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 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.02K- 6.55% |
$57.8K - $64.8K
|
14.5K
$1.49M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.02K- 0.94% |
$57.9K - $64.9K
|
107K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.04K- 16.08% |
$58.8K - $65.9K
|
5.41K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.04K- 0.81% |
$59.2K - $66.4K
|
128K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.05K- 0.75% |
$59.6K - $66.7K
|
139K
$14.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.06K- 14.4% |
$60.2K - $67.5K
|
6.31K
$647K
|
|
|
Feb 13, 2023
Q4 2022
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1.06K- 0.43% |
$60.3K - $67.6K
|
244K
$25M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.08K- 1.69% |
$61.1K - $68.5K
|
62.5K
$6.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.1K- 15.49% |
$62.1K - $69.6K
|
5.98K
$612K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.13K- 41.13% |
$64.2K - $71.9K
|
1.62K
$166K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.13K- 10.18% |
$64.3K - $72K
|
9.99K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.14K- 8.42% |
$64.6K - $72.3K
|
12.4K
$1.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.15K- 5.46% |
$65.5K - $73.3K
|
20K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.16K- 7.79% |
$65.8K - $73.7K
|
13.7K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.16K- 12.92% |
$65.9K - $73.9K
|
7.83K
$802K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.16K- 32.91% |
$66K - $73.9K
|
2.37K
$243K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.16K- 0.47% |
$66K - $74K
|
246K
$25.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.19K- 16.8% |
$67.4K - $75.5K
|
5.88K
$603K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.2K- 8.3% |
$67.8K - $76K
|
13.2K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.2K- 9.62% |
$67.8K - $76K
|
11.2K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.2K- 3.11% |
$67.8K - $76K
|
37.3K
$3.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.21K- 15.41% |
$68.8K - $77.1K
|
6.66K
$682K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.23K- 4.2% |
$69.6K - $77.9K
|
28K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 84.2% |
$69.6K - $77.9K
|
230
$23.6K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.24K- 48.87% |
$70.2K - $78.6K
|
1.29K
$133K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.27K- 10.03% |
$71.8K - $80.4K
|
11.3K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.3K- 91.41% |
$73.6K - $82.5K
|
122
$12.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.3K- 25.44% |
$74K - $82.9K
|
3.82K
$391K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.35K- 5.6% |
$76.5K - $85.7K
|
22.7K
$2.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.42K- 11.19% |
$80.3K - $90K
|
11.2K
$1.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.47K- 0.84% |
$83.4K - $93.5K
|
173K
$17.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.48K- 16.82% |
$84K - $94.1K
|
7.32K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.5K- 96.84% |
$85.1K - $95.3K
|
49
$5.02K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.54K- 8.77% |
$87.4K - $97.9K
|
16K
$1.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.56K- 3.74% |
$88.6K - $99.3K
|
40.3K
$4.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.57K- 1.31% |
$89.1K - $99.8K
|
119K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.58K- 0.92% |
$89.4K - $100K
|
170K
$17.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.58K- 3.38% |
$89.7K - $100K
|
45.2K
$4.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 0.96% |
$89.7K - $101K
|
163K
$16.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.6K- 8.08% |
$90.5K - $101K
|
18.1K
$1.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.62K- 1.81% |
$92K - $103K
|
87.7K
$8.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.63K- 1.2% |
$92.5K - $104K
|
134K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.63K- 6.7% |
$92.6K - $104K
|
22.7K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.64K- 27.6% |
$93K - $104K
|
4.3K
$440K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.65K- 15.59% |
$93.6K - $105K
|
8.94K
$915K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.67K- 18.13% |
$94.5K - $106K
|
7.52K
$770K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 38.63% |
$95.7K - $107K
|
2.68K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.71K- 1.63% |
$96.8K - $108K
|
103K
$10.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.74K- 6.76% |
$98.7K - $111K
|
24K
$2.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.74K- 9.54% |
$98.9K - $111K
|
16.5K
$1.69M
|