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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
321+ 11.41% |
$18.2K - $20.4K
|
3.14K
$321K
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
319+ 0.63% |
$18.1K - $20.3K
|
50.9K
$5.21M
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
306+ 6.12% |
$17.4K - $19.4K
|
5.31K
$543K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
302+ 2.22% |
$17.1K - $19.2K
|
13.9K
$1.42M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
296+ 2.12% |
$16.8K - $18.8K
|
14.3K
$1.46M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
290+ 0.32% |
$16.5K - $18.4K
|
90.3K
$9.25M
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
288+ 0.6% |
$16.3K - $18.3K
|
48.5K
$4.97M
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
281+ 1.53% |
$15.9K - $17.9K
|
18.6K
$1.9M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
277+ 10.45% |
$15.7K - $17.6K
|
2.93K
$300K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
268+ 8.25% |
$15.2K - $17K
|
3.52K
$360K
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
248+ 2.78% |
$14.1K - $15.8K
|
9.17K
$939K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
248+ 2.38% |
$14.1K - $15.8K
|
10.7K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
247+ 0.47% |
$14K - $15.7K
|
52.6K
$5.38M
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
241+ 0.44% |
$13.7K - $15.3K
|
54.6K
$5.59M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
235+ 0.48% |
$13.3K - $14.9K
|
48.9K
$5M
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
207+ 1.25% |
$11.7K - $13.2K
|
16.8K
$1.72M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
205+ 1.12% |
$11.6K - $13K
|
18.5K
$1.89M
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
204+ 0.64% |
$11.6K - $13K
|
31.9K
$3.27M
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
200New |
$11.3K - $12.7K
|
200
$20.5K
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
185+ 3.09% |
$10.5K - $11.8K
|
6.17K
$632K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
173+ 1.99% |
$9.81K - $11K
|
8.88K
$909K
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
164+ 4.04% |
$9.3K - $10.4K
|
4.22K
$432K
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
160New |
$9.08K - $10.2K
|
160
$16.4K
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
158+ 4.02% |
$8.96K - $10K
|
4.09K
$419K
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
150+ 2.93% |
$8.51K - $9.53K
|
5.27K
$539K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
142New |
$8.06K - $9.03K
|
142
$14.5K
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
136+ 0.95% |
$7.72K - $8.64K
|
14.5K
$1.49M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
133New |
$7.55K - $8.45K
|
133
$13.6K
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
128+ 0.56% |
$7.26K - $8.14K
|
23.1K
$2.36M
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
125New |
$7.09K - $7.95K
|
125
$12.8K
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
125+ 0.86% |
$7.09K - $7.95K
|
14.6K
$1.5M
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
118+ 0.05% |
$6.69K - $7.5K
|
243K
$24.9M
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
112+ 1.67% |
$6.35K - $7.12K
|
6.83K
$699K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
104New |
$5.9K - $6.61K
|
104
$10.7K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
100+ 0.87% |
$5.67K - $6.36K
|
11.5K
$1.18M
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
99+ 0.41% |
$5.62K - $6.29K
|
24.4K
$2.5M
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
92+ 2.46% |
$5.22K - $5.85K
|
3.83K
$392K
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
83New |
$4.71K - $5.28K
|
83
$8.5K
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
79+ 1.85% |
$4.48K - $5.02K
|
4.35K
$446K
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
78+ 0.27% |
$4.42K - $4.96K
|
28.8K
$2.95M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
76New |
$4.31K - $4.83K
|
76
$7.78K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
68+ 0.7% |
$3.86K - $4.32K
|
9.78K
$1M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
68New |
$3.86K - $4.32K
|
68
$6.96K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
63+ 1.4% |
$3.57K - $4K
|
4.57K
$468K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
52+ 1.44% |
$2.95K - $3.31K
|
3.65K
$374K
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
52+ 0.16% |
$2.95K - $3.31K
|
31.7K
$3.25M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50New |
$2.84K - $3.18K
|
50
$5.12K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
48+ 100.0% |
$2.72K - $3.05K
|
96
$9.83K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
44New |
$2.5K - $2.8K
|
44
$4.51K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 0.12% |
$2.38K - $2.67K
|
35.3K
$3.61M
|