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
|
Royal Fund Management, LLC
|
SELL
|
- |
-15.1K- 13.46% |
$856K - $960K
|
97.1K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-15.4K- 37.38% |
$874K - $979K
|
25.8K
$2.66M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-15.7K- 69.17% |
$889K - $996K
|
6.99K
$722K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-15.8K- 22.14% |
$894K - $1M
|
55.4K
$5.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.1K- 4.05% |
$913K - $1.02M
|
381K
$39.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-16.6K- 20.96% |
$943K - $1.06M
|
62.7K
$6.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-17.2K- 7.57% |
$975K - $1.09M
|
210K
$21.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.3K- 12.02% |
$981K - $1.1M
|
127K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-17.9K- 36.08% |
$1.02M - $1.14M
|
31.7K
$3.28M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.2K- 1.03% |
$1.03M - $1.16M
|
1.75M
$180M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-18.9K- 58.18% |
$1.07M - $1.2M
|
13.6K
$1.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-19.6K- 1.87% |
$1.11M - $1.24M
|
1.03M
$106M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-20K- 14.17% |
$1.13M - $1.27M
|
121K
$12.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.4K- 2.49% |
$1.16M - $1.3M
|
799K
$82.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-20.8K- 23.3% |
$1.18M - $1.32M
|
68.3K
$7.05M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-21.3K- 8.7% |
$1.21M - $1.35M
|
223K
$23.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.7K- 32.19% |
$1.23M - $1.38M
|
45.8K
$4.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-23K- 41.72% |
$1.31M - $1.46M
|
32.2K
$3.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-23.1K- 24.13% |
$1.31M - $1.47M
|
72.6K
$7.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-24.8K- 1.79% |
$1.41M - $1.58M
|
1.36M
$141M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-24.9K- 53.3% |
$1.41M - $1.58M
|
21.8K
$2.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26.1K- 36.02% |
$1.48M - $1.66M
|
46.3K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-27.1K- 76.71% |
$1.54M - $1.72M
|
8.23K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-27.5K- 3.58% |
$1.56M - $1.75M
|
740K
$76.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-27.8K- 11.01% |
$1.58M - $1.77M
|
225K
$23.2M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-28.2K- 98.08% |
$1.6M - $1.79M
|
550
$56.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-28.9K- 45.4% |
$1.64M - $1.84M
|
34.8K
$3.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31.1K- 4.29% |
$1.77M - $1.98M
|
694K
$71.7M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-31.9K- 38.12% |
$1.81M - $2.03M
|
51.8K
$5.35M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-32.8K- 22.9% |
$1.86M - $2.08M
|
110K
$11.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-34.5K- 16.75% |
$1.96M - $2.2M
|
172K
$17.7M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.5K- 14.51% |
$2.02M - $2.26M
|
209K
$21.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-36.4K- 97.68% |
$2.06M - $2.31M
|
864
$89.2K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-37.9K- 41.33% |
$2.15M - $2.41M
|
53.8K
$5.55M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-38.7K- 46.04% |
$2.2M - $2.46M
|
45.4K
$4.68M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-39.8K- 11.01% |
$2.26M - $2.53M
|
321K
$33.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40.1K- 42.17% |
$2.28M - $2.55M
|
55K
$5.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-40.9K- 3.33% |
$2.32M - $2.6M
|
1.19M
$123M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-41.1K- 41.71% |
$2.33M - $2.61M
|
57.4K
$5.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-41.8K- 19.72% |
$2.37M - $2.66M
|
170K
$17.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-44K- 4.77% |
$2.5M - $2.8M
|
879K
$90.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-47.2K- 94.14% |
$2.68M - $3M
|
2.94K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-48.6K- 91.96% |
$2.75M - $3.09M
|
4.25K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-48.8K- 7.87% |
$2.77M - $3.1M
|
571K
$59M
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-48.9K- 97.33% |
$2.78M - $3.11M
|
1.34K
$139K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-50.3K- 48.08% |
$2.85M - $3.2M
|
54.3K
$5.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51.3K- 1.04% |
$2.91M - $3.26M
|
4.89M
$505M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54.8K- 24.08% |
$3.11M - $3.49M
|
173K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-56.9K- 90.21% |
$3.23M - $3.61M
|
6.17K
$637K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-64.3K- 22.56% |
$3.65M - $4.09M
|
221K
$22.8M
|