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 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-92- 1.74% |
$5.22K - $5.85K
|
5.19K
$531K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-93- 2.47% |
$5.28K - $5.91K
|
3.68K
$376K
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-102- 2.49% |
$5.79K - $6.48K
|
4K
$410K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
SELL
|
- |
-105- 0.82% |
$5.96K - $6.67K
|
12.8K
$1.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-105- 2.1% |
$5.96K - $6.67K
|
4.9K
$502K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-107- 2.0% |
$6.07K - $6.8K
|
5.25K
$537K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-112- 1.16% |
$6.35K - $7.12K
|
9.56K
$979K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-115- 0.3% |
$6.52K - $7.31K
|
38.4K
$3.93M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-115- 3.06% |
$6.52K - $7.31K
|
3.64K
$373K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-115- 2.37% |
$6.52K - $7.31K
|
4.75K
$486K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-120- 5.96% |
$6.81K - $7.63K
|
1.89K
$194K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-120- 1.85% |
$6.81K - $7.63K
|
6.38K
$653K
|
|
|
Feb 14, 2023
Q4 2022
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-120- 4.11% |
$6.81K - $7.63K
|
2.8K
$287K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-121- 0.84% |
$6.86K - $7.69K
|
14.3K
$1.47M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-125- 1.27% |
$7.09K - $7.95K
|
9.75K
$999K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-129- 24.9% |
$7.32K - $8.2K
|
389
$39.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-129- 0.03% |
$7.32K - $8.2K
|
403K
$41.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-132- 0.06% |
$7.49K - $8.39K
|
216K
$22.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-133- 3.62% |
$7.55K - $8.45K
|
3.54K
$363K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-133- 1.79% |
$7.55K - $8.45K
|
7.29K
$747K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-137- 1.19% |
$7.77K - $8.71K
|
11.4K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-143- 3.98% |
$8.11K - $9.09K
|
3.45K
$353K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-144- 1.48% |
$8.17K - $9.15K
|
9.59K
$982K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-147- 1.46% |
$8.34K - $9.34K
|
9.94K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-151- 0.93% |
$8.57K - $9.6K
|
16.1K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-160- 2.69% |
$9.08K - $10.2K
|
5.79K
$593K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-161- 1.36% |
$9.13K - $10.2K
|
11.7K
$1.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-163- 2.28% |
$9.25K - $10.4K
|
7K
$716K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-164- 9.69% |
$9.3K - $10.4K
|
1.53K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-166- 2.04% |
$9.42K - $10.6K
|
7.98K
$818K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-177- 1.3% |
$10K - $11.3K
|
13.5K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-177- 4.31% |
$10K - $11.3K
|
3.93K
$402K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-179- 2.33% |
$10.2K - $11.4K
|
7.5K
$768K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-185- 0.35% |
$10.5K - $11.8K
|
51.9K
$5.32M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-187- 0.16% |
$10.6K - $11.9K
|
113K
$11.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-196- 1.42% |
$11.1K - $12.5K
|
13.6K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-197- 0.03% |
$11.2K - $12.5K
|
699K
$71.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-200- 28.57% |
$11.3K - $12.7K
|
500
$51.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-201- 3.19% |
$11.4K - $12.8K
|
6.1K
$625K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-209- 1.58% |
$11.9K - $13.3K
|
13K
$1.33M
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-214- 1.92% |
$12.1K - $13.6K
|
10.9K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-216- 0.51% |
$12.3K - $13.7K
|
42.1K
$4.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-217- 1.7% |
$12.3K - $13.8K
|
12.6K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-217- 0.49% |
$12.3K - $13.8K
|
43.6K
$4.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-220- 5.73% |
$12.5K - $14K
|
3.62K
$371K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-220- 0.37% |
$12.5K - $14K
|
58.7K
$6.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-222- 0.42% |
$12.6K - $14.1K
|
52.4K
$5.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-225- 4.06% |
$12.8K - $14.3K
|
5.32K
$545K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-227- 5.39% |
$12.9K - $14.4K
|
3.99K
$408K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-231- 0.19% |
$13.1K - $14.7K
|
120K
$12.3M
|