - $6.51M
|
808K
$83.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
97.5KNew |
$5.53M - $6.2M
|
97.5K
$10.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
95.1K+ 30.01% |
$5.39M - $6.04M
|
412K
$42.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
92.6KNew |
$5.25M - $5.88M
|
92.6K
$9.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
89.7K+ 908.94% |
$5.09M - $5.7M
|
99.5K
$10.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
89.3KNew |
$5.07M - $5.68M
|
89.3K
$9.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
88.7K+ 131.77% |
$5.03M - $5.64M
|
156K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
85.7K+ 93.21% |
$4.86M - $5.45M
|
178K
$18.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
84.6KNew |
$4.8M - $5.38M
|
84.6K
$8.74M
|