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 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-592- 13.59% |
$33.6K - $37.6K
|
3.76K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-594- 5.93% |
$33.7K - $37.8K
|
9.43K
$966K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-598- 5.24% |
$33.9K - $38K
|
10.8K
$1.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-600- 3.58% |
$34K - $38.1K
|
16.2K
$1.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-601- 0.12% |
$34.1K - $38.2K
|
489K
$50.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-602- 0.44% |
$34.2K - $38.3K
|
135K
$13.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-605- 1.05% |
$34.3K - $38.5K
|
57.3K
$5.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-636- 0.8% |
$36.1K - $40.4K
|
78.6K
$8.04M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-644- 64.4% |
$36.5K - $40.9K
|
356
$36.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-654- 8.06% |
$37.1K - $41.6K
|
7.46K
$764K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-671- 75.65% |
$38.1K - $42.6K
|
216
$22.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-694- 2.5% |
$39.4K - $44.1K
|
27.1K
$2.77M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-723- 12.27% |
$41K - $46K
|
5.17K
$529K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-723- 8.58% |
$41K - $46K
|
7.7K
$788K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-727- 9.49% |
$41.2K - $46.2K
|
6.93K
$710K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-741- 4.09% |
$42K - $47.1K
|
17.4K
$1.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-742- 4.47% |
$42.1K - $47.2K
|
15.8K
$1.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-750- 4.82% |
$42.5K - $47.7K
|
14.8K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-750- 8.9% |
$42.5K - $47.7K
|
7.68K
$786K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-752- 11.35% |
$42.7K - $47.8K
|
5.88K
$602K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-762- 3.47% |
$43.2K - $48.4K
|
21.2K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-767- 2.92% |
$43.5K - $48.8K
|
25.5K
$2.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-769- 1.37% |
$43.6K - $48.9K
|
55.5K
$5.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-774- 1.88% |
$43.9K - $49.2K
|
40.3K
$4.13M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-783- 7.98% |
$44.4K - $49.8K
|
9.02K
$924K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-787- 1.04% |
$44.6K - $50K
|
74.8K
$7.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-788- 2.7% |
$44.7K - $50.1K
|
28.4K
$2.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-796- 0.89% |
$45.2K - $50.6K
|
88.3K
$9.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-813- 13.72% |
$46.1K - $51.7K
|
5.11K
$524K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-813- 13.72% |
$46.1K - $51.7K
|
5.11K
$524K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-823- 25.28% |
$46.7K - $52.3K
|
2.43K
$249K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-828- 17.71% |
$47K - $52.6K
|
3.85K
$394K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-838- 20.51% |
$47.5K - $53.3K
|
3.25K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-843- 23.18% |
$47.8K - $53.6K
|
2.79K
$286K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-854- 22.62% |
$48.4K - $54.3K
|
2.92K
$299K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-863- 11.95% |
$49K - $54.9K
|
6.36K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-880- 7.18% |
$49.9K - $55.9K
|
11.4K
$1.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-881- 10.46% |
$50K - $56K
|
7.55K
$773K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-918- 1.38% |
$52.1K - $58.3K
|
65.5K
$6.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-920- 6.55% |
$52.2K - $58.5K
|
13.1K
$1.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-923- 0.04% |
$52.4K - $58.7K
|
2.25M
$230M
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-926- 42.85% |
$52.5K - $58.9K
|
1.24K
$126K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-930- 3.24% |
$52.8K - $59.1K
|
27.8K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-936- 8.5% |
$53.1K - $59.5K
|
10.1K
$1.03M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-949- 6.07% |
$53.8K - $60.3K
|
14.7K
$1.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-964- 14.03% |
$54.7K - $61.3K
|
5.91K
$605K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-980- 18.32% |
$55.6K - $62.3K
|
4.37K
$447K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1K- 10.35% |
$56.7K - $63.6K
|
8.67K
$887K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1K- 1.55% |
$56.7K - $63.6K
|
63.6K
$6.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.01K- 32.5% |
$57K - $63.9K
|
2.09K
$214K
|