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
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.9K+ 2.98% |
$335K - $375K
|
204K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 93.11% |
$330K - $370K
|
12.1K
$1.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.81K+ 111.93% |
$329K - $369K
|
11K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.78K+ 58.6% |
$328K - $367K
|
15.6K
$1.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
5.77KNew |
$328K - $367K
|
5.77K
$596K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.77KNew |
$327K - $367K
|
5.77K
$596K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
5.76KNew |
$327K - $366K
|
5.76K
$595K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5.66K+ 55.06% |
$321K - $360K
|
15.9K
$1.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.55KNew |
$315K - $353K
|
5.55K
$573K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.46K+ 44.09% |
$310K - $347K
|
17.8K
$1.84M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.44K+ 5.54% |
$308K - $345K
|
104K
$10.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
5.31KNew |
$301K - $338K
|
5.31K
$548K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
5.22K+ 4.6% |
$296K - $332K
|
119K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5.16KNew |
$293K - $328K
|
5.16K
$533K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.99KNew |
$283K - $317K
|
4.99K
$516K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.85K+ 21.53% |
$275K - $308K
|
27.4K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
4.79K+ 5207.61% |
$272K - $305K
|
4.88K
$504K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.79K+ 3.44% |
$271K - $304K
|
144K
$14.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
4.67K+ 11.89% |
$265K - $297K
|
44K
$4.54M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.65KNew |
$264K - $295K
|
4.65K
$480K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.65K+ 3.34% |
$264K - $295K
|
144K
$14.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
BUY
|
- |
4.61KNew |
$262K - $293K
|
4.61K
$476K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.57KNew |
$259K - $290K
|
4.57K
$471K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.52K+ 8.45% |
$257K - $288K
|
58K
$5.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.5K+ 87.26% |
$255K - $286K
|
9.65K
$997K
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
4.45KNew |
$253K - $283K
|
4.45K
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.43KNew |
$251K - $282K
|
4.43K
$458K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.43K+ 1.63% |
$251K - $281K
|
277K
$28.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.36K+ 3.7% |
$247K - $277K
|
122K
$12.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.3KNew |
$244K - $273K
|
4.3K
$444K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.26K+ 102.31% |
$242K - $271K
|
8.42K
$870K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.22K+ 26.09% |
$240K - $268K
|
20.4K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.17KNew |
$236K - $265K
|
4.17K
$430K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
4.15KNew |
$235K - $264K
|
4.15K
$428K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.13K+ 4.39% |
$234K - $263K
|
98.3K
$10.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.12KNew |
$234K - $262K
|
4.12K
$426K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
4.03K+ 16.19% |
$229K - $256K
|
28.9K
$2.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.93K+ 41.87% |
$223K - $250K
|
13.3K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.8K+ 64.4% |
$216K - $242K
|
9.71K
$1M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
3.8KNew |
$215K - $241K
|
3.8K
$392K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.77K+ 4.04% |
$214K - $239K
|
97.1K
$10M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.68KNew |
$208K - $234K
|
3.68K
$380K
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$208K - $233K
|
3.67K
$379K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.65K+ 35.65% |
$207K - $232K
|
13.9K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.62KNew |
$206K - $230K
|
3.62K
$374K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.6KNew |
$204K - $229K
|
3.6K
$372K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.59KNew |
$204K - $228K
|
3.59K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.58KNew |
$203K - $228K
|
3.58K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.58KNew |
$203K - $227K
|
3.58K
$369K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.57K+ 31.32% |
$203K - $227K
|
15K
$1.55M
|