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 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-69.3K- 48.6% |
$3.93M - $4.4M
|
73.3K
$7.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-71.3K- 30.38% |
$4.05M - $4.53M
|
163K
$16.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-73.4K- 3.52% |
$4.16M - $4.66M
|
2.01M
$207M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-76.1K- 14.67% |
$4.32M - $4.84M
|
443K
$45.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-87.5K- 49.24% |
$4.96M - $5.56M
|
90.2K
$9.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-102K- 17.42% |
$5.78M - $6.48M
|
483K
$49.9M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-104K- 20.9% |
$5.91M - $6.62M
|
394K
$40.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-112K- 68.83% |
$6.36M - $7.12M
|
50.8K
$5.24M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-113K- 68.96% |
$6.4M - $7.17M
|
50.8K
$5.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 0.42% |
$6.66M - $7.46M
|
28M
$2.89B
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-118K- 97.26% |
$6.67M - $7.47M
|
3.31K
$342K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-138K- 75.69% |
$7.8M - $8.74M
|
44.2K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-159K- 71.98% |
$9.02M - $10.1M
|
61.9K
$6.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-188K- 76.8% |
$10.6M - $11.9M
|
56.7K
$5.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-228K- 50.29% |
$12.9M - $14.5M
|
225K
$23.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-244K- 18.21% |
$13.9M - $15.5M
|
1.1M
$113M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-254K- 56.19% |
$14.4M - $16.1M
|
198K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-289K- 3.5% |
$16.4M - $18.4M
|
7.97M
$824M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-355K- 91.46% |
$20.1M - $22.6M
|
33.1K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-388K- 54.09% |
$22M - $24.7M
|
329K
$34M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-569K- 7.93% |
$32.3M - $36.2M
|
6.61M
$683M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-569K- 7.93% |
$32.3M - $36.2M
|
6.61M
$683M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-669K- 42.3% |
$37.9M - $42.5M
|
912K
$94.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-964K- 5.54% |
$54.7M - $61.3M
|
16.4M
$1.7B
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.75M- 64.29% |
$213M - $238M
|
2.08M
$215M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-553M- 100.0% |
$31.4B - $35.1B
|
1.58K
$163K
|