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 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
39+ 1.03% |
$2.21K - $2.48K
|
3.81K
$390K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
37+ 1.07% |
$2.1K - $2.35K
|
3.5K
$359K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
36+ 0.51% |
$2.04K - $2.29K
|
7.14K
$731K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
30+ 0.08% |
$1.7K - $1.91K
|
39.4K
$4.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
28+ 0.8% |
$1.59K - $1.78K
|
3.52K
$361K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
26+ 0.17% |
$1.47K - $1.65K
|
15.6K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
24+ 0.43% |
$1.36K - $1.53K
|
5.57K
$571K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
20New |
$1.13K - $1.27K
|
20
$2.05K
|
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
17+ 0.25% |
$964 - $1.08K
|
6.74K
$690K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.44% |
$908 - $1.02K
|
3.62K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 0.38% |
$908 - $1.02K
|
4.24K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.22% |
$851 - $953
|
6.86K
$703K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
15New |
$851 - $953
|
15
$1.54K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
15+ 0.13% |
$851 - $953
|
11.4K
$1.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.05% |
$851 - $953
|
30.1K
$3.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
13+ 0.23% |
$737 - $826
|
5.6K
$574K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 0.23% |
$681 - $763
|
5.18K
$531K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$624 - $699
|
4.84K
$496K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
11+ 0.2% |
$624 - $699
|
5.65K
$579K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11+ 0.08% |
$624 - $699
|
14.3K
$1.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 0.36% |
$567 - $636
|
2.78K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10+ 0.23% |
$567 - $636
|
4.3K
$440K
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.23% |
$511 - $572
|
4.01K
$410K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$454 - $508
|
8
$819
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
8+ 0.17% |
$454 - $508
|
4.59K
$470K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
6+ 0.03% |
$340 - $381
|
21.8K
$2.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
6+ 0.16% |
$340 - $381
|
3.76K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 0.18% |
$340 - $381
|
3.34K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5+ 0.03% |
$284 - $318
|
14.8K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.03% |
$227 - $254
|
13.5K
$1.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4+ 0.08% |
$227 - $254
|
4.81K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.03% |
$227 - $254
|
12.2K
$1.25M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.28% |
$170 - $191
|
1.07K
$109K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3+ 0.04% |
$170 - $191
|
7.08K
$725K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.0% |
$113 - $127
|
69.2K
$7.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.11% |
$113 - $127
|
1.76K
$180K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.36% |
$113 - $127
|
561
$57.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
2+ 0.04% |
$113 - $127
|
5.67K
$581K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$113 - $127
|
3.84K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.44% |
$113 - $127
|
457
$46.8K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.22% |
$56.7 - $63.6
|
462
$47.3K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$56.7 - $63.6
|
1
$102
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.44% |
$56.7 - $63.6
|
226
$23.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.01% |
$56.7 - $63.6
|
11.7K
$1.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$56.7 - $63.6
|
8.88K
$909K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$56.7 - $63.6
|
2.95K
$302K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.09% |
$56.7 - $63.6
|
1.12K
$115K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$56.7 - $63.6
|
10.7K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$56.7 - $63.6
|
11.2K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1+ 0.02% |
$56.7 - $63.6
|
4.55K
$466K
|