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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
80.4KNew |
$4.56M - $5.11M
|
80.4K
$8.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
78.2K+ 47.46% |
$4.44M - $4.97M
|
243K
$25.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
78.1K+ 728.51% |
$4.43M - $4.96M
|
88.8K
$9.17M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77.8K+ 4.55% |
$4.42M - $4.95M
|
1.79M
$185M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
73.9K+ 28.01% |
$4.19M - $4.69M
|
338K
$34.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.1K+ 2.73% |
$4.15M - $4.64M
|
2.75M
$284M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
73K+ 7.05% |
$4.14M - $4.64M
|
1.11M
$115M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.8K+ 5.25% |
$4.13M - $4.63M
|
1.46M
$151M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
71.1K+ 17.18% |
$4.03M - $4.52M
|
485K
$50.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
69.1KNew |
$3.92M - $4.39M
|
69.1K
$7.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
67.7K+ 69.32% |
$3.84M - $4.3M
|
165K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
67.2K+ 353.23% |
$3.81M - $4.27M
|
86.2K
$8.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
67.2KNew |
$3.81M - $4.27M
|
67.2K
$6.94M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
66.3KNew |
$3.76M - $4.21M
|
66.3K
$6.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
65.5KNew |
$3.72M - $4.16M
|
65.5K
$6.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
64.9KNew |
$3.68M - $4.12M
|
64.9K
$6.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
64.2K+ 37.28% |
$3.64M - $4.08M
|
237K
$24.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62.5K+ 14.13% |
$3.54M - $3.97M
|
505K
$52.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
60.9K+ 355.75% |
$3.45M - $3.87M
|
78K
$8.05M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
60.3K+ 651.13% |
$3.42M - $3.83M
|
69.6K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.6K+ 23.99% |
$3.33M - $3.73M
|
303K
$31.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
57.4K+ 1.83% |
$3.25M - $3.65M
|
3.19M
$329M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
56.6K+ 12.15% |
$3.21M - $3.6M
|
523K
$54M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
55.8K+ 1.88% |
$3.17M - $3.55M
|
3.02M
$312M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.7K+ 1.43% |
$3.16M - $3.54M
|
3.95M
$408M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
54.2KNew |
$3.08M - $3.45M
|
54.2K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
53.9KNew |
$3.06M - $3.42M
|
53.9K
$5.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
51.3K+ 288.93% |
$2.91M - $3.26M
|
69.1K
$7.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
51.3KNew |
$2.91M - $3.26M
|
51.3K
$5.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
49.6K+ 201.45% |
$2.82M - $3.16M
|
74.3K
$7.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
49.2K+ 30.41% |
$2.79M - $3.13M
|
211K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
49.1KNew |
$2.79M - $3.12M
|
49.1K
$5.07M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
41.9K+ 85.51% |
$2.38M - $2.66M
|
90.8K
$9.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
41.4KNew |
$2.35M - $2.63M
|
41.4K
$4.28M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
41.4K+ 209.42% |
$2.35M - $2.63M
|
61.1K
$6.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.5K+ 0.59% |
$2.3M - $2.57M
|
6.95M
$718M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
39.9K+ 170.37% |
$2.26M - $2.53M
|
63.2K
$6.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.1K+ 24.32% |
$2.22M - $2.49M
|
200K
$20.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
38.2K+ 1.42% |
$2.17M - $2.43M
|
2.72M
$281M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
37.8KNew |
$2.15M - $2.4M
|
37.8K
$3.91M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
37.8K+ 17.36% |
$2.14M - $2.4M
|
256K
$26.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
35.9KNew |
$2.04M - $2.28M
|
35.9K
$3.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34.3K+ 105.28% |
$1.94M - $2.18M
|
66.8K
$6.9M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
33KNew |
$1.87M - $2.1M
|
33K
$3.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
32.7K+ 10.51% |
$1.86M - $2.08M
|
344K
$35.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
32.7KNew |
$1.86M - $2.08M
|
32.7K
$3.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
31.9KNew |
$1.81M - $2.03M
|
31.9K
$3.3M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
31.9K+ 157.3% |
$1.81M - $2.03M
|
52.2K
$5.39M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31.9K+ 157.3% |
$1.81M - $2.03M
|
52.2K
$5.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.7K+ 10.4% |
$1.8M - $2.02M
|
337K
$34.8M
|