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 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-6K- 25.32% |
$340K - $381K
|
17.7K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-6.01K- 75.09% |
$341K - $382K
|
1.99K
$204K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-6.06K- 2.23% |
$344K - $385K
|
265K
$27.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.06K- 59.95% |
$344K - $385K
|
4.05K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.35K- 6.7% |
$360K - $403K
|
88.3K
$9.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.39K- 13.14% |
$362K - $406K
|
42.2K
$4.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.48K- 11.2% |
$367K - $412K
|
51.4K
$5.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.5K- 2.53% |
$369K - $413K
|
250K
$25.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-6.71K- 34.67% |
$381K - $427K
|
12.6K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.77K- 99.75% |
$384K - $430K
|
17
$1.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-7.09K- 5.56% |
$402K - $451K
|
120K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.17K- 41.24% |
$407K - $456K
|
10.2K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.21K- 12.37% |
$409K - $458K
|
51.1K
$5.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-7.4K- 4.13% |
$420K - $470K
|
172K
$17.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.43K- 49.87% |
$421K - $472K
|
7.47K
$765K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-7.55K- 2.04% |
$428K - $480K
|
362K
$37.1M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.7K- 20.79% |
$437K - $489K
|
29.3K
$3M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-7.73K- 7.32% |
$438K - $491K
|
97.8K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.81K- 46.42% |
$443K - $496K
|
9.01K
$923K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.39K- 70.13% |
$476K - $533K
|
3.57K
$366K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-8.55K- 5.35% |
$485K - $543K
|
151K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.58K- 10.78% |
$487K - $546K
|
71K
$7.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.64K- 99.46% |
$490K - $549K
|
47
$4.81K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-8.8K- 57.84% |
$499K - $559K
|
6.41K
$657K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-8.94K- 32.82% |
$507K - $568K
|
18.3K
$1.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-9.31K- 35.03% |
$528K - $592K
|
17.3K
$1.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-10K- 13.73% |
$567K - $636K
|
62.8K
$6.43M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-10K- 13.73% |
$567K - $636K
|
62.8K
$6.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-10.1K- 3.35% |
$575K - $644K
|
292K
$29.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.2K- 54.8% |
$577K - $647K
|
8.39K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.2K- 11.78% |
$581K - $651K
|
76.6K
$7.85M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-10.3K- 20.31% |
$583K - $653K
|
40.3K
$4.13M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-10.8K- 47.94% |
$611K - $685K
|
11.7K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-11.1K- 4.05% |
$627K - $703K
|
262K
$26.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.2K- 1.21% |
$635K - $712K
|
912K
$93.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-11.3K- 28.02% |
$638K - $715K
|
28.9K
$2.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-11.6K- 3.06% |
$656K - $734K
|
366K
$37.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-11.9K- 57.28% |
$676K - $757K
|
8.88K
$910K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.1K- 10.03% |
$688K - $771K
|
109K
$11.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-12.3K- 5.83% |
$696K - $780K
|
198K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-12.3K- 19.83% |
$699K - $784K
|
49.8K
$5.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-12.5K- 2.93% |
$708K - $793K
|
413K
$42.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-13.2K- 56.93% |
$750K - $840K
|
10K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-13.3K- 17.6% |
$752K - $842K
|
62.1K
$6.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13.4K- 40.98% |
$761K - $853K
|
19.3K
$1.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 66.12% |
$773K - $867K
|
6.99K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-13.8K- 8.07% |
$783K - $877K
|
157K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
SELL
|
- |
-13.8K- 50.17% |
$785K - $880K
|
13.7K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-14K- 80.82% |
$796K - $892K
|
3.33K
$341K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14K- 4.9% |
$797K - $893K
|
273K
$27.9M
|