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 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.77K- 3.72% |
$101K - $113K
|
45.8K
$4.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.83K- 24.19% |
$104K - $116K
|
5.74K
$588K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.84K- 28.6% |
$104K - $117K
|
4.59K
$470K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-1.86K- 2.9% |
$105K - $118K
|
62.2K
$6.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.92K- 2.77% |
$109K - $122K
|
67.2K
$6.88M
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.92K- 9.95% |
$109K - $122K
|
17.4K
$1.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.93K- 50.05% |
$109K - $122K
|
1.92K
$197K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.96K- 14.08% |
$111K - $124K
|
11.9K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.97K- 2.87% |
$112K - $125K
|
66.8K
$6.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2K- 3.68% |
$113K - $127K
|
52.3K
$5.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.01K- 3.51% |
$114K - $128K
|
55.4K
$5.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.03K- 9.45% |
$115K - $129K
|
19.4K
$1.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.03K- 16.61% |
$115K - $129K
|
10.2K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.04K- 1.8% |
$115K - $129K
|
111K
$11.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.06K- 36.44% |
$117K - $131K
|
3.59K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.07K- 22.64% |
$117K - $132K
|
7.07K
$724K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.1K- 39.65% |
$119K - $133K
|
3.2K
$327K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.14K- 1.81% |
$121K - $136K
|
116K
$11.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.16K- 7.53% |
$123K - $137K
|
26.6K
$2.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-2.24K- 29.66% |
$127K - $142K
|
5.31K
$544K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.25K- 0.66% |
$127K - $143K
|
338K
$34.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.31K- 14.41% |
$131K - $147K
|
13.7K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.32K- 3.0% |
$132K - $148K
|
75.1K
$7.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.34K- 18.36% |
$133K - $149K
|
10.4K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.38K- 10.54% |
$135K - $151K
|
20.2K
$2.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.41K- 21.35% |
$137K - $153K
|
8.89K
$910K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.43K- 38.77% |
$138K - $154K
|
3.84K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.44K- 1.39% |
$138K - $155K
|
172K
$17.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.44K- 31.51% |
$139K - $155K
|
5.31K
$544K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.47K- 62.2% |
$140K - $157K
|
1.5K
$154K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.47K- 1.14% |
$140K - $157K
|
213K
$21.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.49K- 3.42% |
$141K - $158K
|
70.2K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.5K- 1.31% |
$142K - $159K
|
188K
$19.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-2.58K- 3.66% |
$146K - $164K
|
67.8K
$6.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.58K- 53.09% |
$147K - $164K
|
2.28K
$234K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.58K- 33.39% |
$147K - $164K
|
5.16K
$528K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.62K- 4.78% |
$148K - $166K
|
52.1K
$5.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.67K- 4.43% |
$151K - $169K
|
57.6K
$5.89M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.67K- 2.97% |
$152K - $170K
|
87.5K
$8.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.74KClosed |
$156K - $174K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.79K- 0.83% |
$158K - $177K
|
332K
$34M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-2.83K- 4.63% |
$160K - $180K
|
58.3K
$5.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.93K- 4.12% |
$166K - $186K
|
68.2K
$6.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.95K- 22.85% |
$167K - $187K
|
9.96K
$1.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.96K- 34.96% |
$168K - $188K
|
5.51K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.99K- 3.57% |
$169K - $190K
|
80.7K
$8.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-3K- 36.09% |
$170K - $191K
|
5.31K
$544K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.05K- 21.86% |
$173K - $194K
|
10.9K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.12K- 2.64% |
$177K - $199K
|
115K
$11.8M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.15K- 27.99% |
$178K - $200K
|
8.09K
$829K
|