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
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$56.7 - $63.6
|
29.4K
$3.01M
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.01% |
$56.7 - $63.6
|
10.3K
$1.06M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.03% |
$56.7 - $63.6
|
3.3K
$338K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.04% |
$56.7 - $63.6
|
2.23K
$228K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$56.7 - $63.6
|
872
$89.3K
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1- 0.01% |
$56.7 - $63.6
|
13.1K
$1.34M
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.03% |
$56.7 - $63.6
|
3.19K
$326K
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2- 0.06% |
$113 - $127
|
3.49K
$358K
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-5- 0.03% |
$284 - $318
|
17.5K
$1.79M
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 0.11% |
$284 - $318
|
4.66K
$477K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-7- 0.06% |
$397 - $445
|
11.9K
$1.22M
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-13- 0.15% |
$737 - $826
|
8.8K
$901K
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-15- 0.22% |
$851 - $953
|
6.86K
$703K
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-16- 0.18% |
$908 - $1.02K
|
9.01K
$922K
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17- 0.08% |
$964 - $1.08K
|
22.5K
$2.3M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-20- 0.48% |
$1.13K - $1.27K
|
4.13K
$423K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-20- 3.33% |
$1.13K - $1.27K
|
580
$59.4K
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-24- 0.04% |
$1.36K - $1.53K
|
57.4K
$5.87M
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.12% |
$1.42K - $1.59K
|
20.7K
$2.12M
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-25- 0.09% |
$1.42K - $1.59K
|
27.6K
$2.83M
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25Closed |
$1.42K - $1.59K
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-28- 0.26% |
$1.59K - $1.78K
|
11K
$1.12M
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-28- 0.29% |
$1.59K - $1.78K
|
9.66K
$989K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-32- 1.46% |
$1.82K - $2.03K
|
2.16K
$221K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-35- 0.47% |
$1.99K - $2.22K
|
7.49K
$767K
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-35- 0.28% |
$1.99K - $2.22K
|
12.3K
$1.26M
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-39- 0.28% |
$2.21K - $2.48K
|
13.7K
$1.41M
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-40- 0.85% |
$2.27K - $2.54K
|
4.64K
$475K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-42- 0.58% |
$2.38K - $2.67K
|
7.16K
$734K
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-43- 0.95% |
$2.44K - $2.73K
|
4.5K
$461K
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-50- 0.84% |
$2.84K - $3.18K
|
5.91K
$605K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-51- 0.5% |
$2.89K - $3.24K
|
10.2K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-57- 0.08% |
$3.23K - $3.62K
|
68.7K
$7.03M
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-59- 1.45% |
$3.35K - $3.75K
|
4K
$410K
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-60- 0.82% |
$3.4K - $3.81K
|
7.26K
$743K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-62- 12.42% |
$3.52K - $3.94K
|
437
$44.8K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-66- 1.16% |
$3.74K - $4.19K
|
5.61K
$575K
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-68- 0.32% |
$3.86K - $4.32K
|
21.1K
$2.16M
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-68- 0.7% |
$3.86K - $4.32K
|
9.6K
$983K
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-75- 6.08% |
$4.25K - $4.77K
|
1.16K
$119K
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-76- 0.98% |
$4.31K - $4.83K
|
7.68K
$787K
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-83- 2.15% |
$4.71K - $5.28K
|
3.77K
$386K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-83- 1.39% |
$4.71K - $5.28K
|
5.9K
$604K
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-84- 1.21% |
$4.77K - $5.34K
|
6.87K
$704K
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-86- 0.9% |
$4.88K - $5.47K
|
9.44K
$967K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-87- 1.34% |
$4.94K - $5.53K
|
6.41K
$656K
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-88- 2.24% |
$4.99K - $5.59K
|
3.84K
$393K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-89- 0.84% |
$5.05K - $5.66K
|
10.6K
$1.08M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-90- 0.81% |
$5.11K - $5.72K
|
11K
$1.13M
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-91Closed |
$5.16K - $5.78K
|
0
$0
|