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
|
Domani Wealth, LLC
|
BUY
|
- |
9.58K+ 39.08% |
$543K - $609K
|
34.1K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.5K+ 52.49% |
$539K - $604K
|
27.6K
$2.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.44KNew |
$535K - $600K
|
9.44K
$975K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
9.34K+ 12.06% |
$530K - $594K
|
86.8K
$8.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.32K+ 6.89% |
$529K - $592K
|
144K
$14.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.25KNew |
$524K - $588K
|
9.25K
$955K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.23K+ 6.49% |
$524K - $587K
|
151K
$15.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.21K+ 23.78% |
$523K - $586K
|
48K
$4.95M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.07K+ 136.97% |
$515K - $577K
|
15.7K
$1.62M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
8.99KNew |
$510K - $571K
|
8.99K
$928K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.85K+ 14.03% |
$502K - $562K
|
71.9K
$7.43M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
8.69KNew |
$493K - $552K
|
8.69K
$898K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.61K+ 3.86% |
$489K - $548K
|
231K
$23.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.58K+ 2.93% |
$487K - $545K
|
301K
$31.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
8.58K+ 10.37% |
$487K - $545K
|
91.3K
$9.43M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8.57K+ 1.75% |
$486K - $545K
|
498K
$51.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.43KNew |
$478K - $536K
|
8.43K
$871K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
8.17KNew |
$464K - $520K
|
8.17K
$844K
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.15KNew |
$462K - $518K
|
8.15K
$841K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
8.14KNew |
$462K - $517K
|
8.14K
$841K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8.14K+ 3.65% |
$462K - $517K
|
231K
$23.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.12KNew |
$461K - $516K
|
8.12K
$839K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.12K+ 13.93% |
$461K - $516K
|
66.4K
$6.86M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
8.11K+ 215.63% |
$460K - $516K
|
11.9K
$1.23M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.71KNew |
$437K - $490K
|
7.71K
$796K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
7.67K+ 26.49% |
$435K - $488K
|
36.6K
$3.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.52KNew |
$427K - $478K
|
7.52K
$777K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7.49KNew |
$425K - $476K
|
7.49K
$774K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.49KNew |
$425K - $476K
|
7.49K
$773K
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
7.45K+ 91.44% |
$423K - $474K
|
15.6K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
7.4KNew |
$420K - $470K
|
7.4K
$764K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.39K+ 11.05% |
$419K - $470K
|
74.3K
$7.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
7.38KNew |
$418K - $469K
|
7.38K
$762K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.37KNew |
$418K - $469K
|
7.37K
$761K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
7.32K+ 159.09% |
$415K - $465K
|
11.9K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
7.3KNew |
$414K - $464K
|
7.3K
$754K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
7.25K+ 70.1% |
$411K - $461K
|
17.6K
$1.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.21K+ 61.67% |
$409K - $458K
|
18.9K
$1.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
6.96KNew |
$395K - $442K
|
6.96K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.91K+ 14.32% |
$392K - $439K
|
55.2K
$5.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.91K+ 14.32% |
$392K - $439K
|
55.2K
$5.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
6.87KNew |
$390K - $436K
|
6.87K
$709K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
6.82KNew |
$387K - $433K
|
6.82K
$704K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
6.8KNew |
$386K - $432K
|
6.8K
$703K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
6.5K+ 10.65% |
$369K - $413K
|
67.5K
$6.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.32K+ 4.05% |
$359K - $402K
|
162K
$16.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.31K+ 6.9% |
$358K - $401K
|
97.7K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.28K+ 23.17% |
$356K - $399K
|
33.4K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.11K+ 20.28% |
$347K - $388K
|
36.3K
$3.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.99K+ 5.68% |
$340K - $381K
|
111K
$11.5M
|