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 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.22K- 15.48% |
$183K - $205K
|
17.6K
$1.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.38K- 31.61% |
$192K - $215K
|
7.31K
$748K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.41K- 11.19% |
$193K - $217K
|
27K
$2.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.45K- 9.09% |
$196K - $219K
|
34.5K
$3.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.46K- 1.76% |
$196K - $220K
|
193K
$19.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 1.54% |
$200K - $224K
|
224K
$23M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.53K- 24.82% |
$200K - $225K
|
10.7K
$1.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-3.6K- 16.75% |
$204K - $229K
|
17.9K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.61K- 7.84% |
$205K - $230K
|
42.4K
$4.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.67K- 3.31% |
$208K - $233K
|
107K
$11M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.68K- 42.06% |
$209K - $234K
|
5.07K
$519K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.69K- 18.91% |
$209K - $235K
|
15.8K
$1.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.78K- 31.79% |
$214K - $240K
|
8.11K
$830K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.8K- 6.21% |
$216K - $242K
|
57.4K
$5.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.83K- 34.44% |
$217K - $244K
|
7.29K
$747K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-3.87K- 0.58% |
$220K - $246K
|
661K
$67.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.89K- 12.73% |
$221K - $247K
|
26.7K
$2.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.9K- 10.74% |
$221K - $248K
|
32.4K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.17K- 56.71% |
$237K - $265K
|
3.19K
$326K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4.22K- 2.89% |
$239K - $268K
|
142K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-4.25K- 1.83% |
$241K - $270K
|
227K
$23.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-4.26K- 17.13% |
$242K - $271K
|
20.6K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.3K- 22.31% |
$244K - $273K
|
15K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.35K- 7.2% |
$247K - $276K
|
56.1K
$5.74M
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.36KClosed |
$247K - $277K
|
0
$0
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.41K- 19.99% |
$250K - $281K
|
17.7K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.45K- 10.08% |
$252K - $283K
|
39.7K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.5K- 54.18% |
$256K - $286K
|
3.81K
$390K
|
|
|
Jan 27, 2023
Q4 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-4.52K- 4.22% |
$256K - $287K
|
103K
$10.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.6K- 21.34% |
$261K - $293K
|
17K
$1.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.63K- 36.01% |
$263K - $294K
|
8.23K
$843K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.64K- 0.81% |
$263K - $295K
|
569K
$58.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.65K- 16.28% |
$264K - $295K
|
23.9K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-4.73K- 2.62% |
$268K - $300K
|
176K
$18M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-4.76K- 25.96% |
$270K - $303K
|
13.6K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.88K- 36.38% |
$277K - $310K
|
8.54K
$875K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.99K- 1.69% |
$283K - $317K
|
291K
$29.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.05K- 2.57% |
$286K - $321K
|
191K
$19.6M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-5.1KClosed |
$289K - $324K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-5.15K- 35.11% |
$292K - $327K
|
9.52K
$975K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.2K- 0.97% |
$295K - $330K
|
532K
$54.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.22K- 9.77% |
$296K - $332K
|
48.2K
$4.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-5.3K- 9.85% |
$300K - $337K
|
48.4K
$4.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.31K- 46.44% |
$301K - $337K
|
6.12K
$627K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.37K- 2.13% |
$305K - $341K
|
246K
$25.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-5.52K- 28.89% |
$313K - $351K
|
13.6K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5.58K- 8.88% |
$317K - $355K
|
57.3K
$5.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.67K- 0.66% |
$322K - $361K
|
856K
$87.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.68K- 3.97% |
$322K - $361K
|
138K
$14.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-5.75K- 41.72% |
$326K - $365K
|
8.03K
$822K
|