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
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-237- 4.61% |
$13.4K - $15.1K
|
4.91K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-237- 5.56% |
$13.4K - $15.1K
|
4.03K
$412K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-238- 1.3% |
$13.5K - $15.1K
|
18K
$1.85M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-244- 1.51% |
$13.8K - $15.5K
|
15.9K
$1.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-246- 3.32% |
$14K - $15.6K
|
7.17K
$735K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-250- 5.23% |
$14.2K - $15.9K
|
4.53K
$464K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-252- 2.3% |
$14.3K - $16K
|
10.7K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-257- 6.95% |
$14.6K - $16.3K
|
3.44K
$353K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-257- 3.6% |
$14.6K - $16.3K
|
6.89K
$705K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-263- 0.61% |
$14.9K - $16.7K
|
42.9K
$4.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-275- 0.12% |
$15.6K - $17.5K
|
228K
$23.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-280- 21.88% |
$15.9K - $17.8K
|
1K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-283- 10.78% |
$16.1K - $18K
|
2.34K
$240K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-286- 4.86% |
$16.2K - $18.2K
|
5.6K
$573K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-286- 3.4% |
$16.2K - $18.2K
|
8.14K
$833K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-289- 7.4% |
$16.4K - $18.4K
|
3.62K
$371K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-292- 0.29% |
$16.6K - $18.6K
|
100K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-302- 4.7% |
$17.1K - $19.2K
|
6.13K
$628K
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-317- 1.96% |
$18K - $20.1K
|
15.9K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-334- 1.04% |
$18.9K - $21.2K
|
31.8K
$3.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-339- 3.82% |
$19.2K - $21.5K
|
8.54K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-347- 0.5% |
$19.7K - $22.1K
|
68.9K
$7.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-348- 28.93% |
$19.7K - $22.1K
|
855
$87.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-348- 17.43% |
$19.7K - $22.1K
|
1.65K
$169K
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-350- 2.19% |
$19.9K - $22.2K
|
15.7K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-357- 1.07% |
$20.3K - $22.7K
|
33.1K
$3.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-360- 14.35% |
$20.4K - $22.9K
|
2.15K
$220K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-363- 6.69% |
$20.6K - $23.1K
|
5.06K
$519K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-380- 20.31% |
$21.6K - $24.2K
|
1.49K
$153K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-384- 0.32% |
$21.8K - $24.4K
|
118K
$12.1M
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-395- 3.31% |
$22.4K - $25.1K
|
11.6K
$1.18M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-406- 1.83% |
$23K - $25.8K
|
21.7K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-429- 7.97% |
$24.3K - $27.3K
|
4.96K
$508K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-440- 3.1% |
$25K - $28K
|
13.8K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-446- 2.29% |
$25.3K - $28.3K
|
19K
$1.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-453- 38.92% |
$25.7K - $28.8K
|
711
$72.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-453- 0.54% |
$25.7K - $28.8K
|
83.4K
$8.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-465- 7.47% |
$26.4K - $29.6K
|
5.76K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-466- 1.36% |
$26.4K - $29.6K
|
33.9K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-477- 6.38% |
$27.1K - $30.3K
|
7K
$717K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-489- 0.73% |
$27.7K - $31.1K
|
66.4K
$6.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-501- 3.14% |
$28.4K - $31.8K
|
15.4K
$1.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-532- 31.74% |
$30.2K - $33.8K
|
1.14K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-533- 1.33% |
$30.2K - $33.9K
|
39.6K
$4.06M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-560- 2.02% |
$31.8K - $35.6K
|
27.2K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-566- 12.35% |
$32.1K - $36K
|
4.02K
$411K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-568- 2.91% |
$32.2K - $36.1K
|
18.9K
$1.94M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-573- 11.3% |
$32.5K - $36.4K
|
4.5K
$461K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-576- 0.66% |
$32.7K - $36.6K
|
86.9K
$8.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-577- 11.89% |
$32.7K - $36.7K
|
4.28K
$438K
|